Dan Detweiler
Active Member
My opinion is that SR, non PUP, RWD will ultimately account for 10-15% of orders...max. But hey, that's just me.
Dan
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Bloomberg’s at 5,187 now. :)
- Thread starter M109Rider
- Start date
Dan
Don't forget EAP cost for buyers. Makes it a $41K car right there. Let alone FSD ($44K) if we ever get to see self-Ubering Model 3's. Would most of those still be LR or PUP? Which Uber passenger will care let alone pay a premium, exactly?
DanL3
Member
Yes, I would agree that SR, non PUP, RWD will account for 10-15%, But My opinion is having SR, non PUP, RWD available will increase total sales by about 50% with the added 35-40% being various add ons that are still not available today.
When Tesla has a full configurator available they will get enough volume to make even the bare bones car profitable.
Dan Detweiler
Active Member
Agreed...however, they are not demand driven right now. They are production driven. They have all the demand they can imagine. They need to concentrate on production and for now that needs to be high profit margin configurations. Once that is met to some degree, then they can go on to lower profit margin cars.
Dan
DanL3
Member
Only for a few more months. They will work through "all the demand they can imagine" quickly. Profit depends on proper advanced planning. They need to be planning 2019 production now.
Dan Detweiler
Active Member
...and what makes you think they're not planning ahead? They have stated what their priorities are and plan for rolling out the standard range battery as well as Model Y, the Roadster, the Semi, the pickup...
If anything you could argue that perhaps they are looking too far down the road and not focusing all their energies on the task at hand.
Dan
Nice MGA in the avatar by the way.
Another thing to prioritize...cars with EAP to get some machine learning going. You're not going to activate machine learning? You'll be the first to configure after we're amassed a sufficiently large fleet to get EAP and FSD data flow :-D
Tesla Autopilot is capable of operating in shadow mode.
the_danimal
Member
ℬête Noire
Active Member
It’s at 3,582 and going down.
Whoop!
That means they're getting read to build my D.
the_danimal
Member
They gonna have to adjust their formula soon, less and less people are going to report VIN to them
Their estimates are based on faulty data. In weeks when we knew for a fact that Tesla was not producing cars because of shutdowns, they still had numbers, and when Elon tweeted that they did 5k in a week, they were nowhere close. I've stopped believing anything that site says.It’s at 3,582 and going down.
The Bloomberg site is several NHTSA VIN updates behind. Pretty lax in their checking of VIN information given that it is one of the two things they say their model is based on.
RT
RT
They now have the last two large VIN batches in their graph, 5 days after the Twitter feed showed them. Well done guys!
Someone needs to start tracking the tracker and pointing out the lag between VIN assignments and the tracker being updated.
RT
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