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100%, completely different level. But the price point is very different as well )
Well, the latest version of Assisted driving is completely hands free at speeds below 80 mph on a highway. So no annoying tapping of the steering wheel every 3-5 seconds required like in Tesla. Plus cameras and road recognition are working equally good compared to Tesla.
davenlei
Member
Yea, it was definitely a premium feel in the X. Not to say the Y is any slouch but it is a different level and the price reflects that.
Had an X loaner for 2 days while they we doing some warranty work on my '23 MYP. Certainly a much more luxurious feel inside and out. However, it drove like a big heavy SUV, even with the suspension in sport mode. Auto doors were also odd - not sure why they only open 6" or so. Auto close was cool though. I wasn't a fan mostly because of the driving dynamics and was happy to be back in the MYP on the curvy roads home. My wife loved it for shuttling our 3 kids w/ the 6 seat configuration.
mknmike
Member
While shopping for a model 3, I'm pleased to see the US inventory of M3 increasing from ~830 to nearly 1000 today. I'm hoping that they introduce the inventory discounts soon but must be patient, as I expect that late November and early December will be the big push for Q4 deliveries. Emptying the inventory might inspire some orders to happen hoping for a delivery before December 31 on both the Tesla and Buyer's sides. I don't want to buy an inventory vehicle or place an order right now, not only because i know I have time before the end of the year, but also because placing an order will likely result in Tesla finding an inventory vehicle that meets my needs immediately. Then I'm done. As I see that trickle charging on Level 1 might work, I think I better have that 240v accessible outside. I'm pretty sure I can make that happen before taking delivery. So I check the inventory every day. Here we are today.
My next topic will be paint colors. How many times have they changed the default paint color? And why is black $1500 now when it was $1000 before. Hmm...
- Model S - 2582
- Model X - 3272
- Model 3 - 994
- Model Y - 1707
- Total = 8555
My next topic will be paint colors. How many times have they changed the default paint color? And why is black $1500 now when it was $1000 before. Hmm...
mknmike
Member
Inventory continuing to rise. U.S. model 3
At 1051 going into the weekend. It is certainly looking like there could be a repeat of the Q3 prices bottoming out in November-December. It’s hard to be patient, hoping to get a white interior and black exterior paint for free.
At 1051 going into the weekend. It is certainly looking like there could be a repeat of the Q3 prices bottoming out in November-December. It’s hard to be patient, hoping to get a white interior and black exterior paint for free.
North America production
Any VINs starting 5YJ or 7SA, so will include Texas and Fremont- Model S - 2836
- Model X - 3418
- Model 3 - 1051
- Model Y - 1909
- Total = 9214
China production
Any VINs starting LRW, which are China only- Model S - NA
- Model X - NA
- Model 3 - 339
- Model Y - 293
- Total = 632
Berlin production
Any VINs starting XP7, which are Berlin, Germany only- Model S - NA
- Model X - NA
- Model 3 - NA
- Model Y - 583
- Total = 583
I snagged a new MYLR for $4k off MSRP after Q3 on 10/2 after inventory dramatically declined. I thought for sure I had no chance but kept checking daily and a ton was restocked all at one with steep discounts. I’d like to believe they’ll be discounted again before end of Q4 given the new MY refresh coming to the US sometime next year.
mknmike
Member
This next topic of mine might warrant a separate thread, but it may apply here as it’s about QUANTIFYING DEMO MILES. I am seeing a base config demo M3 with over 2500 miles at something like $1150 off MSRP (currently $39k). It’s the cheapest M3 out there and not something I could even buy, but financially it MIGHT make sense if you assume linear mileage cost. But we all know it’s not linear. Miles on older higher mileage vehicles are worth less. I guess we can currently see with this period of (zero normal inventory discounts) that Tesla values the first 2500 miles at less than $0.50/mile. This may be worth documenting to make a chart with a curve. (If it was linear, a demo vehicle with 78,000 miles might be $0, so we know it’s not.)
2582 miles $1150 discount $0.445/mile
1822 miles $890 discount $0.488/mile
1147 miles $550 discount $0.479/mile
803 miles $380 discount $0.473/mile
There are demo Vehicles out there, some with more miles, but they are not the standard silver color. Discounts are maybe even larger to get them down to the $39k price, but I’m not going to do the math here.
So it seems fairly linear based on the above, and if you can swallow the concept of lots of people hammering on your new car and sitting in it with their dirty hand, feet, and butts farting on your seats and spraying their breath on your dash, buying a demo vehicle could be the cheapest way to capitalize on the government incentives (that you don’t get for a used vehicle). That makes me wonder if demo vehicles do get the credit. Still the first owner. So I’d think so.
2582 miles $1150 discount $0.445/mile
1822 miles $890 discount $0.488/mile
1147 miles $550 discount $0.479/mile
803 miles $380 discount $0.473/mile
There are demo Vehicles out there, some with more miles, but they are not the standard silver color. Discounts are maybe even larger to get them down to the $39k price, but I’m not going to do the math here.
So it seems fairly linear based on the above, and if you can swallow the concept of lots of people hammering on your new car and sitting in it with their dirty hand, feet, and butts farting on your seats and spraying their breath on your dash, buying a demo vehicle could be the cheapest way to capitalize on the government incentives (that you don’t get for a used vehicle). That makes me wonder if demo vehicles do get the credit. Still the first owner. So I’d think so.
Perhaps true now. But once they upgrade the MY next year (safe assumption it will pick up many features of the Highland 3) then the comparison will be more tricky.
Took delivery of my MYP 1-year ago on Sept 29, 2022 and paid the $69k + tax. I can't believe current inventory is running at ~$53k + incentives!
I checked a Tesla trade-in quote and it was $39.5k. can't believe I've lost 50% of the cars sticker in 1 year
I checked a Tesla trade-in quote and it was $39.5k. can't believe I've lost 50% of the cars sticker in 1 year
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mknmike
Member
Timing markets is always a game of “chicken”. Missing out on at least $3750 would probably be worse than not getting a discount on inventory. I just learned that not only is our 2007 Honda Pilot leaking oil, but I discovered that my 2006 Ridgeline is too, even worse. Part of me wants to just say “screw it” and get one ASAP, but must be patient, just about 6 weeks and hopefully inventory is up and their prices come down.
I kept watching US model 3 inventory and it went up above 1050 (1051?) and fell to 983 by the end of the weekend. I see it’s heading back up and Monday isn’t even over.
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Same here than totaled 8 month later. Waiting for the right time or either get another Y or upgrade to X.
mknmike
Member
US inventory numbers certainly on the rise, but really nothing is noticeable yet in the charts. Numbers will have to go much higher to compare with Q3. And what was done in Q3 was apparently a disappointment for stockholders with the share price falling nearly 5% yesterday.
So the strategy of pumping out lots of vehicles and discounting to sell basically didn’t work. Do they change their Strategy this quarter? Play chicken and assume there are lots of people like me out there that know we better order our M3 soon. Inventory discounts are not the thing that are going to make us buy this quarter. The government incentive is what’s going to make us buy. So maybe M3 and MY inventory discounts won’t be coming. It didn’t work in Q3.
Also, no Cybertrucks will hit inventory for a long time as I understand it. So Tesla could possibly just pump out oodles of Cybertrucks to hit their 1.8M delivery number which apparently only requires 500k vehicles in Q4. I think it was something like 418k in Q3. Pumping out too many models to land in inventory only increases storage and shipping costs. Right? They can pump out just ordered vehicles and maybe hit their number if they can ramp up the Cybertruck deliveries that are supposed to begin in November.
Cybertruck debut could dwarf the other models if they can do it right. It could also end up a monumental failure, in which case they better hit numbers for other vehicles.
Will they put all eggs in one basket?
- Model S - 2847
- Model X - 3634
- Model 3 - 1109
- Model Y - 1933
- Total = 9523
So the strategy of pumping out lots of vehicles and discounting to sell basically didn’t work. Do they change their Strategy this quarter? Play chicken and assume there are lots of people like me out there that know we better order our M3 soon. Inventory discounts are not the thing that are going to make us buy this quarter. The government incentive is what’s going to make us buy. So maybe M3 and MY inventory discounts won’t be coming. It didn’t work in Q3.
Also, no Cybertrucks will hit inventory for a long time as I understand it. So Tesla could possibly just pump out oodles of Cybertrucks to hit their 1.8M delivery number which apparently only requires 500k vehicles in Q4. I think it was something like 418k in Q3. Pumping out too many models to land in inventory only increases storage and shipping costs. Right? They can pump out just ordered vehicles and maybe hit their number if they can ramp up the Cybertruck deliveries that are supposed to begin in November.
Cybertruck debut could dwarf the other models if they can do it right. It could also end up a monumental failure, in which case they better hit numbers for other vehicles.
Will they put all eggs in one basket?
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