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Discussion: Model Y General Waiting room for orders placed After January 2023
- Thread starter acpd
- Start date
I haven't watched the video yet, but I absolutely agree with building vehicles in identical batches. The reason Ford, GM, and Stellantis, in particular, don't do this is because large, identical batches don't allow for customization which is an expected advantage for these brands.
Honda, for example, doesn't have options or option packages - the vehicle's trim level determines which features the vehicle is equipped with and you can't delete or add individual options or option packages like you can with some other brands.
Cost goes down and quality goes up when you build the same thing over and over.
One of the other definitions that still needs to be worked out is how exactly you measure the percentages of materials fairly. Originally the idea was to measure by the value of the material, rather than by mass, but that opens up a lot of means for manipulation. For example, the automakers could set up their own subsidiary or partner company that sources a minuscule amount of materials from a partner country, but pay that company (pay themselves) an astronomical amount for that material, until they have reached the threshold value, even though the actual battery contains 99% material from a non-partner country.
If we define the percentage by mass, is that the mass of the raw mined material, the mass of the refined mineral, or the mass of the chemical state of the material that is physically in the battery? Each of those can be manipulated too. What if the raw material is mined in the non-partner country, but processed in a partner country? The vast majority of the revenue would go to the partner country, and that's who the automakers would be doing business with, so is that acceptable?
Obviously the real supply chain is much more complicated than these surface-level examples, so a very simple "don't get your battery stuff from China" law gets extremely complicated and nuanced, subject to varying and confusing interpretations. That's why I think you're right that they're not going to have it figured out soon, and when they do, it's not going to go into effect overnight. There will certainly be conflicting opinions on it, and some of those opinions will likely lead to further adjustments and clarifications before implementation.
At this point though, I think the automakers are loving the panic that the March deadline is causing. People are absolutely rabid to get a taste of it right now, and some of them are going to be back on the forums telling their sad story of how they got 'totally screwed over' when they realize they rushed to get a more expensive model that they didn't really want just so they could have it on time for a deadline that never happened. Or, the others will be here with sad stories about how Tesla 'disrespected' them because two other people who ordered later than them got the credit and they didn't.
The law is designed to give the automakers an incentive to make a change, setting requirements that they aren't currently meeting creates a competition among brands to bring as much production to partner countries (basically out of China, et Al.) as possible as quickly as possible. If there's already a company that meets the requirement, they are going to soak up a lot of demand, so it makes more sense to start with a goal that none of them are meeting, but is at least somewhat realistic for them to target. The reason that it's a direct to consumer tax credit is simply because that is much more popular than a corporate subsidy, which is effectively what it is if we're honest. The flip side of that is that getting the consumer involved in a corporate subsidy makes the process more likely to confuse and upset people even when they are directly benefiting from it.
I asked about a “coming soon” vehicle to my SA about when it’s expected to be delivered. They said it hasn’t even been built yet so there’s no EDD for those. So my guess is there’s just VIN assignment on those, but just hitting assembly. So I stuck with my original order.
What's great about this post is that it's incredibly simplified compared to anything in the real world, and yet the complexity of the problem is still going to absolutely blow some minds here. Unfortunately the people who need to read it are going to TL;DR it.
I wish I could react with "Like" "Helpful" and "Informative" at the same time.
Can I ask what your configuration is? I ordered a MYLR on 1/22 and upgraded to MYP on 2/3 but my date is still March 13-31. Maybe it's because I have white interior and a tow hitch. Exterior color is blue
Hopefully this means that Tesla is not falling further behind in meeting this quarter's demand.
scionbox
Member
How do you know you were skipped over? Purposefully with intent to harm. That’s what you’d have to prove. Actual purposeful intent. If it’s late, and you get it working the said parameters based on their ability to fulfill their obligations without curtailing or infringing any indie duress on other customers then maybe you’d have a complaint. No judge or court would touch any type of case about a corp purposefully causing undue harm by skipping. Maybe I’m a lawyer so….? Just saying
This is why I think it is a mixed blessing to jump ahead of the line. It's one thing to get a car that's on a truck and the buyer cancels, but another to get a car that was a reject. So in this sense, I prefer being "disrespected" and patiently waiting for the VIN that's assigned to me off the production line, instead of getting a VIN quickly with a fast delivery.
I think the government logic is that people will complain enough that the companies will work to meet the battery specs or the companies will work to achieve the specs so they can prop up demand with lower price cars (all things being equal, next year you can take the ev credit off the price of the car at purchase vs as a tax credit if you choose).
For people getting Austin VINs (or even Fremont) for the Model Y LR, is anyone's 8th digit of the VIN F (indicates performance motor)? There's another thread here where it was found out that some 2023 Model Y LR models are coming with the 4D1 rear motor (new hairpin motor for performance models). There's only been a few people who responded in that thread and it seems everyone who had an F were Austin built Model Y LR in December. Wondering if there are examples of vehicles built after that date with F in the VIN.
Oh, and it kind of worked. Telsa lowered prices by $13k on the MY just so people could get the $7,500 credit if delivered by "the date" and demand went crazy. So if companies work with developing supplies of materials that comply with whatever the standards are eventually, the vehicles become $3,750 cheaper to the consumer.
rizradmd
Member
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