Then why isn't Tesla "dumping" $63K red/white/tow MYPs in inventory instead of $52K MYAWDs?
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Discussion: Model Y General Waiting room for orders placed After January 2023
- Thread starter acpd
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Then why isn't Tesla "dumping" $63K red/white/tow MYPs in inventory instead of $52K MYAWDs?
slyderz3
Member
They wanted to get a bunch of these 4680 batteries out in the wild this quarter and all of our orders and handing them money has really put a kink in their plans
This!!!! Ridiculous. Was just talking about it with a friend of mine. Why would they put 19 inch wheels on SRs with build dates in March, with practically little to no preorders for these SRs? Why not use them to build the preorders for the LRs? Quite beyond my imagination. Irksome!!!
it might have helped, but who can be sure. I have many qns, for some reason I see people who are near Fremont factory waiting longer and getting Austin builds and NE folks getting Fremont builds - I have seen lot of LR inventories in Cleveland OH ( I suggested it to a friend and he ordered on 2/16 and got the car delivered on 2/25).
I wish I knew an answer, if you’re interested in 20 inch wheels a lot of them keep coming up in inventory, keep checking the link and speak with your SA- he can help in swapping your order.
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Based on my observation here and reddit, it looks a large number of orders with gemini's have EDDs in second half of March.
I won't be surprised if some of them (including my own order) slip into April.
I won't be surprised if some of them (including my own order) slip into April.
OD 1/16 w/b 19” not additional.
got vin 2/16 Austin
SA said build was midnight 2/16.
EDD changed to 2/24 - 3/6. Since Feb 24
EED 2/25-3/7, 2/26-3/67, 2/27-3/7, as of today EDD 2/28-3/7
Location Irvine CA
The only reason for dumping SRs could be higher margins on the 4680 cells.
P.S. Its amazing how my EDD never changed.
P.S. Its amazing how my EDD never changed.
Yeah that's my feeling as well. With my EDD update today of 3/29 - 3/31, I have low confidence of the accuracy of that small of a date range this far out.Based on my observation here and reddit, it looks a large number of orders with gemini's have EDDs in second half of March.
I won't be surprised if some of them (including my own order) slip into April.
Above example qualify, IRS white paper said the percentage is based on value not weight.
Lithium mine industry is dominated by Australia and Chile (See above article) which are US FTZ so that Lithium will qualify for 'Source' of US requirement.
Agree likely no shortage on 19s.
Most profitable? Is the AWD most profitable? probably marginally on battery but not sure about that. Could be a battery delay between 2170 in a MYP/MYLR vs 4680 in an AWD?
I would think their goal is to get as many out as possible to boost their revenue and the profitability and they are invested into the 4680 battery.
davewill
Active Member
If the battery packs are built, they are going to put them in cars, not just let them sit around. The production schedule probably doesn't have a lot of wiggle room.
I hope you are right and Tesla can use that to meet the 40% mark . . . and all this discussion about March deadline is for nothing.
Shout out to all the brave souls taking delivery today. You’ll potentially be either one day too early or sliding in under the wire. May the odds ever be in your favor!
davewill
Active Member
Yeah, I'm in almost the same place:
MYLR W/B/19
OD: 1/24
EDD: Was 3/10-3/31 for a long time
EDD 2/28: 3/14-3/31
I'm still thinking they are assuming that they will get SoCal cars in by the end of the quarter, but not ready to commit.
For those frustrated about how Tesla builds and ships car, I think there’s something we teach kids about a kettle boiling and watching it.. 
This! So much for the theory of Gemini wheels shortage, lol.
I wouldn't trust their built date. Sitting here waiting for a car built on 17th as per their webpage and the SA even today said it's in pre production still in factory
In the big scheme of things, a couple of hundred MYAWD's is a small.percentage, especially considering they have not been built yet.
Giga Berlin just announced making 4K model Y's a week. The combined output of the US factories must be considerably higher than that. So, it is not like if they don't make the AWD's, your MYLR is getting to you sooner.
I believe they have made the 4680 batteries, so they need to put them in cars for revenue. I also think that the demand for the 19 inch wheels far exceeds their expectation, therefore creating a delay in shipping.
I am 99+% sure all those March deliveries will qualify for the full $7.5K rebate. Probably all the April deliveries as well.
Those who pay for the $2K wheels to get an earlier date will regret it, unless they like those wheels. I think spending $2K on AB is a better deal.
Giga Berlin just announced making 4K model Y's a week. The combined output of the US factories must be considerably higher than that. So, it is not like if they don't make the AWD's, your MYLR is getting to you sooner.
I believe they have made the 4680 batteries, so they need to put them in cars for revenue. I also think that the demand for the 19 inch wheels far exceeds their expectation, therefore creating a delay in shipping.
I am 99+% sure all those March deliveries will qualify for the full $7.5K rebate. Probably all the April deliveries as well.
Those who pay for the $2K wheels to get an earlier date will regret it, unless they like those wheels. I think spending $2K on AB is a better deal.
Hahahaha. I got a text over the weekend if I could reschedule for the 29th or 30th (since car won’t be ready for 2/27 pick up) and I responded back…..March?? And they responded back…..Feb.
Tomorrow they have an investor event I believe. More order numbers for the quarter, better for the company.
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