Looks to me like the image of the car coming off is from the other side of the tent. Look at the wall to the right. There is no wall to the right on the bear video snapshot.
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You seem to be sticking by your use of those words to characterize the fact that the SR version isn't currently available.
The idea of "vaporware" came about when software vendors would (pre)announce software or features the often never intended of building or delivering in order to freeze out competitors in the marketplace. Do you think that's what Tesla is doing here?
"Moving the goalposts" implies pretending the previous endgame wasn't there and instead suggesting some different outcome was/is the intent. Have you not seen Elon's acknowledgement of the ramp challenges?
You seem to think they are now profitable. They haven't sold those cars at a rate of 5K/wk yet. and it will likely take some amount of those sales to reach that profitability. They very first P AWD model rolled off a line barely assembled practically a moment ago, and you are acting like everything's humming along and there should be no lag in introducing yet another configuration.
Yes your ICE is polluting the earth, but so is that guy's M3 who's trading it for a P. And balance is nice, but not everything is achievable immediately.
When the X came out Tesla managed to sell something like a couple hundred of them over the next few months, and then prioritized based on the higher end versions they had ready, if I recall. The folks who bought Model S's early had to wait until after a bug chink of 85's were delivered, and if you were one of the 11 poor souls who actually took delivery of a 40, who knows how long they have to wait.
And here Tesla has some of the most intense financial adversarial activity going on, and they should decide to forego the margin they can make? Heck, for all we know, mixing in significant SR production might negate reaching profitability at this point.
You seem to feel you shouldn't have to wait for whatever reason, and throw terms around that unfairly characterize the situation, IMO.
I know what those terms mean
I'm using them loosely here......and I know about the company's history, been here since 2012. But that's the thing, I've been waiting for over two years now (I know I know, just like everyone else). My online config opened in April, April! That's how far up the list I am, but couldn't afford the "first version". Now it's AWD and P. So, again, when is the SR version coming?
Oh, right, 6-9 months. Cool, so if that's their estimate and I don't get it until March, then that's three years of waiting. I've done plenty of that. This car is/was supposed to be the "no thrills" version. You want thrills? Buy an S or X.
But we will go back and forth all day and night over this.
I know what those terms mean
But that's the thing, I've been waiting for over two years now (I know I know, just like everyone else). My online config opened in April, April! That's how far up the list I am, but couldn't afford the "first version". Now it's AWD and P. So, again, when is the SR version coming?
This car is/was supposed to be the "no thrills" version. You want thrills? Buy an S or X.
But we will go back and forth all day and night over this.
Why are you ignoring the suggestion to get a 2nd hand first production Model 3 at the end of this year?
Words of HABIT
Active Member
I thought the glass panorama roof was only on premium package, base model M3 to have solid metal roof. If so, there are structural changes to the car body required.
Body change
Battery change
Interior change
Not to mention diminished uptake on EAP/FSD software options.
Also it would likely mean that they need to setup a new battery pack production line for the small pack. I just don't think we are ready for them to divert attention yet...
ah! Touche. Forgot about that. Thanks for the reminder...then I walk back on that point.
Wait for end of year. I'll guess 40-45K. People will trade up to AWD or P. I saw it done for P90D to P100D. <yikes>
That 40K car will come with 10K worth of paint correction, ceramic coating and paint protection film with how much people are babying their cars.
They already do 100,000 Model S and X.
The AWD Model 3 is significantly cheaper than any version of the S. I don't you should be providing hope for a 35K Model 3 when its very unlikely and also detrimental to Tesla's quest for profitability last two quarters of this year.
Why change what is there? Engineers would have designed for the worst of the two roof options to commonize the frame, same as with left or right hand drive. They can weld or epoxy a metal roof section to the existing body.
RobStark
Well-Known Member
@MXWing
yes, they do 100k S and X
maybe 120k M3 in july-dec (5k wk)
if they still go in order of reservation received, and exhaust the P and AWD in US, wouldn’t they be able to make the less exp models at that point. there’s no cap after the 200k is there? maybe it’s the unisom talking lol.
i’m not powerful enough to provide hope. just saying that i think EM genuinely cares about those who are waiting for all models of car, and i think he’ll do everything in his power to make some of them happy. yes he has to put profit first, especially now while tesla is vulnerable.
yes, they do 100k S and X
maybe 120k M3 in july-dec (5k wk)
if they still go in order of reservation received, and exhaust the P and AWD in US, wouldn’t they be able to make the less exp models at that point. there’s no cap after the 200k is there? maybe it’s the unisom talking lol.
i’m not powerful enough to provide hope. just saying that i think EM genuinely cares about those who are waiting for all models of car, and i think he’ll do everything in his power to make some of them happy. yes he has to put profit first, especially now while tesla is vulnerable.
Basically what I'm saying is that the initial buffer buildup is inherently a one-time delay in production; does that make sense? This is also why I said that the financing hit was insignificant; how much does a 10 day delay in production matter anyway?If the terms are net 60 days, then delivering the car at any point in that period is the same on the payables side, Tesla gets the money cash before they pay.
The earlier Tesla sells the cars, the more cash they have on hand (based on build rate and revenue
However, if Tesla is production constrained such that they are not delaying any builds (no delayed receivables) , isn't it the case that they can carry inventory up to the full 60 day (or whatever) without impacting cash on hand (no change in payments)?
In other words, as long as they have less that 60 day minus (build plus delivery) time parts in the shelf they always recieve before they pay.
Only if inventory is on hand (raw or processed) for more than 60 days is there a reduction in cash on hand.
No financing on Tesla's side till 60 days past, up till then it is effectively financed by the supplier...
Or am I in the weeds?
I'm sorry but you'll have to wait for Tesla to show profit and positive cash flow from operations. If we didn't have all this short-seller FUD and disinformation and Tesla had ready access to cheap financing indefinitely, they might have started producing the cheaper version earlier; but it's become imperative that Tesla become totally self-financing ASAP, and especially after Musk decided to blow off the Wall Street prima donnas on the conference call. You'll get the short-range car in 2019 at the latest.
Oh, just be patient. Just tell them "Tesla's always late, but you're gonna be impressed when it shows up".
I had my reservation for several years, and the Model S was late, and I was getting ribbed about it during the delays, but *everyone* has been impressed since it actually showed up.
I don't think it looks exactly the same.
This is a Semi with a pickup bed right?
Yah, the pickup version of a semi. I think it looks pretty identical, other than front wheels are turned and render angle is a little different.
As fast as is humanly possible... hence Elon sleeping on factory floors and installing bolts in new assembly lines.
Apparently true, unfortunately.
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