A few things dawned on my the last few days. Obviously the EoQ rush is fully on, with all sorts of delivery issues and whatnot as Tesla tries to get as many cars into customer hands as possible before the 1st. If it's this crazy now, I can only imagine how bad it will be EoQ4.
Chatting with a delivery person today, they mentioned that it looks like a few customers will have their deliveries slip into Q4 because of the logistics issues. That's a bummer, but they mentioned not the end of the world, at least they get their cars still...
While not a problem at this moment, it will be a complete nightmare if the same thing happens at the end of next quarter. If deliveries are crazier then they are for Q3 (which they expect) and people get pushed and lose out on the full tax credit, it's going to be a total sh*t-storm.
Let's all hope Tesla get's the delivery situation solved quick, because this could be a PR nightmare.
Chatting with a delivery person today, they mentioned that it looks like a few customers will have their deliveries slip into Q4 because of the logistics issues. That's a bummer, but they mentioned not the end of the world, at least they get their cars still...
While not a problem at this moment, it will be a complete nightmare if the same thing happens at the end of next quarter. If deliveries are crazier then they are for Q3 (which they expect) and people get pushed and lose out on the full tax credit, it's going to be a total sh*t-storm.
Let's all hope Tesla get's the delivery situation solved quick, because this could be a PR nightmare.