It's weeks since production was restarted after the brief shutdown (only 3-4 days?) and there's obviously been a ton of new VINs awarded, some close to the 30K mark, according to Bloomberg. However, we haven't seen a lot of new invites to configure lately, and no new threads for May invites.
If stories like these are true (
Tesla suppliers start to see higher volumes from Model 3 production ramp up), there should be a whole lot of new invites in May.
Anyone?
^I was curious also. May-July has been partially serviced, then it seemed to stop. Many of these were Nov-Jan at first. They haven't bumped the estimates yet, but at this stage, I can't see how May-July can be serviced by Aug 1. There were 180k reservations in the first 24 hrs. Unless there is a very high deferral rate, I think they need to bump again if they know the target cannot be hit at this time. It's just manners. If you say you will be there on a given date, and know you can't make it, you tell folk you are going to be late.
Example - McMaster Carr is not the cheapest source for industrial supplies, yet I continue to use them for the last 25 years. Why? If they tell me Wednesday, the parts will arrive Wednesday at the latest. I just ordered gages Monday, they said next week, and they arrived Tuesday. It's common and it keeps me loyal since I don't have to second source critical items.
Amazon is getting a smaller percentage of our business today. Why? Because they used to be 2 day reliably, and now they are all over the place, with about 50/50 chance of 2nd day. And they make stupid excuses. "You weren't open, so we couldn't deliver" when we were open, then tracking shows it wasn't shipped until that day. So critical items must be second sourced with Amazon, so they become the second source. We spend in the 5 figure range with Amazon annually, so we are not a big customer, but we do quite of bit of >$1000 orders. That's not enough to trip their trigger.
Quote worst case, deliver early, and you have happy customers. I'd be out of business if I did not take that approach, since someone else will take my place.