Hi, everybody. I have received some criticism from people who said if owner deliveries were going that well more owners would have received invites who reserved after day 1. But it appears day 1 reservation rate was very high among owners in the US. Here is some interesting data from the model3tracker survey:
I have looked at the first 8 days from 31 March to 7 April 2016. Within these 8 days, 44.3% of reservations happened on 31 March 2016 based on Tesla's global numbers. However, Model3Tracker survey shows 79.9% for day 1 reservations by US owners.
By the way, the next batch of invites is expected on 30 January 2018. The gap was 13 days between 22 Dec and 4 Jan batches. Then it was again 13 days between 4 Jan and 17 Jan batches. The owner delivery rate for the current configuration is 30%. On 30 Jan, it will be 40%. I don't think we will see any non-owner invites on 30 Jan.
On 13 February, the owner delivery rate is expected to be 75%. Therefore some of the 13 February invites should include non-owners or they should add more options like more interior colors, standard range or non-PUP. I have no idea whether Tesla will add more options first or sent invites to non-owners first. There are good arguments for both cases.
This is what I said in the
predictions thread a few days ago. I wish I had said 15 Feb, instead of 10 Feb. I might lose that one by a few days.
- I predict that by 10 Feb 2018 Tesla will either make the Model 3 SR available in the configurator or they will make the AWD available or they will send out the first batch of invites to non-owners.