I think the Model 3 Design Studio is now open to the general public:
https://3.tesla.com/en_US/model3/design#battery
https://3.tesla.com/en_US/model3/design#battery
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I think the Model 3 Design Studio is now open to the general public:
https://3.tesla.com/en_US/model3/design#battery
Do you think it means they are running low on LR, AWD, and performance reservations in North America?
Maybe there are more SR reservations than anticipated
Yes exactly. So what do you think? Does that mean they are running low on LR, AWD, and performance reservations in North America? As more than expected # of them are waiting for SR, which has not opened yet. And Tesla needs more LR orders with higher margin to ramp up production and lower cost for eventual SR availability?SR config has not opened yet.
Yes exactly. So what do you think? Does that mean they are running low on LR, AWD, and performance reservations in North America? As more than expected # of them are waiting for SR, which has not opened yet. And Tesla needs more LR orders with higher margin to ramp up production and lower cost for eventual SR availability?
Do you think it means they are running low on LR, AWD, and performance reservations in North America?
Maybe there are more SR reservations than anticipated
I don't follow your math, 20% of 410,000 is only 82,000.I don't think they are running low on demand for the the higher trims [LR ($49K), LR-D ($53K), and P-LR-D ($64K)] per say. Lets say out of the 410,000 remaining reservation holders, about 20% (rounded down) are interested in the higher trims in the US. Of the 100,000 orders, lets assume a conservative 5,000 production/delivery rate. This would mean there is about 5 months of orders remaining.
Or get this. Both. Both low on orders and wanting to maximize profit. They’re not mutually exclusive no?I don't know if they are low on interest/orders as much as they are trying to maximize profit for this year by allowing everyone to now jump in front of the SR reservation people. They want to boost those margins before they get a little tighter with the standard battery.
I don't follow your math, 20% of 410,000 is only 82,000.
82,000 orders at 5000 per week is about 16 weeks, and there are 24-25 weeks left in the year. So according to your assumptions, they are low on higher trim reservations.
So whats the point of a reservation now?