jmatero
Member
I think he kinda addressed that in the interview if you watch his face and body language when he talks about the complexity of building and shipping globally from one factory in Fremont California. He's clearly frustrated. He knows what's going on. Some things to remember:It's too bad that short term (quarterly) financial reporting is being allowed to negatively impact the customer experience.
- Tesla still can't build enough M3 per quarter to fully satisfy demand. If you live in New York and order a car March 22nd, there's a real possibility you may not get a car until late June.
- The Fremont factory has not increased in size and was already over capacity (hence M3s still being built in a tent in the parking lot) and now they're building the MY.
- Most people will wait as long as it takes to get their M3 even with long/changing delivery waits.
- From a technological standpoint, there currently is no competition (outside of Tesla).
- If somebody cancels their order, that car will be reassigned in 5 minutes.
- Positive quarterly financial reporting is critical to the survival of Tesla (as an automaker).
I actually feel bad for anyone ordering the M3 come April. If Fremont is building MY for North America, something has to give at the factory. What model's production will be cut? Will they import MY from China? Sedan sales globally are tanking. Should be interesting to see how many M3 sales are cannibalized by MY this/next year. I suspect a LOT.
Last edited: