bschmer
Member
Any VIN date that's beyond your original stated estimate is just wrong IMO. I wonder what kind of pressure it would take to change the "You'll get your car when you get it" attitude? Will Elon's bonus bubble need to burst before they stop focusing on fitting as many deliveries as possible into this quarter? The reality is that if they just took the hit one quarter and then delivered cars as they were ordered, they'd likely deliver the same number of cars overall, even with local delivery optimizations.I will beat you I'm at 63 i think I can get to atleast 68 days
I went back through the spreadsheet and non-USA orders for 1Q20 are lower than 4Q19 when you look at the pro-rated numbers:
Quarter -- Orders -- Non-USA -- Percent Non-USA Orders
1Q20* -- 676 -- 122 -- 18.0
4Q19 -- 1161 -- 147 -- 12.7
3Q19 -- 553 -- 91 -- 16.5
2Q19 -- 677 -- 159 -- 23.5
1Q19 -- 272 -- 62 -- 22.9
* Numbers doubled to reflect being only halfway through the quarter.
These numbers seem to suggest that we're suffering more from what I'll call the "Tax credit hangover" than overseas orders. Delivery times will more likely normalize with additional lag when new models start shipping.
So long term, maybe they don't need to change the attitude, although it would be nice if they did try to make amends for folks that waited longer than originally 'promised'....
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