I'm a shareholder but who would expect a leak to only reservation holders which would never be kept to just reservation holders? Can't believe I'm arguing such a silly point.
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Model 3 standard range postponed until Early 2019
- Thread starter dm33
- Start date
I got the email too, but immediately had a less dastardly reason that they did this after listening to the conference call today...
They said the major hurdle on M3 is battery production. They have a few automated lines and a semi automated line that got them to their capacity, and a new automated high capacity line about to be shipped to them for installation. The auto factory is doing fine.
Knowing that, I think the reason for this is simply that they can add AWD capacity after the large battery is properly automated while they bring up the short range battery production.
It doesn't make sense for them to build a different battery line until they confirm the first one works, when that happens they can bring up the second battery line a lot cheaper.
I totally get the disappointment, I'm planning on LR personally and my delivery window got pushed back four months. I'm not taking my crappy ICE car on another trip, so I guess no driving trip this summer, and pushing SR back will push more to purchase LR and put me further back still i figure. But, unless another company releases a relatively affordable long range car with a charging infrastructure, i will just wait.
They said the major hurdle on M3 is battery production. They have a few automated lines and a semi automated line that got them to their capacity, and a new automated high capacity line about to be shipped to them for installation. The auto factory is doing fine.
Knowing that, I think the reason for this is simply that they can add AWD capacity after the large battery is properly automated while they bring up the short range battery production.
It doesn't make sense for them to build a different battery line until they confirm the first one works, when that happens they can bring up the second battery line a lot cheaper.
I totally get the disappointment, I'm planning on LR personally and my delivery window got pushed back four months. I'm not taking my crappy ICE car on another trip, so I guess no driving trip this summer, and pushing SR back will push more to purchase LR and put me further back still i figure. But, unless another company releases a relatively affordable long range car with a charging infrastructure, i will just wait.
There's an assumption that the order in line has some meaning. Reserving two years ago should count for something.
Yet any owner gets absolute priority over non-owners, even if they reserve much more recently (today?).
Any non-base model that Tesla comes up with get absolute priority over any base model reservation.
There is no point in having made a reservation with an expectation of the promised base model vehicle ever being available.
The AWD didn't exist and still doesn't, yet it manages to push any base model reservations out of the way.
Yet any owner gets absolute priority over non-owners, even if they reserve much more recently (today?).
Any non-base model that Tesla comes up with get absolute priority over any base model reservation.
There is no point in having made a reservation with an expectation of the promised base model vehicle ever being available.
The AWD didn't exist and still doesn't, yet it manages to push any base model reservations out of the way.
Thats just it. They did NOT change their production estimates for Q1 or Q2 from their earlier delay. They reaffirmed the production targets they had announced earlier. The new news is prioritization by how much money you throw at them. Pure class society. Place in line makes no difference. If you have more money to spend, cut in line, welcome to the party. Otherwise, give us your $1000 and we'll call you only when no one else on earth is willing to buy our vehicles.
Elon Musk is just a serial liar. I'm not buying a model 3, I am requesting a refund and filing complaints against Tesla. He had no way to deliver the car at $35,000 when he presented it. NO WAY.
Lutz is correct.
*** Tesla, I will never buy another one of their cars.
Lutz is correct.
*** Tesla, I will never buy another one of their cars.
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I'm a day one in person reservation holder. 7th in line at the Grand Ave store in Chicago. Also a current model s owner. Mine says late 2018 for SD and AWD.
I'm not so sure about this. They don't get capital influx from shares sold long ago. Will it shake investor confidence and prevent them from getting new loans? Not sure it is critical at this point, as they stated they'll have positive cash flow at 5k/week production, which they'll reach in 5 months and they have enough cash to last until then. Of course, they may have a preference of having the extra cash to invest into Y, Semi, roadster. But it seems they did deviate from the mass market plan, again focusing on people who can afford S/X (or used version).
This may make a perfect business sense, but the "mass market" people are basically screwed until other competitors have similar offerings, at which point Tesla will not be remembered as a company that allowed a treat of a cool car to mass market before its time. They will be remembered as a company that accelerated EV development (not necessarily adoption)
Its when you try to log in. Click on 'SIGN IN' the top right. I've tried from multiple machines/browsers so its not an issue with my login.
bonnie
I play a nice person on twitter.
Waiting4M3
Active Member
Interesting, I'm 1st day online reservation in San Francisco Bay Area. My 1st production estimate is now Apr-Jun, 1 month behind yours, but my SR estimate is late 2018, ahead of yours. I wonder how that happened.
Waiting4M3
Active Member
It will happen when Tesla finishes the battery module/pack production automation, and production volume ramp up, so they can get high enough margin building the smaller battery pack for the SR. Per their quarterly earnings call, the automated battery module production line will arrive from Germany in March, so I expect Tesla to focus on getting the automated battery module line up and cranking in Q2, and then get around to SR and AWD in 2nd half of 2018. Given the delay of 5k/wk production target from Dec 2017 to Jun 2018, I never thought the "Early 2018" target for SR and AWD were even realistic, 2nd half of 2018 or even late 2018 seem much more realistic.
I got the email. Was kinda pissed at the length of the delay when I went and checked.
Full disclosure - I was at the Natick MA store, in line before it opened, reserved at around 10:30AM Eastern time on 3/31/2016 and I've never owned a Tesla.
My "First Production" timeframe is now "Mar-May 2018" from "Dec-Feb".
The "Dual Motor All Wheel Drive" reservation is now "Late 2018" versus "Aug-Oct 2018"
Looks like I still have plenty of oil and gas to buy for my Camry and lots of "hide and seek" when my temporary emissions sticker expires.
Full disclosure - I was at the Natick MA store, in line before it opened, reserved at around 10:30AM Eastern time on 3/31/2016 and I've never owned a Tesla.
My "First Production" timeframe is now "Mar-May 2018" from "Dec-Feb".
The "Dual Motor All Wheel Drive" reservation is now "Late 2018" versus "Aug-Oct 2018"
Looks like I still have plenty of oil and gas to buy for my Camry and lots of "hide and seek" when my temporary emissions sticker expires.
^This^. I said this a year ago, and was excoriated for it. So, I’ll say it again. A $35K M3 will never be delivered. EM has known this for a long time.
Need to go back and reread all those posts about “Elon obviously doing the right thing”. What a joke.
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Don’t forget to short TSLA before any of those steps. You are not buying another Tesla? How did the previous one(s) work out?
It will arrive, just very very late. Delaying is one thing, backing out of something that's been said and promised multiple times is another thing. It wasn't a remark made on a tweeter or a random interview. It was in official press releases, presentations and what not. I'd expect it in 2019, once the full production line is in place and they've made enough money with LR sales. When you got tens of thousands of people willing to pay for LR right away, why would you prioritize lower margin version.
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