Wiki Model S Delivery Update

[HumanInput]

Should we use this thread, or a different one, to track the cars we bought to fill the gap between Elon Time and reality?

 

[Danlbrau]

I agree with most of what you said, except for the FSD portion. Ask the person you know in Carlsbad and get back to us.

Clearly, as you know because I believe you made a second reservation, Tesla admittedly prioritizes the Plaid. The website shows delivery months before a LR. You pint out the higher cost models going out first. What’s wrong with that? Tesla is a publicly owned company in business to make a profit. I understand people being upset because they sold their vehicle based upon the belief they would receive their new Model S in March, but why the animosity because Tesla is delivering the higher priced version first? Part of the reason I purchased a P85D was because it would come sooner. Same reason you just made a reservation on a Plaid, no?

Ok, now you are seriously just a clown. Admitting they move the higher margin cars first, denying FSD orders won’t be prioritized even though it’s 100% profit, and asking why the animosity...

Maybe because quite a few of us sold our cars based on lies we would get our cars in March and now we are getting ’d. That’s why.

 

[AnselmDante]

If everything continues to progress as it has been, the announcement will be at noon on December 5th.

I called it.

 

[legend_of_jim]

I’m beginning to believe the “it doesn’t say what year” joke more and more lol.

Still blank. Obviously must be software. Hopefully they can still start shipping cars and have the SCs update them.

 

[HumanInput]

I called it.

Can confirm the Dec 5th date too, spoke to my trusted SA: Mr Loki.

 

[Danlbrau]

I called it.

You aren’t nearly cynical enough. Can I take the over on that bet?

 

[AnselmDante]

You aren’t nearly cynical enough. Can I take the over on that bet?

I'm sticking around because all the Tesla owners assure me the wait is worth it. Once I see my vehicle, I expect it to be presented well, and the condition of the build to be amazing. If it is not, I am perfectly fine with walking away and just saving my money for another time.

I make my living off of attention to detail. It's going to be a rough day if there are any flaws to observe. I won't be able to overlook them. Just ask my wife. I regularly ruin things by not being able to avoid seeing the errors.

 

[aerodyne]

Folks.. gotta say this. Latest tweet is totally unacceptable. What if SpaceX was run this way? It's not, because they have a competent person, Gwenn, running that company.

It is incontrovertible the Tesla of today is not the same Tesla of 2012-2018

If you have a running car, keep it until this nonsense blows over. It might be the only option is MYP or M3P. They are the bread and butter of this company, not "Dessert"

It will be hard, but I will try to be content with 0-60 in 4.2 seconds for the next year or so.

 

[Ribeyesteak]

Have to really wonder how buggy the hardware and software will be on the Plaids. Makes me wonder if paying $130k to be a guinea pig is worth it...

 

[aerodyne]

It

Have to really wonder how buggy the hardware and software will be on the Plaids. Makes me wonder if paying $130k to be a guinea pig is worth it...

It's not...no doubt any more...

 

[aerodyne]

I'm sticking around because all the Tesla owners assure me the wait is worth it. Once I see my vehicle, I expect it to be presented well, and the condition of the build to be amazing. If it is not, I am perfectly fine with walking away and just saving my money for another time.

I make my living off of attention to detail. It's going to be a rough day if there are any flaws to observe. I won't be able to overlook them. Just ask my wife. I regularly ruin things by not being able to avoid seeing the errors.

Past performance is no guarantee of future results...

 

[AnselmDante]

Well, time for bed. I'll catch up on the next 20 pages when I wake up. I do hope Elon realizes this kind of thing has Tesla fans rooting for a competitor.

 

[ucmndd]

I'm sticking around because all the Tesla owners assure me the wait is worth it. Once I see my vehicle, I expect it to be presented well, and the condition of the build to be amazing. If it is not, I am perfectly fine with walking away and just saving my money for another time.

I make my living off of attention to detail. It's going to be a rough day if there are any flaws to observe. I won't be able to overlook them. Just ask my wife. I regularly ruin things by not being able to avoid seeing the errors.

If that’s the case, you bought the wrong car from the wrong company. Good luck with that.

 

[AnselmDante]

If that’s the case, you bought the wrong car from the wrong company. Good luck with that.

I haven't bought it yet.

 

[Mr X]

Well, time for bed. I'll catch up on the next 20 pages when I wake up. I do hope Elon realizes this kind of thing has Tesla fans rooting for a competitor.

All your frustrations will go away once you hit that Plaid pedal

 

[aerodyne]

Well, time for bed. I'll catch up on the next 20 pages when I wake up. I do hope Elon realizes this kind of thing has Tesla fans rooting for a competitor.

We can only hope, an A or B lister like that prize fighter makes a stink. Mylie Cyrus perhaps.

 

[omarsultan]

Should we use this thread, or a different one, to track the cars we bought to fill the gap between Elon Time and reality?

What if its another S--which thread should I use?

 

[EVonly]

I agree with most of what you said, except for the FSD portion. Ask the person you know in Carlsbad and get back to us.

Clearly, as you know because I believe you made a second reservation, Tesla admittedly prioritizes the Plaid. The website shows delivery months before a LR. You pint out the higher cost models going out first. What’s wrong with that? Tesla is a publicly owned company in business to make a profit. I understand people being upset because they sold their vehicle based upon the belief they would receive their new Model S in March, but why the animosity because Tesla is delivering the higher priced version first? Part of the reason I purchased a P85D was because it would come sooner. Same reason you just made a reservation on a Plaid, no?

I feel like we are on the same page with most of this, but I don’t really understand your reluctance to see the FSD package in the same light. Last quarter, Tesla’s gross margin per car exceeded 20%. So, on a LR car that starts at $80,000, it probably cost Tesla approximately $67,000 to manufacture. It also costs $67,000 for Tesla to manufacture a $90,000 Model S with FSD. Tesla’s profit margin on the FSD car just went from 20% to 34%. Since FSD is still in beta, Tesla can only recognize approximately 50% of the FSD package as GAAP Revenue and the remaining revenue gets deferred.

If you only have 2 weeks to deliver a very limited number of cars before EOQ, it just makes sense to maximize the revenue this quarter while deferring a portion of the revenue into subsequent quarters. Nothing increases the profit margin per car more than the FSD package because it is pure profit and costs Tesla nothing.

Here is an interesting article on the profitability of FSD and how important it is for Tesla’s future profitability.
Analysts underestimate FSD profitability

Regardless, you have someone at the Carlsbad delivery center that you completely trust. I have no problem with you believing them, but don’t tell people they are wrong because you heard otherwise from your delivery specialist. Your contact is helping deliver cars, they aren’t sitting there analyzing the options on each car to determine how Tesla allocates their vehicles. They do not get paid to be analysts.

 

[asimo3089]

Why oh why am I so shocked the date moved! I should have known this could happen. It’s happened a few times already!

Any ideas how they pick people to pick up at the factory? My guess is friends and big investors.

 

[CDT]

Folks.. gotta say this. Latest tweet is totally unacceptable. What if SpaceX was run this way? It's not, because they have a competent person, Gwenn, running that company.

It is incontrovertible the Tesla of today is not the same Tesla of 2012-2018

If you have a running car, keep it until this nonsense blows over. It might be the only option is MYP or M3P. They are the bread and butter of this company, not "Dessert"

It will be hard, but I will try to be content with 0-60 in 4.2 seconds for the next year or so.

Agreed, remember when it felt like the customer came first?