Wiki Model S Delivery Update

[Ribeyesteak]

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.

Yeah might just drive the M3P until the Plaid + is sorted out in Q4 2023.

 

[Danlbrau]

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 that revenue. Nothing increases the profit margin per car more that 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.

And then there is more proof tonight, as if more is needed, even Wario has no idea what is going on. But don’t worry, the DS does

 

[Danlbrau]

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.

If this is surprising to anyone, they clearly haven’t been paying attention.

 

[RMG007]

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.

Personal insults? Wow. Guess you’re getting what you deserve. I will do what I can to see that you get your car last. My SA has that much power! Ba ha ha ha.

 

[omarsultan]

Meh.

I am not sure this changes anything for most of us. Sure, for the chosen few folks that were supposed to get their cars next week, things have been pushed back a week, but I am guessing the vast majority of folks were going to get their cars in the last ~10 days of the month and I am not sure this tweet changes that.

 

[HumanInput]

Yeah might just drive the M3P until the Plaid + is sorted out in Q4 2023.

Dear god, I hope the Plaid+ isn’t the new Roadster

I can’t drive M3P because the road noise is such a pain compared to the quiet interior of the Model S. Going to have to get something else to fill the delivery gap though, Elon Time is hard to keep up with.

 

[SpaceCash]

lmaofuck

 

[PWRUP]

View attachment 667495

So this means the June 3rd “Event” isn’t happening?
WFT?

 

[RMG007]

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.

You appear to be reasonably intelligent and have provided some good insights, but here’s the flaw in your argument. I posted a fact. I was told by a senior delivery specialist that has always been reliable that FSD does not factor into prioritizing delivery of vehicles. Never did I suggest Tesla does not prioritize deliveries of Performance or Plaid models, which you even stated, it has always done. You and danielbrau have offered your personal opinion, based upon your own personal analysis, that Tesla must prioritize FSD vehicles.

I’m just passing along information for which I have a good faith belief is accurate. Everyone here is clamoring for more information. Being denigrated for doing so is unfortunate. I will refrain in the future.

It is one thing to state a Tesla SA knows no more than us about when deliveries will begin (I agree), but it’s a totally different thing to proclaim a long time Tesla employee that is in charge of a delivery center doesn’t know how Tesla allocates deliveries.

Good luck. May you receive your shiny new cars with no gaps, in pristine condition and before the end of the 2nd Q. We are all anxious to get our new cars. Those who can’t wait any longer should just cancel.

 

[aerodyne]

So this means the June 3rd “Event” isn’t happening?
WFT?

WTF

FIFY

I know, in times like these, hard to think clearly...

 

[Danlbrau]

Personal insults? Wow. Guess you’re getting what you deserve. I will do what I can to see that you get your car last. My SA has that much power! Ba ha ha ha.

Calling people newbies when you throw out nonsense will get that response. Oh how I wish there was an ignore button here...

 

[SpaceCash]

Calling people newbies when you throw out nonsense will get that response. Oh how I wish there was an ignore button here...

There is an ignore button.

1. Click offending poster's profile picture
2. Click 'ignore'
3. ?????
4. Profit

 

[Drew-MS]

I didn’t want to go through the long weekend hitting refresh just to see a blank delivery date. For only $100 Tesla was kind enough to give me another June delivery date to look at this weekend!

.

If this is surprising to anyone, they clearly haven’t been paying attention.

This is an embarrassment already. We’ve been waiting months so what’s another week lol

 

[Drew-MS]

So this means the June 3rd “Event” isn’t happening?
WFT?

Now June 10th

 

[EVonly]

You appear to be reasonably intelligent and have provided some good insights, but here’s the flaw in your argument. I posted a fact. I was told by a senior delivery specialist that has always been reliable that FSD does not factor into prioritizing delivery of vehicles. Never did I suggest Tesla does not prioritize deliveries of Performance or Plaid models, which you even stated, it has always done. You and danielbrau have offered your personal opinion, based upon your own personal analysis, that Tesla must prioritize FSD vehicles.

I’m just passing along information for which I have a good faith belief is accurate. Everyone here is clamoring for more information. Being denigrated for doing so is unfortunate. I will refrain in the future.

Good luck. May you receive your shiny new cars with no gaps, in pristine condition and before the end of the 2nd Q. We are all anxious to get our new cars. Those who can’t wait any longer should just cancel.

I have never denigrated anyone here. I do not call people names, and am always respectful even when presented with differing opinions.

My definition of a fact differs from yours. I require evidence and data to backup statements and you take a casual conversation as fact. We can just agree to disagree on this.

 

[baldwin]

I agree with the folks from a couple pages ago... this is the most entertainment I've gotten for $100. The whole spectrum of emotions... excitement, anxious, anger, bliss, disappointment.

At this point, it's sunk cost and I'm ready to go through the wringer again next week!

 

[kengchang]

At least we can see from the drone footage that Model S are being built and shipped out...just an additional week to go before the event

 

[CorporateB]

At least we can see from the drone footage that Model S are being built and shipped out...just an additional week to go before the event

I wanted the event sooner so we could actually see some proof of them delivering a new S in 2021, but it's not the worst thing. They're still manufacturing them at a decent rate, so the delivery curve if they had the event on the 3rd probably won't shift that much. Chances are the vast majority of the deliveries will be in the final 7 days of Q2. They're also actively delivering 3's and Y's now, so they're clearing out the inventory that had sitting around waiting for an update, improving their capacity for later.

 

[Ohmster]

There is an ignore button.

1. Click offending poster's profile picture
2. Click 'ignore'
3. ?????
4. Profit

Yes! Thank you. Thank you. Thank you.

Did a quick search, changed two (yes, just two) profiles to 'ignore'. Now I can be assured not to see their nonsense any more. So long as no one quotes them, which, luckily, pretty much no one intelligent does.

Feel free to reciprocate!

 

[BarbJohn]

I'm still drawing a blank here in SoCal

We have no delivery date.
2021 MS LR | Red | Cream |Tempest | Order RN1142 | November 2020