Wiki Model S Delivery Update

[Chip Geek]

If it is April - so much for using it on a road trip at the end of March.
I REALLY would like to get the car before March 15.

 

[sorka]

MYP also says "est" instead of "EPA est" which tracks with that also being on hold with the MSLR.

 

[zoomer0056]

I don't think tesla is factory installing PPF for free. There are a few locations where you can pay a lot more than you should for PPF installation but there's no way this is happening at the factory.

My 2022 MSLR had factory installed PPF on the front of the rear wheel fenders.

 

[adcustom]

Man, can't tell you how relieved I am that I cancelled my 2024 S LR reservation and bought a 2022 S Plaid last month. What a ****show it is this year.

 

[n2mb_racing]

Man, can't tell you how relieved I am that I cancelled my 2024 S LR reservation and bought a 2022 S Plaid last month. What a ****show it is this year.

Tempted to do that as well. Though, I can only find '21 Plaids around here.

 

[adcustom]

Would recommend avoiding Plaids before the mid-2022 update.

 

[Grumble]

I think the April mention was clearly a ploy to persuade an inventory sale. There's no correct date here as clearly nobody knows. I'm also not so sure it's a disagreement. For those that have been through any kind of audit by the federal government, there's little room for negotiation or someone to have a disagreement with. I'm sure it will move along soon though.

 

[sorka]

Would recommend avoiding Plaids before the mid-2022 update.

If you never intend to have fsd, I almost think hw3 + US I'd more desirable.

 

[mistaDubZ]

This is the only person on the internet that I have seen actually received their 2024 MSLR. He said he placed the order Jan 10

 

[sorka]

This is the only person on the internet that I have seen actually received their 2024 MSLR. He said he placed the order Jan 10

That is a demo. He didn't buy it. This video was already posted here and dissected.

 

[S3pirion]

Immaculate delivery experience. Car is in perfect shape except for one small, tiny scratch on the hood where a rock probably hit it on the transport, and maybe a medium gap on the driver’s side trunk where it meets the roof pillar, but honestly compared to my last S this is a dream. Factory installed PPF on the rear fenders as well!

I’ll post some pictures later once i’ve gotten all the things installed in it. But really great delivery experience, dream to drive. Good luck and quick VIN assignments to everyone else waiting!

This paint ****s. So happy with Ultra Red. The shift in light/dark environments is awesome.

I don't think tesla is factory installing PPF for free. There are a few locations where you can pay a lot more than you should for PPF installation but there's no way this is happening at the factory.

They absolutely are, it’s a small section on the rear fenders where road kickup would likely hit the most. Not the full thing mind you, but nice to see on delivery.

 

[lmsampson]

Got this from the SC today. I take it this means if I take the inventory one it'll cost me more.

I do not understand this at all. Here we have an SA that actually knows something and responded with enough information to make a decision (or not). I asked my SA point blank about the EPA delay and some vague I dunno what you are talking about go away response. I hate the inconsistent messaging and customer response. Also, exactly what is the good that results from the longer wait time??

 

[adcustom]

If you never intend to have fsd, I almost think hw3 + US I'd more desirable.

The mid 2022’s have those.

 

[terranx]

I don't think tesla is factory installing PPF for free. There are a few locations where you can pay a lot more than you should for PPF installation but there's no way this is happening at the factory.

The rear fenders have factory PPF. At least my 2023 Plaid did. My PPF guy seemed to be aware that it's a thing and noted that he'd remove that when doing the full body ppf

 

[sorka]

The mid 2022’s have those.

That's my point.

 

[rockytop23]

Here is the message I received from the SC today regarding my vehicle which arrived yesterday. They've gone ahead and scheduled my delivery for a specific time on Feb 28th (now visible in the app), but will let me know if they are able to deliver any earlier. Doesn't seem like the April date the Oregon store mentioned is something that's been communicated to all stores so hopefully just an ill advised worst case scenario wild guess.

If there is any possible way to avoid it, I can't imagine Tesla would allow this to become an actual stock impacting story -- which it will be if they don't deliver a single MSLR in Q1. Using back of the napkin math, if you assume that about half of the 23,000 S/X deliveries in Q4 are MS and that 80% of MS are MSLR that would calculate to nearly $800M of lost sales in Q1 which would be big enough to impact the quarter comp to prior year considering total automotive revenues were less than $20B in Q1 2023. Its real $$ they are going to have to explain in the earnings call.

 

[sorka]

Here is the message I received from the SC today regarding my vehicle which arrived yesterday. They've gone ahead and offered to schedule delivery starting Feb 28th, but will let me know if they are able to deliver any earlier. Doesn't seem like the April date the Oregon store mentioned is something that's been communicated to all stores so hopefully just an ill advised worst case scenario wild guess.

If there is any possible way to avoid it, I can't imagine Tesla would allow this to become an actual stock impacting story -- which it will be if they don't deliver a single MSLR in Q1. Using back of the napkin math, if you assume that about half of the 23,000 S/X deliveries in Q4 are MS and that 80% of MS are MSLR that would calculate to nearly $800M of lost sales in Q1 which would be big enough to impact the quarter comp to prior year considering total automotive revenues were less than $20B in Q1 2023. Its real $$ they are going to have to explain in the earnings call.

"slightly"

 

[n2mb_racing]

Wouldn't the model Y LR delivery hold be a much bigger deal? Have they also been stuck all year so far?

 

[rockytop23]

Wouldn't the model Y LR delivery hold be a much bigger deal? Have they also been stuck all year so far?

for sure - Y volumes also likely impacted by people waiting for refresh that supposedly isn't coming until early 25

 

[terranx]

Wouldn't the model Y LR delivery hold be a much bigger deal? Have they also been stuck all year so far?

Only MYP has been held. MYRWD and MYLR are selling