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Is it correct there was no info on the current production rate or total for Jan?
There may never be AWD with SR.
I think they should deliver the most profitable version they can configure. Which will probably be the 3LRD w/PUP w/AP2. Forcing FSD would probably not be wise, and could cause problems.
Folk said that about free supercharging too.I don't believe Tesla will ever force the purchase of a software option like AP or FSD.
Is it correct there was no info on the current production rate or total for Jan?
My estimator currently says this for AWD:
Dual Motor All-Wheel Drive
Choice of 220 or 310 mile range
Ok, thought I might have missed it. Somebody did ask this question. I think what I heard is that a new automated line is coming from Germany in the end of March, which will have output more than current 4(?) semi-automated lines and that's how they will achieve 2.5k/week. I.e. I'm guessing for the next month+ we will not see much of an output increase, which will be around 1k then? Anybody got a different impression?I didn't hear it.
I just read through the Q4 2017 shareholder letter, and I noticed an interesting phrase on page 5:
"With demand outpacing production, we plan to optimize the options mix in order to maximize gross margin."
This implies to me that they plan to focus on higher margin configurations. Do people think this was in reference to the S and X only, or is this possibly a sign that they intend to prioritize Model 3 Long Range with PUP over the Short Range? It makes me wonder if there is some truth to the belief that those wanting LR or AWD will possibly receive their vehicles before those opting for the base SR model despite being behind them in the queue.
Thoughts?
Wondering if owners who waited for SR will now jump on 1st production and push us back even more. I bet +1monthIt's now saying AWD will be available before SR.
LR May-Jul 2018
AWD Late 2018
SR Early 2019
They've update my estimate and I think you have your answer. SR is getting pushed back, waaaaay back. It's now saying AWD will be available before SR.
LR May-Jul 2018
AWD Late 2018
SR Early 2019
Ok, thought I might have missed it. Somebody did ask this question. I think what I heard is that a new automated line is coming from Germany in the end of March, which will have output more than current 4(?) semi-automated lines and that's how they will achieve 2.5k/week. I.e. I'm guessing for the next month+ we will not see much of an output increase, which will be around 1k then? Anybody got a different impression?
If that's the case, I feel Q1 output will be around 12k or less, considering week off in Jan and another week w/ no news other than part recall.
Ouch, even owners won't be covered in Feb. The consensus was that there was 2 more weeks to cover all remaining... I'm getting dangerously close to Fed credit starting to phase out. If that happens, I might be considering something cheaper than $60k configuration. A lot of people are getting upset.now LR March-May 2018
They would only save a month by doing that. The rest of the damage is done anyway. Plus 90mil cost (not considering a new launch pad in Germany), unlikely to make business sense.Maybe Space X can send a FH over to Germany and air freight the robotics back to the Gigafactory. I'll bet Elon is wishing they could.
The Model 3 Delivery Estimator (for those of us current owners with first-day reservations) still shows Dual Motor AWD with a choice of LR or SR battery packs, and a Jul-Sep 2018 delivery window. I think there would be a huge outcry if they were to take the SR pack off the table entirely. But it wouldn't surprise me if those who order AWD with the LR pack get their cars earlier in the delivery window than those who order AWD and the SR pack.
Wondering if owners who waited for SR will now jump on 1st production and push us back even more. I bet +1month
Btw, I wouldn't blame owners for this. I would blame the ramp.
Funny to talk about 500,000+ M3 from factory annually when they can barely get 1000 week with basic QA done. Almost mocking Toyota during the call. Factory as a product, give me a break. Why the smart investment bankers cant challenge them is sad.
Semi is only $20K deposit, right?Customer Deposits increased $190 million. That is about 950 or so $200,000 deposits on the Roadster and Semi?