I have a problem with this victim mentality - you are choosing to "get shafted". Be a problem solver and delay delivery. Your choice.
This is an important distinction since in the proposed legislation sedans are limited to a max purchase price of $55K in order to qualify for the tax credit while an SUV is limited to $69K. The IRS may have no clue if the Model Y is a sedan or SUV and might challenge a person claiming a Model Y.
Flip side is, if everyone delays orders, they will have one if their lowest quarters in recent memory, but if they keep producing cars they can absolutely shatter records Q1 of 2022.
Tesla has 10 months of backlog customers to tap. I’m sure a fair number of people will be willing to pay a bit more to carve 6 months off their wait times. Particularly those who are over the income threshold. Also, they have Hertz to fill the gaps in.
Oh I'm not saying they won't sell any, it just may not be the constant growth they've been seeing. I could be wrong, especially on the LR, with the wait times they may want to take delivery sooner.
I think the more important number for this quarter will be cars produced.
Sure but a car sitting not delivered is a liability on a balance sheet. My bet is that if this bill passes, they'll miss delivery targets and that will affect their stock. Wall Street is very often "what have you done for me lately", not "what are you going to for me next quarter".
unless they gave some incentives to those taking deliveries in november and december. =)
$8k discount on FSD sounds good to me...
That’s exactly what I was referring to as a buying opportunity!
If they did that I would strongly consider not delaying my order into 2021. TBH I don’t think Tesla has to incentivize any of us in November or December timeframes. If we delay delivery there is a huge backlog of users and it is likely enough of them would want the car now despite pending savings.
Agreed. Our deliver is in the Mid-Nov timeframe. And it's a bit of a "Tesla Tax" both ways. Pay more now as a financial Tesla Tax (to get the thing everyone wants, now), OR bump delivery, go to the end of the line which is now Q2 for MY, and have a Tesla Tax as a time delay. For some, it may be related to our current vehicle's condition and the timing/need of a vehicle now (as is our case), versus the flexibility of bumping to next year and saving some money. And also agree that enough people waiting in the long line would gladly take the spot in 2021 of anyone who bumps their delivery to 2022.
Maybe I missed something, but isn't Hertz getting a bunch of model 3s? And isn't the deal over a couple of years? So Hertz likely doesn't want what would be produced (random MYs that are either MYPs or MYLR in colors other than white over black with 19s), or they may not have the charging infrastructure set up yet?
For those taking delivery after Jan 1st, it's probably best to not order FSD (and maybe other high priced options) if it gets your total price over $69K because the proposed tax credit is only for SUVs that cost less than $69K. You can always add FSD later if you want it.
I don’t know if you’ve completed your profile but I got an order agreement with prices on it. I expect Tesla to honor those prices.
your prices are lock but they can absolutely, cancel orders, which they did with SR+ people.
