tinm
2020 Model S LR+ Owner
Not sure if this was pointed out yet... for the leases of M3s, Tesla keeps the fed tax credit right? $3750 now, etc...
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This is a sign that Tesla hasn't been actively campaigning for the tender, which is bad; they should be actively campaigning. Why aren't they? Incompetence? Lack of staffing?I bought a few shares of Maxwell last month. I will gladly tender but haven’t received any communications about tendering (I’m using TD Ameritrade).
Whoa. Assume 3 year lease. No way Tesla is going to make assumption that regulators will be FSD ready. Can we thus sssume Tesla ride share model will be different than we assumed. More like Uber / Lyft but with better economics for driver ??
Absolutely not. They get annoyed I always have an answer (usually not one they want to hear), that I’m always right, that the sarcasm oozes from my pores. There’s other less attractive traits, but I am funny as heck, honest, fair and fiercely loyal.
All the fault of my parents.
Hmm taking the cars back at the end of the lease is brilliant. For the $40k SR+, assuming 20% margin, they pay $32k to make it. They then lease it for 3 years, charging $22k. They then take the car back and use it for Tesla Network. Tesla is essentially paying $10k for each autonomous taxi in their network.
Leases do not operate on Elon time.
OT:I've been under them in 3 different locations from Ca to AZ and can attest to their rhythmic pattern of swooshing its way through the wind is a nice way to sleep..View attachment 395916
Whoa. Assume 3 year lease. No way Tesla is going to make assumption that regulators will be FSD ready. Can we thus sssume Tesla ride share model will be different than we assumed. More like Uber / Lyft but with better economics for driver ??
Tesla's still in production hell. Which is, indeed, not bullish. More on this later...The fact that they produced less than 5k cars per week in Q1 is worse than anything I had imagined or modeled for. I can't even invent a bullish scenario for why this occurred.
Given Tesla doesn’t offer dealership deals customer by customer this looks more chaotic than car sellers already are. With all my previous car purchases I never paid the MSRP and was always given an on-spot discount (which was negotiable). The point is, this doesn’t mean that company is in disarray. As for new customer, when they buy, they buy it on current information.They wouldn’t be offering leasing if they were production constrained.
Chaotic price and product switching every couple of weeks looks like poor execution even if it’s not.
Tesla Network lens:I am more and more convinced that nearly all the Tesla moves can be attributed to the goal of getting Tesla Network running. When seen through that lens, the closure of stores makes perfect sense. Once FSD is legal in let's say China, Tesla Network will launch and local business owners will buy as many SR M3s as they can. Everyone will be printing money. Stores would not be required at all. This could be 2 years away.
If in the short term, additional awareness is required - I would imagine that Tesla will use pop-up stores - just a week at each location potentially. My Model S test drive was organised at a hotel and worked really well.
That’s being generous. Tesla already discouraged people from getting the SR by a) pushing out the availability date and b) offering the slightly more expensive SR+. It’s no wonder lots of SR people decided not to wait and ordered SR+. Question is, if availability of SR had been identical to SR+ from the start, would outcomes have been different?
I think they are still looking for the right product offering to maximize margin, avoid inventory build up, and smoothen delivery.Mind boggling that Tesla is willling to change course every other week on this stuff but was unwilling to just stall or admit they couldn’t release a $35k model. The reality is no one cares whether they can sell a $35k car right now. If they couldn’t do it right now it really would not have changed anything. In hindsight, just admitting it may have helped them a lot more than faking it did.
They don’t have nearly as many options. This stuff isn’t rocket science. And it’s only mildly driven by demand. They have basically been throwing darts at the wall and seeing what sticks. When they should easily already know what is going to stick. They have been trying to have it both ways. Pushing to release a $35k model was not in the best interest of the customer or the company.I think they are still looking for the right product offering to maximize margin, avoid inventory build up, and smoothen delivery.
On paper sounds chaotic but dealers do that on an active basis in a showroom.
It’s the only realistic interpretation.
The usual suspects in this thread tho are looking funny declaring both the start and end of SR orders as a good thing.
Tesla is production constrained because SR doubles addressable market was how the earlier than expected SR drop in response to weak US demand was spun. Now that they’ve dropped it those same people are basically saying it wasn’t needed lol
Leases are in no way dependent on full FSD functionality.