I guess the price cuts caused a demand problem, too much demand.
I wonder if this increase will be enough or if they will have to raise pieces more...
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
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I wonder if this increase will be enough or if they will have to raise pieces more...
My nephew (who lives in Sweden BTW) has one on order, so hopefully you will get to see one in person one day.
I guess the price cuts caused a demand problem, too much demand.
Looks like a 2 months backlog so far. This price increase will likely make people on the fence jump in anticipation of further price increases, in turn making Tesla raise prices further. I don’t think we’ll see 66k starting price again but 58-60 is plausible. There is just no competition to worry about.
Well that didn't take long:
driveteslacanada.ca
Tesla increases Model Y prices, lowers price of Model 3 RWD in the US
On the same day that all variants of the Model Y became eligible for the $7,500 US tax credit, Tesla has raised the price of the Model Y Long Range and Performance variants. At the [...]
driveteslacanada.ca
Me early today ruminating about the changes to the IRS ruling.
And lo and behold… Model Y AWD inventory is still priced at $52,990.
Also, seems like the supply of 4680 Model Ys is quite strong right now. Not seeing any here in Oregon, but they are all over California. Seems like a good indication 4680 supply is starting to really click!
Just a few hours later…
And lo and behold… Model Y AWD inventory is still priced at $52,990.
Also, seems like the supply of 4680 Model Ys is quite strong right now. Not seeing any here in Oregon, but they are all over California. Seems like a good indication 4680 supply is starting to really click!
I don't know if it's strictly demand, but also potential increases in COGS. Remember Zach said in the last call that they wanted to concentrate on margins and if Tesla's costs went up, the price would have to increase to at least maintain the current margin.I guess the price cuts caused a demand problem, too much demand.
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The Model 3 price cut is interesting. It’s the model that uses a different kind of battery. Confirms where the supply bottleneck is.
ZenRockGarden
Active Member
I guess the price cuts caused a demand problem, too much demand.
IRS revoked the $55k cap on tax rebate for Model Y
Now that I think more about what you said, it’s so obvious. 4680 Model Y is the demand driver and the future of the model. It’s going to be available for custom order once the battery production is ramped up. The 2170 Model Y will need to be more expensive for consumers to pay attention to the 4680 version. In the long run the 4680 will likely be even cheaper while the 2170 gets slightly more expensive so the 4680 can be slowly phased out. Brilliant demand control.
Hopefully production of the 4680s gets strong enough they can add it into the menu instead of doing the inventory drop thing they are doing now.
LFP prices are coming down. Also demand on the 3 has been a little soft. This tweet is talking about Megapacks, but likely applies to vehicle cells as well. Some of the key LFP patents expired which should open up more competition in that space and allow producers to move LFP production to the US (and perhaps to Tesla). LFP prices should continue coming down as more companies come into this market.
ZenRockGarden
Active Member
I disagree. They made some 4680 MYAWD's to prove in the new technology when it couldn't hit the range number and simply be a MYLR replacement.
Next use of 4680 goes to CyberTruck later this year. There is no reason to divert the limited supply of 4680's into custom-ordered MY's until they have more batteries than the CyberTruck and eventually the Semi can consume, which looks like 2024 at the soonest.
Tesla wants to simplify and cost-reduce production. Doing a subset of 4680 custom ordered MYLR's or MYAWD's is harder, not easier
dhanson865
Well-Known Member
If it's one assembly line then yes that is the rate or throughput. They can't make one faster than the fastest unit on one line. That's the definition of "fastest". Yes you make more than one at a time but the slowest produciton on a line slows down any behind it.
If it's 2 or more assembly lines then they could have one line do it in 68 minutes and another doing it at the same rate or a slower rate and still have a faster total throughput for the factory.
dhanson865
Well-Known Member
No, there is only one choice of Megapack on the website. There aren't multiple sized to choose from, all current orders are for the newest product.
dhanson865
Well-Known Member
since when has maximizing shipping costs for a customer been a goal that someone tries to achieve?
MartinAustin
Active Member
Model 3 RWD is now $35,990 after the tax credit.
Also!!!
Average transaction price for vehicles in the USA is what, $46,000?
Also!!!
Average transaction price for vehicles in the USA is what, $46,000?
Wow…. That’s amazeballs.Model 3 RWD is now $35,990 after the tax credit.
Also!!! View attachment 903092
Average transaction price for vehicles in the USA is what, $46,000?
When I get our Cybertruck I hope they still have this on tap. Then I can trade in the Model Y and lease a Model 3 so I’m not on the hook for 2 payments at a time.
Actually maybe Highland and/ or the next Gen platform is online by then. Hmm
JusRelax
Active Member
Model 3 RWD is now $35,990 after the tax credit.
Also!!! View attachment 903092
Average transaction price for vehicles in the USA is what, $46,000?
Hmmm... Which do you prefer?
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