I don't believe that, most cars are sitting currently in Freemont and waiting for delivery according to SX delivery threads. But again delivery dates are moved from 21st to 23rd of May, you never know if they will be moved again. But also somehow they managed to deliver some cars. maybe it is different state by state?
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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I don't believe that, most cars are sitting currently in Freemont and waiting for delivery according to SX delivery threads. But again delivery dates are moved from 21st to 23rd of May, you never know if they will be moved again. But also somehow they managed to deliver some cars. maybe it is different state by state?
I hoped that this was the situation, but there have only been a couple of delivery reports on the forum. I had expected a large wave of deliveries after fixing the regulatory issue if they had been building inventory, but I'm not sure if that happened - I had imagined that there would be more delivery reports on the forum.
There's plenty of valid criticism for Tesla in Q1.
- They botched trying to ramp overseas logistics
- They botched the S/X motor refresh and created a gap where they had to essentially halt production.
- Elon's spat with the SEC
Tesla however has not be screwing up, quarter after quarter as he insinuated. Q2 to Q3 2018 was massive improvement in production, efficiency and logistics. They even kept Model 3 margins steady while introducing Mid Range in Q4. By all accounts, Tesla absolutely delivered on Q3 and Q4 and I think they delivered on Q2 2018 as well. So this notion that Tesla is an incompetent company is stupid. Yes they had a bad quarter and failed at a couple things. None of which are long term effects and will be fixed within a quarter or two.
I get especially annoyed at the notion that Tesla is incompetent. The logistics for trying to deliver vehicles across the entire world from one location is insane. Even the smallest hiccups can cause major downstream issues for the quarter.
yes and I expect 12k from newly built cars + 4k to 5k from in transit and inventory cars to be delivered. so 16-17k SX delivered.
But you better ask Troy, he is usually accurate with his numbers when he come up with them in the end of quarter.
Wow. I just have a hard time believing US customers will buy Chinese cars, at least in the near term. Not as long as Tesla is there to compete.
Now, from what I’ve heard, the Chinese are playing the game as far as using the dealership mafia.
Points deducted for lack of originality lol
I think he was more or less referring to Elon's crazy guide and his advice is for Elon to STFU and execute. I don't even think he was particularly mad about his execution, just his promise of the liberal guide he did not meet.
Elon just like to talk big. Tesla is definitely not incompetent, the product is amazing and his roadmap is world class. But it's okay to not give time lines. Just say we are working hard to make x, y, and z happen as soon as we can. He is not a fan of talking in baby steps. Why talk about 10k production/week when you are barely hitting 500/week? Just talk about how you will try to hit 2k by x date. And then during the next ER..you announce how you hit 3k but now you are going for 5k by x date.
JRP3
Hyperactive Member
You blame Elon for the SEC going on a witch hunt? The judge didn't.
Hey I'm stretching here to find valid complaints about Q1 beyond the overseas logistics, Panasonic supply issues, and botched S/X motor refresh
JRP3
Hyperactive Member
I must have missed that one from Tesla saying cars will come off the line in Shanghai by September. Can you please provide a link for the uniformed like me?
Sudre
Active Member
What I find amazing about this is Tesla only has 3 models. (forth on the way) That's it.
What happens when they have all variants covered?
I've been waiting almost 4 weeks, and according to my delivery specialist today, they don't know when they will start PRODUCTION. There seems to be a problem getting them built.
If they don't actually deliver 90k in Q2 like Elon said during the Q1 earnings call and they also don't have a much narrower loss like Elon said then look out below. Elon has never heard of the concept of under-promise and over-deliver and it is killing him right now.
EVNow
Well-Known Member
Search for the ARK model I posted. Taxis now can drive 100k, so 80k for robotaxi is not difficult. Their model is actually conservative.
Personal Anecdote: After taking delivery of my P3D at the end of Q3 2018, it took so long time to get my plates and registration that my temp registration expired. I had to call the service center to get them to send another temp registration paper so my car could legally drive. From talking to others who took delivery around that time it seems like it was a common issue.
At one point I thought it was our local DMV that was slowing things down but as I dug into it, I heard from Tesla that they send all paperwork to California to be processed by some centralized department. That sounds expensive, since they end up rush shipping (My plates ended up being shipped to me overnight air from California) but it's also bad for customer satisfaction. By decentralizing this at each service center / store they could speed up the process and more easily scale service to the local needs.
EVNow
Well-Known Member
Which one ? About making profitable EVs or having more expensive sensors ?
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