CyberDutchie
Active Member
Wow, there's actually quite a bit of information that leaked there, and we can cross-check it with the other Model Y leaks:
Moez on Twitter
Moez: "Just talked to Tesla employee in Fremont. He confirmed it he first deliveries are happening in 2 weeks."
Q: "Are you sure? If true, that’d be great."
Moez: "Yes he said that there was internal launch event last week and they are working extra hard to make it happen in 2 weeks"
Q: "Initial batch delivered to employees just like Model 3s?"
Moez: "I didn’t ask that specifically. He said everyone is really pumped after the “launch” event."
Remember that earlier leak and deleted tweets by EVBite? Those tweets talked about a Model Y meeting where Tesla employees weren't allowed to bring phones to. That might have been the "launch event".
What's in two weeks? The Q4 earnings report ...
Neither EVBite nor Moez gave me the impression of rumor machines: they are both Californians who have friends at Tesla.
I really think this is legit, now we've heard about the imminent launch of the Model Y from multiple sources.
The timing is right as well: Q1 is the seasonally weakest quarter, so it's the one that can best tolerate distraction and resource reallocation at Fremont, and which would benefit most from the first Model Y deliveries.
They'd obviously keep it a deep secret in Q3 and Q4 and sandbag the Model Y schedule, to not Osbourne sales.
They should have included a clause in the Tesla Referral program that any discounts earned from referrals towards the Signature Roadster Supercar will nullify if that person publishes any kind of leak from Tesla—whether true or not.
We all know that when leaks like the above get out before earnings it adds to the chances of a “buy the rumor, sell the news” event.
I would much rather have a “total surprise and lift off” kind of earnings event.