And I still feel that way. The only "problem" is not admitting you have inventory. Every automaker has excess inventory. That is the only way they can stock dealers. I still do not understand why no one wanted to believe Tesla had some on hand. Why is that a bad thing? I get assailed every time I mention or point it out, getting called a liar or a hater. Well, now the truth is out.
Tesla had to stock up ahead of and delay deliveries to push 200K into Q3, which I wrote months ago, would be the right strategy. Even Fred on Electrek wrote this week he thought batch-building was something new. It is not. But when you find you have too many of a particular configuration and not enough incoming orders, you put them out there for immediate sale as Jerome is now doing. They should have started doing this in late July as the order bank grew. As I have written, they have M3's sitting here in Jacksonville that have been on the lot for months. Pretending they do not exist is a bad idea for the bottom line.
In my experience, we are a society geared towards immediate gratification. At least here in the U.S. Offer people the option of a car today instead of three months from now and many will happily switch colors or other options. We have read of some doing that this weekend in Fremont. But people can't do it if you do not give them the option by telling them the cars exist. That has been the basis of my articles on the subject. Let the people know and move them out. They should start doing sales near the end of every quarter. "Folks, here is what we are overstocked on due to canceled orders or (fill in the blank). They are available in these locations on a first come, first served basis. Go to Tesla.com for more details".
Next, they need to offer what is not sold to the general public and pick up more brand new customers, but only after anyone with an order or a reservation gets a shot.
