Search results

I'll second that. Keep up the great work on X! Long time follower.

You're assuming all of the vins have been made. My understanding is that quite a few were reserved for the CB which has yet to be made. I'd say there may be 100-300 less than you're thinking at this point in time. @cvalue13 might be able to weigh in I belive they have a working knowledge of the...

Hahaha this is so awesome. Just bought one for my girls!!

What a mess. I think this production ramp is going to end up being slower than we anticipate. This will no doubt get sorted out but for it to take 2 months? Which means all the hundreds or a few thousands of trucks that get made between now and then will have the same issue? Yikes.

Exactly my thoughts. What a joke. There are weirdly large number of adult babies on this forum.

I think a good reason to sell would be hey I drove this around for a month and don't absolutely love it. Tesla can give you an offer or not, and if not you should be able to sell. I don't see why they'd want to hold someone hostage. Otherwise as others have pointed out you just give someone a...

I could probably ask him a follow up question. I don't think I'd be giving out enough information to get anyone in trouble. To clarify he said Tesla's internal projection was 80k for 2024. Not that they ordered 80k parts. Note also this was late last year when he spoke about that figure.

People seem to be forgetting that Tesla isn't holding a gun to anyone's head to force them to pay a premium for the FS. It's simple. The market will decide if FS is worth it, and so far the market is speaking loud and clear.

I'll add to the chorus. I got mine and just placed my order on 1/18 so I don't think this is a big indication of timing.

Seems aggressive to me especially with how slow production on the Cyberbeast is but yes. With the caveat he will revisit this in February with updated information. But he is filming gigatexas every single day and is quite well connected to insiders. I had a phone call with one of the part...

Sharing this here: Joe is still expecting a significant ramp up this year. Although things seem slow now, it's still likely we see non-FS this year especially as additional lines of production are put into operation. His projected build rate also concides with my estimated time line of...

I don't think there was anything concrete to take away from that comment on the earnings call. They said if the demand continues at this rate they will SOON be sold out for 2024. That doesn't even mean they are close. Soon is very vague and can mean anything on an earnings call. I'm not reading...

I don't think this is an accurate evaluation. Hundreds of Vin numbers were assigned to MC and employee deliveries. Your logic is sound I just don't think it's accurate enough to extrapolate off the VIN info we have. I don't have data to back this up but there's no way the take rate on FS is 50%...

Excellent post. Thank you. Once again I think your analysis is spot on.

You remind me of my three year old. She shares a similar mentality. To clarify - you are entitled to nothing. Tesla owes you nothing but a CT one day per the deposit you placed. Nothing was guaranteed about going in sequential order. In fact I'd suggest that Tesla knew from the get go it...

There is an entire VIN tracking thread dedicated to this. Looks like it's 40-60 per day depending on the day and whether they manufacture that day.

Awesome info. I think you're spot on. I do wonder how deep they'll go with awd FS builds.

Extremely well said ?

Case closed!! Mods please pin this front and center on the home page!!

I'm not sure if this was referring to me but I'll answer. I'm not a shareholder or a tesla owner. I like Elon and what he's doing for the planet. I'm extremely excited about the CT and like you have been waiting since they announced it for one. I think everyone would have preferred the...