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Thank you. I forgot about the financial/regulatory reporting related to productions and I have assumed (incorrectly) that they have entered there. You are right and this actually explains why nobody get a VIN, even if they might start to reposition the produced inventory for actual delivery...

Thanks for the thoughtful response. I like the consistency in your logic. My issue is that I see no VIN allocation for non Tesla employee customers, especially on this site. This either means that 1. Teslai delivering to customers we don't know about because the order pool is so big (Low...

I got that context matter. I am just curious how many people are actually believing that they will get the truck in the timeframe as promised.

I think, if you cancel your order you are on the hook for $3250 and not just the $1000 you think about. They are clearly articulating by the agreement you signed that they are entitled for this amount.

If we are in that topic. 1. How many people do you believe have confirmed their reservation as an order until today (they still promising the Jan-March timeline)? 2. How many cars will they produce until March 20? (So they can deliver it customers by end of March) 3. What is the delta between...

I agree that yours might be a better framing by pointing out an aggressively optimistic, (maybe better say unrealistic) estimate, as usual, from Tesla and people just be prepared for that.

My reason is for not to believe them that we have passed a month and they still have not provided a VIN. Even if they provide every single Dec 9 confirming order a VIN tomorrow it will be sketchy to deliver them in January anything. Hence, the January as a month for delivery is just not there...

Nobody SHOULD buy or overextended themselves to have a Foundation CT if otherwise you would qualify for a tax rebate (aka making less then 150k/300k per year). Going into debt for CT and stretch yourself out of your mean, you should not be doing even if the range would be 500 miles. Or better...

The CT charging curve drops below 100KW at 50% SoC. The same thing for Rivian happens at 68% SoC while the two cars are largely has the same efficiency AND the Rivian has inferior technology with 400V system. This is not a "little" tuning. Just to make it to parity they need significant...

As I am watching all the comments and all the VIN updates I believe there are significant number of orders have been confirmed. Tesla is sending invitation in 2024 for the 1128xxx reservation holders I have started to doubt that they can deliver in the promised timeline for all those...

Ok. The range and TBH the efficiency kwh/m is disappointing. I am not so sure what Tesla can do with that. However, if we give up the range I want an amazing charge curve, at least, the charging curve of the Taycan. I don't care about anything else. If the CT can be charged an average rate of...