[Correction: wife works for Tesla] Non-Tesla-employee Cybertruck deliveries have started!

[rodx]

His wife works for Tesla

Dang. Had my hopes up for a second!! Title of this thread needs a change, then.

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[CyberGus]

Found in Elon’s closet

 

[Bkb13]

This guy seems like a non-Tesla person. Any other info on him? He just got a truck yesterday.

https://www.linkedin.com/in/pablo-mendoza-024b5676

 

[greggertruck]

This guy seems like a non-Tesla person. Any other info on him? He just got a truck yesterday.

https://www.linkedin.com/in/pablo-mendoza-024b5676

He’s a contractor for Tesla in Austin.

 

[Woodrick]

Someone brought up a few months ago that if Tesla was to release the truck to the general public before the end of the year, that they would have to start realizing a lot of the development costs in last years books.
So by deferring to this year, there was a LOT of money to be saved.

Let's see what gets delivered the next few days.

They've got a lot of vehicles to get out in the next few months.

And then all hell starts to break loose.

 

[cvalue13]

Someone brought up a few months ago that if Tesla was to release the truck to the general public before the end of the year, that they would have to start realizing a lot of the development costs in last years books.
So by deferring to this year, there was a LOT of money to be saved.

Let's see what gets delivered the next few days.

They've got a lot of vehicles to get out in the next few months.

And then all hell starts to break loose.

if it doesn’t start to brake loose real soon, like this week, then they may be looking to Q2

That said, they haven’t registered any more VINs since Dec 22, and had only ~350 VINs on deck

subtract out say 20 for delivery event, another 50 for deliveries to date, and it suggests:

(1) Tesla could unload ~280 trucks this week, but then

(2) have no more to unload the next week


wouldn’t be a big bang

interesting to watch

 

[greggertruck]

if it doesn’t start to brake loose real soon, like this week, then they may be looking to Q2

That said, they haven’t registered any more VINs since Dec 22, and had only ~350 VINs on deck

subtract out say 20 for delivery event, another 50 for deliveries to date, and it suggests:

(1) Tesla could unload ~280 trucks this week, but then

(2) have no more to unload the next week


wouldn’t be a big bang

interesting to watch

I just posted 24 more on the outbound lot.

Not concrete of who they’re going to, but… somethings gotta give.

 

[cvalue13]

I just posted 24 more on the outbound lot.

Not concrete of who they’re going to, but… somethings gotta give.

at this point, almost need to see VINs registering more than trucks in outbound

As it stands, they’ve only got maybe ~250 trucks finish building and deliver, but none backfilling

 

[rizvend]

One data point.....

This is how fake news starts. Please verify before you post. You make the rest of us look bad.

 

[Woodrick]

if it doesn’t start to brake loose real soon, like this week, then they may be looking to Q2

That said, they haven’t registered any more VINs since Dec 22, and had only ~350 VINs on deck

subtract out say 20 for delivery event, another 50 for deliveries to date, and it suggests:

(1) Tesla could unload ~280 trucks this week, but then

(2) have no more to unload the next week


wouldn’t be a big bang

interesting to watch

Do you not remember this thing called Christmas?

I suspect that we'll start to see the machine turning this week. It will start slow, but numbers like 280 will start to have another digit.

 

[cvalue13]

Do you not remember this thing called Christmas?

your snark is unwarranted and reflects more on your misunderstanding than mine

plenty of people have been working and building over Christmas

but it’s been catch-up of units already through the line

Regardless, Christmas doesn’t explain not registering more VINs for build post-Christmas

 

[Woodrick]

your snark is unwarranted and reflects more on your misunderstanding than mine

plenty of people have been working and building over Christmas

but it’s been catch-up of units already through the line

Regardless, Christmas doesn’t explain not registering more VINs for build post-Christmas

But it does lead to not wanting to get more VINs on the books until the next year.

I'm guessing that the assignment of a VIN has monetary ramifications (otherwise, why not order a million of 'em) and that with so many people on vacation during the Christmas season (as well as end-of-the-years Tesla sales going on) that unloading a 2023 VIN in the last week was too much work.
Sure, plenty of people have been working through Christmas, but I work for an Austin firm and we close the factories and the companies down between Christmas and New Years.

And some manufacturing companies use that time to upgrade the production lines.

 

[evnow]

Someone brought up a few months ago that if Tesla was to release the truck to the general public before the end of the year, that they would have to start realizing a lot of the development costs in last years books.
So by deferring to this year, there was a LOT of money to be saved.

Thats not how accounting works.

 

[cvalue13]

But it does lead to not wanting to get more VINs on the books until the next year.

no, it doesn’t

They’ve already been registering 2024 MY VINs all along

Registering does nothing but prep for a future build not yet begun

you only don’t reg new VINs if you don’t need more yet

I'm guessing that the assignment of a VIN has monetary ramifications

Wrong guess, and lots of reasons

And some manufacturing companies use that time to upgrade the production lines.

great for them

not exactly what’s going on at Tesla last couple weeks



if anything, a more likely issue would be with out VIN tracking algo having been somehow thrown off. In that case, Tesla has beeen registering but we’ve not had visibility

@newwave1331

 

[SVADA]

Cool! But how do we know he’s not an employee?

Does anyone have a Tesla employee connection at the Fremont plant? I need one Cybertruck to display at the 2024 Silicon Valley Auto Show , February 16-18th .

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