Delivery Event History: Nov. 30th is NOT a *retail customer* Delivery Event

[cvalue13]

It is just insane that we don't have a price yet. Surely they'll spill the beans at the delivery event.

that’s what the delivery event is for

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[C T Rick]

So what you’re telling me is to buy a roundtrip airline ticket to Austin? I’m not driving my CT home. Didn’t the plus 1 mean a CT was part of my Golden Ticket. I don’t need a carry on bag of cash .

Charlie got the chocolate factory, didn’t he?

Rick

 

[evazquezcu]

So for why im understanding there is a possibility that no range and price will be release at the event.....? If not, whats the relevance of this event them?

 

[cvalue13]

So for why im understanding there is a possibility that no range and price will be release at the event.....? If not, whats the relevance of this event them?

I don’t know why you’d think that

I suppose, it’s Tesla, so anything is possible

But my extremely strong assumption is that - like with delivery events of the past - the main purpose of this delivery event will be to reveal the main stats (including range and price).

Moreover, I’d also expect the configurator to open (during or shortly after the event) for the lucky few who have been chosen to access the initial batches of retail units.



That said, I think there’ll be quite a few surprises about how this early roll out is going to work - so I also expect that for every question the release event answers, two new questions will pop up in their place.

 

[cvalue13]

So what you’re telling me is to buy a roundtrip airline ticket to Austin? I’m not driving my CT home. Didn’t the plus 1 mean a CT was part of my Golden Ticket. I don’t need a carry on bag of cash .

Charlie got the chocolate factory, didn’t he?

Rick

If you were getting a truck at this delivery event, you would already know it

Because you’d be an employee, or a venture capitalist that was an early Tesla investor, or a guy dying of cancer that makes for good marketing.

That, and you’d already have your contract and NDA lined up

 

[jerhenderson]

why is that insane? And don't call me Shirley.

 

[C T Rick]

If you were getting a truck at this delivery event, you would already know it

Because you’d be an employee, or a venture capitalist that was an early Tesla investor, or a guy dying of cancer that makes for good marketing.

That, and you’d already have your contract and NDA lined up

My 5:41 am humor got you all serious.
But seriously, I'm still shocked that I'm going. I'll know today who my plus 1 is as I'll see him this morning.
He too has a reservation and purchased a 3 a couple years ago as he was waiting for the CT.

Rick

 

[Art O'Connor]

Nice compiling of history. After reading this, my February 2025 "delivery date" does not look too firm. Also, factoring in the "huge" (Giga?) 30 November "delivery" event for only 10 units? I expected at least 100. If, after a month or so of running the line, they only have 10 units does not bode well for any promised future deliveries.

 

[cvalue13]

Nice compiling of history. After reading this, my February 2025 "delivery date" does not look too firm. Also, factoring in the "huge" (Giga?) 30 November "delivery" event for only 10 units? I expected at least 100. If, after a month or so of running the line, they only have 10 units does not bode well for any promised future deliveries.

If it’s any consolation:

• there’ll be more than 10 (but not 100)

• they haven’t been running the line a month or so (regardless of what xwitter influenzas have been saying)

• delivery events from Tesla standardly happen months before material production gets humming


so, as far as Tesla and it’s SOP goes, everything is humming along more or less as planned (at least, with expected amounts of not going as planned, for Tesla)

it’s expectations set by xwitter influenzas, etc., that won’t be met

 

[Art O'Connor]

I have a Chevy Fleet account and could get a WT4. It is a stripped model, but has real, tested, 450 mile range. But $80K is about what the CT is supposed to cost. I hope Tesla brings out a new web page for CT on 11/30, too.

 

[cvalue13]

I have a Chevy Fleet account and could get a WT4. It is a stripped model, but has real, tested, 450 mile range. But $80K is about what the CT is supposed to cost. I hope Tesla brings out a new web page for CT on 11/30, too.

If you value max range, you should find out how long the wait is for a WT

CT range (for now) will be nearer to Lightning that WT

but depending on your place in CT line, even the unicorn WT could be in driveway much sooner

With Chevy fleet account, can you order and later bail on the order? that may be optimum strategy

in fact, please do call and report back what Chevy fleet sales says about expected WT delivery timing!

 

[flowerlandfilms]

So what you’re telling me is to buy a roundtrip airline ticket to Austin? I’m not driving my CT home. Didn’t the plus 1 mean a CT was part of my Golden Ticket. I don’t need a carry on bag of cash .

Charlie got the chocolate factory, didn’t he?

Rick

Charlie got the chocolate factory because he didn't ever expect to get anything.
He just wanted others to be happy.

 

[cvalue13]

I thought I’d look at the content of the past delivery events to see what it might portend for Cybertruck delivery event content. Also wondered if they’ve don’t one during trading hours before.

The summaries below might take you to the same conclusions as me: the content has ranged from near-to-nothing (eg Semi), to quite a lot (eg Model 3), and in-between.

Also, while they’ve never held an event during trading hours, Tesla with the Model 3 did a press release in advance of the event - it was this press release/conference that gave most all of the juicy stat details, with the event itself being more marketing-driven lip-service and hero-reel footage of the car.

So, if history is a guide, it’s not much of one here.

• Model S (2012): The world's first delivery took place on June 1, 2012 in California, to a Tesla board member and a few other key insiders. Not until June 22, 2012, did formal "retail deliveries begin, but even then those units where "special edition" units that went to key investors, and venture capitalists, including early funders of Tesla. Tesla allocated its first 1,000 units to these early "Signature" and "Signature Performance" limited edition configurations. Regular person, regular edition, Model S's weren't delivered for months after the publicized "delivery" event.

Nonetheless, Tesla's press releases about the June 22nd event and the delivery event itself (video below) did not make clear that these "deliveries" were different than regular, retail, customer deliveries.

I didn’t dig too deep on Model S delivery event content, because it just doesn’t seem that relevant historically anymore, in terms of offering insight to the CT event potential content.

Just reviewing the broad range of what Tesla has done before shows the apparent lack of consistency or trend…

• Model X (2015): The first 6 "Founders Series" models were delivered at a market launch event in the Fremont factory on September 29, 2015. One unit went to Musk, the others to insiders. Initial retail deliveries to 'normal' customers wasn't until several months later, around December 2015. In Q4 they delivered 204 units.

Here again, public communications about the "delivery event" did not make clear that these deliveries were to insiders. (The delivery event doesn't appear to have a video available, but photos and live-blog like description of the event were reported.)

The event was at night, had some demos (such as 5klb towing), a lot of talk about falcon doors, and stats for the P90D with Ludicrous variant: range, top speed, and 0-60. Unclear if they gave similar stats for the other variants, or only have the halo stats.

• Model 3 (2017): The first 30 Tesla Model 3's where delivered first delivered on July 28, 2017, all to Tesla employees and VIPs. In that quarter, they produced only 220 Model 3's, which were all "special advanced deliveries" (including to a guy with terminal cancer). Deliveries to 'normal' customers weren't reported until December 23, 2017.

Again, press around the "delivery event" in July made no clear distinction regarding 'insider' vs normal retail deliveries. Video of handover event below.

This one is the outlierAhead of the delivery event, mid-day on a Friday, Tesla had a press conference in which they revealed ton of specs including trims, pricing, range, features, etc. This elektrek article has several pages of info bullets.

During the delivery event itself that evening, Musk et al didn’t add much more - livestream account of content at this elektrek article.

So, they did release detailed info during trading hours, but via a press conference, and with a surprising amount of stats/details.

• Model Y (2020): For the Model Y, Tesla bucked it's historical trend and simply began delivering to retail customers March 13, 2020. Note that this was peak initial COVID - things were done differently (including no big press event) likely for a reason.

Again, Model Y had no delivery event, and likely due to COVID was altogether an unusual rollout for Tesla - they simply started contacting retail customers for scheduling first deliveries. Then did.

• Semi (2022): While a different category of vehicle (commercial), thought it worth mentioning that the Semi "delivery event" was in Dec. 2022, to Pepsi and Frito-Lay (PepsiCo’s snack foods subsidiary), in what was essentially an 'insider', co-development, effort. Normal retail customer of Semi's has still not occurred (and Tesla still lists status as "pilot production").

Live-streamed at 5PM PST, on a Thursday night, and lasted a little over 30 minutes. But remember, this wasn’t exactly a standard delivery event. The trucks went to essentially a single fleet partner, Pepsi, Tesla hasn’t delivered a Semi outside of Pepsi since, and as of Q3 2023 Semi was still listed as being pre-production, and Tesla itself doesn’t appear to be using them in their own fleet at any material scale.

Still, at the event they revealed the semi had 3x the power of any diesel tractor, could go 500mi on a single charge (no granular details about the conditions required for that range), then just a handful of technical details (eg 1mw charging, three motors, etc.)

 

[Kahpernicus]

cvalue is going to become sillyvalue

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