??Q3 2023 Results Livestream ? -- Complete!! (Recap inside)

[CyberC]

I think that someone somewhere compared the initial delivery event of the 3/Y to when actual customers on the reservation list got their cars, and it was somewhere in the ballpark of 3-6 months afterwards. If that trend holds, then we're probably still not seeing many until April or so. But at least we should know the specs in November.

 

[cvalue13]

I think that someone somewhere compared the initial delivery event of the 3/Y to when actual customers on the reservation list got their cars, and it was somewhere in the ballpark of 3-6 months afterwards. If that trend holds, then we're probably still not seeing many until April or so. But at least we should know the specs in November.

the CT roll out could be pretty different in terms of that timing lag - trending much shorter

still, not *that* many retail units flooding even after initial retail deliveries begin, for some time

and folks should note with seriousness the deck's ">125K" capacity notation (and compare it to the TX Model Y >250K capacity notation)

all eyes on parts constraints, because the line itself can definitely kick out more than 125K capacity (giggapress likely the bottleneck, at ~250K/yr)

 

[nitrohuck]

is it surprising that we are essentially 1 month out from the delivery event but we don't know the specs, most notably the range?

I've never payed this close attention to a Tesla delivery event before, so I don't know if this is standard practice or not. Did folks know the MY or M3 specs well in advance or was it also more secretive?

 

[WormtownKris]

is it surprising that we are essentially 1 month out from the delivery event but we don't know the specs, most notably the range?

I've never payed this close attention to a Tesla delivery event before, so I don't know if this is standard practice or not. Did folks know the MY or M3 specs well in advance or was it also more secretive?

This is typical of a new Tesla release. Model 3 was this way. With Y a bit more was known because it was directly derivative of the Model 3.

 

[sstevens805]

My selfish question is how will they determine which orders to fulfill first? Is it deposit date or some other approach. Hopefully they start with number 500,061 and then let everyone else fight for it. Makes the most sense to me.

 

[nitrohuck]

This is typical of a new Tesla release. Model 3 was this way. With Y a bit more was known because it was directly derivative of the Model 3.

Okay so this is normal then. Does anyone know when the M3 specs became public info before the delivery event? Was it all revealed on the actual delivery night?

 

[CyberC]

the CT roll out could be pretty different in terms of that timing lag - trending much shorter

still, not *that* many retail units flooding even after initial retail deliveries begin, for some time

and folks should note with seriousness the deck's ">125K" capacity notation (and compare it to the TX Model Y >250K capacity notation)

all eyes on parts constraints, because the line itself can definitely kick out more than 125K capacity (giggapress likely the bottleneck, at ~250K/yr)

Fingers crossed that you're right - although there's really only one CT that I'd like to see with any regularity.

 

[Crissa]

It still is crazy to me how small Tesla's production is of S and X models. Less than 3.3% of total vehicle production for Q3:

I feel like I see them everywhere!

S and X seem to stay on the road. Which makes sense, they're more expensive cars. And they've been making them for ten years, there's only really five years of 3 and three years of Y.

Okay so this is normal then. Does anyone know when the M3 specs became public info before the delivery event? Was it all revealed on the actual delivery night?

Officially, delivery night, but the EPA sheet was published and buyers who got access to the configurator took screenshots in the days before.

-Crissa

 

[Gurule92]

OOOh elon just said "enormous challenges getting to volume production"

Just get to mine and we good elon

 

[Gurule92]

A year to 18 months to be cash flow positive contributor

 

[sstevens805]

OOOh elon just said "enormous challenges getting to volume production"

Just get to mine and we good elon

Damn "Tempering expectations" and 2025 before they're producing 125k/yr.

 

[Gurule92]

making 100% cybertruck cells!

 

[ninja6r]

Damn "Tempering expectations" and 2025 before they're producing 125k/yr.

I believe he said 1/4 of a million a year in 2025. So, 2025 would be 250k/year

 

[TheLastStarfighter]

making 100% cybertruck cells!

500 miles needs a lot of cells.

 

[Gurule92]

Only 18 months from initial deliveries to reach volume and prosperity with immense blood sweat and tears.

Would be disappointed if it took 3 years.

Cybertruck has unique complexities and "We dug our own grave with CT"