Oct 21, 2015
FlasherZ Someone in the low 500's told me they were told to expect late November delivery, but targets may change... seems to line up.�
Oct 21, 2015
FredTMC Thx for this... Are you saying that a DS from Tesla told them? Sounds like it.�
Oct 21, 2015
FlasherZ That's my guess. I wasn't told the source and didn't press for details - I was on vacation.
�
Oct 22, 2015
ronmerkord There has been a big rush today of assigned VIN's. We just got ours today in the 480's, even though our original sequence number was Sig# 1015.
If delivery is really going to be around 6 weeks after assignment of the VIN, we might actually have our beautiful Sig Red X by Christmas -- or should I say X-mas !
Ron�
Oct 22, 2015
Lyon Oh man, I thought I was special... I even started a new thread for it. Oh well.�
Oct 27, 2015
7racer sweet! got another email from my DS! WHOOOOO HOOOO!!!
�
Oct 27, 2015
ohmman Whoa. Awesome. Keep us in the loop. I have to think they're ahead of your original schedule, though things might be slow at this point on the line.�
Oct 27, 2015
FredTMC Oh My! Congrats! This is GREAT news! Ladies and gentleman, we have confirmation that a signature series Model X is in Body-In-White form and will be headed to paint shop! This is for sig #171.
I can only imagine tesla is starting to put other sigs into production too. I suspected this would happen this week!
I expect Tesla to go very slowly on assembling each Sig MX. I'm sure they'll want to be certain of initial quality. That being said, ramping in the coming weeks should improve.
Hey, 7Racer. Thx. Will you let us know if/when your my tesla page changes over to "in production"?!
thanks again, you made my whole day/week�
Oct 27, 2015
O-G I'm sig #292 vin 131. I would like to know what the vin is for 7racer. I can't seem to get any specific info from my DES.�
Oct 27, 2015
AlMc Congratulations...Any movement in Sig X production is good news. I suspect EM will want to have at least some complete/near completion by the ER/CC in a week. Hope you are one of many.:wink:�
Oct 27, 2015
FredTMC He is VIN 171�
Oct 27, 2015
Cosmacelf Yesterday my DS said that VIN number does not equal production sequence, presumably due to production batching. 7racer, what's your config?�
Oct 27, 2015
Lyon Does your my.teslamotors.com page show any updated information?�
Oct 27, 2015
7racer I get busy during the week so don't log into the tesla website much so appreciate the updates from my DS.
No changes on myteslamotors page
- - - Updated - - -
116 is my VIN
- - - Updated - - -
Sig 171 Vin 116
- - - Updated - - -
here you go!
- - - Updated - - -
not as of yet�
Oct 28, 2015
vortexz how many TOTAL reservations so far for the MX ?
I've heard there are something like 20k ?
That is a lot preorders !�
Oct 28, 2015
Cosmacelf I wonder if the fact that 7racer opted for ludicrous has anything to do with his car being in production. That would be consistent with how Tesla prioritized the Model S rollout in the past. Most expensive builds get priority.�
Oct 28, 2015
EboMike The Model X Tracker (ModelXTracker | Welcome) gives you a decent estimate. Right now, we're looking at about 22k reservations total (about ~21k production, ~1.5k sig).�
Oct 28, 2015
goneskiian Is that US only or does the tracker track overseas reservations too?�
Oct 28, 2015
aija SigX 649 World Wide�
Oct 31, 2015
7racer ugh...I am soooooo sorry for releasing the info that I had with my DS. Apparently it caused a huge influx of calls and concerns to DS across the country and my DS to get into hot water from Tesla.
I was hoping to just update the forum and give good news that production looked like it was ramping up, not to spur crazy calls to Tesla.
Formal apologies to my DS.
No more updates from me until I get delivery.�
Oct 31, 2015
FredTMC sorry man. Too bad for your DS. I can't imagine why telling you your car was in production would be bad. He was just telling you the status of your car.
This is leads me to believe other owners cars are in production but DS's are apparently restricted from telling onwers. Weird.�
Oct 31, 2015
ohmman This describes a lot of what's been going on lately. Maybe now that Halloween is over, things will get less spooky. :wink:�
Oct 31, 2015
EboMike Model S ramp-up curve
Several threads here suggested that the curve of X is predicted to be similar to that of the S. Does anybody have hard numbers of how the S' launch went? Something like what modelxtracker.com does? Or maybe a spreadsheet with number of cars produced/delivered each month?�
Nov 1, 2015
dirkhh So it's been a full month since the "launch".
And except for one DS claiming that a customer's car was "in production" (and getting in trouble for it... did they get in trouble because they told the truth and weren't supposed to, or because they passed on information that's actually incorrect (for whatever reason)) we have no indication that a single non-insider car has gone in production. I could be wrong, but somehow I think that if bonnie's car were in production (not the weird Tesla state that means that you are in the waiting line to eventually go in production, but the actual "the metal is being shaped into a car") she would know about that. And most likely share that knowledge with us.
My personal thought is that no, no Sig is actually in production and 7racer's DS for some reason told 7racer something that is not backed up by reality.
And, sadly, that the plan of "all US Sigs delivered in 2015" is off the table and been replaced with "the first handful of Sigs delivered in 2015". We do appear to have data from several reservation holders that appears to back up this interpretation (with them being told that they won't get their car until January). But of course those DSs might be the ones being wrong and 7racer's might be the one who's correct. It's all speculation�
Nov 2, 2015
pGo If things are on plan, the misinformation should have been cleared by Tesla as it impacts customers. There is no benefit in spreading misinformation. The conclusion I am making based on Tesla's action so far after the MX release is that they are well behind and rushed to meet self imposed q3 deadline.�
Nov 2, 2015
FlasherZ Tesla's in a rather interesting position. For any other large automaker, the dates for a new vehicle model to initial customers would be largely inconsequential among everything going on within that company. For Tesla, the Model X launch represents a very significant impact on their market valuation. Even shipping dates to initial Signature customers (as a class, not an individual basis) could be considered material information that must be released to the public officially. Perhaps after Tuesday we'll see the communications channels open slightly - I doubt it, but we can hope.�
Nov 2, 2015
muleferg
Model S Order Delivery Tracker - Q1 2014
We all went thru this back in 2014. Keep your chin up. Its worth the wait. I ordered the Model X in 2013. My res was 1260'S. Paid lot of $ down. 2 weeks later they moved the date back to 2015. I called the and told them, I'm 81 rears old and I don't buy green bananas. Send me a Model S. I waited 3 month not 3 years. Happy, Happy , Happy.
�
Nov 2, 2015
electracity I think the market is more concerned with how many vehicles deliver Q4 rather than which models. Tesla delivering a lot of MX in 2016 doesn't seem to be at risk.
Presumably the strategic choices Tesla will make over the next six months are designed to minimize the cost of acquiring additional capital.�
Nov 2, 2015
ptsagcy Yeah, except that it wasn't at risk in 2014 or 2015 and look what happened. QUERY: When does multiple slippage become a landslide?�
Nov 2, 2015
MikeC When people are no longer willing to wait and buy something else instead. Not an issue yet.�
Nov 3, 2015
aesculus Especially if they convert to a MS.
I wish the Tesla Tracker site updated their charts. The last post for reservations was 9/30. I would like to see what the reservation tally has been since the reveal. What is the current rate of reservations?�
Nov 3, 2015
Paul Carter There is no new data for the Tally as the launch as Tesla stopped giving out any sequence numbers.
There were 18 new reservation records recorded in the tracker for the Month of October. Not enough data to even do a wild guess of the estimated monthly reservations or current rate. So looks like the Tally days are over.
The Tracker will now get more focused on orders, assembly/production, and delivery analysis. But since the Model X launch the only thing seen is some VIN assignments with little rhyme or reason.
I'm just waiting for one official "in production" or delivery date to release a new dashboard and work on some reports once we get enough to validate the dates and data flow to use in said reports.�
Nov 3, 2015
scottf200 http://files.shareholder.com/downloads/ABEA-4CW8X0/732606071x0x858516/F50A9FAF-BA73-4263-8E16-DE1FAC0BABDF/Q3_15_Shareholder_Letter.pdf
Outlook
�
Nov 3, 2015
EboMike 1600 to 1800 vehicles per week - that would be 20800 to 23400 vehicles per quarter, or 7000 to 7800 per month. Per this site here (Monthly Plug-In Sales Scorecard), an average of 1890 Model S have been sold per month in the US (I don't know how accurate that is). I'm not sure how to extrapolate international Model S sales from that, but it would still leave a good amount of room for Model X productions.�
Nov 3, 2015
petfansNetwork Elon Musk just clarified on the conf. call a moment ago that, starting next month, there'll be several hundreds model Xs produced per week.�
Nov 3, 2015
Robbo From the call:
<Q>: Hi, everybody. Had a couple questions, first on Model X I just wanted to confirm, did you say you thought you could get a few hundred produced and delivered by year end? And just so that we understand what's been happening here, is it just the seat at this point or are there other unique challenges that you think prospectively affect the ramp of the vehicle?
<A>: No, to be precise I said several hundred per week that we expect to reach the production rate of several hundred per week next month.
<Q>: OK.
<A>: And we'll -- that no way we can predict the exact number we'll develop. Because we're on an exponential ramp. So exactly one week this way or that can actually make a significant number, an impact in the absolute but number of vehicles delivered, we do feel [indiscernible] reaching the several hundred per week production rate next month. And the issues are a bunch of little things. Door seals right now is a challenge, for example. The monopost seat in the second row is still a challenge but less of a challenge it's not a [indiscernible] factor. Basically going through a series of constraints. Most constraints can change from one day to the next. But the important point is that we don't see any fundamental obstacle to achieving a production rate of several hundred per week sometime next month.
<Q>: OK. And it sounds like the target that you late out the 1600 to 1800 a week, it sounds like you might think that that's achievable in early '16 and wanted to confirm that, you didn't provide CapEx for next year but also just confirm is that what you sort of thinking you'll need to achieve that full cash flow breakeven?
<A>: Yeah, I think it's likely that, you know, that we could be in that 1600 to 1800 range, per week range in Q1. I mean, I'm guessing we're probably towards the lower end of that range but then again maybe exceed that, the high end of that range towards the end of next year if things go well. I mean, there are some caveats there, depends on what metric and economic conditions are like around the world next year. But right now we do see that 16 to 1800 per week on average as occurring in Q1.�
Nov 5, 2015
schonelucht How is it possible that their ramp in Q1 depends on 'economic conditions'? They have 20k people waiting for an X and god knows how many for an S. Even if orders came to a full stop right now, they are booked solid for well into the second quarter.�
Nov 5, 2015
Cosmacelf Yeah, that comment only makes sense if it is about all of 2016, unless he's thinking massive cancellations due to world war 3 or something...
Actually, if you believe Elon's biography, they did have a lot of deferrals for Model S in their first full quarter of production, so maybe he was thinking along those lines, but there are a lot more Model X reservations now than there were Model S orders then.�
Nov 5, 2015
MrBoylan "depends on what macro economic conditions are like around the world next year."
He was talking about full year. Tesla expects to produce 1600-1800 total cars (Model S plus Model X) per week average in 2016 if demand for S and X are as expected and that demand is sustained through 2016. And this definitely could vary depending on global economic conditions, exchange rates, EV incentive policies, etc.
"But right now we do see that 16 to 1800 per week on average as occurring in Q1." Q1 is fairly safe as there are so many orders for the X that it's likely they will be at max production capacity for the full quarter even with some deferrals and cancellations. A major financial crisis in Q1 could technically impact Q1 deliveries, but it would have to be pretty huge to cause enough cancellations or deferrals to impact Q1 deliverables. Keep in mind that each deposit is refundable and non-binding. It shows intent but is not a promise. They can't count on those as money in the bank (even though they do have some of our money in the bank). :smile:�
Nov 5, 2015
AnOutsider I think it's funny this thread was created to "bury" the Model X delay thread (indeed folks were asking for it be closed since it was "clearly" BS), and now it's basically validating it.�
Nov 5, 2015
AnxietyRanger While it still seems possible Tesla can deliver more than 100 Model X in 2015, I think an objective observer admits Delay in Model X launch? thread gave us unique insight into Tesla's supplier relationship and parts design issues already before Elon Musk and subsequent events confirmed as much. It seems to have been very accurate.
What is not unique is accuracy of leaks, though. I would go as far as to say most Model X leaks posted on TMC turned out to be more true than false over the past year, from car looks to production ramp-up. Hopefully this is reflected in how such leaks are received in the future. A lesson learned for Model 3 watch.�
Nov 6, 2015
FlasherZ You can't treat all disclosures in the same way, though. There are true leaks (both parties *know* that it's embargoed information), there are inadvertent disclosures (someone was talking and said something they shouldn't have), there are the intended public disclosures, and there are the announcements.
In the case of the new 48A charger news, I specifically asked "is this information for public consumption?" and was told indeed it was, and that the updated material was going out to the sales & delivery teams earlier that day. Learning more about the sources certainly helps determine the likelihood of truth.
Then you have to consider the material presented - is it a technical detail, or is it something that's a 50-50 flip anyway? Anyone can say "there will be a delay with Model 3" - if I were in Vegas I'd be offering 3:1 odds to anyone wanting to wager on them getting a delivery out the door by end of 2017. It's probably 50-50 for 2018!�
Nov 6, 2015
jstoneman I am just in shock that this car is not ready to go. They held an event to give 6 cars to insiders. Slap in the face. They spent probably more on the event than most make in a year, just to deliver 6 cars. 2 to the CEO. I'm sitting here with my head in my hands every day, just waiting for news that ANYBODY has a delivery date. I am the biggest fattest Tesla Cheerleader on the whole planet, and I feel sicker every day. Bob Lutz piling on last week with his 1990's logic of going to an ICE/hybrid engine didn't help the discussion at all. Are these engineering challenges just so hard that not even a genius level CEO can solve them? Is sustainable transport hanging in the balance right now?
So many questions!
-Why are we not hearing about 1000's of bodies just being built and shelved until the last parts arrive?
-Why haven't we heard about base pricing yet?
-Why has a seal problem known about for years, not been solved?
-How long does it take to bring seat production in house and get a line running with significant numbers?
-What is the company spending so many millions of dollars on (eye watering really) if not for solving these problems on time?
-Why hasn't powerwall just been thrown into high gear just to get some cash flow going? Talk about an easy engineering problem compared to a vehicle.
(STATIONARY STORAGE? Yeah, we'll knock that out in a week!)
-What does this delay mean for the Model 3 in March?
-Has this company got enough money to survive until then (2016-2017)?
-What if the stock tanks in a couple of months once the market decides that no significant growth is happening? How will they finance debt then?
-Why aren't we in crisis mode on communication with X reservation holders?
-Why can't we start advertising in a conventional way to boost S demand like crazy until X is ready?
Anyone? Any hope? Elon? JB?�
Nov 7, 2015
AnxietyRanger I believe the reason for the silence is the one that was controversally made by a leakster here during the summer: Tesla is tight lipped about the process to protect the stock price. Are they annoying many loyal fans in the process? For sure. But being vague for that reason makes sense. Secondarily, I expect Tesla is downplaying Model X as much as possible to avoid Osbourning Model S sales until such a time as when Model X is ramped up and no longer as much of a delay threat to car purchase decisions. Being vague for this reason also makes sense.
Speculatively Tesla needs to look like delivering the Model X for the first reason but also, at the same time, not look too much like Model X is an alternative to Model S yet for the second reason. Given the difficulties in finishing and ramping up Model X, it doesn't look too pretty, the way they are trying to balance these speculated concerns.
Tesla will get there eventually, but Model X clearly has been delayed many times over and it seems likely the initial car will not be quite as versatile as it will be 6-12 months later, as a result of having to compromise to minimize further delays.
I certainly wish Tesla would have been more open about things.�
Nov 7, 2015
ecarfan Wow. The sky is falling. Tesla is doomed. Life as we know it is is over.
In a few months when the X is being produced in quantity the anxiety will pass. Patience, my friend.�
Nov 7, 2015
AnOutsider Over dramatic, but I think we can agree the X isn't ready. A leakster knew it months ago, so we can only assume Tesla did as well. The poor communication and management of expectations are of bigger concern IMO. If you needed 6 more months to get it right, take them. Don't force sigs to config with barely any info (which changed quite a few times), hold a farce of a "launch" event, and then string folks along.�
Nov 7, 2015
dirkhh This all comes down to "what were they thinking?". Tesla needs to get to Model 3. They didn't need falcon wing doors. They didn't need mono-post second row seats. They didn't need the things that are causing them all this pain now. It's over-ambition and arrogance. Not something I like to think about in a company that I really want to succeed.
And to answer the question a few posts up
A very long time. Easily 9-12 months. Building a seat is complicated, needs purpose built tools, quite a bit of testing and training. This is not something you can solve in 6 weeks. Now there is the valid question of "when did they know and could they have dealt with this more quickly?". Which brings us back to over-ambition and arrogance, I guess. The genius CEO assumes that he can get done whatever he wants done because he wants it. That works out well most of the time. Until it doesn't.
I don't think this will doom Tesla. I think in a few months when production starts for good this will be all but forgotten. But it's indicative of a larger problem, IMHO.�
Nov 7, 2015
AnxietyRanger ...and that brings us to the third reason for Tesla: Because they decided - arguably to protect stock price - to launch Model X sooner than it was ready, they must now protect its sales from Osborning by not disclosing near-future features even in blatant cases like 48A chargers being included as a sudden compromise. No, it doesn't look exactly pretty and Signatures will most certainly be "A pack" all over again.
As for Tesla knowing the belated schedule, the biggest proof is the referral program that allowed Founders victories and orders and ends only in late October. As I'd expect Founders to be built before or at the very latest alongside Signatures, they must have known Signature manufacturing won't start before November at the earliest...�
Nov 7, 2015
ohmman Also, being that it's a regulated industry, things move a lot more slowly because you have to wait on other (slow) entities for approvals.�
Nov 7, 2015
anticitizen13.7 From the Q3 2015 shareholder letter, and comments during the last conference call, Tesla expects to be producing Model X in the hundreds of units/week by the end of the year. This is consistent with what the company reported in the Q2 shareholder letter. It's also somewhat consistent with the leaked info from the late forum member "Eds", who was essentially knocked off this site by Tesla's lawyers. However, many of us here who read the forums every day remember the general message from Eds: getting final components in quantity from suppliers was proving difficult.
I am not concerned about Model S demand. Elon stated that Model S demand actually went up after the Model X reveal. Presumably, the event drew attention to Tesla via lots of media reporting, and new customers opted to buy a Tesla they could get within a month or two, rather than wait a year for a Model X. Also, the release of the Autopilot software upgrade resulted in additional positive press for Tesla. Finally, fence-sitters who were deciding on Model S vs. Model X were at last able to make a decision on which car to buy.
I don't believe that Model S was ever in any realistic danger of suffering the Osbourne effect, because Model S and Model X serve different customer needs.
Model S still has superior range, superior top performance, and sportier looks versus the Model X. Model S can also accommodate longer cargo because its 2nd row folds down. Model X offers more adult seating, more headroom for rear passengers, easier rear bench access via Falcon Wing doors, tow capability, and a medical grade air filtration system. Neither car is clearly superior to each other. This isn't iPhone 5 vs. iPhone 6, where the later model is superior in most ways. This is more akin to iPhone 6 vs. iPhone 6 Plus: same generation hardware with differences mostly related to specific usage needs.
As far as the ramp up, we just won't know for sure what will happen. My advice is for everyone to wait 6 weeks and observe how deliveries progress (or don't progress).�
Nov 7, 2015
Krugerrand I'm perfectly fine with Tesla being closed-mouth and secretive, makes the surprises all the more surprising, and I like to be surprised. I'm also okay with Tesla and Elon shooting for the moon/Mars/pick a place in outer space. While they may not hit the mark, having such ambitions and intent means they'll accomplish far more than someone aiming for the wastebasket. Not worried or concerned, they'll figure it out. I have faith, which is entirely unusual given my general lack of faith in mankind. Just sayin'.�
Nov 7, 2015
AlMc I would be quite happy with something in between the 'wastebasket' and 'the moon'.
An SUV without the Falcon Wing doors, a panoramic glass windshield/roof and pedestal second row seats would, IMO, already be out now and selling as fast as TM could make them with good margins. The goal is model3/mass production/moving us to renewable energy sources for transportation. The X is unique among the SUV offerings because it is a BEV that has high performance. It would have competed very nicely with the Audi/BMW and Porsche SUVs of the world without the FWD, panoramic glass windshield/roof and sculptured second row seats.
These other features have caused much of the delay and added significant expense.�
Nov 7, 2015
Duckjybe I would argue that Tesla does need falcon wing doors and mono-post second row seats. Their brand expects these things now. I love the extending door handles on the Model S. It is a distinguishing feature. These innovative features are Tesla's "Moat". It will be much more difficult for competitors to copy Tesla when they have falcon wing doors. These hard to engineer features will be costly and will slow competitors down immensely so they likely won't get copied. This will ensure Tesla will not get eaten by competitors.
I'd rather wait a bit for a unique and innovative Model X than have a plain Model X sooner.�
Nov 7, 2015
Merrill If you just want another plain vanilla suv, do not buy the Model X. I will wait for whatever time it takes to have something that is futuristic and electric.�
Nov 7, 2015
ohmman If you were a consumer of the vehicles instead of an observer, you may feel differently. There's a different commitment, and therefore a different mindset.�
Nov 7, 2015
Aljohn I also understand the frustration for some. I angst over the Model X last year, but came to the personal conclusion that I am not walking. Do I want my new toy -- YES. Would I like more info -- YES. Do I realize my Production X will be Feb/March of next year -- YES. Did we finally get to see and ride in the Model X -- Yes.
Tesla can't deal with 20 questions..... If they answer ONE, there is another..... and someone else will think of another related or unrelated. So what will they tell us? The specifics of the seat issue... they are working on it. The issue with the seals... they are working on it. The five other low volume parts....they are working on it.
They have answered all the question at a high level. Some parts aren't ready for volume production. They are tracking with Elon being updated every day. They estimate manufacturing several hundred (you pick the definition of several), in December. They stated the total number built by year end is a moving estimate based on when all things come together.
I understand the angst .... But 24,000 reservation holders, or 1200 Signature holders can't Micro-Manage what Tesla is doing. Twenty questions leads to 40 questions, leads to what does that mean? 20 more Questions. It's not disrespect of the reservation holders, it is the realization 20 questions is a no-win game.
Tesla: Keep the focus on the Job needed to be done! Thanks.�
Nov 7, 2015
AlMc That is great and your choice. The reason for me to switch/sell my current SUV and replace it with an X: (in order of important)
1. A BEV SUV
2. Safer than current SUVs.
3. Range of 200+ miles
4. Performance similar or better than ICE SUV
The Falcon Wings are 'cool' but I don't need them. The panoramic glass is 'cool' but I don't need it. The pedestal seats that can't fold are actually a large negative.
As for the S: Similar criteria: BEV, safe, good range, great performance. The door handles and 17" screen are 'cool' but I would have bought the car without them.
I admit, that is my criteria and probably not yours.
My concern is that the X is delayed for 'cool' features (IMO) not features that will cause the X to see demand constraint. I thought the whole idea was to complete the mission statement. I think we could complete it with less R&D costs, delays and potential service issues (complexity of the doors/crack windshield needed total panoramic replacement) by going with an X that was not, as EM stated, 'a vehicle that probably should not have been made'.
We will never know or be able to prove *IF* I am right or wrong about the demand for the X being great because of people with similar criteria as mine versus people who would not have bought the X without some of the features that *appear* to be causing the delay.�
Nov 7, 2015
AnxietyRanger Respectfully - and fully - disagree.
It is the realization that answering the 20 questions would lead to uncomfortable answers that might Osborne Model X sales (wait for future product changes, delayed beyond initial launch due to changes and supplier issues), Model S sales (wait for future Model X) and hurt stock price (delays).
Hey, my guess is as good as yours.�
Nov 7, 2015
ohmman That's certainly what one expects - and is precisely why mission statements exist. They are there to remind us what our end goal is and make sure decisions are aiding in the achievement of that goal.
I suppose an argument could be made that all of these cool things, despite their delays, will increase the adoption of EVs, and eventually the uptake will be higher because of the attention they get. I don't buy it personally, as I think the MX would have gotten plenty of attention if it were just a puffed up MS without anything unique. But that argument could certainly be made.�
Nov 7, 2015
MitchJi From the call:
When he said that he was talking about the fact that they are continuing to discover and deal with problems.
I believe that this means that he is "very confident", but not absolutely positive, that they won't discover a problem that will make that goal impossible to achieve.�
Nov 7, 2015
Krugerrand Yeah, but to me it's simply: SURPRISE!!!!
:biggrin:
- - - Updated - - -
I wouldn't feel differently. I've been a consumer of many other things, including several other vehicles. I don't get bent about *this kind of stuff* because on my scale of 1 to 10 of importance, it barely registers. And as I said, I like surprises. Whether it's a good surprise or a bad surprise is entirely up to me and what frame of mind I want to embrace.�
Nov 7, 2015
Aljohn @AnxietyR... First, its is certainly ok to have a differing opinion. However, I suggest one just looks at the Model X Forum. There are (on page ONE) nearly 90 Threads and discussions. Each with their own questions. Yes an answer will lead to more speculation. Take the Launch for example, everyone didn't get to sit in and measure or drive Elon's Founders car that was on stage for 4+ hours. Pictures were taken, rides were provided, press had their reviews and analysis. Elon sent tweets on a couple of items.... yet here were are, with 90 Threads discussing what we, individually and collectively, want to know. IMHO, if the Model X were to Osborne Model S, sales... it would already occur. The Model X is known to have more features than the Model S (at the present time).
I can't, nor will I try to predict the effect on Model S... what every will be, the market will determine as Model X's are on the road and in the Design Centers around the country. That said, I still think there is no up-side for Tesla trying to appease these forums insatiable appetite.
�
Nov 7, 2015
anticitizen13.7 Based on my years of experience reading car forums, the effect of a "surprise" has nothing to do with frame of mind and everything to do with the end-user's needs. If folding seats are a requirement for a buyer, most buyers are not simply going to tell themselves it's a good surprise when the seats turn out not to fold. You may not agree with me, but it's the reality of the marketplace.�
Nov 7, 2015
AlMc I like surprises too but not when it comes to a six figure vehicle. In addition, I hope the *Surprise* does not include a delay in TM completing the mission statement or a delay in the first quarter of positive cash flow for investors. Maybe it will, maybe it won't but I will happily pass on that *surprise*.�
Nov 7, 2015
ohmman I appreciate your great feedback. I'm going to totally change my frame of mind. I'm glad Tesla continues to delay the release of the MX, despite holding my deposit... because, I mean.. the waiting is the most valuable part! And also, nothing beats having a reduced charging ability compared to my 2 year old MS. Because, um... it's great to hang out at random KOAs longer!
With all due respect, you are neither an owner nor a reservation holder, but feel qualified to give expectation advice to people who are both. It comes off as strongly dismissive, and if I may, a bit arrogant.�
Nov 7, 2015
Krugerrand I think that's an exaggeration and here's why; there just haven't been that many opportunities during Internet car forum days for people to put down a reservation on a revolutionary vehicle no one has ever seen, built, or experienced before such as the Model S/X, AND waited years for it not knowing the final details. Most of the time people test drive and examine a vehicle before they order/purchase it, thus knowing if it'll meet their needs beforehand or not. It has always made a lot of sense to do that, particularly because a vehicle is a big ticket item that a lot of people depend on; to get to work, to transport family members etc... We've witnessed a bit of a phenomena where Tesla is concerned.
I'm not arguing how others are going to view a change in an expected and needed feature, I was specifically stating my view of life in general. I've made purchases sight unseen which were considered out of the ordinary and very risky to do in my industry. And yes, there were surprises. How could there not be? I've never regretted those decisions and I've never labelled the surprises as negative, even though I understand others might and have viewed them that way. Being positive makes my life better. A surprise is often an opportunity for me to learn something new, go in a different direction, or any number of other possibilities, therefore I'm okay with surprises. And as I stated previously, this type of situation (Model X) hardly registers on my scale of importance in the bigger picture of life. It would get an appropriate level of angst, most likely in line with my emotional investment to that/those needed features, but that angst would be very short-lived, then I move on. That's just me. I acknowledge others work and think differently.
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I wasn't giving advice. I was very specifically giving my personal view and how I'd feel about it. I am allowed to do that here. And while I'm not a Model X reservation holder, nor am I customer of one in this lifetime, I have taken greater risks in my own industry - meaning I do in fact have a frame of reference with which to compare.
I'm going to ignore all the rest of your post out of respect for forum rules.
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I understand your view.�
Nov 7, 2015
FlatSix911
Here is the worldwide delivery history and forecast for 4Q15 to make the 50K goal for 2015.
I see the YE hockey stick effect...
�
Nov 7, 2015
AnxietyRanger Model S sales protection is just one reason. There is enough to show for it: Model S sales push towards Model X interested people during the wait, referral program during to Model X launch period encouraging Model S sales, keeping Model X launch hidden until the final minute (as opposed to showing Model S progress openly during its development). Protecting Model S sales has certainly been a factor for Tesla.
Now, more important factors this autumn have probably been stock price and protecting initial Model X orders. They had to launch in Q3 due to stock price (and internal) expectations. But they've kept mum on details beyond that because they know the car isn't easy and that has resulted in delays that could affect stock but also compromised to the initial car that might cause buyers to defer and delay orders... Thus hurting the launch and stock price. Well, that's my speculation and you have yours.
I mean, this is not about Tesla answering uncharacteristically detailed questions. They are omitting far more information for Model X orderers even than any other car company would absolutely give before taking your order. Tesla is withholding more than usual when you buy a car that has launched.�
Nov 8, 2015
schonelucht My personal theory right now is that Eds was working for the original seat manufacturer and probably learned around that time that Tesla was bringing seat production in house. His internal position probably would have been : "that's nuts what you are doing, just give us a few more weeks to fix our problems, getting a new seat production on line in house will set you back till at least the end of the year!" Ultimately Tesla must have made that decision anyway and at that point Eds knew based on the facts 1) they would delay until the end of the year 2) they would be able to produce at most a few hundreds cars if they started hand assembly as much as possible. His claim about why Tesla would want to keep this secret was stock price related, was speculation. I give him 8/10 for accuracy but hindsight is not even 20/20.�
Nov 8, 2015
KJD How many KOA's have 80 amp outlets ?
None that I know of.
Now I agree that Tesla should offer a 72 amp on board charger as an option, but really the 40 amp charger is plenty for an overnight charge.�
Nov 8, 2015
bonnie I think you missed his point. With reduced charging, random KOAs are fine. (Well there are additional problems, but that's best left for another thread.)
I've taken my Roadster on more than a few roadtrips with no 70amp options (max a Roadster can charge) - which means I've used plenty of 40amp options during the day, not just for overnight. And it's painfully long.
The issue isn't so much overnight (though it is for those of us that want to charge during lowest TOU rates). It's charging enroute, where the time will be substantially increased because of the decision to downgrade.�
Nov 8, 2015
islandbayy I agree, I got my Model S with just the single charger. After my first LONG distance road trip (Milwaukee to Niagara Falls), I immediately made a appointment to have the second charger installed upon returning home. Having the dual charger would have completely changed the outcome of the trip. Basically wasted a whole day charging, where as we could have been out enjoying ourselves. And so far, the Dual Charger has come in handy for every singe long distance trip I've taken since. West Coast road trip, I would have needed to stay at Creator lake another night to get enough to make it to the closest supercharger. Instead, I was able to juice up at Oregon Tech U for a hour, then plug into a 120v 30 amp outlet for 30 amp charging while we were running our trains at Train Mountain. South Carolina..... Charleston..... A 70 amp HPWC downtown at a hotel, saved another day, as I got to charge while on a carriage ride with my boys.
Oh, west coast road trip... Stopped at a hotel while having breakfast to get enough power on the 80 amp HPWC in between rapid city and I think it was Billings??? (Would need to look it up) as no Supercharger existed yet.
I would say 80 amp charging is worth it. If you don't road trip at all or ever, 40 amp would be fine, but venture away from home, the higher speed charging is indispensable.�
Nov 8, 2015
Lump Ed's first post on TMC was on July 17 #1 so I am guessing the decesion to bring 2nd row seats in house was made in late June, Elon is likely being very optimistic again with his Late December delivery projections.�
Nov 8, 2015
simplejack It's quite simple - I am buying a car in 2-3 months. I have had a reservation for an X for 2 years. I want to buy an X. I do not know nearly enough about the X to buy it at this point. If they don't start answering some questions my $100k contribution to their revenue will be gone.�
Nov 8, 2015
Bet TSLA That would be true if they were demand constrained. As it is, your $100K will be replaced with somebody else's $100K. That won't make any difference to Tesla. And at some point when their cars are more available, likely you'll buy one (for the same reasons you want to buy one now). In fact it's actually better for Tesla that things go this way because they want current buyers to be patient and understanding, not those scared off by every bump in the road.�
Nov 8, 2015
FlatSix911 With the introduction of 100+ additional superchargers in 2016 this will be a moot point for long range travel.�
Nov 8, 2015
ohmman Actually, it's true regardless. simplejack's contribution to their revenue will be gone. Losing any revenue should be disconcerting, if it's avoidable.
I read your other argument as "supply constrained companies have an advantage because they only need to deal with the easy customers." I have to disagree with this, if I'm reading it correctly. I've worked with a number of companies where revenue was very easy in the early lifecycle, and it encouraged sloppiness in the business. When things got tight, the companies didn't know how to operate efficiently and it was a bad scene. I don't want this for Tesla - they'd do well to learn while the revenue is easy, so when competition becomes real (and it will), they're prepared.�
Nov 8, 2015
hobbes Is the 100+ new SCs your guesstimate or did I miss something?�
Nov 8, 2015
FlatSix911 Check the interactive map with 545 Supercharger stations with 3,103 Superchargers today: http://www.teslamotors.com/supercharger
http://www.teslamotors.com/findus/list/superchargers/United+States�
Nov 8, 2015
Beryl I wish I could be as optimistic. There are not enough SC planned anywhere except the coasts. We are nearing YE2015 and they haven't nearly completed the planned stations so I'm not expecting most of the SCs in the 2016 map to materialize next year.
Additionally, I wouldn't feel safe traveling long distances in the middle of the country with the Model X until Tesla lifts the 42A charging limitation.�
Nov 8, 2015
bonnie No, sorry, it will not be a moot point. I'm not sure where you go on trips, but some of us go off the whole freeway experience and will be counting on destination charging. Unless supercharging locations become as common as gas stations (which could very well happen, says that little optimistic voice in the back of my brain), this will always be true.�
Nov 8, 2015
dirkhh A lot of the recent discussion shows the difference between excited optimists and people who see this with a bit more differentiation.
Does Tesla have a lot of reservations right now? Sure. Does that mean they don't need to worry about losing customers? Absolutely not. As the referral program shows, they are quite worried about having a deep enough Model S pipeline and they most definitely are at risk as a company if they don't manage to keep the vast majority of the current reservation holders on board. They are forecasting how many cars sold next year? About 100k. So far this year they've sold about 35k and they have about 40k reservations for the two models (with an IMHO highly unlikely goal of 15k cars in Q4). So They have maybe a quarter of the cars for next year in existing reservations. That's nice, but that means that they need to actually deliver the X to someone at some point, they need to figure out how to scale building is, with the falcon wing doors, with the most complex windshield ever and with the most complex mono post second row seat.
tl;dr: they are stacking the deck against themselves. and every week that goes by without bonnie getting her car and every week that brings new unwelcome surprises (folding 2nd row seats, charger situation, more delivery slips) will make things harder for them.�
Nov 8, 2015
bonnie In fairness, communication with my delivery specialist has been excellent & I am currently in the 'I'm okay for now' mode. I'm not the kind of person to complain unless I'm prepared to act.
(I once told an ex-bf to quit worrying, I'd never threatened to trash him or worse, though he fully deserved it. He said 'I know! You won't warn me! You'll just do it!! Hahah. He was right. And I didn't. But I digress ...)
I am being treated fairly by Tesla. But you're right, there are some surprises that I wasn't expecting. I'm okay for now.�
Nov 8, 2015
RobStark They have guided for 1600-1800 vehicles per week in 2016 with Q1 near 1600 and Q4 just above 1800.
That is 80k-90k units. Adding another 10k units would be "significant" not a rounding error.
Tesla does not make windshields.
BTW Tesla needs to deliver 16,843 in Q4 2015 to meet minimum annual guidance. They sounded pretty confident in the most recent call and we are already in November. If they did not know it was within grasp they would have backtracked.�
Nov 8, 2015
Zaxxon This is neither here nor there, and I mean no disrespect to Bonnie (as Sig #2 she absolutely should have a better line on status of her car than us lowly Prod reservation holders). But while it's great that Bonnie's being treated fairly, the group of reservation holders as a whole surely are not.
Either the car has launched or it hasn't. By any reasonable (even charitable) definition, the car has not launched: pricing, specs, believable official delivery dates for those with reservations--none of these things exists for any customers 5.5 weeks after launch.
Given that Tesla held a launch event in September and zero public customer cars even have delivery dates yet, IMO there should have been significant coordinated communication to the reservation holder group by now. Not necessarily an apology, but a clear 'here's where we're at, here's what's holding us up, here's a date at which we'll follow up with another update'. Something more than the single largely detail-free post-launch email we received. (Though I'd love to believe that email's suggestion that all reservation holders would be invited to configure this year, hope is waning.) It's rather embarrassing that Tesla continues with their secrecy in November. It does suggest that reservation holders are being taken for granted, or at least not being thought of as actual people trying to patiently wait for actual vehicles that they actually need to carry actual families in actual timeframes.
I'm not going anywhere, and neither is my reservation. But the amateur communication does strain Tesla's credibility and certainly is getting rather old. I am not surprised by it as I've been around long enough to know that this is largely how the S launch went, but I had hoped things would be improved this time around. With the 3 reveal slated to happen in < 5 months, the X situation doesn't inspire hope that Tesla is prepared to start managing *that* group relatively imminently!
Following the situation closely and reading between the lines as many of us here do, it's clear (IMO) that the root cause is that the car and its attendant engineering decisions and supplier lineup are not complete, 5.5 weeks after 'launch'. This makes the day-before-Q3-end launch date quite suspicious. Let's just say they didn't pick that date for the good of their customers.�
Nov 8, 2015
simplejack Because the $100k market has an infinite number of customers? Sorry, passing on customers isn't a good business practice and Tesla can't survive unless they sell substantially more cars in the coming years. At some point even the most ardent supporter has to admit Tesla is botching this rollout. Their cash burn is spectacular and they need all the revenue they can get.
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On another note, remind me again how much stock Elon got for delivering the X in Q3?�
Nov 8, 2015
Lump Elon delivering the first "production"? MX to himself was meeting a milestone in Q3.�
Nov 8, 2015
walla2 In 2012, the model S launched similarly. July 2012 was supposed to be the launch with a rapid ramp. Rapid meant, start building cars several months later. I was somewhat surprised to see them have similar problems as in 2012 but then again I wasn't since I've been guessing only 100 X's will be made this year.�
Nov 8, 2015
anticitizen13.7 As a shareholder, I should find it outrageous that Elon delivering the first "production" Model X to himself counts as meeting a milestone (and it is outrageous), but for some reason I find it hilariously funny, even if it is a :cursing: move.�
Nov 8, 2015
shokunin And this is also why Tesla needs to accelerate validation/pricing/announcement of the smaller pack X. The guesstimate of $96K base price on X90D is going to see, IMHO, a large number of deferrals or cancellations. None of my friends who have X reservations would buy if the base cost is at $96K. They want a nicely optioned at or under $100K, that's before tax and title.�
Nov 8, 2015
simplejack So about $100M. I guess someone considers the launch very successful.�
Nov 8, 2015
ptsagcy +1 Bonnie - The charger issue is all about destination charging. If the "destination" has one HPWC, how happy are folks going to be when they have to wait 8+ hours to use the charger while someone else is charging at 40A? That will mean that you can't do an overnight charge. It also doubles the amount of time, or halves the amount of charge, at a given charger.�
Nov 8, 2015
Cosmacelf Does it really matter? Those tranches didn't have expiration dates, so whether Elon got 500,000 shares this quarter or next quarter doesn't matter a whole heck of a lot.�
Nov 9, 2015
Oyvind.H So still no news on deliveries in the US?
Back in august I sold my Model S because I thought I saw a snowball effect. People invited to configure, two week (or so?) timeframes given to complete configuration, launch event in end september.
And now we`re soon half way through november, and nothing has changed. I`ve begun to fear driving next summer vacation in europe in a rental. Not quite what I had in mind back in august.�
Nov 9, 2015
Matias PHP:
Nov 9, 2015
PGeer As a fairly early Sig, I've been quiet on this topic, figuring I'm still going to get a great car and sooner than a lot of other folks who have waited a similar amount of time. Other than lack of 72amp charger (we're going to use X as our road trip car), I know I'll be delighted with the car. And I can forgive Tesla for needing to take longer than they would like to get it right.
But I STRONGLY agree with Zaxxon that the Tesla culture of secrecy has gone a bit too far. One doesn't have to reveal secrets in an email to reservation holders. A simple "We know you're anxiously waiting and we're working as hard as we can to build your car over the next X months" would be so welcome. It would feel like a bit of personal attention. Some would argue that something this ambiguous wouldn't help, but I believe psychologically it would be a game changer. It would be an acknowledgement, which goes a long way in human interactions.
It's a little odd, when you think about it. Tesla is doing so incredibly well in customer service once you have your car. The company needs to recognize that that culture needs to extend to those of us who are customers in waiting.�
Nov 9, 2015
ohmman And arguably, potential customers.
Totally agree with your sentiments.�
Nov 9, 2015
Alec Me too, this really sums it up. I've been so excited about this for so long (reserved January 2013), and the whole thing is starting to curdle on me a little bit. Not because of the delays - I have a lot of respect for the complexity of what's being accomplished here - but because of the repeated and inexplicable failure of Tesla to communicate with me about the delays. Surely they have a comms department - what are they doing? Send us an email, tell us what's up. It's free, it's instant, and it's just basic courtesy with your loyal customers.�
Nov 9, 2015
Merrill Totally agree with everyone, love the company but if I were to have done this kind of communication with my company we would have gone out of business.�
Nov 9, 2015
AlMc Agreed. These are the times I REALLY miss George B and Jerome.:crying:�
Nov 9, 2015
engle George B at the X Reveal & 11/10/2015 X Prod Config Prediction
I talked to George B at the X Reveal during Elon's presentation. He was standing about half way across the room far from the front along the left wall next to the side curtain as you face the stage. I noticed this man that looked like him, so I said: "You look like George Blankenship". He beamed and said: "I am George Blankenship!" He recognized me from the early Model S days from a couple of ad hoc interviews I did and posted to Youtube. He used to call me "the guy from Tesla Motors Club".
I am not going to discuss our private conversation except for a few interesting takeaways that I'll paraphrase here.
GB commented that: "the guys in Germany are watching this right now (on the live stream) and they are very, very unhappy".
I confirmed that he personally final interviewed all the people that were hired to work at the stores during his tenure.
I asked GB if he planned to write about his experiences working for the late Steve Jobs, and Elon Musk, someday? He said that everybody asks him that question. He isn't going to do it "because I would have to be honest". My guess is this is partly out of respect for Steve's family since he was known to be quite mercurial and insensitive with subordinates when he was displeased with their work.
When Elon's presentation was over, I shook his hand and thanked GB on behalf of all of us for what he did at Tesla prior to his retirement. It felt kind of eerie standing next to the man I'd watched enthusiastically introduce Elon in the factory at the Model S Beta Ride Event back in 2011 watching Elon Reveal the X. I wondered what was going through his mind?
PS. I'm a perpetual optimist. Now I've convinced myself that the first production X reservationists will be invited to configure on Tuesday, November 10, 2015.
Teslamotors.com website X reservations opened at Noon on Friday, February 10th, 2012 - one day after the Model X Alpha event the night before in Hawthorne. 11/10/2015 is exactly 3 years and 9 months to the day.
Elon and company, please make it happen!!�
Nov 10, 2015
FredTMC Wow. That was great that George B was there. I didn't run into him. I woulda been happy to shake his hand
i did see Franz Von running around...�
Nov 10, 2015
MitchJi It will mean a lot more to me when Bonnie gets a firm delivery date.�
Nov 10, 2015
engle I agree that Ken's and Bonnie's delivery dates are absolutely key to start some kind of ramp-up.
As an investor, I'd also like to see many thousands of firm production orders locked-in to Tesla's MRP (Materials Requirements Planning) system. As an early production customer, I'd like to lock-in my order and just forget about it until I'm notified when I can go pick it up at the factory. I spend too much valuable time checking this forum... It's an (enjoyable) distraction. Also, I thought I'd read that TSLA claimed at one point they "expected" to invite all production reservation holders to configure by the end of 2015? They have 51 calendar days left. I don't see how that's going to happen with all the weekends and holidaze unless they start inviting people en masse.
They really need to learn to under promise and over deliver. It's really not hard at all. Hopefully, they will apply the K.I.S.S. principle for Model 3 like Elon has claimed using different language.
I agree 100% with PGeer, ohmman, Alec, Merrill, AlMc, and so many others' sentiments regarding Tesla's lack of useful communications to Signature customers and reservation holders.
I really don't understand why they don't send simple emails when there are delays to explain the general nature, e.g.:
"Dear Signature Model X Customer,
The team here at the Tesla Factory is working overtime to make your Signature Model X truly deserving of the name. Our production ramp-up is taking longer than we anticipated due to ...
Therefore, our current expectation is that we will start shipping Signature X's ...
We'll update you if this changes, and your Delivery Specialist will be in touch a few weeks before your Signature X is scheduled for delivery to finalize arrangements.
Thanks for your patience and understanding,
Elon Musk, CEO
Tesla Motors, Inc."�
Nov 11, 2015
andrewket You may have reacted a bit too fast, but by summer hopefully you'll have your X.�
Nov 11, 2015
dirkhh Yeah, if Tesla is still in business, chances are summer 2017 he'll have the car...�
Nov 11, 2015
MitchJi I think the reason they reprimanded the DS who told the buyer that his MX was in production is because they didn't know (and still don't know) when they will be able to deliver the cars.
I understand that if they communicated better that would reduce some of the dissatisfaction. OTOH I'm sure they're doing their best and that probably ("we're very confident") by the end of December they'll start producing several hundred cars per week.
We have no control over how Tesla handles this delay, but we can control our own response, so I think the best thing we can do is to be patient.�
Nov 11, 2015
DaveT +1.
I agree Tesla desperately needs to improve their communication. And it is concerning that they apparently don't see that need. The later they are with delivering the Model X, the more they need to communicate with reservation holders.
I also think they should have a special Sig X reservation holder test drive event, like ASAP. They should have it on the weekend, maybe on a Saturday and Sunday. It could be at their factory. And give each Sig X reservation holder at least 30 minutes in a Model X to test drive and ask questions. They could do this a few weekends in a row. But it should happen this month and not later.�
Nov 11, 2015
RazendeRoeland Tesla zal eerst alle sig-reserveringen in de US uitleveren voordat Europa aan de beurt is. Ik woon in Nederland en hoop van harte dat mijn sig <200 in het jaar 2016 geleverd wordt. Niet omdat ik ongeduldig ben, maar per 1 januari 2017 gaat de fiscale bijtelling voor het priv�gebruik over de eerste � 50K slechts 4% en boven de � 50K met 22% worden belast i.p.v. de huidige bijtelling van 4% over de aankoopprijs. Uitgaande dat de sig X zal kosten � 140.000 is dat 90.000 x (22 -/- 4 = 18%) = � 16.200 extra bijtelling op de (140.000 x 4% = �5.600).... geen klein verschil � 5.600 of � 21.800 bruto bijtelling. Dus maar duimen dat ze snel gaan beginnen in Tilburg en dat alle sigs voor Nederland ook daadwerkelijk in 2016 worden geleverd!�
Nov 11, 2015
goneskiian Since I don't speak Dutch I had to run this through Google translate...
"Tesla will first sig all reservations in the US extradite before Europe 's turn . I live in the Netherlands and hope that my sig < 200 is delivered in the year 2016 . Not because I'm impatient, but by January 1, 2017 is the tax liability for private use over the first � 50K are taxed only 4% above the � 50K by 22 % instead of the current addition of 4 % on the purchase price. Assuming that the sig X will cost � 140,000 is 90 000 x ( 22 - / - 4 = 18 %) = � 16,200 extra on the aggregation (140,000 x 4 % = � 5600 ) .... no small difference � 5,600 or � 21 800 gross addition. So fingers crossed that they will soon begin in Tilburg and that all sigs for the Netherlands is actually delivered in 2016 !"
Cheers!�
Nov 11, 2015
Matt_D Major props for a term I haven't heard in years.�
Nov 11, 2015
FlatSix911 Just could not resist posting this graph ... http://insideevs.com/tesla-motors-just-needs-to-keep-tracking-the-ford-model-t/
A great article on the parallel growth paths of the early days of Ford Motor company and Tesla Motors
�
Nov 11, 2015
engle Saw the Dutch post in my email update and ran it through Google translate, too. Next time, I'll click the link to TMC, first.
One of my sources has confirmed that 901 Page Road is definitely being set-up to manufacture Model X interiors. It was empty when we were there for the "Reveal" on 9/29/2015, so presumably they aren't actually manufacturing any magic seats there yet. This implies to me that Futuris is still building seats for them at their facility in Newark, CA. Otherwise, they'll have no magic seats to install in the Sigs.
Futuris:
6601 Overlake Pl, Newark, CA 94560
http://www.glassdoor.com/Overview/Working-at-Futuris-Automotive-EI_IE658472.11,29.htm
http://www.manufacturing.net/news/2014/09/futuris-opens-manufacturing-facility-in-north-america
Still hiring for 4 positions?
https://www.linkedin.com/job/futuris-automotive/jobs/
Peter Carlsson, Vice President, Supply Chain at Tesla (not a source, quoted in one of the above links)
I'm also waiting to see if I'll get any "color" from an indirect source I acquired recently. This person is definitely in a position to know exactly what's delaying the X. Therefore, I don't expect they will share any info since TSLA is acting like APPL now. In TSLA's case, IMHO it's to protect the stock price for future secondary offerings to minimize dilution. The Model S referral program sequel is being used to keep the order book full in Q4 to try to meet or beat estimates without much contributed from Model X.
If I learn anything further, I'll post while protecting my sources of course.
Tesla will lose some customers when tax benefits like this expire in different geographies.
PS. OK, tomorrow is another Thursday... We'll know in several hours if 1st production batch is invited to configure. Maybe they're waiting for TSLA to trade at $200/share again like it did on April 6th?�
Nov 12, 2015
CmdrThor I find it hard to fathom that Tesla will base the date production reservation holders are invited to configure on the stock price. But what do I know.�
Nov 12, 2015
FredTMC Wow. This is really interesting that 901 Page Road is where MX second row seats are being made.
couple questions:
if I understand what you're saying correctly, Seats for Signature MXs will largely be provided by Futuris. Whereas, moving toward, "production" MXs will have second row seats manufactured by Tesla. Is this correct?
do you think tesla wil be making the whole second row seats? (Foam cutting, leather trimming, etc) or is tesla just integrating the seats built by Futuris onto the "mono posts " built by tesla?
lastly, sounds as if you think many Sigs are still on track for deliveries by year end, right?�
Nov 12, 2015
MrBoylan I should really go back and ask my Uber Driver for more details...
Seat manufacturing moving entirely in-house?�
Nov 12, 2015
engle Sorry, I should have included more than 1 of these rolling-eyes smiley faces:
It was pure sarcasm on my part!�
Nov 15, 2015
Matias There's 6 and a half weeks left this year and still complete radio silence from Tesla. Bonnie (sig number 2) still has got no information about delivery.
IIRC Bonnie has said that Tesla has promised to inform her at least two weeks before delivery.
Edit: one week.�
Nov 15, 2015
jasonsc I thought I saw where Bonnie said 1 week before delivery..... but at this point I'm not going to be splitting hairs over a week here or a week there... unfortunately...�
Nov 15, 2015
bonnie I asked for a week notice.�
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