Tesla Q4 numbers are out. My production estimate was off by -2.1%. I'm happy with that but my delivery estimate was off by 4.4%. In the future, I need to recalibrate more to account for logistics challenges.
— Troy Teslike (@TroyTeslike) January 2, 2023
Congrats to the Tesla team. It's a new record nevertheless. pic.twitter.com/TdYkLmIgIf
More information on the 4th quarter.
Only 4.2 percent of sales were for Model S and X. I wonder if there will be better lease deals on the S and X now that they qualify for federal tax credit on leases.
The issue with current credits is that most typical Tesla buyers making over $150k will not qualify.
With current available inventory only the MY7 under 80k qualifies and those M3SR under 55k.
Apparently the IRA classification issues of sedan vs SUV have to do with weight of the vehicle.
https://twitter.com/drknowitall16/status/1610006606627971072?s=46&t=AadNijJu_GGtreB_RbkLjg
Lead can lead to poisoning i recommend gold
But per the IRS guidance issued last week, there are no income limitations for leases. If Tesla wants to move more S and X models, they could pass through the credit.
It is Weight (over 6k pounds) or the vehicle needs 4wd/AWD. Notice the dual motor model Ys count as SUVs.
Any classification is gonna be arbitrary but this isn’t illogical. AWD is certainly something I’d consider a normal difference between a truck/SUV and a car.
I would be all for the lease if I can buy it out,
IRA guidance has classified MY 5 seater at 55K MSRP cap used for sedans and classified MY 7 seater at $80K MSRP cap for SUV. It seems like weight is not an OR.
See
You can get a 7-pass MYP?
19” MYLR ride is jittery enough. You want kids in the third row projectile vomiting from harder shocks and less sidewall?
What is a Tesla demo?
Tesla uses and then sells demos/loaners just like any other brand.
Is there a way to buy a Tesla Y4680, and what’s the benefit of a 4680 battery pack?
More capacity, less cost… so more range for the dollar.
Not sure if Tesla will pass that savings on or just… PROFIT!
So far the benefits only materialised for the company and not the consumer. You get a shorter range version of Model Y, Tesla gets lower materials bill. Currently, You, as a consumer, don’t get anything out of a 4680 structural pack. It doesn’t charge faster, does t last longer, basically just cost savings for Elon.
Elon lost over 200 billion last year, and is not paying some of Twitter’s bills, so maybe he needs the money.