Tesla Model 3 wait times slashed

I have no doubt EVs will gain more market share as people weigh the pros/cons and infrastructure improves. I can see the NY-Boston or NY-DC corridor being the first on the east coast to become more EV roadtrip-friendly. The income demographics and pop density are quite favorable.

Whether Tesla can truly break out of CA is another story and build the supercharger network that is (IMO) one of the keys to their pseudo monopoly. Right now they are quite cash strapped. To the point where Musk wouldn’t answer questions about Capex on an earnings call (I don’t know how anyone can rationally buy stock in a capital-intensive business where the CEO doesn’t answer questions on capex on an earnings call).

A consortium of other OEMs building their own supercharger network would be a game-changer.

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Correction - Musk is out of production hell but the CUSTOMERS are the one in service hell. Feel sorry for the guy in the article who says his doors keep opening, including on highway

Here is a map of where all the Tesla’s are.

I am not an active investor of Tesla, but I seem to recall they had this about cap ex in the heading in bold on their letter

Is that every single Tesla sold in the USA or just a self-reported database on carbon consumption?

I find it a little hard to believe the northeast has apparently similar Tesla density to Norcal.

Earnings calls are important precisely because questions that go beyond IR releases can be directly asked to the CEO or CFO.

Glad you asked, because I was thinking the same. W PA has a density that I definitely don’t see in the real world. Likewise, was just on the coast last week in NJ, and didn’t see a one.

Yes that’s every car on the Tesla network. The map is not in high resolution, It’s from the Tesla app

This part of the data is actually very skewed. There reason 3 series, A4 or IS isn’t selling as well as before is because buyers in this segment we to X3, A4, NX. Even without Model 3, that is the tread of people’s preference.

The carbon number is self generated by Tesla, so it of course shows its favorite. The Zero emission claim is only true for operating the car itself. If we take a more holistic look, I wonder what is the actual C02 saving for the whole system.

Not sure why you get worked up over the co2 number, I was simply showing where the cars are located geographically. But then you get worked up over everything Tesla related, we should all just get a Honda Civic

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Believe it or not, I think he owns a 3 :thinking:

Because if you click on the picture, you only see the CO2 portion. Naturally, I think you are referring to that.

I don’t work up over everything Tesla related. I couldn’t care less. But I do like balanced and objective view. Keep in mind, I do have a Model 3 under my usage although I don’t own it. I know what it is and what it is not.

I don’t think I can zoom into your local zip code, but you can probably guess where they all are in your area. Most will be in zip code that are suburbs to a major city.

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Technically I am not the owner. I use it about 2 days for commute weekly since May, main reason was for the red sticker. My other commute car, used to be my track car, is an E46 3 series.

The longest trip is to Lake Tahoe, it is about 250 miles from home. I just wanted to know what it is like to do road trip with an EV. Also once to Monterey (70 miles from home), to see if Model 3 makes a good scuba diving car. Haven’t been to track yet. Knowing what I know now, at least I don’t think the logistic will work out, and I have a good guess what it can do in track.

I definitely don’t hate the car, but I still don’t feel the hype yet. Will see how it grows on me for a few more month

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That Tesla has sold its much-speculated 200,000th car in the USA is official now, right?

That means the clock starts counting down on the federal tax credits (7.5k valid til 12/31/18, then half for the next 6 months, then half of that again for 6 months before it becomes 0)

I hear you. Good thing we lowered CO2 emmissions last year. Hope the trend continues.

I am not sure that shows where the cars truly are geographically. “Carbon impact” (awaiting definition) surely measures things like the foregone emissions of an idling ICE, thus overstating the number of Tesla cars in a place like NYC.

Because all that electricity is produced without any co2 emissions, oh wait… I don’t know why I bother because some fanboi will dispute that claim with some amazing stat or link or screenshot

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Yep. Now it’s the race to get a car before the credit runs out, and since Tesla won’t sell the base model for another 9 - 12 months, a lot of people who were expecting to the get the base model + credit will get burned.

Now that you can pony up $2500 and get your order in makes me wonder if Tesla will be able to sell enough cars to keep enough cash on hand, fix their manufacturing processes, and start selling the base model without having to get any outside funding.

News flash, they never will make the base model. At least that’s my prediction.

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I’m also in the camp that thinks there won’t be a “base model” as promised, but I’d feel really bad for a coworker of mine who’s been pining for the base model 3 ever since they started taking reservations. I wonder if Tesla will just quietly sweep it away and never talk about it, or if the company will go under due to cash flow issues before they can even attempt to make them.

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Probably both 202020