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Re: TSLA corporate outlook

Posted: Fri Mar 17, 2017 12:07 pm
by LTLFTcomposite
lorenfb wrote:And where's even an indication that beta tests have completed? Or are deliveries to employees and key investors the beta tests
that will occur in July similar to the Model X "deliveries" in late 2015, i.e. less than a 100?

There's supposedly another big announcement event at the end of the month. You'd think this is when they will release the details about pricing and options. We'll probably know a lot more then. But yeah, I expect the delivery ramp up will be very slow at first, just like the model S and X, effectively making the early customers an extension of the test team :-)

Re: TSLA corporate outlook

Posted: Fri Mar 17, 2017 1:41 pm
by lorenfb
LTLFTcomposite wrote:
lorenfb wrote:And where's even an indication that beta tests have completed? Or are deliveries to employees and key investors the beta tests
that will occur in July similar to the Model X "deliveries" in late 2015, i.e. less than a 100?

There's supposedly another big announcement event at the end of the month. You'd think this is when they will release the details about pricing and options. We'll probably know a lot more then. But yeah, I expect the delivery ramp up will be very slow at first, just like the model S and X, effectively making the early customers an extension of the test team :-)


O.K., Let's wait and see.

Re: TSLA corporate outlook

Posted: Fri Mar 17, 2017 4:46 pm
by GRA
Via IEVS:
Elon Musk On Tesla Model 3: Release Candidates Currently Being Built, Delivery Process Could Take Just 5 Minutes
http://insideevs.com/elon-musk-tesla-model-3/

Tesla CEO Elon Musk stated on the call that the “beta prototype” Model 3s that were being built starting a few weeks ago are actually referred to as “early release candidate” cars. Musk calls these “early release candidates” because they are essentially being built on production tooling and could almost pass for a production car.

A few other notes on these “release candidate” Model 3s via Electric Musk on Reddit:

    show car -> alpha -> early release candidate
    “we will be driving it in a week or 2”
    entire car built with production tooling vs beta tooling, so higher precision.
    quality of release candidate way better than for S and X
    body panel gaps much better. . . .

Re: TSLA corporate outlook

Posted: Sat Mar 18, 2017 6:29 am
by edatoakrun
Email from TSLA:

Discontinuing Model S 60 and 60D

One year ago, we introduced the Model S 60 kWh battery as a more affordable option to accelerate the adoption of electric vehicles. However, most customers ended up buying an equivalent to the Model S 75 kWh. To simplify the ordering process for our customers, we will be removing the 60 kWh option from our lineup.

Customers who still want the opportunity to own a 60 kWh Model S will have until April 16, 2017 to place their order. Any 60 kWh Model S will have the ability to upgrade their battery to 75 kWh via an over the air update.

The "affordable" Tesla, is now only available for $77,800 and up:

https://www.tesla.com/models/design

Re: TSLA corporate outlook

Posted: Sat Mar 18, 2017 3:34 pm
by GRA
edatoakrun wrote:Email from TSLA:

Discontinuing Model S 60 and 60D

One year ago, we introduced the Model S 60 kWh battery as a more affordable option to accelerate the adoption of electric vehicles. However, most customers ended up buying an equivalent to the Model S 75 kWh. To simplify the ordering process for our customers, we will be removing the 60 kWh option from our lineup.

Customers who still want the opportunity to own a 60 kWh Model S will have until April 16, 2017 to place their order. Any 60 kWh Model S will have the ability to upgrade their battery to 75 kWh via an over the air update.

The "affordable" Tesla, is now only available for $77,800 and up:

https://www.tesla.com/models/design

Yes, because a considerably more affordable Model 3 is going to be arriving reasonably soon (we hope), presumably with longer range than the S60 and maybe the 60D as well.

Re: TSLA corporate outlook

Posted: Sun Mar 19, 2017 12:43 am
by cwerdna
edatoakrun wrote:Email from TSLA:

Discontinuing Model S 60 and 60D

One year ago, we introduced the Model S 60 kWh battery as a more affordable option to accelerate the adoption of electric vehicles. However, most customers ended up buying an equivalent to the Model S 75 kWh. To simplify the ordering process for our customers, we will be removing the 60 kWh option from our lineup.

Customers who still want the opportunity to own a 60 kWh Model S will have until April 16, 2017 to place their order. Any 60 kWh Model S will have the ability to upgrade their battery to 75 kWh via an over the air update.

The "affordable" Tesla, is now only available for $77,800 and up:

https://www.tesla.com/models/design

Actually, its looks like it's $75,700 for a 75 kWh RWD including doc and destination fee before tax and $7,500 Federal credit. There is some weird defaulting possibly to an extra cost paint option and interior choices. If you solid black paint and multi-pattern black interior, it should come out to that in the PDF it generates for you when you click Print spec sheet.

Re: TSLA corporate outlook

Posted: Sun Mar 19, 2017 7:11 am
by lorenfb
GRA wrote:
Yes, because a considerably more affordable Model 3Visit the Model 3 Forum is going to be arriving reasonably soon (we hope)presumably with longer range than the S60 and maybe the 60D as well.


It's (Model 3's range) a simple function of the target price and minimizing the future sales loss to the Model S.
In any case, Tesla's gross profit will decline, i.e. it's all about in what product and volume, the most costly
component (the battery & its capacity) of a vehicle is used relative to the overall product line.

Re: TSLA corporate outlook

Posted: Mon Mar 20, 2017 7:05 am
by LTLFTcomposite
This looks like product positioning to me. For a long time Tesla didn't have any "lower" priced offering, so having an entry version of the Model S made sense to access customers at those price points. With the Model 3 coming on line they don't need that any more, and in fact probably want to avoid it, so they can make the Model S the "premium" offering. Also explains why they want to get the S and X to the 2170 cells this year, the last thing they want is to have the $100k+ cars perceived as having older tech than the $40k models. There could be some more shoes to drop on Model S options driving the entry point (and hence margins) a bit higher yet.

Re: TSLA corporate outlook

Posted: Mon Mar 20, 2017 7:18 am
by lorenfb
LTLFTcomposite wrote:This looks like product positioning to me. For a long time Tesla didn't have any "lower" priced offering, so having an entry version of the Model S made sense to access customers at those price points. With the Model 3 coming on line they don't need that any more, and in fact probably want to avoid it, so they can make the Model S the "premium" offering. Also explains why they want to get the S and X to the 2170 cells this year, the last thing they want is to have the $100k+ cars perceived as having older tech than the $40k models. There could be some more shoes to drop on Model S options driving the entry point (and hence margins) a bit higher yet.


It's actually simpler than that - Tesla needs a volume vehicle (Model 3) for long term survival!

Re: TSLA corporate outlook

Posted: Mon Mar 20, 2017 7:40 am
by LTLFTcomposite
lorenfb wrote:It's actually simpler than that - Tesla needs a volume vehicle (Model 3) for long term survival!

Hopefully for their sake they're figuring out how to do that profitably, losing money on each car and making up for it with volume is a flawed strategy :lol:

I'm no expert in such matters, but I think the goal from a marketing perspective is to draw more people into the brand via the lower cost offering, then over time some percentage of those customers aspire to the "luxury" offerings where margins are fatter - you know, impressing people you don't like spending by spending money you don't have. At some point it could even require spinning off separate branding like Toyota/Lexus, Nissan/Infiniti, but that's a long ways down the road.