Quote:
Originally Posted by samwichse
I, for one, find this race of scale up vs the ticking time clock of reservations vs capital expenditure pretty riveting. Maybe you're in the wrong thread?
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No, I find this extremely interesting, which is why I'm in here. I'm just saying the casual person doesn't consider these things and is more interested in when they will get their Tesla order fulfilled. To those people, this thread is a snail race.
I've often speculated that delays might be partially strategic. It would be best for Tesla to sell the 200,000th car on day 1 of a new quarter to extend their unlimited window of qualifying tax credits. That's when you set production to ludicrous speed. Trickle out production until you have worked every conceivable wrinkle out of the system, and at the start of a new quarter, set production to ramming speed. Fulfill as many of those reservations as possible so that you can convert as many of them into sales as possible.
Or, maybe making battery packs is hard, and it's delaying production.