Tesla Model 3 Configurator Online In July Alongside First Deliveries, Limited Options At First

JUN 7 2017 BY JAY COLE 110

Rendering of Tesla Model 3 Configurator by Model3Config

Not surprisingly the topic of interest from Tesla’s shareholder meeting was on the company’s upcoming launch of the Tesla Model 3, and CEO Elon Musk didn’t disappoint with handing out the information.

The most important news for the unwashed masses was that both the first delivery, and Tesla’s Design Studio/configurator for the Model 3 would happen next month in July.

“(On the) Model 3 configurator, we expect that the configurator to go live towards the end of next month (July) when we deliver the first production Model 3.

…we are definitely on track to deliver the first production Model 3 next month. That’s going to be really exciting, and then we will have the configurator to go live right at that point.”

How many Model 3s will be delivered out of the gate remains unknown – it kinda sounds like just one, but the fact that the configurator won’t be online until later in July (and we have scant details on the specifics of the Model 3 still), probably means that the initial delivery volume will perhaps be lower than some prior expectations.

Tesla Model 3 “release candidates” hint at upcoming color choices for July configurator release

But with that in mind, the CEO said Tesla would not be making the same mistake as it did with the Model X (so as to achieve a “rapid production ramp”), and that early customers for the Model 3 shouldn’t expect much in the way of actual configurable options.

“…I should say that we have kept the initial configurations for Model 3 very simple.

This is critical to achieving a rapid production ramp. A big mistake we made with the X which is primarily my responsibility, (there was) way too much complexity right at the beginning…. that was very foolish.

So we (are) going back to the launch of the Model S, Model S only had one configuration at the start of production.  It had one configuration because that’s all that we could do…and then the Model X is like the faberge egg of cars. I think it’s really an amazing product, but it has way too many cool things in it that should have really been rolled in with version two, version three — that would have been the sensible way to do it.

We got overconfident and created something great that probably will never be made again. And perhaps should not be.”

Tesla Model 3 first deliveries confirmed for July

Basically, Tesla will have a pre-packaged RWD offering out of the gate, and customers can choose only two options (AWD to arrive in late 2017/early 2018, with the configurator being updated sometime after the initial roll-out with future options and ETAs):

“Initially, the Model 3 configurator — it’s kind of going to be like what color do you want and what size of wheels do you want. That’s basically going to be the configurator.” offered Musk.

Specifics on the colors and wheels were not given, however several “release candidates” seen on the roads already have likely foreshadowed some of those colors (silver, black, while, blue and a couple red hues), while an early comparison/selling spec sheet (between the S & 3) produced by Tesla has divulged that both 18″ and 19″ wheels will be offered out of the gate on the Model 3.

As for the larger questions: battery sizing, performance, and of course cost…still no word.

Sources: Tesla Shareholder Meeting, Verge, Teslarati

Categories: Tesla

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110 Comments on "Tesla Model 3 Configurator Online In July Alongside First Deliveries, Limited Options At First"

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They really need to provide more options than that. Maybe allow potential buyers to access a website like the Model S and X pre-owned vehicle website that lists different configurations. Or maybe have some things configured at the service center. Like interior trim. I have seen white and black interiors form the photos and some with a wood strip. Maybe have the wood strip installation done at a service center. Have different woods and a carbon fiber option. Probably only larger batteries available, which would be fine.

“Maybe have the wood strip installation done at a service center.”

Outsourcing production to the service centers, to simplify production at the plant sounds like an incredibly stupid idea.

If they wanted to do that, why not have the strip manually installed at the factory?

I agree, not going to happen. I do see this being a possibility for a rumored hitch option.

It used to be that the mechanicals (rolling chassis) used to be made by car companies and coachbuilders built the body/interior. Hence the reason that stuff is called coachwork.


Going back to that older model doesn’t seem like a good idea to me.

It may be premature to suppose that they need to have more options available until we are aware of what comes as standard equipment with the vehicle they may come nicely equipped in base form and cover most of the bases or should I say popular options will all be included

So with only 2 options how about a few FACTS.

How far will it go on a charge with the 60 kW pack?

How fast will the 3 charge at a Super Charger?

All will be revealed at the reveal.

How revealing!

Far enough.
Fast enough.

It’s a 60 kWh battery in a relatively small absolutely brand new model of EV from a company that specialises in rapid charging…

Still interested in details like price, pack size and who is going to get them. Are they really going to deliver only to employees first?

If you only get to pick your color then I strongly suspect we’ll only see “big pack option” cars at first, just as we saw with the Model S and X. These won’t be at the Tesla-reported list price range ($35K) because they will have bundled options.

“Are they really going to deliver only to employees first?”

It seems a bit late to be doubting that.

The upside of selling only to Tesla employees initially is that they restrict the “beta testers” to those who work for the company, and thus are rather less likely to post negative comments about early production problems to social media.

The downside? I don’t see a downside to that marketing strategy. None at all. Do you?

Yes, I see a downside. It means that none of their customers who actually put their names in to get one can get one. It means the car for all intents and purposes isn’t even out.

Yeah I see downsides to that marketing strategy.

Hey, we have this cheaper car that you put $1K down on that you want. No, you can’t buy one.

Sounds like it would spawn its own type of negative comments on social media. See all the stuff about GM only selling the Bolt in 13 states right now and the comments that produces? You can expect bigger than that.

I can see the positives to it, so I accept that it could be the case.

Coach built prototypes to company employees…yep we launched it. Basically the same as how S and X were launched. No reason to expect otherwise.probably the right chose overall

“It means that none of their customers who actually put their names in to get one can get one.” (1) Hmmm, I would guess that Tesla doesn’t agree with your opinion that an employee can’t also be a customer. (2) Either all of the earliest customers will be Tesla employees, or else some of them won’t. Are you actually suggesting it would be better for Tesla if some of them were not? If that’s what you actually think, then I disagree quite firmly. “Sounds like it would spawn its own type of negative comments on social media. See all the stuff about GM only selling the Bolt in 13 states right now and the comments that produces? You can expect bigger than that.” Tesla sold the Roadster only in California to begin with*, and did that give a bad image to Tesla? Nope! Merely some complaints that didn’t stick. Perhaps we don’t agree on the meaning of “downside”, Unlucky. To me, that means something worse than would happen if you didn’t do it. Certainly there will be complaints on social media from people who are not having their desire for instant gratification satisfied by having to wait to get their… Read more »

You explained for yourself why an employee differs from a customer. Whether Tesla considers an employee a customer doesn’t mean the rest of us should swallow what they are saying. They would be doing it for self-serving reasons, a smart person would take that into consideration when evaluating what they have really done.

It’s unclear why you are asking for a clarification on what I said. I made it very clear. You said you saw no downside to this from a marketing perspective. I said I did and explained what it was.

Yes, Tesla released the Roadster and Model S in California only first. Those situations were different as they hadn’t taken hundreds of thousands of $1,000 deposits nationwide before doing the release. And those releases didn’t get the level of attention this is. And for the type of customers buying those cars at the time Tesla didn’t have any competition for people to run to if they were unhappy with Tesla.

Not sure where everyone who is waiting for a Model 3 is going to run to – a Bolt? Well they can go there.

The release order was well publicized from the outset and this is finally a situation employees do get some benefit from (but no discount still I believe).

Makes sense to test to mass-market car with a sensible audience who will not expect to get a Model S for 35K to me. As does the West coast going East release. Much as everybody (esp. Tesla) would like to see no issues – there are bound to be things which need tweaking. Keep that effort localized.

Looking forward to seeing this all happen – may have to replace the MS with a high-spec M3 when they are out (range, V2 autopilot – lots of benefits over the older MS).

unlucky — When it comes to whining and making “negative comments on social media”, you certainly are the expert….

Except GM went out of their way to promise a 50 state car and made it sound very much like they meant a regular roll out same as for gas cars.

Instead they gave us a painfully slow, CARB-tastic rollout and trumpeted “FIRST! FIRST! FIRST!” despite the incredibly limited market availability.

THAT’S why people are upset.

It’s amazing to me that a person can convince themselves that taking peoples money in advance and then not selling them the car when it is (according to Tesla) available is somehow less bad than GM taking 6 months to do a nationwide roll out of a car that they didn’t take any money ahead of time for.

It’s amazing the pretzel logic one can work out when they’re really, really dug in to a position.

The roll-out was already known when Tesla started taking deposits.

No it was not. Tesla took orders long before the comments about selling them to employees first.

Tesla took Model 3 orders in March 2016, they didn’t state that employees would be the only ones to get them at the start until 2017.

Well, YOU might not have known about it before reservations opened up to the general public on March 31st. But it on March 15th it certainly was publicly known and officially confirmed by Tesla that employees were getting dibs on the first reservations through an early employee reservation:

“We’ve updated the post with confirmation that Tesla will be offering employees early access to Model 3 purchases”

[employees] will have first dibs on Model 3 reservations before the general public get access on March 31st.”


That article doesn’t say what you claim it says. It speaks of when orders would be taken. There was no reason to think then (or now) that Tesla would fill orders in the same order they were taken.

Because they had never done it before. And they still haven’t.

Tesla didn’t announce anything about deliveries going to employees first before orders were taken.

It says exactly what it says. If that article wasn’t clear enough for your willful blindness, here is another:

“3 groups of people having priority on the Tesla Model 3 reservation queue: Tesla employees, Tesla owners and SpaceX employees.”


Again, your willful blindness doesn’t make me wrong. It makes you wrong. Sadly you are incapable of ever admitting it.

Who cares. People can get their deposit back, if they don’t like it.

“It means the car for all intents and purposes isn’t even out.”


All other automakers release their first production vehicles to internal employees as part of a “captured test fleet” (at least that’s what it’s called at GM). These are production spec cars though employees are not paying for them with their own money. The OEMs certainly don’t consider the car “launched” until they are in the hands of REAL PAYING customers…not employees.

You can be that those employees will be required to sign non-disclosure agreements, not to discuss issues with those first vehicles.

> the downside?

Disgruntled employees? 😀

Beta cars mst harm resale for the employees

“If you only get to pick your color then I strongly suspect we’ll only see “big pack option” cars at first, just as we saw with the Model S and X. These won’t be at the Tesla-reported list price range ($35K) because they will have bundled options.”

Interesting they did that for the S.

A fully capable model first, big battery, glass roof, subzero(?) and autopilot and autonomous activated would insure testing of all the features for production errors which Tesla needs to do using the simulated production instead of building production model.

It also boosts Tesla profits which are near zero to likely negative in a base model to positive with a model selling for $55,000, $20,000 more than the advertised base model.

They did it with the X too, but it doesn’t actually go to my point as much. Tesla pretended the S would be $50K ($57.4K before rebate) for the base model then never shipped the base model. They kept upselling people to other configurations for over a year then anyone they couldn’t upsell they sold a 60 to at a loss with a software limiter on it to make it a 40. This technique allows them to pretend the car is cheaper than it is or indeed ever was. Announcing future cars as if they existed today invites comparisons to existing cars that people find fantastic. And then Tesla took that to the max by never even making the car they promised, just squeezing out precious few essentially as a marketing expense. Intermedia models (60) were delayed for months to try to upsell people to the 85. Some would say Chevy is doing the same thing with the Bolt EV. If you’re losing a lot of money, then produce the car very slowly while you work on cost reduction. Then when you finally meet your cost goals turn up the taps. The 2017 Bolt looks strongly like it works this… Read more »

You did notice “limited options first” in the title to this article. Down in the article the quote, ” “…I should say that we have kept the initial configurations for Model 3 very simple.”

I would think that if you want a fully loaded 3, you will be waiting a bit longer. This way gets more, lower priced cars to the customer quicker, leaving the press less room to talk about cars costing twice as much as Tesla promised they would.

There is a very good reason why the higher optioned models will be 1st. Tesla needs to maximize revenue as early as possible.

And because Tesla wants to minimize their losses. Despite their claims there isn’t any reason to think they can really make money on the base model at the $35K price tag they’ve spoken of, let alone the $30K they said at other, rare times.

Just like with the S they will sell only high end models first while they work on getting the costs down.

The other good reason not to start with stripped down base models, is that only around 6% of customers actually want a stripped down base model. (Source: Model3Tracker)

It would be silly to launch with an unpopular configuration first.

On the early production numbers issue, Mr Musk said it himself (“…(keep) the initial configurations for Model 3 very simple….critical to achieving a rapid production ramp.”)

It appears to me that they will be making a bunch of ‘basic’ cars in colours according to historical preferences and sticking wheels on as per buyer’s whim at the last minute. So as long as people are happy to buy a ‘basic’ car there shouldn’t be a problem with supply… but *will* people be happy with the ‘basic’ car, knowing that bells and whistles are only a few months away?

That’s the interesting thing, how many people actually want the $35k car and how many are expecting to get a more expensive AWD with bigger battery. Based on Model S/X you would expect AWD to be a bit more efficient, and most people want more range it seems.

Well, unless the number of reservations have actually declined over the past year (I would expect them to continue to take *some* more new reservations than they lose, but I’m just guessing of course), if 5% want the base model that’s 20 000 waiting customers.

I should be quite surprised if there’s a lack of initial buyers for the Model 3 when it comes out.

“…*will* people be happy with the ‘basic’ car, knowing that bells and whistles are only a few months away?”

No matter what Tesla does, it can’t please everyone. Most people are going to have to wait, regardless of which cars are put into production first.

Given that reality, I think you’re asking the wrong question. I submit that the right question is “Which strategy for starting production on the Model 3 is best for Tesla?”

I think most of us will agree that the strategy Tesla used for rollout of the Model X was the wrong strategy. That doesn’t necessarily mean the exact opposite strategy is best, but at least it should be substantially different.

I think initial configuration options will be simple, but they won’t be stripped down base models.

Elon pointed to the Model S as the pathway they are going to take again with the Model 3. The S started out with sales of a Signature edition that was loaded.

There are lots and lots of people that want the basic version and nothing more.

Few options doesn’t mean a basic car.

Option: Color
Option: 60 or 74 kWh battery pack
Option: Interior light or dark

Software options:

Non-optionals included:

Premium sound
Winter package
Glass roof

$40k for the 60 kWh and $46k for the 74 kWh.

Easy peasy…

You are misreading that statement. Musk said the number of configurations would be low. That is totally separate from what the included features are.

> the faberge egg of cars

Only 56 of which were ever made!

Well, at least they beat Tucker.

Just like the Model T. We have car you want! Just as long as it’s black! Or a couple other colors in this case.

Probably the opposite, we have the car you want with the “popular options” (the more modern Model T approach).

Just like the BOLT launch – we have the BOLT you want, as long as you are in California ….

I bought my Bolt in December and I live about as far away from CA as you can get (Maryland). 🙂

….and you bought it in California. What’s your point?

Point is I do not live anywhere near California, but I still got my Bolt when it launched.

Stay in school, kids. Reading comprehension is important.

VIC was insinuating you could not buy a Bolt at launch unless you lived in California. I provided the counterpoint. Comprendo?

If you think that is as far away as you can live from California then you should wish for a globe or world map for your birthday. 😉

And how much extra did you pay to ship it considering the CCA network can’t make that cross country trip?

Even if he bought Tesla in CA, I doubt he’d want to drive it across country. Add up the hotel bills and his time, and it would cost 100 times what it cost him to ship it. Unless he makes $2/hr.

I’m sensing sarcasm, therefore it should be noted that the Model 3 will likely ALSO only be sold in CA at launch. The difference is that anybody in CA could go out and buy a Bolt and pick from the same list of available options that are available for any other 2017 Model sold in the rest of the country. Oh, and the Bolt was fully validated/tested at launch.

Serial anti tesla troll thomas


Color and wheel size is still a little variety. This hopefully goes to getting some early volume out the door and into customer hands.

After working in a car dealership I realized that there are many people who just want the “basic” entry level car and have little interest in even a test drive. The entry level Tesla will be well equipped for the average buyer.

Pre-packaged offerings? Am I to understand then that these packages contains a number of “options” already selected and not removable so that you won’t actually be able to buy the $35000 base car as is?

Right. The $35,000 base car will not be available as an initial offering, IMO. Instead we’ll see a big battery, heavily optioned offering as the only choice to start.

No way heavy optioned — adds to much complexity. It will have AP (as they said) and MAYBE the larger battery just to drive some revenue and mostly standard stuff like all the power features in a modern car. Other than that, no “extras” like air suspension, upgraded sound system, etc… IMHO

Yes, that has been the consensus for months (over a year?). Base models won’t be available until 2018.

It is pretty interesting watching “EVs for the masses” playing out. On the one hand we have an actual commuter car, that would work for millions of people, piling up on dealer lots on both coasts. On the other, we have the promise of an, arguably, less practical car enthusiast status symbol collecting tens of thousands of deposits. After six plus years, we still have no indication that the general public has any interest in EVs.

And the best selling vehicle with a plug is a Prius, which sounds encouraging, until you see that sales for the entire Prius brand is trending down.


Prius sales trending down, could be partly due to the newer polarizing Prius appearance. Not everybody is finding the new look compelling or appealing. This might be a big miss for the Gen 4 regular Toyota Prius.

Cheap gas and an economy that has been growing for 8 straight years (thanks, Obama!) have people reaching beyond economy oriented cars like the Prius to higher performance and bigger options, notably SUVs.

The argument has always been that the Prius didn’t sell in big numbers because it was ugly. I thought they looked good, as one of the few cars that were actually trying to be aero. However, the new design IS truly ghastly.

I think the reality is that, with cheap gas, the general public has little interest in efficiency, and even if they believe in climate change, they think their choice of car will have little actual impact.

The sad truth is most people don’t care at all about anything besides their own comfort and that of their immediate family members

It is interesting but Chevy did not do themselves any favors with the styling of the Bolt. People don’t want to pay $40k for what appears to look like a $20k car regardless of the drive train. Cars have always been a somewhat emotional purchase and people like things that look nice. Ask any average person what they think about a new car and the conversation likely begins with how it looks.

Also you could argue a single car that can be used for cross country trips is more practical than having one EV that can’t go on trips (due to lack of charging stations) and having to maintain a second ICE car solely for trips. This doesn’t often logically apply in 2 car households, but people still seem to THINK that it does apply.

The styling of the Bolt is fine. It looks like most compact five door hatchbacks. Does it have all the features of a $40K ICE version. No. Will the base Model 3 have all the features of a $40K ICE sport sedan? No. Because despite all the talk, batteries are still expensive.

I agree with Warren. There’s nothing wrong with the Bolt’s appearance or anything else. The Bolt is just too expensive due to the battery. As battery costs come down, EVs in general will become more attractive.

My take on it is as follows:

I believe that the highest optioned models will be first. You will be able to configure the lower-priced or custom options but this will push back the delivery date.

Teslas gross margin will be negatively affected before model 3 reaches volume production. By selling the highest option model three’s first, this will alleviate this problem somewhat.

I am sure Tesla initially wanted to push out the all-wheel-drive and performance versions first, but realized this may affect the production ramp and cut this aspect.

I think they will still however produce the highest option car they can that will not affect the manufacturing ramp.

It actually sounds like they will deliver in July. That is the amazing part. Just about no one predicted that. It was all: “Based on past performance” Tesla will be late.

I don’t care if the first cars just go to employees and I don’t care if the employees are doing the testing.

The important thing is we now have one company that will crank out huge quantities of cars, not little piss ant amounts like the big 3.

I can’t wait till Tesla starts horning in on the big 3’s truck sales. They truly will sh*t their pants.

The bean counters over at Ford, are starting to get a sense that they are in deep doo-doo, if they don’t start to play Ketchup, with the Tesla falling knives, coming soon! Once the Ford F-150 market starts surrendering market share to Tesla, then swapping out Ford CEOs will no longer be a viable strategy!

Tesla is really bending the definition of “delivery” by performing the real world beta testing with Model 3’s “delivered” to Tesla employees.

New to Tesla Joe Schmoe that stood in line at 4AM on 31 March 2016 for a base Model 3 can’t even sniff his 3 yet.

I bet what really gets your goat is knowing a car that costs about the same as the one you just bought is about to be released *this year* yet has:
-Not just active cruise, but full-on autopilot
-Access to superchargers

I mean I’d be upset too! LOL

Nope, not upset one bit. I’ve put nearly 6,000 miles on my Bolt since January, and range and charging has not been a problem.

It’s hilarious seeing all the Tesla fanbois try to tear down the Bolt and rationalize their decision to wait for the Model 3.

I sense some jealousy in your post. Don’t worry, someday you’ll be driving your Model 3. Maybe sometime late next year. Then you’ll know what it’s like to drive around an “affordable” 200+ mile BEV. 😉

Why would that upset me? I knew what I was buying when I bought it.

Who exactly am I supposed to be upset at? GM sold me car that was exactly what they said it was. I bought that car after evaluating it and deciding I wanted it. Where’s the problem?

I’ll be shocked if you can get a Model 3 this year that has autopilot for a price which is “about the same” as I what I paid for my Bolt. Tesla’s not operating as a charity. Autopilot isn’t going to be free. As I said in another post, I figure about $50K with destination before rebate for a Model 3 this year. That’ll come with the bigger battery and autopilot.

Of course we’ll have to see if autopilot actually works if if they just say “coming soon”. I’m sure it’ll be the latter at the start.

Who will be the first person to own a Tesla Model 3 and a BOlt EV?

I suspect it’ll be bro1999. He’ll ditch his Volt (sedan) for Tesla 3 (also sedan). He was crazy enough to ship Bolt across US to be the first, just crazy enough to be the first to own both.

And then we’ll get to read about his car juggling act, part 2.

If my 2012 Volt croaks in the next couple of years, and a disillusioned Model 3 owner is looking to offload his 3 at firesale prices, I’m totally open to that. A Model 3 would be a nice commuter car and secondary car to my Bolt. 😀

No, those predictions weren’t based on past performance. They were based on Tesla not yet having built Alpha, Beta, or Gamma test vehicles. Understanding standard validation timing, reasonable people estimated that production would not begin until mid 2018. By Dec 2017, we’ll begin to see why rushing to July 2017 production was a terrible idea.

If $35K is just a teaser and for all intents and purposes the Model 3 is really over 40K then I question how many they will ultimately sell. I for one am not a buyer at a price north of $40K.

The lack of options doesn’t necessarily mean these will be base cars. It just means you will not pick the options. So the first model could be glass roof, leather interior, wheels, color – $42k.

Yep, I agree the initial offering will be a heavily optioned model, but I seriously doubt it will be available for $42,000.

First off I expect it will be available in the big-battery version only at first, which by itself will drive cost well over $42k.

If a 60 kwh base model costs $35,000, then the 74 kwh big-battery option will likely cost $45-50,000 with minimal options. Add in leather, glass roof, auto pilot, etc … and the initial offering may well be $55k or more.

M3- Reserved; Niro-TBD

Musk said at the initial reveal — low 40s is anticipated.

So, would guess that means AP2+something simple like premium sound.

Since West coast first, silly to think winter standard offer.

Maybe glass option, which would be cool to have and the cool gift would be custom etching for 1st day holders.

As a 1st day instore west coast holder looking for non P non D needs–I’m getting happier and happier with these semi-reveals Was thinking near of year, but now perhaps July-Sept delivery!

I think it will be a similar sales model to the other auto makers where you have trim lines.

I suspect with M3, you’ll get three choices: basic, premium or performance. These trim lines will have mandatory “options,” all configured the same. The only differences within trim lines will be the paint colour.

Only one, maybe two, of those will be available initially (my guess is premium).

Basic and performance will come later (probably 2018).

Yes, I agree. Performance cars will likely be AWD only, and AWD isn’t coming until 2018. Base stripped down cars also won’t come until 2018.

Well, if they deliver 500K in 2018 why should it be a question mark when AWD will be delivered??

I tend to agree. Based on many of Musk’s comments, etc., I would imagine that the Model 3 will be available in just a few packages, at least for a while. And, it seems that only 1 package will be available at first. He stresses that it is volume production, and it’s not going to be as fast or fancy as the Model S. For both of those comments to be satisfied, then I would expect a more commodity approach to the 3, where there will be fewer selectable configurations (which Musk already said would be the case, compared to the S).

So how is it that the meeting apparently talked about how seriously constrained Fermont is (meaning it will never reach the “bottle plant” car production speeds of M3 Musk was so often talked about before), making 500K cars in 2018 utterly unrealistic dream … yet not a word about it here, or on other websites.

Are you not concerned that EM basically admitted that what he often criticized the other dino OEM’s for, is the best he will do with M3, as far as speed of manufacturing???

Unless I am missing something that is huge writing on the wall for me.

You are missing three things.

1) Tesla has already started expanding their Fremont plant.

2) Tesla has shifted battery pack construction to the Gigafactory, so it won’t be done in Fremont.

3) Tesla will continue to increase the amount of automation. By some time in 2018, the automation is planned to reach what Elon says will resemble an “alien dreadnought”, with the assembly line operating at robot speed as humans are removed from the line. This won’t happen in 2017, thus production constrained until that is completed.

You are drinking the TESLA coolaid, like many others, it seems.

You need to read the transcript of the meeting to understand that, Fremont plant will never be able to produce cars at the speed EM was promising (regardless any expansions; note that Model Y will require a new platform and factory …. guess why???). He knows it, because he stated himself yesterday, that the efficiency of this plant at best will match the one of the other top OEM manufacturers. He’s finally seeing what others were telling him.

It has to be a concern unless you wear a truly glasses which hide reality. Strange that nobody is willing to discuss it …

“note that Model Y will require a new platform and factory …. guess why???”

Because math.

At its height under NUMMI, the Fremont plant produced 500,000 cars per year.

Tesla plans to hit that level of production before they even begin building the Model Y.

Tesla also plans on the Model Y selling in larger numbers than the Model 3.

The math is self-explanatory. No guessing needed.

Most people have always said that such high production rates in 2018 was a pipe dream. Even Musk said that those goals were ‘aspirational’ aka unrealistic.

I honestly doubt demand is even that high at the cost that s currently being bandied about.

Jay — when will you add the Model 3 on your monthly scorecard as “Arriving”

What happens if a reservation holder wants to hold off until the configuration/option he wants is available?

For instance, if I want a 75 kWh battery, do I lose my place in line?

If the Model S/X are any indication there is no real “place in line”. People will be “passing you in line” if they order configurations that Tesla will make first (usually more expensive configs). I don’t think you’ll have to wait to get the larger battery config, I think the smaller ones won’t be produced initially. I don’t think the large battery will be 75kWh though. I think it’ll be below 75 to stay under the S figures.

Didn’t they say it would be a 74 kWh?

TSLA hit another all time high today, and then continued to climb after hours. @361, & change. Totally insane. Tesla Fever!

The way the Tesla Model-S & Model-X are priced and unlimited mileage is given benefits only the high mileage drivers.
* Business/fleet users.
* Persons living away from permanent home and make weekly trips.
* People driving for pleasure.

Instead Tesla can charge them for supercharging and reduce the vehicle price by equivalent cost.
Miles/Year = 12,000
Mile/KWh = 3
KWh required/Year = 4,000
Unit price = $0.10
Cost/Year = $400
For 10 Years = $4,000

So reduce the cost of the vehicle by $4,000 and many who drive at an average rate will flock to buy it. This will put the Model-S 75 at $66,000 and 75D at $71,000.

For those who already bought, one time amount can be paid off. This will also ensure that no one occupies the superchargers just for leisure travel and this could impact the flood of drivers who may be buying Model-3 and bringing it to Supercharger.

After all, every one can always charge from home at a lower price during night before the start of long distance travel. Later they can use superchargers enroute.

Don’t forget… rideshare drivers. 40K miles/yr

Just some napkin math about the INITIAL options

7 colors… black white red blue gray silver + sig red
2 wheel choices… 18/19
3 interior material options – black cloth, black leather, tan leather
2 autopilot yes/no

That multiplies up to 84 combinations.

To get the car for $35,000… black or white, 18″, cloth and no AP.

All battery sizes and other performance-related things would be the same – the base spec.

Q1 2018… other options would become available.

I see only one (~60kWh) battery option at launch. Last I read, they were still hand building packs and that was limited to some very small amount per week.
All I can say is what a nightmare. I hope they don’t plan to go into production with hand built packs. Any time you add people touching parts to a process that was intended to be fully automated, you open up yourself to increased build variation…this will ultimately result in cars being built with packs/modules with defects that are “one-off” problems due to manual assembly. Very difficult to troubleshoot these types of issues.