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There's no way they will get 20k confirmed orders until people have had a chance to see the car in person. They might have 5k confirmed orders now, but I would estimate that is on the high side.

If all you care about is a BEV, then you are correct people will wait for the X. I value the BEV aspect of the Tesla, but put much more value on driving dynamics/technology/comfort/utility. There are many choices for people like me.

Not taking orders for the X does not make any sense. If people ONLY want a Tesla, sure they'll buy the S. But if someone is cross shopping the X against the luxury CUV segment, then it might be better to take orders from those would be Cayenne, GLS, XC90, Q7 customers. Besides, someone might...

Well, I don't think it's helping Tesla that they can't deliver a car that has been launched for almost 3 months. As for what the ultimate affect it will have on Tesla, well that will most likely be seen as we approach the end of 2016 to see if Tesla is close to the 80k deliveries that they will...

Tesla revised 2015 delivery estimates down numerous times, I don't see how they can get by with doing it again in 2016 before the market loses faith in them completely. They need to deliver about 30k Xs in 2016, and if they are only delivering P90Ds in the first half, that's a tall order. Most...

You are essentially correct, many people feel the same way you do. There is a 7 page thread on it in the order/delivery sub-form : http://www.teslamotorsclub.com/showthread.php/57984-70D-deliveries-starting-H2-16

Well, either they will deliver a P90D to someone who reserves today, or they will deliver way less model Xs than expected in 2016, or they will deliver 90D earlier than they communicated (which would be the first time in history Tesla has exceeded new model delivery expectations). To your main...

Selling higher margin goods early in the life cycle is perfectly acceptable to me, completely botching customer expectations and lacking any ability to communicate effectively with your customers is completely unacceptable. To say they are acting this way to ensure their survival is laughable.

And a person who puts down a deposit now could get a car before you. At the end of the day, for your 3 year interest free loan you get to watch 5-10k people take delivery before you, many of which reserved after you. When Tesla publicly committed to delivering the X in 3Q 2015, as P4000 holder...

I can promise you as someone who has purchased Porsche and Audi vehicles in the past, there is no way they would have handled communication of what amounts to a 3 yr delay like this. Of course Tesla is a new company, but at some point you have to be realistic. When you ORDER a new model year...

There are no shareholders without customers. There are no employees without customers.

Oh, that makes everyone feel so much better...... I'm sure pretty much all of us could pull out the screenshots of the various dates we've been told the X would launch Tesla didn't come close to. Your point, while technically valid, completely misses the mark when it comes to a product that had...

So, what we should see coming is Tesla beating delivery expectations for the first time ever? Not sure I understand that logic.

Why? Were all the non-sig Model S performance models for the first 9 months after launch?

Well, that would be a foolish investment based on Tesla's delivery track record to date, and the fact that you assumed they would be able to sell 15k P90s at about $130k a car. This is more than MB AMG/BMW X5 M/Porsche Cayenne Turbo combined sell in a year and you think Tesla is going to double...

Maybe not totally in vain, but it was for a car promised in 2014, then 2015, now 2016. The point is very much valid that someone that has waited 2-3 years and then is told to wait another 6 months is going to be REALLY pissed off. I'm in the same boat, and am just waiting to drive the new Q7...

If they have 40k reservations, an aggressive conversion rate is 50% (especially considering the long wait for many that have had to buy already). I don't think it's reasonable to think 75% of initial purchases for a family targeted CUV to be the performance model. If you do, then that is fine...

I posted this in the other thread, but it's more appropriate here: Tesla needs to deliver 30-40k model x next year to meet their projected deliveries. Based on their own projections they b should deliver a minimum of 15k in the first half of the year. There is absolutely no way the existing...

Tesla needs to deliver 30-40k model x next year to meet their projected deliveries. Based on their own projections they b should deliver a minimum of 15k in the first half of the year. There is absolutely no way the existing reservations will yield 15k P90D orders. So one of the following will...

According to your logic, disclosing the fact that the walls were painted white would be a violation of the NDA?

Saying you saw 6 Model Xs on the tour is not material information. There is no violation of an NDA since it is commonly available information that Tesla is producing a new model with expected deliveries this year. The fact that you saw those new models during the tour is no different than you...

I didn't call it BS, but I said it's about the dumbest thing I've heard. You don't simply wait to sell more units just so 200 people can make up their mind. How does that not sound absurd to you?

Any further context on the statement that Tesla is delaying production orders so that the remaining 200 sigs can configure? That is one of the more absurd things I've heard Tesla say, and there have been some really absurd things happening with the X over the past few years. Not doubting that...

Don't understand the logic not to generate sales. The statement "they have more than they can handle" doesn't make sense. Technically since they can't deliver 1 vehicle to sigs/production reservations then having 2 is too many by that logic. Tesla has to deliver 50-60k Xs in the next 13 months...

So about $100M. I guess someone considers the launch very successful.

Because the $100k market has an infinite number of customers? Sorry, passing on customers isn't a good business practice and Tesla can't survive unless they sell substantially more cars in the coming years. At some point even the most ardent supporter has to admit Tesla is botching this rollout...

It's quite simple - I am buying a car in 2-3 months. I have had a reservation for an X for 2 years. I want to buy an X. I do not know nearly enough about the X to buy it at this point. If they don't start answering some questions my $100k contribution to their revenue will be gone.

Deposits <> Sales Also, if you only make 50 a year it's pretty easy to sell out....

LATCH is a federal requirement that has been in place since 2002. I'm glad that Tesla is proud that they are following the rules, but not sure why that's such a big deal that you are excited they are pointing it out on their website.

How many Suburbans/Tahoes/Denalis do you think were produced in the previous version from 2007 - 2014? They all had integrated belts in the second row that folded. Maybe the safety regulations changed as they have moved them to the body in 2015, but let's not act like this is some old lap belt...

Well, I planned to carry steam cleaned logs only in my X, there will be no dirt on them whatsoever.

Why choose one over the other? Sure, there's a lot of people lined up to buy, but why not have more people? I'll never get this line of thinking that, hey don't worry it's a Tesla everyone else will want one if you don't. Why not have the cool second row seats that the soccer moms like AND...

This is how I feel. Why does everyone insist on arguing that a folding second row isn't needed? Every car Tesla is benchmarking it against has folding 2nd row seats. What makes all of you "it doesn't matter if they fold" crowd think the entire segment is wrong and Tesla is right? They WILL...

I think the better question is does anyone know if you can actually get a center console like they showed? It's not listed anywhere on website and in another thread someone said a Tesla employee stated they were still "playing with it". Signature res holders have been reporting that they will...

I think this was the only real "new" thing unveiled at the event tonight. Good work TMC (or bad work TM).

Or they expect to ramp slower than they originally did.....

Respectfully, you did miss the point. It's not about accommodating people's schedules, it's about being consistent with communication. If an event was planned for the 29th, then let your customers who you are asking to pay 100K before ever seeing the car have a chance to actually see it. Simply...

Yep, the place they are having it at looks quite small. Would hate to have to accommodate all of those people who gave you $50M in interest free deposits to a 2 hour reception. Seriously, sometimes I wonder.......

It is a fine opinion to think that this is the best a company can do and everyone should just be happy. It also a fine opinion to be ticked off to finally see return on your $40k investment and then realize you can't be a part of the celebration because of prior commitments. Most people are...

So, you are saying that if I'm scheduled to present to my board on Sept 29th, I should consider moving it in order to make the X launch, otherwise I'm not cut out to be an executive?

No, multiple people who post on this forum asked directly during their conversations with Tesla either during their configuration or calling to ask when they would be invited. This isn't an instance of the phone game, this is an instance of Tesla not caring how to standardize communication to...

+1000

They can do whatever they want as long as the customer ONLY wants a BEV. For those of us that value BEV, but not to the point of ruling out ICE or hybrid vehicles, there is a lot of quality competition in the 80-100k luxury SUV/CUV market. It's incredibly short cited of Tesla to lose these...

Good info, but you should definitely check out the Model X tracker website as they have alot of good info and charts tracking everything from reservations to deliveries. http://www.teslamotorsclub.com/showthread.php/52808-Tracking-and-reporting-of-reservations-orders-and-deliveries

Has there been any official communication that more details will be released on the 29th, or are you basing that on the known facts of: 1. Elon saying details won't be released until cars are delivered. 2. Founders cars are being delivered on the 29th. I am very hopeful that there will be more...

No one is saying there won't be a launch event, but it does not appear to be happening on the 29th (or before if you take Elon at his word that it won't be revealed before deliveries) So now we're just spitballing when it might actually happen.

The 80-90k was my calculation based on the Q2 shareholder letter they sent that said in the Looking ahead to next year section - "steady state demand and production of 1600-1800 per week". This comes after the discussion of Q4 ramp and the impact of lower deliveries in 2015...

Tesla is expecting to sell between 80-90k vehicles next year. Conservatively that is about 45k Xs they need to deliver in 2016. The current reservation list will roughly cover 20k of those, and the rest need to be net new SALES. Selling an additional 25K Model Xs in the next 12 months will not...

If Tesla had Apple's cash pile and distribution network, your comparison would be valid. But they don't. They are raising money through debt and selling stock and are burning massive amounts of cash at the same time trying to build out a distribution network that can handle 5-10X volume in the...

So, Tesla confirmed there is no "event" to attend and since everyone was speculating that the X would be launched when the Founders received theirs, when do you think we will get some official communication from Tesla about the X? I'm still hoping that they will release all the details on Sept...