Hey all —
Some thoughts for my white interior crew..
Troy shared an update 3/24 that includes some interesting tidbits on production and more.
I highly recommend subscribing on Patreon or following along via Twitter. He does great work.
Q1 2024 Tesla Production & Delivery Estimates, Update #9 | Patreon
Most of you may already know this but bear with me.. so, earlier this year production for M3 appeared to pause for a few weeks. According to Troy, it has ramped up significantly although it has not yet hit 100%.
Given some 3s were spotted at Giga TX recently for reasons unknown, it does beg the question re: 4680 / 2170 cell production.
My takeaways:
If there’s some switcheroo going on that may favor us with tax incentives - that’d be great, especially for those looking to finance.
The pause in production is unclear, but if that means certain issues get ironed out - even better for us.
Best news is we’ll certainly find out more in the coming days and weeks with EOQ results/call.
Time will tell but the wait may be worth it. It’s truly unfortunate for those that have traded in already or applied for financing, or a plethora of other situations and I do feel for you.
Aaand finally - I called my store this morning (South FL) as I’ve found myself drooling over the white exterior, and asked them to keep me posted if any white/white LR come in as I’d be open to switching from SG. They had a demo model available in this spec, but apparently wouldn’t be made avail for lessors? I want a brand new one so I’d pass regardless.. but it is an option for others out there. Call your store / SA and see what’s possible.
Hang tight everyone