dennis
Model S Plaid
It's pretty obvious what is going on here, and I doubt that Elon is not clued in, especially given McNeil's bonus plan. I expect a major upgrade to the interior for the S & X to be announced and available the first week of October. That means all of the existing inventory cars would have to be discounted at that time because of no longer being the latest/greatest. Instead, Tesla is discounting them now to drive Q3 sales. In Q4 they will have the spiffy new interior as a draw and discounts won't be necessary, except for any leftover old interior cars.Have to say - Elon is right. I for one am unimpressed with some of Tesla's recent antics.
It also clobbers the wider resale market so all existing owners lose too - ie most of us here.
If Tesla offers massive $30K discounts this will become increasingly common knowledge to the wider public. High spec cars depreciate iro 25-30% in year one; doubling that to 50-60% is not an attractive proposition to even the most fanataical buyer. And if the top ones collapse in resale price, the ones further down the range get hit too
Furthermore this will damage future sales of top spec models in particular (ie those with the greatest margin and greatest revenue to Tesla) and will end up with market distortion with buyers holding off for quarterly firesales, pehaps only to be disappointed in a particular quarter and actually end up not buying at all.
Add to that reports of 100D performance improving to 3.3 sec which haven't been debunked yet, this picture being painted to me is that Tesla, not for the first time, are in a sales/marketing mess, and this mess is fundamentally of their own making and at the expense of their existing owners.
Nobody questions Tesla pushing the boundaries, however when they have no peers today for them to apparently trip over their own feet trying to outdo themselves is unseemly and ultimately damaging to ... Tesla.
Tesla would do well to remember
Fool me once ...
So with this upgrade Tesla is able to generate additional demand in both Q3 and Q4 - precisely what they need to do in order to have 2H17 deliveries exceed 1H17 deliveries as they guided a month ago.