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In Q2, signs of production troubles were all over the place, but we all ignored them: In May, there were plenty of people here on TMC, commenting about their delivery delayed by 4-6 weeks.I think the thing is many don't think Q3 delivery #'s will be that great. Do we have any reason to think they will be?
There are undoubtedly many more potential buyers who would prefer pay-as-you-go Superchargers.
Curt, I completely agree with "pay as you go" for supercharger use. Here in SoCal the Superchargers are overwhelmed with locals getting free charges without a real need.
Presumably that half of buyers who predict that they will use less supercharging than the cost of buying 'free for life'. Of course this mean that the only ones who WILL buy that option, are those that predict they will use more than the pay per use charge. Meaning that Tesla will be losing money on the 'free for life' option, or will need to adjust the price upwards, which drives more people into the first category. and so on.
Thank you kindly.
Presumably that half of buyers who predict that they will use less supercharging than the cost of buying 'free for life'. Of course this mean that the only ones who WILL buy that option, are those that predict they will use more than the pay per use charge. Meaning that Tesla will be losing money on the 'free for life' option, or will need to adjust the price upwards, which drives more people into the first category. and so on.
Thank you kindly.
Ahem! Not free, but prepaid. Included in the purchase price. They will continue to get free charges as long as the cars last.
Someone found evidence Tesla might be readying a pay-scheme for using Superchargers.
Tesla adds section for supercharger payments to users' MyTesla page
hahaha, of course they did. I don't know why their coders continue to label things in such an obvious way.....at least abbreviate the ids.....Tesla removed this from the web site earlier this evening
Seriously.. at this point i just consider it a planned leakhahaha, of course they did. I don't know why their coders continue to label things in such an obvious way.....at least abbreviate the ids.....
Seriously.. at this point i just consider it a planned leak
Pay as you go will have the highest rate (e.g. $0.20/kWh) but you won't be paying for power you don't use. There won't be tacky credit card machines at the chargers, but rather if you show up without credits you can use the App to buy some.
Regular "free supercharging" will cost less than $2000 because it excludes heavy users. It might be $1000 for up to 1000 kWh/year. So it's a good deal for moderate users and will be subsidized by light users that still like the simplicity of having charging for the life of the car.
Ahem! Not free, but prepaid. Included in the purchase price. They will continue to get free charges as long as the cars last.
Some of those birds COULD be the 2018 note holders who noticed early conversion for $411 million in face value. The notices had to be between 7/1 and 8/5. If it were towards the end of that window, it might mean the hedges (if any) related to the 20 trading day VWAP valuation period are coming off. The last possible day for the VWAP is this Friday. Holders who gave notice would probably sell the shares (up to 1.5 million) they receive in exchange for their notes. (If they were interested in staying invested in TSLA common shares, they would not have given conversion notices.)
Other chirping birds COULD be equity holders who were displeased by the Musk/Rive purchase of $100 million of the $124 million in SCTY 18 month notes.
IF either were part of the reason for today's decline it may take the market several days to sort out.
The pay-as-you-go supercharging makes sense for a lot of customers, but "free long distance travel" is also a powerful marketing message for Tesla. To have both, I suspect Tesla is going to go to three tiered system such as:
1) Pay As You Go
2) Free Supercharging* (*up to a limit)
3) Free Supercharging Max* (up to a really high limit)
Pay as you go will have the highest rate (e.g. $0.20/kWh) but you won't be paying for power you don't use. There won't be tacky credit card machines at the chargers, but rather if you show up without credits you can use the App to buy some.
Regular "free supercharging" will cost less than $2000 because it excludes heavy users. It might be $1000 for up to 1000 kWh/year. So it's a good deal for moderate users and will be subsidized by light users that still like the simplicity of having charging for the life of the car.
Even the upper tier will have a limit because folks that supercharge regularly still don't want to pay sky high prices because of daily charging taxi's. Tesla likely has little desire to cater to the upper 1% of Supercharger users, so they'll set a cap of about 5000 kWh/year. As both the "light" and "max" packages won't truly be unlimited, beyond the cap it'll be pay-as-you-go at a rate a bit less than option #1.
All of this will only apply for new cars. Base S will drop $2000 and won't have included supercharging. Mid and upper range cars will have the medium package as standard.