Check out this new Hyperchange video. Gali got a tip from a Patreon supporter: apparently, someone’s Tesla delivery advisor said they were going to be delivering a few Model Ys before the end of the year.
In their Q3 2019 update letter, Tesla said “Model Y ahead of schedule, production expected by summer 2020”. A handful of deliveries this quarter would be far beyond what anyone is exepcting, and what most people (including me) think is possible.
I had expected deliveries in Q2 with Tesla aiming for a surprise start to deliveries in Q1. That would help Tesla counteract an expected US slowdown due to the expiration of US federal income tax credits. I didn’t consider Q4 a possibility, but I guess it might make sense if they’re only doing a small number of deliveries. Who knows –– take it with a grain of salt.
UPDATE: Vincent claims to hear some whispers from Suppliers that this may be true. Again, take this with a grain of salt:
⚠️Six months earlier⚠️
— Vincent (@vincent13031925) November 27, 2019
Tesla has notified its suppliers in Taiwan to prepare for Model Y mass production ahead of schedule, which was six months ahead of the original schedule.$TSLA #Tesla #ModelY
Here’s the full video from Hyperchange:
I’m sorry…this year?
Last time I checked pot was still illegal in NY.
Well, prototypes have been out in the wild for a while; so I think it plausible that they might do some initial pre-production runs this year — and I guess they *might* deliver some of these to insiders, similar tp early Model 3 production… But frankly, even that seems unlikely, until they start actual series production — which should be Q1 at the very earliest.
my thoughts too