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> Notice this guy joined Twitter in December. Leakers have good reason to protect their identity. Especially when Tesla fans get so clearly agitated about anyt
by meritt 8y ago
> Notice this guy joined Twitter in December.
Leakers have good reason to protect their identity. Especially when Tesla fans get so clearly agitated about anything that can be even remotely construed as negative toward Tesla and/or Musk.
> particularly the one saying there are tons of RWD Long Range cars just sitting. The claim that they have them in inventory but aren't selling them just beggars belief.
Why do you need to be "suspicious" of something as obvious as the below. These are just 3 examples that appear like you can place the order. Those are all LR RWDs (they only comprise 2.4% of the dataset, so I agree that LR RWDs are basically non-existent)
* https://3.tesla.com/model3/order/5YJ3E1EA7JF136358 https://3.tesla.com/model3/order/5YJ3E1EA7JF136358
* https://3.tesla.com/model3/order/5YJ3E1EA9JF118167 https://3.tesla.com/model3/order/5YJ3E1EA9JF118167
* https://3.tesla.com/model3/order/5YJ3E1EA0JF062734 https://3.tesla.com/model3/order/5YJ3E1EA0JF062734
> I also wonder if he's sure they're US cars
The sixth digit in the VIN is a '7' for European cars and '1' for North American Model 3s. 100% of these VINs have a '1' in the sixth position. There's also 10,848 vehicles listed, quite a few more than the 8500 in the headline.
> For 3 weeks solid I saw at least one transporter full of Euro-spec 3s going up 101 to SF to be shipped overseas.
Yes, they have sent 5 ships to Europe and 4 to China so far. Estimates are 2,500 cars per ship. A 10th ship just arrived on Sunday. So yes that's ~25,000 cars going to Pier 80 in San Franciso so far this quarter.
- rio517 8y agoDid these URLs work 8 minutes ago? I'm getting 404s.
- meritt 8y agoHah, yeah they did. I had them open when I typed up that comment. I guess that argument is moot now.
- rconti 8y agoThx for the VIN info! Unfortunately, as mentioned, Tesla 404'd those links. I'm just not sure why I'd believe this data is correct. At least when Tesla was backlogged for US orders, VINs weren't assigned until a few days before delivery. As another commenter pointed out, they have a number of systems that seem to not agree with each other. The twitter thread's mocking "who wants to buy a flooded car" post is written as if he's caught some nefarious plan to sell an un-saleable car, when, in fact, it just seems to be further evidence that the data is garbage. Not to say it's not legitimate, just that it's not GOOD. It just seems so silly for this guy to suggest that Tesla is a garbage incompetent company on the verge of perennial bankruptcy, but some web portal is clearly the Source of Truth of all inventory data, and couldn't possibly be in the sort of disarray they accuse the rest of the company of being.
- meritt 8y agoMy guess is the inventory data itself is real but stale. The developer was using a static dataset to build out the forthcoming "purchase cars from inventory" and it was inadvertently pushed production before it was ready. So the dataset is a mixture of actual inventory cars and cars that had been produced but simply hadn't been received by the new owners as of the snapshot.