40's Will Ship By May!

Repost from GB in another thread -

gblankenship | FEBRUARY 24, 2013

Hi all,

Thanks for the various notes I received about our comment in the recent shareholder letter regarding delivery timing of 40 kWh battery cars.

The confusion is my fault. When I reviewed the shareholder letter, I read the portions related to my area and not the final summary at the end. In the summary it said we would be delivering 40 kWh battery cars "later this summer." That is correct for those who place a reservation now, but not for those who already have a reservation.

40 kWh battery modules are on schedule to start phasing into battery production in March. They will work their way to the vehicle production line in April and will begin final assembly into cars by the end of April. Customer deliveries will begin at the end of April or the first half of May...not "later this summer."

Sorry for the confusion. This is a few weeks after previously stated, but not a 3 to 4 month delay as shown in the shareholder letter.


I am confused by George's post. The 60kWh cars was to start production in January 2013. They did and the first cars were delivered mid January. The 40kWh car was to start production in March which should lead to a mid March delivery. Did the 60kWh batteries take 7 weeks? Did the 60kWh batteries actually start in November 2012? (George’s post has 4 in March and 3 in April for the 40kWh) I thought I read somewhere that it took about 2 weeks for a car to be built. This would mean that the 40kWh cars will start being delivered the first or maybe second week of May. By my calculations that makes a 7 week delay (from 3rd week of March to 2nd week of May). I myself would call that a 2 month delay. I don't want to be cynical but it sorta sound like it's a setup so when the schedule slips again for a few weeks we will be into summer. George's post sounds much better than just summer since to me summer is from June to September but it still sounds almost like summer.

Gocken1 - I think GB acknowledged this is a few weeks delay from plan, but it sounds like that won't grow much, if at all. They now have a running line and production processes. That dramatically reduces the chance of further delay.

Compared with the very heavy lifting of the initial ramp up, minting this battery variant is a much more modest amount of work, with a lot less risk.

Your actual delivery date obviously depends on where you are in the build queue, but sounds like the first customers will get them in the first half of May.

Keith's comment was really nice - a reminder that despite the anxieties and anticipation, all this time and toil results in the something very beautiful, and really worth having.

Kind of reminds me how my wife reassured me about having our first kid.

She was so right.

If I read one more post from a 85kWh or 60kWh who has his/her car, is thrilled about it, and tells us 40kWh that it is worth the wait, I'm going to snap. I can't speak for all 40kWh reservation holders but for me, these kinds of posts do not make me feel better. They are well intentioned but they are only a reminder that the 40kWh has been delayed yet again with no explanation or apology from Tesla. I just want my car...and I don't want to read posts about how much others are enjoying theirs.

Reading about it definitely sucks compared to driving it, so I can't blame you Brian.

Try staying off the Forum cold turkey for a week or two, and forget about it. That was the only therapy that worked for me.

I can't stress enough how canceling the Tesla S 40kWh will get me back to normal health and well being in my life. Cancellation initiated 2/26/13 11am ET with Raza in ownership experience. This eliminate anymore speculation. Now I'm positive what's in the future. I'm not getting a Tesla S 40kWh due to poor management.


Sorry to see you go. This is a start-up and these things should be expected, so maybe this isn't the car for you. You feel roughly treated, and I get that. Perhaps after TM matures a few more months you will see your way to come back... these cars are truly amazing, life changing, etc. That seems like too much hyperbole, and I have my issues with both the design and TM management, but am glad that I put aside the concerns and jumped in.

Lots of others here say this, but this is a machine that becomes almost anthropomorphic - driving it will make you smile, and all the rest will be forgiven, including its limitations. I have decided to stop expecting Angelina Joilie to stack the firewood or carry the water...

David - sounds like you made the best decision for your personal priorities.

The consuming public is heterogeneous, and no product satisfies everyone.

The residual learning for TM though, is that as awesome as the product is, many customers do have sensibilities that rule their buy decision, and TM has to improve the way it connects with them.

What I'm gleaning from the forum feedback is:

1. Product: A

2. Service: A

3. Buyer Support: C

Can't do it all perfectly on a short ramp-up, but TM is definitely leaving money on the table for not managing their pre-delivery, buyer experience better.

Until that's improved, mostly product-focused buyers will be the first to get it.

In 2 years after TM get more experienced and range cost isn't so expensive maybe I will take another look at them. I will also have a lot of different manufactures selection to compare. I got it right not doing it to soon. Pulling the trigger too fast could be disastrous. Thanks for your comment.

If you wait 10 years, I'm sure they'll improve even more. So it all depends on when you want or need it.

For me at least, I need cars for my family, and I'm not buying any more gas cars.

Mark K, you did not address any issues or questions in my post. All you seem to be doing is trying to smooth the bad news and making it sound good. For example you state "This fixes it for 40's. Very good news!" on your first post. For me (and I would guess most others) it did not fix it for the 40's. The only thing GeorgeB has said is that it will be early summer (or a few weeks prior) not at the end as some were assuming. We are still looking at a 7 week delay and I am still not happy or satisfied with George's response.

I have another question. How may 40kWh's cars will be produced per week? Is TM going to make 10 a week or are we going to get priority and TM produces 300 per week?

gocken1 - I have been as upset as anyone about the delay when it was announced, but you are not the first person to quote a "7 week" delay and I would like to know where this came from. I have always assumed the earliest I could get my car would be near the end of March. I believe Tesla only ever stated they would start 40kWh production in March - could have meant the beginning of March to the end of March. If you assume the latter, which would have been within Tesla's window, deliveries wouldn't begin until the beginning of April. Now George is saying deliveries could start at the end of April. That's only 3 to 4 weeks.

I think that they should get caught back up on the back log. IMO, 100% at least until the reservation numbers get caught back up. Same thing with the Red, and non air. That would be fair.

ChasF, if you look at the 60kWh cars they were to start production in January. The first 60kWh delivered was I believe the 2nd or 3rd week of January. I am assuming the same would apply to the 40kWh cars, delivery mid March. If the 40kWh starts production (the 60kWh version) the first cars will be delivered one week sooner than mid May. Counting the weeks between mid March and mid May -1 week I get 7 weeks.

But you don't get to count from the beginning of March. It so happened that was the "start" for the 60s, but much less alteration of the battery assembly was required (same cells, just fewer). And battery assembly is part of the production line, make no mistake.

So the mod of the battery assembly process to include a different cell etc. will be done in March, by the end of March, and that can feed into the main line a bit later. Production line debugging and intensive pre-testing will be concentrated during that period.

Do you imagine that TM wants to delay delivering 40s as long as possible because they sell for less? That would be stupid management, and TM has achieved the near-impossible so far, which rather argues against that label.

gocken1 - If you think I gave TM a free ride, read all my posts in "40's Need a Fix". Principle is principle and I held them to it.

It could have turned out very bad. By affirming the schedule, TM resolved the core problem. Thank god they did.

If you are anxious for your car, any delay sucks. No denying it. But in a manufacturing program of this scale, 3-4 weeks delta is a blip. March is days away.

It is what it is. Deal with it, and delight in your car when you get it.

To me, this thread is old news now. Time to focus energy instead on getting a projected date from your rep for when you get your car.

Jeez, Mark K., if this thread is old news to you, then stop reading it and responding to it. I am not sure why you feel the urge to tell other people what they should focus their energy on. Others, clearly, still are not happy and would like to express their displeasure.

Chasf, I characterized the delay as 6-8 weeks early in this thread, and still consider that to be reasonable for roughly the same reasons expressed by gocken1. Maybe I am the culprit you are looking for.

Mbergman - sold.

gccken1 asked for a response, but now you have let me off the hook. Bless you! You guys take it from here and vent as needed.

I will be happy to hear when each of you get some solid word about your actual delivery dates. I hope you guys get your cars real soon and are pleased.

See you on the other threads.

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