Re:Update on Taking Tesla Private
by rsynnott on Monday August 13, 2018 @02:22PM
(#17752331)
Hard to come by proper figures for the 2018 Leaf currently, but Nissan has said they're selling one every 10 minutes in Europe. That'd be a little over 4000 a month. They're presumably also selling some in Japan and the US (looks like 1-2000 in the US), so all in all they pretty much have to be outselling the Model 3.
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It's also worth noting for Nissan those are people buying the car at a dealership (not preordered) and driving away with it presumably that day. A lot of Tesla's numbers are filling all the preorders of people who have been waiting months to a year. What will happen when they finally complete all those orders of people waiting? That isn't to say sales will stop but certainly there has to be some consideration there.
Tesla is also able to sustain the S/X without lots of pre-orders. Tesla has also said that they can see a sustained growth in orders in addition to the backlog. At some point they will reach some steady state number.
Re:Update on Taking Tesla Private
by greglindahl on Tuesday August 14, 2018 @09:48AM
(#17757837)
Model 3 US sales were 14,250 last month (July). That's what I was getting at when I asked you about the Leaf getting dethroned.