Gamma rays
Well-Known Member
When you mentioned exhausting quad motor backlog at some SC, I imagine you are talking about R1T. There are still plenty of R1S quad reservation holders waiting for their delivery.I don’t think it is really that.
Probably more the long game, they found out that delivering to areas with no SC support is not sustainable. They are probably getting close to exhausting some of the quad motor backlog at some service centers so need to bring this new motor to market with the higher margins in those areas and maybe mix them in to the other areas to increase ASP and help offset cash burn.
If I was a preorder holder still waiting I’d be disappointed but as a stock holder and a vehicle owner this is very positive news.
Plus, if SC support is the "bottleneck", doesn't it make more sense to expand that to continue whittling down the backlog?
GR
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