meta_pixel
Tapesearch Logo
Log in
Tesla Daily: Tesla News & Analysis

03.13.18 – Model 3 VIN Updates, TSLA Price Action

Tesla Daily: Tesla News & Analysis

Rob Maurer

Tech News, Technology, News

4.81.1K Ratings

🗓️ 13 March 2018

⏱️ 5 minutes

🧾️ Download transcript

Summary

– New highest Model 3 VIN sighting and VIN assignment
– Discussion of TSLA stock price action from Monday 3/12

Links:
Email > tesladailypodcast@gmail.com
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Jerome Jorden
Music by Evan Schaeffer

The post 03.13.18 – Model 3 VIN Updates, TSLA Price Action appeared first on TechCast Daily.

Transcript

Click on a timestamp to play from that location

0:00.0

Hello and

0:07.0

welcome to the Tuesday, March 13th, 2018,

0:10.0

edition of Tesla Daily Unofficial Tesla Podcast.

0:13.0

My name is Rob Howard.

0:14.0

Today we have a couple updates on Model 3 Vins,

0:16.0

and then I'll share some thoughts on Tesla's stock movement on Monday.

0:19.0

Tesla had a strong day finishing up 5.61% to $345.51, as compared to the NASDAQ down 0.16%.

0:27.0

Two important updates today on model 3 Vins.

0:29.6

We have a new highest of insiting 988.

0:32.1

This was spotted at a service center in Indianapolis by

0:34.6

TMC user Jay Schweffel. He did post photos so that one has been verified and

0:38.5

then I haven't seen any photos but there are also reports of other TMC users that have been assigned Vins and expected delivery over the weekend in that same range kind of 9500 to 9900.

0:49.4

These Vins would all fall within the batch that was registered with NHTSA on January 25th.

0:54.2

That again puts us at about six weeks from registration to delivery, so that's in line with the

0:58.1

math that we've continually been working with.

1:00.5

That means that it's extremely likely that the highest bin that we'll see within Q1 is at most going to be 12,436.

1:08.0

That was the highest bin that was registered on March 2nd.

1:11.0

And more likely the highest bin that we'll see is probably in the range of 11,300 or so which was registered back on February 2nd.

1:19.0

In both of those cases, that would mean fewer than 10,000 model 3s delivered in Q1, so set your expectations accordingly.

1:25.0

I haven't worked through exactly what my estimate is yet.

1:28.0

As we get closer to the end of the quarter, I will give more specific estimates for deliveries and production.

1:32.0

The second bit of VIN news that we got is that a VIN... give more specific estimates for deliveries and production.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Rob Maurer, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Rob Maurer and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.