Taylor Ogan Profile picture
CEO at @snowbullcapital / Moved to China for investment opportunities / Boston to Shenzhen / Grammar nut

Sep 8, 2020, 8 tweets

1/ For those wanting extreme granularity for , using @TroyTeslike's Model Y survey and @snowbullcapital's data, here’s a thread of some of the Model Y data thus far (up to VIN 47k).

2/ The most common Model Y trim is the Long Range AWD with Pearl White Multi-Coat, 19” Gemini Wheels, All Black interior, with no FSD (15%). The rarest Model Y Trim is the Performance with Solid Black paint, 21’’ Überturbine Wheels, Black and White interior, with FSD (0.53%).

3/ Paint color is consistent between Performance and non-performance Model Ys.

4/ 85% of people with Model Ys have never owned a Tesla before. For 3% of #TeslaModelY owners, this is their first car.

5/ 43% of Model Y owners bought #FullSelfDriving. Interestingly, only 48% of people who have owned a Tesla prior to Model Y bought FSD. 42% of first-time Tesla owners bought #FSD in their #ModelY.

6/ 16% of Model Ys are Performance models. 76% of those were sold to first-time Tesla owners; however, only 15% of first-time Tesla owners bought Performance Model Ys, whereas 26% of Model Y owners who were previous Tesla owners bought Performance models.

7/ 67% of Model Ys have All Black interior. 24% of Model Ys have a Tow Hitch. 40% of LR AWD Model Ys upgraded to the 20’’ Induction Wheels ($2k).

8/ 24% of Performance models are ‘stealth’ performance. This number will hold constant, as Tesla changed the rear drive units on non-performance Model Ys from 1120980 to 1120990 during the factory shutdown in March-May.

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