Tesla is in a bit of a bind. The model 3 may have been inconveniently too popular. If Tesla wants to deliver those cars in 2018 they may have to over build th

Tesla is in a bit of a bind. The model 3 may have been inconveniently too popular. If Tesla wants to deliver those cars in 2018 they may have to over build their capacity. The pre-sales will probably be in the 300K-350K range. That is equivalent to the Honda accord in popularity. Tesla is either going to have to hope for sustained demand at that level, build out a massive production capacity or spread deliveries out farther. I don't know how this will end up shaking out. They will have competition in 2018 onward. Probably from multiple OEMs. So I guess the next 2 year is really going to be the big test for Musk to see if they can switch from plucky upstart to Big Auto. More than a few companies have been destroyed by too much demand too fast.