So Tesla has two problems, according to the article: - They can't ramp up production fast enough to keep up with the demand indicated by pre-orders. - Pre-ord

So Tesla has two problems, according to the article: - They can't ramp up production fast enough to keep up with the demand indicated by pre-orders. - Pre-orders are likely to be overstating demand substantially, since they are refundable and therefore vulnerable to speculation. ...Either one of these problems by itself could be a threat, but both together seem somewhat less worrying.