The problem isn't macroeconomic. The problem is that Tesla Semi is not a fully baked product. It was rushed into "production" if you can call it that so that a

The problem isn't macroeconomic. The problem is that Tesla Semi is not a fully baked product. It was rushed into "production" if you can call it that so that a "customer" can literally haul potato chips with it. Probably in order to meet some contractual deadline. It is also hard to buy the argument that there is a shortage of batteries when there are other Tesla vehicles sitting unpurchased. Why miss a Semi sale when there is slack demand for Model 3/Y? Probably because actually delivering more of them is just a future liability.