That's an opinion, which I shared. The problem is that we believe this opinion-driven effect is proved by the dip in sales, but the numbers can easily be expla

That's an opinion, which I shared. The problem is that we believe this opinion-driven effect is proved by the dip in sales, but the numbers can easily be explained by a simpler reason: the Model Y, which accounts for 2/3 of the company sales, was refreshed in mid-January. Tesla had only 12 days of inventory at the beginning of the quarter. It took 3-5 days for the production lines to get back online and even more time to ramp up. Deliveries of the Model Y started in week 2 of March (at least in Europe). And it takes time to reach out most states/markets. Tesla moves the fastest in China, and we're seeing very good sales trend: close to full volume and they should reach ~130,000 sales, as much as Q1 2024 despite the production lines being down for weeks. It's one (good) thing to oppose Musk and his disregard for Tesla's mission (accelerate the transition to renewable energy) but it's a mistake to explain a drop in deliveries a sales issue when the missing cars just couldn't be produced due to planned downtime.