4 ms·

This quarter should be fairly representative. February Model Y sales were down significantly for the reason you espouse. March Y sales are up substantially

• _ea1k 2y ago
  New Model Y deliveries didn't really get to a good pace in the US until about mid-March. Toward the end of the month, people said the new Y delivery was "same day" in the US. I looked and saw a few available, but only really specific color and wheel combinations. By the end of the quarter, those were gone and delivery times had jumped to ~2 weeks. All of this stuff varies a bit regionally, but it doesn't seem like they were sitting on meaningful inventory at the end. I don't think extrapolating from this quarter to anything is particularly easy. It will get even more confusing in the second half, and next year, as they start self-delivering for "robotaxi" operations.
  • bryanlarsen 2y ago
    They might not have inventory (aka next day availability), but ~2 week availability means that they aren't production constrained and have already satisfied extraordinary demand for the new Model Y and are back to ordinary demand. When they were production constrained, delivery estimates were much longer than 2 weeks.
    • enslavedrobot 2y ago
      Tesla has the capacity to produce 2.5 to 3 million cars a year. They are constantly building new capacity. The fact that they aren't production constrained isn't indicative of a decline is demand since the company only sold 1.7M cars last year.
      • bryanlarsen 2y ago
        The indication of a decline of demand is the decline in the number of sales we've seen over the last few quarters.