4 ms·
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
by _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 agoThey 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 agoTesla 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 agoThe indication of a decline of demand is the decline in the number of sales we've seen over the last few quarters.