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They might not have inventory (aka next day availability), but ~2 week availability means that they aren't production constrained and have already satisfied ext
by 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 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.