If Elon says there’s a production S-curve, why is it inconceivable that there’s a demand S-curve (reversed) also?
How exactly do you hit a demand curve when you're not even selling all your models in the markets your in yet, or selling
any Model 3s in a number of the markets you're already operating in, or selling
anything at all in a number of markets you took reservations from, let alone introducing newer, lower cost models as you keep increasing production efficiencies every quarter, let alone introducing leasing, let alone advertising?
You guys have gone with the "demand curve" argument for every single Model Tesla has put out, and been wrong every time. Has it never occurred to you that it's flawed? Hints:
* The EV market itself grows dramatically every year.
* Many people wait to buy a given vehicle until it's 1-2 model years old.
* Word of mouth is a huge aspect to selling vehicles; many people buy cars because their friend/family member/coworker had one and they loved it. The more that are out there, the more this occurs.
* Tesla vehicles have the highest brand loyalty on the market. E.g. once someone buys one, their future vehicles also tend to be Teslas.
* Believe it or not, Tesla's estimates of global market demand, historically, have been
underestimates.
Seriously, just as an example: it's ridiculous that shorts have gone so far as to convince themselves that there's "no demand in China", a country of 1,4 billion people where 8% of all new cars (and rising incredibly fast) are electric, while the
total car market itself grows rapidly.