Just a quick point on Model S/X. Yes, the current iteration of these vehicles has seemingly plateaued, but there are plenty of demand levers that remain unpulled. With all of Tesla's focus on Model 3 production, what is the point of pulling these and driving demand to 120k if that means they have to do a bunch of retooling on the S/X lines to match that demand this year? All of that capital (human and financial) is being utilized for Model 3, so it makes no sense.
Just a handful of levers off the top of my head:
-Tesla Energy bundles
-More lucrative referral progam
-Fleet sales (discounted)
-ummm.... Advertising... heard that's usually something companies do.
As Elon said - production will be 100k and there will be the demand. Since it should be clear why they aren't growing production, that's all that matters.
On that note he said that they have now just reached a point where they are comfortably doing 100k run rate, which has allowed them to look for those cost savings, efficiencies etc... to get those GMs up on the S and X. To bump that run rate again means to have to go through the whole process again of overtime, other expenditures and lower GMs until they learn again how to get comfortable at the new run rate etc... Rinse and repeat. That's clearly not a priority right now as they concentrate on Model 3.