It’s not as if there’s a pile of unwanted cars just sitting around doing nothing.
When we’re at a point where folks are at the factory waiting for their car to come out of the door, things are genuinely in real time.
I think any suspicion of a “demand problem” is long gone.
Yes, it stinks for the folks who didn’t get their delivery by 12/31; I feel genuinely bad for those who placed orders early enough (ie October/November) to supposedly have a guaranteed slot. Those after 12/8, well, the website said it wouldn’t be guaranteed.
If I were one of those waiting I probably would be grumbly right now. That said, as a shareholder, current owner and “want them to succeeder” - Can’t be unhappy about having more orders than cars.