they didn't manage it well last year when the BBB legislation was hyped and people scurried to delay. but they muddled thru.I am disappointed that Tesla is not taking a more proactive approach. Certainly, Tesla has buyers who would not be eligible for the incentive that starts in January - those over the income limit, corporate purchases such as Hertz. Why wouldn't Tesla prioritize which to schedule for delivery and those who would rather, wait until after January 1.
As a shareholder, I'm angry that Tesla is not taking measure to avert a potential delivery disaster. It could happen that thousands of customers delay their delivery until after the end of December. Since Tesla didn't have their act together, they end up with lots of inventory, low deliveries at the end of the year and then thousands clamoring to get theirs as of January 1.
maybe they learned, maybe they didn't.
but they never discuss their internal workings if they can help it, so you don't know what you don't know. anger misplaced.
Elon is busy with Twitter. His wrath will only get delivered after they fail. But China+Europe is killing it, and will likely cover for any North America shortfall.
the stock is getting hammered because of the perception that Elon's distracted (which he is). Buy now. I suspect they'll make good numbers for Q4 deliveries.