Some observations, seeing your signature for delivery of your cars. I think Tesla has a major mismatch in their output and demand. M3LR and MYP are overproduced. MYLR are massively underproduced compared to demand. I know eventually Austin and Berlin will help when they come online. It will be 6 months before either factory reaches even half of installed capacity. But if Tesla management had changed the product mix at Fremont, they need not have put all their hopes on these 2 plants. Out of fear MYP demand will go down, they have reduced the price difference from $10k in the beginning of the year to just $5k, making the MYP an excellent buy compared to an MYLR for those who live in warmer climes. So by overproducing MYP's Elon Musk is giving away some Tesla profits, so they can continue to manufacture cars that allows them to keep avoiding matching MYLR production to demand. New bookings of MYLR's have come down dramatically since November hiding even more the actual demand for MYLR, thereby allowing management to justify not doing the hard work. I spent a decade in Automotive manufacturing and I do see that this approach is more common in non Japanese manufacturing companies. Lean pull type manufacturing systems allow quick change of product mix to match consumer demand.
