Yes. That is, sort of, what I am saying.
The fact is that sales were good and are now
better than ever in the entire history of Tesla, and this is, perhaps surprisingly,
most true in markets with the highest concentrations of people who disagree with Elon's recent political statements and how he's handling the Twitter acquisition. This has continued every quarter this entire time, except in Q1 2020 when the Fremont factory was not operational.
In Q3, Tesla and Genesis the only brands in California with increased sales relative to Q2. Genesis is a tiny brand so let's set them aside. The bottom line is that Tesla's sales went up while every other major car company's sales went down. Tesla also did not reduce their prices in California during this time and has no dealerships they can temporarily pack with inventory, so the signal is clear and unambiguous. The only part we don't know is just how long the backlog is and what the current daily net order flow is. Other car companies say they had trouble in Q3 with supply challenges, so that was a big factor, but we also didn't see large price spikes for them in Q3 which calls into question just how much the supply excuse is actually the dominant factor in reality.
From what I'm hearing from y'all who have been following Elon's Twitter and political stuff much more closely than I have been, Q3 is when the mind-losing and crazy tweeting intensified and became more frequent, correct? And it was much worse in Q1 and Q2 than in previous years, right? It just keeps getting worse?
So, if it matters so much, why do the sales and prices keep rising so quickly even as this has been occurring?
Or, if the argument is that it hasn't mattered much yet but will be greatly impactful in the future, then when do you suppose that will that happen and why hasn't it happened already?
Why does Tesla currently have somewhere around 20-40% new vehicle market share in the greater San Francisco area which is probably the single-most leftist part of the entire country? Why is this also the case in the Los Angeles and Seattle metro areas, which are also heavily leftist by American standards?
It seems to me that the sales and price data already conclusively demonstrates that the "Tesla can't achieve mass-market sales with Elon's politics" hypothesis is false, because it's literally already happening.