I hope you are right. Although, there are two challenges here, which result in a Model S sale:
1. the production ramp up.
2. the ramp up for deliveries.
I've seen the factory and the assembly line, etc. There has been a lot of discussion about the readiness (of the factory) and the expertise required, and in place in order to produce cars. I'm feeling really good about that. OTOH, there has been essentially no discussion about the readiness or ability to distribute or deliver cars to customers, in order to close a sale. If you think about full production (80 cars a day), with about 55 of those being delivered outside of CA. If more than half of those are not picked up at a Tesla store, that's a lot of personal deliveries. At least 30+ every work day. That's an average of about 3 per day for every Tesla store outside CA. I'm just guessing that Tesla only has one delivery truck per store, and each truck can only take one car. Think about it. Then, the additional coordination of taking delivery anywhere (workplaces, Disney, etc.). I guess I'll feel better when Tesla has been executing (deliveries) to plan, at production of at least 1,200 /mo.
Well, I was also nervous about the Space X launch in May that resupplied the ISS. And Elon made it look easy. Therefore, I guess closing 80 sales a day shouldn't be so tough afterall.
