Ok I am really not a Tesla short and I don't think I made any factual errors at all.
#1 - if there is so much demand, why are there 400 cars in Fremont that aren't already assigned to people with reservations? Why are there ANY cars that are sitting around hoping someone will come to Fremont on a hot Sunday to drive them off?
There are numerous legitimate reason these cars are sitting around.
Let's say that your logistical transport capability is to move out 4,000 cars per week across all the numerous transport companies you utilize, but your factory is producing 1,000 cars a week.
You know that your transport capability will be improving but meanwhile you are sitting on a backlog of cars.
Do you just let the cars pile up, or do you start releasing some of them locally where no transport is required and then build a new one for the person waiting 5,000 miles away for it? Seems to me that's exactly what they are doing.
Any manufacturer has about a 10% rework rate IIRC on new car builds. Tesla has those too. A car that has a bad battery etc, is not put in a wood chipper. Tesla needs to fix the car and then sell it. It might be faster to turn around those cars at the assembly plant, where re-work is being completed on a daily basis rather than re-working the car, then matching it to a customer, then shipping it.
#2 - I don't think you have any basis for saying that. Fact is they are literally begging people even on the 1-800 number to see if they will switch to a white interior. White interiors are getting assigned a lot faster by all accounts. And from what people have posted on this thread, white interiors have been overrepresented on the Fremont lot for this "delivery experience event".
You have a different definition of "begging" than I do. As to prioritizing white interiors... well, assuming Tesla pays the same amount for the material, that is another $1500 in pure profit by trying to deliver white interior cars on the AWD builds. $1500 per car might not seem like much, but if they are on the bubble for a profitable quarter by something like $10M-$20M suddenly every $1K of profit becomes a huge deal.
#3 - I don't think it's ever a good sign when your president of global sales and service (jon McNeill), TWO chief accounting officers (Eric Branderiz and Dave Morton), treasurer and VP of finance (Susan Repo), VP of autopilot (Jim Keller), Director of field performance engineering (Matthew Schwall), VP of energy sales and operations (Cal Lankton). VP of worldwide service (Karim Bousta), director of manufacturing (Yannick Roux), director of engineering (Paul Lomagino), engineering lead (Doug Field), deputy general counsel (Jeff Fisher), head of HR (Gaby Toledano), and VP of communications (Sarah O'Brien) have ALL left in 9 months. I can't tell you who matters how much but all these people jumping ship just as Tesla is supposedly about to accelerate sales is worrisome to me.
Well, if you have this many concerns about which execs are leaving Tesla don't buy the product. There are many more in line behind you.
Let me put it this way. Tesla is the Apple of cars. The people buying Tesla cars, more than likely, make up the top 5% of automotive customers in terms of credit worthiness, influence, income level, education, etc. These are highly highly desirable customers. Tesla has this market captured. Even if Tesla goes bankrupt tomorrow they have sold hundreds of thousands of cars... someone is going to desperately want the Tesla carcass if that is the case.
I'm not a Tesla short or a troll. I love the cars, my jaw literally hit the ground the first time I drove the model 3 (had never driven a Tesla before). I still have $3500 in Tesla's pocket and will be happy to give them the other $57K whenever my AWD-nonP MSM 19" EAP shows up. I have solar in my house and believe 10000% in electrification and the overall Tesla/SolarCity mission. I have relatives that work in the Gigafactory. But not being concerned about how the last few weeks/months have gone is basically being willfully blind.
This one is best addressed by a quote from my dearly departed Grandfather.... "you pay your money and you take your chances".