@Sneakerbuddy,
1&2) They are transitioning from clearing the reservation list to new buyers. The order page opened to the public a few days ago. Performance sales could reach 10% when things settle down. They have about 1,400 Performance orders and 6,400 non-Performance AWD orders. Let's wait until they start to deliver some of those cars and we start to see reviews on youtube. If you look at the table
here, 7-10% for P would be normal.
Tesla is monitoring things closely and they are making adjustments. They unbundled the P options and lowered the price. The average sale price is now $55,800 and rising. This number is available on the 'Options and more' tab.
3) Deliveries are slow but July is still likely to be the best month ever with 7,500 or more deliveries. Let's wait until the conference call in 2 weeks to find out about the 11K in transit.
The best selling car in the US in this market segment was the Mercedes C-Class. You can see their monthly numbers
here. The Model 3 is doing pretty well compared to the competition.
I think the Model 3's current state is similar to when Tesla launched the Model S P85D at the end of 2014. At the time, Model S sales rate was 31K/year. Journalists were continuously asking questions about demand and Elon kept saying demand is not a problem, we can increase demand at will, we have different demand levers to pull, we are not showing all of our cards, etc. A few months later, they released the facelift version, a few months after that Autopilot 2.0 and then the 90 kWh battery and then 100 kWh. They delivered more than 50K Model S every year after 2014. Therefore, I wouldn't worry about demand. With the Model 3, they already have a superior product that is the market leader in the US in its segment. Soon, Tesla is going to start outselling the Mercedes C-Class and BMW 3-Series combined.