Right now, Ford.com shows delivery times for the Premium Mach-E (what I consider to be the only real MY competitor) as 24+ weeks. And current dealers (at least near me) are ALL charging "Market Adjustment" above MSRP. Even with the lack of tax incentive for Tesla buyers, I don't see this as a bad thing - if Tesla had more orders they could fill through additional factories, I just don't see their delivery chain strong enough yet to handle that additional strain.