schonelucht
Well-Known Member
You're assuming the current number of cars in the pipeline is "correct" relative to the current production. That probably isn't true.
In the press release Tesla hints that 2615, the number of cars in transit at the end of Q1, is ''correct''. Yet production in Q3/Q4 is guided to be 40% higher suggesting a ''correct'' number to exit the quarter is close to 4000. Personally I do not trust this management anymore to be open and transparent about production guidance anymore after what they pulled this quarter, so I take their projections of 2000 and 2200/wk with a big scope of salt.