I must continually remember not be get cynical but it's hard. Remember how i spoke about the post 60-surge in early July? Well, those extra inventories take care of that. No surge now with days of over 200 VINs assigned but just the old regular stream of 120-150 VINs assigned per day on average.
Tesla is really aggressively pushing the inventories this quarter like they did in December of 2015. And it better works, because otherwise they will struggle to make 21k cars this quarter and I can't see the market believing they will deliver 29k in Q4. Well, it's time to start tracking inventory sizes too to get the full picture on sales. At is stands right now it has the possibility to swing the deliveries by as much as 500 units, quite significant.