I think people (well some people) are beginning to understand that Tesla manufactures flat-out, as many cars as possible, as many days per year as possible and simply adjusts the price up or down a bit to control supply/demand which is often seasonal or, as likely in this instance, a black swan type event.
The big manufacturers use their dealer network (combined with end of year incentives and price drops) to soak up seasonal or natural variations in demand while Tesla keeps them moving without filling up huge sales lots. In the bigger picture, having big sales lots, full of cars, the inventory financed by finance companies and the land owned or leased by dealerships probably costs more than the more modern way Tesla does it.
It doesn't matter that the dealerships, not the manufacturer, are responsible for most of those costs, the manufacturer's still suffer the consequences because these are all costs that dealerships must add onto the vehicles before they can sell them. Someone has to pay for all that land, the periodic re-paving, the lighting and electricity, the property taxes, site security, the financing of the inventory, the insurance for the land used to hold the inventory, etc, etc. etc. It costs a lot of money to have the capability simply to hold high levels of inventory compared to simply adjusting the price a little to keep them moving out the door.
This comparison might be hard to see unless it is understood that Tesla competes with ICE vehicles, not so much other EV's. All vehicles compete against each other regardless of gasoline, diesel, hydrogen or electric,
