they’ll be delivering 360k per quarter in the not too distant future. that’s all that matters to me.
I'll bite.
At 50% growth year over year (Elon's prediciton at various times), we get quarter over quarter growth of around 10.67%. If you assume that Q4 2019 is 110,000 production, they'll be producing over 360,000/quarter by Q4 of 2022. Clearly Tesla operates in step-functions, an exponential function at 10.67% compounding won't be it. But Q4 of 2022 might align nicely with:
G4 producing 3s and Ys at a good clip (assuming they won't match Chinese G3 construction pace) - 30,000/quarter
G3 producing 3s and Ys at maximum clip - 80,000/quarter
Fremont producing 3s, Ys, Ss and Xs at maximum allowable speed limit in California (assumes Fremont tweak) - 220,000/quarter (80,120,10,10)
Cybertruck being produced somewhere at a good clip - 25,000/quarter
Roadster being produced somewhere at a good clip - 2,500/quarter
Semi being produced somewhere at a good clip - 2,500/quarter
If you want to figure deliveries vs. production, I guess slide it a quarter to Q1 of 2023.