[humantiy]

It's also worth noting for Nissan those are people buying the car at a dealership (not preordered) and driving away with it presumably that day. A lot of Tesla's numbers are filling all the preorders of people who have been waiting months to a year. What will happen when they finally complete all those orders of people waiting? That isn't to say sales will stop but certainly there has to be some consideration there.

[nickik]

Tesla is also able to sustain the S/X without lots of pre-orders. Tesla has also said that they can see a sustained growth in orders in addition to the backlog. At some point they will reach some steady state number.