[xkjkls]

Why do you assume they can sell all those cars, when they can’t even sell all their current capacity of cars? They’ve been able to produce 500,000 cars for awhile, yet only delivering 367,000 this year.

[zaroth]

In fact, Deliveries exceeded Production in Q4, Q3, and Q2, and fell short of production by 14,000 vehicles in Q1 2019.

[1] - https://ir.tesla.com/news-releases/news-release-details/tesl...

[2] - https://ir.tesla.com/news-releases/news-release-details/tesl...

[3] - https://ir.tesla.com/news-releases/news-release-details/tesl...

[4] - https://ir.tesla.com/news-releases/news-release-details/tesl...

[xkjkls]

Extraordinarily strange, given that inventories haven’t changed to near the same degree.

[zaroth]

I’m sorry but that is also not true. Inventory is reported as Days of Sales, and was 30 days in Q1 and has decreased every quarter to now just 11 days of sales.

[m463]

They could sell a lot of semis and cybertrucks if they were ready.

And just think, they could put a dashboard on the model 3 and sales would probably double.

[xkjkls]

Neither of those cars exist.

[AtlasBarfed]

The Tesla semi is a whole new game in battery production. 300kwhr packs? If tech gets good, Tesla could find buyers for 1000 kwhr packs.