[rconti]

It's like you haven't done your homework. The most surprising thing to me over the past year is how strong demand has remained, as subsidies phased out. All 3 of my Model 3 referrals, in fact, happened in Q4 of 2019, and all from friends saying "hey, I'm gonna buy a Tesla, don't you have a referral code or something?" It had nothing to do with me talking about the car, or giving them rides, or anything. Just totally out of the blue.

I was one of the many folks who (probably like you?) was thinking, once summer 2018 turned into fall 2018, and Tesla worked through the backlog of Model 3 orders (and the well-publicized cancellations and demand for deposits back) that there wouldn't by much demand left. I guess that shows my blind spots as a car person, I just assumed everyone knew about most new vehicles on the market, and what they had to offer. But their prevalence in the market has only driven demand harder.