[coenhyde]

Tesla is focused on unit production, SKU minimization is a side effect. They are supply contained. Why make additional models of cars if you can sell more of the ones you already make instead? There's more than enough demand to support their limited SKU's, high price points and current production; for the moment. When Tesla manages to cap out on their demand, they can lower prices and introduce more models. But when that happens they will be at a scale where their economies of scale and vertical integration allows them to still make a large profit while their competition breaks even or worse.

[steveBK123]

Maybe? But cars are like fashion. Demand can change more rapidly than Tesla can design, announce, and scale production of new models to fill all the gaps in their model line.

Once competitors can ship in higher volumes at the Model 3/Y price points then they can readjust pricing quickly of course.

Look at the Model S right now, if you want a Plaid you can essentially have it RIGHT NOW, there's even a few inventory cars popping up periodically. For the Model 3/Y, if you go with performance model, again you can have it in weeks like in normal times. To me this looks like demand at the high end is cooling off for Tesla.