[moomin]

One of the weird things about Tesla is that, in general, supply side constraints are widely regarded as a flashing warning light that a firm can’t execute. Yet Tesla is just given an “I’m sure they’ll work it out.”

[dahfizz]

Being supply constrained during a period of rapid growth is the opposite of a warning light.

They build new factories and pump out more and more cars each year. People are still scrambling to buy their product.