[bryanlarsen]

If Tesla was production constrained, this would be significant. ~3 weeks less production in a quarter is a lot.

However, Tesla is not production constrained. There is essentially no delivery backlog for the new Model Y; essentially everybody that wanted one got one. Being able to make more cars in the quarter wouldn't have significantly affected deliveries.

[_ea1k]

Despite an upcharge, there was virtually no inventory and the regular priced versions won't launch until tomorrow (probably). Lots of people with orders weren't able to take delivery in March. Model Y was clearly supply constrained for the quarter.