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Originally Posted by redpoint5
Demand limit, or production line limits?
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Demand limited. If we believe Tesla’s stated production capacity they can build 3 million vehicles per year. They are on track to build 1.8 million. That is 37% growth year over year when their stated goal is 50% growth, every year, for 10 years. Last year their growth was 40% YoY.
Then there is the fact that Tesla is cutting prices - a lot - in all their major markets. They would not do that if they had strong demand, a large backlog if orders, and no extra production capacity.