Part 6/8:
While the announcements set an optimistic tone for Tesla's future, Lut warned about the challenges in the short term. The potential for a weaker Q1 performance looms, attributed to supply chain ebb and flow and the production transitions between the old Model Y and the newly launched model. Both Lut and the analysts have cautioned against overestimating demand based on lead times alone. They pointed out that having vehicles ready in inventory well before the official launch is a common practice meant to align operational efficiencies with customer expectations.