Part 6/8:
Lutz articulated that the transition has been methodically planned for all Tesla plants, with production ramping up after necessary adjustments. Reports suggest that the inventory scenario reflects a strategic optimization rather than a reflection of a declining consumer interest in Tesla vehicles.
Inventory Dynamics and Sales Trends
Recent data indicates a dramatic drawdown in Tesla’s inventory, attributed to model switches rather than a decrease in consumer interest. Jeff Lutz presented data suggesting that Tesla's inventory levels had plummeted to as few as 12 days of available supply as of January, leading to questions surrounding the immediate availability of specific models during the transition period.