Part 3/10:
Lutz emphasized that Tesla's recent production numbers are actually aligned with their historical performance, especially when considering factors like the Model Y production run, which had ranged from 435,000 to 445,000 units in the previous two quarters. Therefore, a drop to 336,000 in Q1 was somewhat predictable. He stated, “If you ask Tesla point blank, they probably would have provided guidance under 350,000 deliveries.”