On: Tesla Is a Confidence Game

[heartbreak]

> has so much demand for its cars that people wait months to buy them

Supply not being able to keep up with demand does not necessarily mean there is particularly high demand.

[ericd → heartbreak]

Well, they’re delivering quite a few, and they’re pretty clearly outselling all the other EVs in the US, so it appears that there’s high demand as well.

[heartbreak → ericd]

How many units does the Model S sell vs its ICE peers?

[ericd → heartbreak]

If I’m reading right, they apparently sell a bit less than the BMW 5 series, and much more than the 7 in the US.