- Model S does not seem to be demand constrained for at least the next 2 or 3 years, due to global build out of Tesla infrastructure and offerings.
- Tesla has many metrics that will or can be employed to further increase Model S demand.
- Demand for Model X is already at a point where it will be a challenge for Tesla to deliver in a timely and satisfactory fashion to all customers.
- Demand for Model ≡ is impossible to predict at present. Given a good execution it should be poised to capture 0,5% of “new car market share” needed in 2020.