Part 7/11:

Tesla’s inventory levels and production capacity continue to improve. Analyst Gary Black noted that inventory seems manageable, with some metrics like days of inventory outstanding requiring more data from Q1 earnings. Based on available information, Tesla has produced over 4 million vehicles to date.

Several estimates of total vehicle deliveries since inception vary slightly, with predictions ranging from 419,000 to 440,000 for Q1 2023. Notably, Ross Gerber’s prediction of 500,000 deliveries was significantly off, illustrating the difficulty in precise forecasting.