Time for another #BearyTale - "The Tale of The Demand Limitation"! 
According to this tale, Tesla gave the game away when they started listing peak capacities in their earnings reports, which surely can be assumed to have near-zero downtime related to holidays, upgrades, supplier limitations, etc, and pretty please don't read the fine print.
Gee, then, I wonder what happens when we plot out the ratio of peak capacity to production as total capacity changes dramatically due to new lines and COVID closures.
(Averaging between EOQ rates and not counting GF3 Q3 '19, as it's listed as "preproduction" and was near-zero)
(Averaging between EOQ rates and not counting GF3 Q3 '19, as it's listed as "preproduction" and was near-zero)
(Tesla only started consistently giving out peak capacity #s at EOQ Q3 '19)
Wow, funny that - production *consistently* is about the same ratio to capacity!
Wow, funny that - production *consistently* corresponds to peak capacity changes!
Wow, funny that - production *consistently* is about the same ratio to capacity!
Wow, funny that - production *consistently* corresponds to peak capacity changes!
Wow, funny that - the ratio dropped slightly during the East Asia supplier disruptions of Q1!
Wow, funny that - the ratio recovered in Q2 as asian suppliers recovered, while Tesla's Fremont consumption of supplier parts dropped to zero for half the quarter!
Funny that!
Wow, funny that - the ratio recovered in Q2 as asian suppliers recovered, while Tesla's Fremont consumption of supplier parts dropped to zero for half the quarter!
Funny that!
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