This guy on twitter is doing some serious boots on the ground detective work, or at least appears to be.
He thinks Tesla is delivering at about 10% the rate it was last quarter.
I have no idea if he is legit. But he has some interesting video clips and claims in his tweets about excess inventory, delivery tempo, and customer tempo at delivery locations.
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If it’s all true, you heard it here first!
Of course if it’s just bogus Tesla hate then: