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I'm not a professional analyst but the numbers look weird to me. Prediction was to sell 507,000 in Q4, they delivered 497,570, but only made 459,445. That means that they had almost 35.000 cars "laying around" from Q3 that they delivered in Q4. That seems a bit weird to me. But maybe someone that monitors the big 3 automakers in the USA can comment on how many cars waiting in the pipeline is a normal amount.

Also the total 2024 production shows something very interesting: Tesla is a one-trick pony. They sold 1,77 million cars, of which 1,70 million were model 3/Y. So the Model S, X, and cybertruck only make up 85,000 cars. That is not healthy for the long term. Because the Model 3 and Y compete in the middle class price wise, so nobody buys expensive Tesla's. And nobody can buy a cheap Tesla because there is no 25k Toyota Corolla equivalent.

It will be interesting to see in the next years if Tesla can make a dent in other price segments.



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