Part 9/10:
A recurring theme is the misconception surrounding Tesla’s demand levels. Many skeptics focus on the apparent backlog decline or extended wait times reported in regions like China and North America. However, Black and others argue that actual demand exceeds current estimates and that wait times are artificially elongated due to factors like order prioritization and production delays.
He points out that Tesla’s demand is intact and that the companies' innovative sales and delivery strategies, combined with software upgrades, continue to attract eager customers. Additionally, Tesla’s software ecosystem sets it apart—vehicles are rarely delayed due to software issues unlike some competitors perceived as “iPads on wheels.”