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Europe Wait Times, PPI, V11 FSD, V4 Supercharger, Volkswagen ID.2 (03.15.23)
Tesla Daily: Tesla News & Analysis
Tesla's Refreshed Model S and Model X Arrives in China
I think what we're seeing here is Tesla certainly seems to have been doing more batching this this quarter than what they did in the fourth quarter. We are seeing that these wait times are extending versus just holding which would be obviously not quite as good of a sign for demand. So it's tough to kind of shake out with all these changes and all the different allocation strategies, logistic strategies that Tesla is using what this actually means for demand. All right we also have an update on China, Tesla chain on Twitter sharing some information here on the Model S and Model X. Looks like 867 new S and X vehicles have arrived at the port in China from the United States. These will
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