Are Tesla owners really this sensitive? I mean they do have prototypes out there, it's not like they're making up what the mileage is, they clearly have demoed that it works, it's just about producing the vehicles now.
Exactly. I saw a walk around of the Rivian at the NY Auto show posted just a couple of days ago - their chief designer literally said the one at the show is the only one they've ever built - and that it was built by hand.
> Tesla's global sales since 2012 totaled over 532,000 units at the end of 2018, of which, over 245,000 were delivered in 2018, up almost 138% from 2017. Year over year Tesla U.S. vehicle sales from 2017 to 2018 increased by 280% from 48,000 to 182,400.
> Our best estimate is that Tesla has manufactured 239,844 Model 3s so far—or 21,231 in the current quarter—and is now building approximately 5,884 a week. Those figures, and the charts below, represent Bloomberg’s latest estimates and will automatically update to reflect changes in the data. (Last update: April 23rd, 2019)
Assuming a conservative build rate of 5k units per week, that's 260k Model 3 units being built per year. This does not include S and X units.