Earlier quoted context omitted.
Ford makes 50-90k F-150's a month without the drama. There is no universe where Tesla will be manufacturing 25,000 (300k/12) $40-50k cars per month. BMW alone sells something like 9,000 3-series vehicles in that price range per month. It's not credible that Tesla, with a limited sales network, limited charging infrastructure, high costs and long backlog is going to magically take away double digit percentages of the…
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https://www.bloomberg.com/graphics/2018-tesla-tracker/
Tesla dropped production to 4716-ish cars this week. A few weeks ago, Tesla was at 6000 cars/week, but apparently that was unsustainable.
They're now below 5k/week and dropping. Rumors is that they have supply issues with SiC MOSFETs and can't build enough power-inverters.