Earlier quoted context omitted.
> However, the demand over Teslas meant they almost did not feel any demand impact because of Covid, while Toyota saw a 30% demand drop. Tesla doesn't even define what a "delivery" is (remember factory-gated?), nor do I believe any numbers that come out of China, so I'm skeptical that they weren't affected by Covid-19. Personally, I think they "delivered" a number to ensure the stock analysts are appeased. If demand…
I believe tesla's numbers. When you have a backlog of sales a few cancled orders just changes the queue. Toyota didn't have that. Tesla also had customers in industry least affected (engineers and other upper class) who didn't need to adjust their life as much as waiters did.
You can also drive Toyota's cars through puddles, whereas Tesla's may encounter issues that are "acts of God", which are not covered by warranty:
https://insideevs.com/news/433643/video-tesla-model-3-rear-b...