Tesla Bulls reacted to the news yesterday that Tesla had received 50K new net orders so far in Q2 2019, but I wonder what the sustainable level of orders are for the current products? Tesla has already pulled a few demand levers in Q2 did these effectively pull ahead sales? We were over 50 days into the Qtr when the email leaked, so does that mean + or - 1000 cars per day is a sustainable order rate for all Tesla vehicles? What demand levers are left to be pulled in Q3, and beyond? IMO 1000 per day will not be a level that can generate NETprofit with the current mix of configurations, and the collapse in the high end S and X business which was highly profitable in 2018. 1. Release upgraded S and X, More Range and faster Acceleration 2. Include A/P in all cars at a discounted price 3. Release standard range plus Model 3 in Europe and China 4. Release for order Right Hand Drive Model 3 in UK, and Australia 5. Price reduction on S and X in all markets 6. USA $1875 Tax Rebate Sunset at end of Q2 I would say these levers did pull ahead some pent up demand, and create some new interest that is not sustainable going forward. How much, and how it affects sales remain to be seen.