This is what's not clear, and a major risk factor for them. I think Musk views 35k as the inflection point where quantity demanded sky rockets and he's not been able to get there. Seems like a lot of decisions were made based on assuming that would happen by 2019.
The $35k model 3 does exist (well, $35.4k after last week's price bump). But it's a software limited version of the $40k SR+ model and it's not listed on the website and you have to talk to person to order it who will probably try to upsell you as if their job depended on it.
I"m not sure, but i think there was a lot of pent up demand for a high end electrical car, they're in the process of serving that demand globally, and then what? Do deliveries plateau or even drop? There's stories about it dropping already, at least for the models S and X.
This is what's not clear, and a major risk factor for them. I think Musk views 35k as the inflection point where quantity demanded sky rockets and he's not been able to get there. Seems like a lot of decisions were made based on assuming that would happen by 2019.