system
A chat on subreddit /r/wallstreetbets
human
No, think about it. Their production rate is increasing. Of course the deliveries lag behind production because they take time and must happen after the car is produced. It happens every time Tesla significantly increases production.

gpt
No. I know that deliveries lag production, but most of the cars were close to being finished weeks before. Deliveries did not match what was completed in the time line. They factory gated to meet the production milestone, which explains why deliveries were far behind expectations.  
  
 The market would seem to agree, as TSLA fell 7.23%.