It might sound totally nuts, but when you read in to the comments of Elon Musk that Tesla is going to have an amazing quarter, and afterwards also the comment by Kimbal Musk on CNBCs Closing that the number of Teslas on the road will be shocking, it might not be so crazy.
Let’s look into a bit more. The number of produced Model3’s after Q2 was 41.030 according the Bloomberg Model3 Tracker. The tracker is currently (26th of September) at 91.451. That would suggest that there is a large gap. But as previously mentioned in the article Reliability of the Bloomberg Tesla Model 3 tracker? the model has some flows. Actually Bloomberg has just released a comment, where they state they have to gaps in the VIN-ranges, which they have to adjust for. You can see the gaps in the figure below:
As you can see there are two large gaps, which the model anticipates not are going to be produces. But if they actually are produced and are some of the many Model3s which has been reported to be sitting in warehouses, Tesla might be able to announce a surprise after the 30th of September – “We have produced our 100.000th Tesla Model3.