Like tokenadult comments, some cancellations occurred before the NYT article.
In any sort of 'high dollar' purchase like this there is a certain percentage of buyers who, after time, get cold feet. There are also people who clearly speculated that having a spot in line with a reservation could be arbitraged for a quick gain.
People who run businesses are quite careful to distinguish between the 'sales funnel' and 'sale commitments' and 'booked sales.'
As more and more cars get out there, there will be a more likely chance of 'knowing' someone who has one (within a degree or two of separation) and so a more durable 'consensus' of whether or not they are worth the expense will surface. I wouldn't panic as long as their book to bill ratio is > 1.0 but once they catch up, things will get interesting.
Like tokenadult comments, some cancellations occurred before the NYT article.
In any sort of 'high dollar' purchase like this there is a certain percentage of buyers who, after time, get cold feet. There are also people who clearly speculated that having a spot in line with a reservation could be arbitraged for a quick gain.
People who run businesses are quite careful to distinguish between the 'sales funnel' and 'sale commitments' and 'booked sales.'
As more and more cars get out there, there will be a more likely chance of 'knowing' someone who has one (within a degree or two of separation) and so a more durable 'consensus' of whether or not they are worth the expense will surface. I wouldn't panic as long as their book to bill ratio is > 1.0 but once they catch up, things will get interesting.