Tesla Demand to Be a Lot Stronger in Second Half, Analyst Ives Says

The video discusses Tesla's shift from focusing on production to delivery, highlighting challenges in international deliveries, especially in Europe and China. It also covers Elon Musk's issues with the SEC regarding his tweets and his interactions with security researchers about Tesla's autopilot system.

What are the implications of the potential 10,000 cars being held up in customs for Tesla's delivery numbers?

In what ways has the demand for Tesla's Model 3 changed in the first half of the year compared to the second half?