Here’s where things stand. Production is one thing. Tesla had a strong third quarter from both a production standpoint and (seemingly) from a sales standpoint. Tesla hit record numbers with a total of 83,500 vehicles delivered and 80,142 vehicles built in Q3. That’s 55,840 Model 3s delivered, up from 28,578 in the previous quarter. To be sure, these are impressive numbers for an automotive newcomer. Only Tesla has the true statistics on vehicles reserved and canceled, but the Tesla bulls and bears have the vehicle identification numbers, and armed with those, it’s off to the races. Although VIN registrations don’t perfectly align with the Tesla build, they do provide some indication of production levels. And they’ve been pretty accurate of late, when compared to Tesla reports.