I was just offered an 18-month Air lease to get priority on the Gravity list. I didn't dig deeper to find out exactly what the terms were, or how good a deal it was, but I don't want to wait 18 months for Gravity (or buy one while still carrying the Air lease, esp. since I have a perfectly serviceable Model S for the moment). It suggests to me that even after the latest Saudi infusion, they still really need to move vehicles to keep the manufacturing line overhead covered, and to show the markets that they're delivering vehicles to prop up the stock price and lengthen the runway.... even if that means some short-term sacrifice in terms of teaser financing rates, and a little bit of can-kicking when they have to take a bunch of depreciated vehicles back that aren't holding their value right now.
I guess the bet I'm making is that I can get a Gravity within 18 months without a priority spot in line, but given overall low Air unit volumes and the fact that only some of those owners will be coming back for a second vehicle, I'm hoping it's a good bet. If not, in 18 months, I may be in a Rivian.