where did they even lose 20k+ vehicles to? Can't just be in transit right?

edit: I say 20k because its 20k MORE than the discrepancy last year at this time

edit 2: I did a little googling, seems like for the past year+ they're keeping production at full bore and just trying to incentivize more demand but it isn't there (for teslas, some other brands are garnering more interest). There are overflow lots within a few miles of most of their dealers, plus probably more elsewhere?