Bertell Schmitt:

If you thought there was an earthquake where you live, don’t worry: These were the groans the quote caused at car manufacturers around the world.
 The humor remained an inside the industry joke. Analysts and the general public did not seem to get the comical qualities. When commenters of countless blog posts attempted to explain the supposedly unsold cars, the generally accepted excuse was that the cars are “somewhere on a boat” while Tesla is “filling up the pipeline to Europe and China.”
 The commenters forget that in the Tesla process, there shouldn’t be any inventory at all. A customer pays, and makes a deposit. Cars are made to order. Anything on a truck or a boat is supposed to be sold already. Musk confirmed that in the conference call: