Because historically Tesla delivers most of its cars in any market the 3rd month of the quarter. When you kill at the smaller figures from Jan and Feb you get a lot more noise on your estimate. Like 2023 was worse than 2024 in Jan and Feb, but ended the year higher.

This year, we have the new Y, so production of old and new Y likely limited Jan and Feb. People now are for political reasons tying this to Elon's behavior whether true or not.  I am sure he has some effect, but they are using it for politics, no surprise. We will know more in a few months.