I don't understand how people can think that Tesla's only problem is poor communication. Am I supposed to believe that in January, Tesla thought the car would be delivered in February/March, but then realized they didn't have X part? They proceeded to think the car would be delivered in July, but then realized they didn't have Y part? They proceeded to think the car would be delivered in August, but then realized they didn't have Z part? It is absurd. I believe what happened is that they initially lied about when cars would be delivered, creating a several-months-long backlog of orders that they can't fulfill. Now, they're producing cars in configuration batches -- e.g., only 21s and black interiors first -- in an effort to reduce the backlog as quickly as possible, at the expense of people who bought different configurations earlier. There is no part shortage.