I agree with everything in your post. And although I am extremely impressed with the lifetime accomplishments and intelligence of Mr. Musk, I do believe he is a BSer. I wouldn't normally make such a strong statement, but his declaration of the "start of deliveries" in June was just over-the-top BS--I posted it then, and it's even more obvious now. In addition to the BS, there are many failures here that have not been mitigated, nor even officially admitted in many cases. These include range, price, and delivery time frames. I put my deposit down almost 3 years ago and have been defending it to friends and family for a long time. It's become harder and harder as the parameters of the vehicle have been changing over time, and not for the better. For some people, it's worse than it is for me. It seems certain to me that some people will have delivery pushed out to 2013 (maybe even me, even though I'm prior to general production!), when there seemed almost no chance of missing 2012. This could mean tax implications that raise the price of the car another $7,500 (some have more to worry about than tax repeal--what if you retire this year and don't have sufficient income to take the credit next year?). Early marketing brochures seemed pretty clear that there was an opportunity to get a Model S that had a 0-60 time of 5.6 for ~$57k in 2011.
jimbakker666's Sagan quote is well put. It's very easy to be an apologist for Tesla because you really want to believe, and that can really cloud your critical thinking. If you go back 3 years and read forum postings and marketing material, and follow it up until now, you will see countless promises that were stated by Tesla way too firmly, that have not been met. Many of these broken promises are beyond their control, but some were conscious decisions.
There are plenty of people on this forum for whom the $5k or $40k they put down is an overwhelming investment. If I were in that situation, I would be demanding it back now. I'm to the point where I'm suspicious about everything Tesla has said. I have no idea how long the battery will last. Based on the MT article, I believe I will be getting less than 200 miles range on my 85kwh battery here in South Florida based on my driving (yes I've read the replies to my posting to that effect in that thread, but I still believe this). It wasn't that long ago that Mr. Musk was heralding the fact that their 300 mile estimate was exceeded and that it's more like 320. I've now had to change the use case for the car to say that I can't take the trips to Orlando I was planning, and have re-justified the car for its new usage (I'm not counting on some supercharger in between Miami and Orlando that could take years to appear). In my mind I'm now thinking about 2 years after delivery and wondering if it will be sub-100, because I really have lost trust in Tesla's estimates even being in the ballpark. So, the conversation that goes on in my head is that the Model S is a beautiful car and my justification criteria had better be for spending over $90k for a beautiful car that might have the range of a Leaf in 2 years. The answer is still "yes" for me, but I'm known for making ridiculously expensive purchases that defy logic throughout my life and there's no reason to stop now.