I think with the latest turn of events, it is obvious Eds was indeed more right than some will ever admit. Of course the usual people will downplay it and TMC has an ear on Tesla the company. That is as unfortunate as it is unnecessary, but it is what it is.
I tend to agree with AnOutsider that we as a community should stop pouncing on leaksters and critical posters as much, because after too many of these actually being real, we just look naive. Too many Tesla rumors have been denied vocally and turned out to be from real sources. It does not reflect well on the TMC community.
Why not keep a bit more open mind? Please.
Not to worry though, Internet never forgets so Eds claims can be continued to be checked down the road as things unfold. As we should. Cosmacelf did a good job at separating Eds' info claims from his/her conjecture/speculation, so we also get to see if his/her conclusions were as accurate as his/her supplier info now seems to be (based on the conference call).
- - - Updated - - -
Given suppliers/arrangements are often confidential and subject to NDA, that's likely a valid reason for Tesla to request it be removed, similar to the CAD renderings I referred to.
CAD is under copyright, though. That is intellectual property. It was understandable.
This removal may be under TOS, but I see no legal requirement for it. I wonder what the history is for that TOS clause and what are its motivations.
- - - Updated - - -
Basically I'm saying just there was no announcement of a new delay and time for this thread to die peacefully.
Eds point, though, never seemed to be a delay in starting, he/she claimed a delay in ramp-up with <100 customer deliveries in 2015 as well as a delay in some production parts (replaced with prototype parts). Eds claim was Tesla will work for an appearance of successful launch, even though it would be on a much smaller scale than intended (and expected) originally.
In the conference call Tesla took their unit guidance lower limit 5000 down, which would at least fit with the possibility that they fear delivering less Model X than before.
Of course Eds made future conjecture there with the <100 number. From Elon's "critical path" speech and talk of some components still possibly being redesigned, it seems to me Tesla is hopeful they can ship more but don't know for sure - and Eds claim was Tesla will create the appearance of a successful launch no matter what.
We shall see how much of Eds future-looking views turn out to be correct and how much not. After the latest, though, I have very little doubt this conjecture is based on insider info. Maybe hallway banter and who knows even a common opinion amongst Tesla supplier chain, but that doesn't mean Eds of course would have been privy to all pertinent info.
