You do make some good points, and I won't go over them point by point, but I will summarize my opinion as, you seem to have a very optimistic view of things. From what I've read on this forum, many people are delayed by a number of weeks, and I'm still not certain anyone in the US has taken delivery since production resumed.
Unfortunately we are just a very small subset of the Tesla population (and diminishing in percent each day). The most people ever on this site was 9 months ago at 9,000, middle of the day (almost) for the entire US and we only have 1,300 people hitting this website... not all of which are current or soon to be owners (people keep tabs on this site strictly for investor reasons and such)... Of that the people with a car on order are an even smaller number. We just don't get the kind of coverage like we used to on the overall view of the company from this website and people reporting delivery status, so you have to build in a healthy buffer zone. This became evident during Q3 2013 and has only gotten much worse. If even 100 people on this site are reporting their upcoming delivery status from today up through October that is a mere 1% of the upcoming orders at hand (approximately 10,000 cars will be made between now and the end of October).
We are still early enough in the quarter, and with the comments from Elon recently about China becoming the number 2 player as far as demand/deliveries goes (bumping Norway into number 3) it is VERY likely that cars being made right now are servicing a lot of that demand. We also have reports of people from Australia getting their cars made (which is new), as well as other foreign countries (I know specifically the UK has had a couple people chime in). This is pretty normal, having early quarter production cars be shipped overseas and late quarter production more closer to home.
I am actually trying to be very conservative in my view since I am not at all trying to set the expectation for some crazy view that builds people's hopes up. Where I get the estimates for the ramp up and the numbers is based on the assumption that Tesla is not going to miss their guidance. It has been a VERY long time since they had a serious miss, the company has executed to their claims quarter over quarter and then some. I feel confident that the 9,000 production was a conservative number (on top of the 2 week shutdown) and I don't see why they would miss that target. Again, if they do, this has much deeper implications.
I welcome further feedback and discussion on this though, since I certainly don't know everything and could easily be making some false assumptions.
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I have no problem with a delayed delivery, with two caveats. First, don't tell me I have a delivery date, and then not meet it.
Second, why won't they just come out and tell me about the delay?
To address the first, they until just recently have been not only hitting the dates correctly, but actually coming out ahead in most cases on the dates. Talking with different people at Tesla that I have had the chance to make contact with (not that I have spoken to anyone super important or some such) the sentiment seems to be geared toward setting realistic expectations because it would be better to be early than late. Clearly they were not fully anticipating the impact here at least not to the degree that it happened, or at the very least someone didn't get the memo to set appropriate expectations... Which I am right there in saying this is bad and something they should work on.
That said, I don't know why they are not telling you about a shift in the dates if it is indeed going to happen. Not all DS's are created equal and some are certainly better and more proactive than others. If this is something that bothers you, please, reach out to them... and if you don't get a satisfactory answer then escalate it to management and so forth. Worst case send an email to ownership and/or possibly Jerome. Although I wouldn't jump straight there unless you needed to. There are certainly areas of recourse for you if you feel like you are not getting treated well as a customer. And the company/management really does care about customer satisfaction. But they can't fix something they don't know about.
I actually challenge everyone impacted by this, when you get your car (finally) and get that customer delivery satisfaction survey FILL IT OUT! Because seriously, they take all these things to heart, and I personally have seen positive results come from something I specifically called out during my delivery process (it was something unique to my state of Virginia). Every time I have pointed out rooms for improvement they have been very grateful and take all of that seriously.