The date is the kicker. We used to deal with this in the military as well, plan for the worst and pray for the best. It is better to tell the customer the worst possible date so they are excited when it happens early.Of course there is smoke. The supply change for everything is messed up. This is not Tesla specific. Their issue is that they gave a “date”.. I worked in high end luxury sales for 20 years- inventory management. This is not unusual.