That's not correct. I'm looking at DMV data and it shows that Model S/X deliveries will be around 1,867 units in the US in Q1. Also, I have data for Canada plus each country in Europe and Asia/Pacific. I'm calculating 2,573 Model S/X deliveries worldwide in Q1. All of those are the old Model S/X. Tesla will release the actual number on April 2nd or 3rd. We can look back and see if I was close or if I was "rampantly speculating".
I publish Tesla delivery estimates on Twitter
here. I will post my final estimate for Q1 tomorrow, on the last day of the quarter as usual. My error rate was less than 2.5% in the last 3 quarters. I'm a Tesla addict.