Good morning!
This is interesting! To all the others commenting after this saying it is not fair.. Totally, I agree. But this is Tesla were talking about.
The reason this is intriguing is that the Plaid 6-Seat deliveries have spanned the entire order gamut. One may hope that this means orders in between are more likely to receive VINs and/or the Plaid 6-Seat only variations may be towards an end. Also
@usctrojan98 love the graph!
If we think about this objectively in my opinion Sawyer is running his account properly. He has the attention of Elon Musk. If he starts asking Qs about X delivery this A. will deter Elon from his account, B. waters down the overall objective of his account which is Tesla news as a whole, C. he risks sounding whiny about an issue that there very well may be a logical explanation to and would look bad when answered.
This is true! I know the haters will say "EDDs mean nothing" which I agree to some extent.. I have a theory that EDDs are not indicative of your delivery month but are instead batch-generated based on what the expected delivery was at the time you placed your order. From what I can tell the older orders have been grouped in with those who ordered in April-June 2021 when the EDD was January. Everyone from that group or earlier now shows March 2022.
Anyways, trying to look at this glass half full. I think you're spot on with this being good news. As reported by @troyteslike on Twitter he anticipates a significant ramp in S/X production out of Fremont in Q1 2022. His estimates for 2021 were off by 3.1% - so he is somewhat credible.
I know for this thread specifically but also life in general it is very easy to subscribe to the "sky is falling" mentality. But we might actually have an end in sight sooner than later.