This is common knowledge. I would be quite disappointed if Elon didn't know this.
All this stuff about Panasonic dropping the ball seems silly to me. Signing a new agreement to increase supply of batteries before the old one runs out is a sign of CONFIDENCE in the supplier, not the other way around. If they didn't have confidence, they would go to another supplier.
The comments about building a new battery factory with a partner (hmm, I wonder if they have a partner for cells they've been using reliably for years? Oh wait, they do), for Gen 3 production because they will then hit the total worldwide supply of batteries themselves are simply recognitions of reality, not some slight against Panasonic.
Everyone here is looking too deep for a reason because they just lost a lot of money and they want someone to blame. The reason is because the robots scanned the first line of the report, saw that deliveries only beat guidance by 10% instead of 40% like their crazy programmers heard somewhere on the internet, and then the robots sold and everyone else followed suit because the robots started it. No reason to think it won't recover once people realize the story is even better than it was yesterday, and that everything mentioned in the report was a beat. I mean, read articles about it and analyst comments. Nobody is lowering their price targets (except Wedbush...to 205), everyone is raising them. Even the people who don't get it are raising their price targets! All the lowball analysts have raised theirs today by a few dollars.
That goes for everyone saying it's Panasonic's "fault," everyone saying Elon wasn't lively enough during the presentation, etc. etc. Your reactions are all colored by the pit in your stomach from having lost so much money. Relax, have faith, and buy on the dips.
And yes, I'm saying this having "lost" approximately ~$80k today. Leaving me only ~300-400% up on the year. Boo hoo. I'll go take a drive in my awesome electric sportscar which I never ever thought I would actually have a chance to own, which beats the snot out of everything else on the road and everyone who rides in it is blown away by how incredible it is, which was paid for by profits in Tesla, to console me. You do the same, and come back tomorrow with cash and we'll get this party started again.