Exactly. Why are they so gung-ho about building the GF in two locations? Because the rest of the car is not delayed in any way.
So many things point to production expansion and a bigger economy for the company... e.g. who cares what countries the cars are going to, the factory has been producing cars at a blistering pace. It's an Occam's Razor situation.
he has a pattern of repeating phrases, and he used the 99% phrase on a talk aired on CSPAN, and he said the 2nd factory in 3-4 years multiple times in China. none of those were occasions for follow up. if Elon repeats these phrases today you can be sure the analysts will ask follow up questions.