I find these numbers interesting when we look at everything Elon has said together. While 20,000 in December is in line with the official guidance, it's no where near the 100,000 in 2017 "dream" goal. However, they have beaten his self-described "impossible" goal to start production in the end of July by two weeks.
I think it's possible (though not realistic) that PRODUCTION numbers may end up being much higher, but DELIVERIES will be near official guidance and the latest twitter projections. Why? Because Elon has also said he wants to maximize the effect of the tax rebate for customers. The twitter projections put them right on target to hit 200,000 U.S. deliveries toward the beginning of Q1 2018. If they are able to ramp faster, that's awesome, and they could either begin delivery to other countries and/or stockpile inventory in December. This could mean tens of thousands more people would then qualify for $3,500 more of the rebate, and I think that's worth it, even if I was one of the several thousand people who had to wait a few more weeks for delivery.
I think it's possible (though not realistic) that PRODUCTION numbers may end up being much higher, but DELIVERIES will be near official guidance and the latest twitter projections. Why? Because Elon has also said he wants to maximize the effect of the tax rebate for customers. The twitter projections put them right on target to hit 200,000 U.S. deliveries toward the beginning of Q1 2018. If they are able to ramp faster, that's awesome, and they could either begin delivery to other countries and/or stockpile inventory in December. This could mean tens of thousands more people would then qualify for $3,500 more of the rebate, and I think that's worth it, even if I was one of the several thousand people who had to wait a few more weeks for delivery.