for clarity those reports are about TSLA not signing or completing volume orders when the supplier expected. As in the supplier is leaking that to force negotiations to complete.epirali wrote: seen a couple of reports that Tesla hasn't even started ordering the parts from subcontractors.
possibilities from that include:
A. They have enough parts to start limited production but haven't signed for volume parts delivery to keep from having cash outlay and parts piling up.
B. They are trying to decide between multiple vendors for a single part and one of them is leaking the story not knowing about the other vendor.
C. They are trying to decide between multiple vendors for a single part and one of them is leaking the story with full knowledge of the other vendor.
D. TSLA is trying to decide between building a part in house and buying from a vendor, and the vendor leaked the story not knowing they might blow their own deal.
of course everyone wants to read into the tea leaves whatever version fits their spin.