Is anyone surprised? Tesla and SpaceX have almost always missed their timeline goals. This is their MO. They do, however, always produce what they say they will.
"They've sold well over 100,000 cars. The current total is around 140,000. They project 80,000 or 90,000 this year, with a slow start, so I think their current rate is 100,000 if not higher."
You shrugged off getting to 100,000 cars as no more difficult than other periods of time: " mikeash 26 days ago
Going from 2,700 to 22,000 in 12 months sounds difficult too, as does going from 22,000 to 32,000 and from 32,000 to 50,000.'
Seems like my confidence was completely warranted.
I will admit that these sales numbers don't really look like a missed timeline. It is definitely a theme with these companies, but doesn't seem to apply here.