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What kind of material update? They already announced that deliveries have started ( this is accurate but not very honest). They can certainly tell 2018 reservation holders when their cars are coming within a 7 month window. If they cannot guarantee 2018 holders that they will receive their cars by(as I previously stated) May 2022 then they have much bigger problems.
Because it's an indicator of whether or not the company is on track, or another delay is imminent (official or unofficial).
Did they actually say "call" or "contact". A call to each LE holder would almost be impossible without scheduling it first, not even talking about how 30 guides would call a few thousand people. It's most likely "contact", which means a mass email at this point.
Good point actually.
While true. I care because it would be a sign of progress, even if it ends up being meaningless progress.
I don't think there is any question at this point that there is a delay as multiple customers who had been given an October delivery estimate did not receive vehicles. We just don't have visibility of the volume of the delay and what (if any) downstream impact there is. I certainly hope Rivian meaningfully resets expectations with those individuals. There really wasn't value in telling them that their October timeframe was still accurate up to the last minute when they knew they didn't have their vehicles ready.
Maybe they expect every preorder holder
Yes, either the guides have no idea what is happening or they are being told to stick to the script (which is something out of a circus).
You're making an assumption that it's an indicator. As shown by the entire history of vehicle production, a Guide isn't necessary to deliver vehicles. A delay in the Guide program rollout doesn't necessarily mean a delay in deliveries. It might, but it might not.
It's an indicator to me. That's a fact, not an assumption. If they don't hit this deadline it INDICATES to ME that there's something truly amiss at Rivian. It indicates to ME, that I should increase my level of concern about LE delivery dates.
I'm not worked up. You asked a question, and I provided a response. And even if I was "worked up", I don't particularly care whether you approve of my emotional state. I'll speculate, where and if I choose to do so, because at somepoint I actually do need to have a mode of transportation in my garage. Knowing/speculating if the Rivian is an option will help guide my decision making process.
