I am amazed how successfull Rivian is in keeping the illusion alive. What if there is no production at all, the factory is used for producing prototypes (on pictures you can see mostly the blue and green ones), the company is burning cash rapidly and owners/management only priority is to this whole illusion alive until they are able to sell their stocks and run away with money in May, hence the latest postponement of deliveries till June-July.
Humans tend to believe what they want to believe to feel comfortable. Often, they do not face reality if that is too painful. Let's say there is a good and bad scenario. The key is to generate an almost unbelievable story about the future, which could overshadow the unbelievably bad one. This is how human psychology works. Let's face it. The end of this story will be terribly painful for many.