I still don't get the point. When Rivian had 1,000 vehicles sitting on the lot outside Normal earlier this year, everyone was complaining and claiming it was a sign of problems - maybe they were all missing a part and couldn't be delivered, maybe they didn't have enough trucks/people to deliver them, etc. But if Ford does the same thing that's a sign that Ford is doing a better job and being smart about the process?
As far as numbers go, Rivian is currently on track for meeting its 2022 numbers, as far as I can tell. The numbers don't matter so much to me, in part because some of that is totally out of their control. What matters to me is the promise they made when they gave each of us a delivery window. (There were NO promises of delivery dates before individual delivery windows were assigned in Nov 2021). So far this year they seem to have met all or most of those delivery windows. But the May/June window is full of Ocean Coast reservations, so if these slip by 4-6 months, then to me that IS a problem.
Regardless, Wall Street is going to panic at anything related to deliveries, whether bad or good. The batching/OC announcement was basically saying they are going to make production changes so they can keep up with the expected numbers, but Wall Street apparently faulted them for that too, even though it should be good news for the numbers. That's the downside of being a public start-up.