Actually, I think it makes sense that it would be spotted in Menlo Parked about 10 days later. They probably just packed it up after the Germany event and air-shipped it over.
I wonder if they pulled one ESS+drivetrain in Europe, and installed a replacement when it got to Menlo Park?
I suppose they could have sent it with the drivetrain already installed, but that much weight to air-freight might actually be worth removing and replacing.