I’m pretty confident you’re right, I had TBD right up until I got a VIN twice (rejected a 2021 vin in December and went on hold). I added Carrier Direct in Nov and it changed the EDD to that eternal TBD. I texted my SA asking if they might know approx when it would arrive at the delivery center and they said early to mid Feb, which was fairly accurate.Haven’t been on here much lately, but I’m still in TBD land. It’s been a little over 3 weeks by now. Still suspect it’s because of Carrier Direct, but I might call Tesla today to see if they have any more insight. Last time I called the person said it usually updates in 2-3 weeks so here we are.