There are hypothetically two drivers to the performance increase: Better Drive Units and 85kwh battery. The drive unit and software upgrade is probably the exclusive driver.
1)
Better Drive Units. These were released into production mid to late June seems to be the prominent driver since the new batteries are not on all vehicles after July. There was an announcement on July 1 that all vehicles produced after this date had the performance updates. I always thought performance was limited by the output of the battery so the drive unit must somehow use the power more effectively.
2)
A new 85kwh battery. 75kwh Tesla's with 85kwh batteries are being slowly released into production. This was shown from the very recent new inventory models with a BTX7 (85kwh) and BR05 (upgradable) codes. The old models have BTX5 (75kwh) and BR00 (non-upgradeable). Since we expect a 5-10% increase in battery sizes per year, this is an expected update for Tesla.
BTX8 battery-code on a 75D... or is it a 85D
Since not all vehicles produced after July 1 have the new battery, the performance is probably exclusively from the drive unit and possible software upgrade. If you have delivery in July, you will most likely have the better drive unit but not the new battery. I'm assuming on August deliveries and after will have the new battery. Unfortunately, I think I was stuck in this transition period and have the DU and not the battery update.
With the new battery change, it makes sense for Tesla to discount the 90D to below the 75D price range since they will now have similar capacities but the 90D's have less features.