Before we get too excited note that this is pure speculation, but as I'm sure many people know air suspension is required if you want to add the tow hitch. To me this made no sense because adjusting the height of a car mid-drive seems completely unrelated to towing something, seeing that almost every car currently on the roads with a tow hitch doesn't have air suspension. Perhaps there is some mechanical limitation of the coils that made this a requirement, and perhaps they recently found out that this limitation also applies to the 6/7 seats. It's worth noting that they CAN call us and ask us to pay for air suspension or downgrade seats, so this scenario wouldn't guarantee free stuff.
The other scenario that has been floated on the forum was that a disproportionate number of people ordered the 75D when the design studio opened up, therefore on new orders with 6/7 seats they required the air suspension to even out the demand on both battery variants. I for sure think that this and other similar scenarios are incorrect because there is clearly some "issue" that is being discussed and resolved by the engineers and executives (presumably by tomorrow). If Tesla is truly able to manufacture the coil suspensions for people that already ordered them, and the online design studio change was only done to increase profit/demand for models, than I believe there'd manufacture ours due to the early ordering and there would not be any issue to discuss at the executive level. ( the coil manufacturing system is the same one is used on the S too, so it's not like they have to retool anything). So to me, executive discussions mean there's actually some issue that they found.
In terms of manufacturing order, I think that Tesla doesn't care who goes first because at this point all 75D ordered will likely be produced within a month or 2 of each other, seeing as the latest delivery date we've seen for 75 deliveries is July and assuming production on them begins in 1 month in June. And June will probably be the earliest that production starts because production starts 1 month after VIN is assigned, and come on, have any 75D owners received a VIN yet??
Thoughts?