Loss of EDD may be a scheduling conundrum at Tesla.
How do you transition the logistics of BOTH production AND deliveries from GigaFremont over to GigaTexas?
Not easily.
My theory is:
Fremont will continue production and delivery for Western US for now (will these be current v1.0, or v1.5 builds?)
Texas will deliver Rest of USA initially, until full scale capable (will these be v1.5 then v2.0 builds?)
v1.0 = current production structure - rear MegaCast only, 2170 battery pack, 82kWh
v1.5 = rear + front MegaCasts, 2170 battery pack, structural or not (likely 200lbs lighter than v1.0)
v2.0 = both MegaCasts, 4680 structural battery pack of varying density based on SR, LR, P (EM claimed 10% weight diff, ie 400lbs lighter than v1.0)
Am I right that most who have had no EDD for a while are located outside the Western US ?