Looks like many are starting to report the same. Expect Fred Lambert or others to begin reporting soon.. Here are links to a couple of articles recently posted on X.
Tesla Allowing FSD Transfers for Orders Placed by the 30th; Extends FSD Beta Trials
Tesla will honour Full Self-Driving transfers for late deliveries
Conditions reported as:
According to details of the new requirements obtained by
Drive Tesla, customers must still place their order before September 30, 2023. To still be eligible to transfer your FSD package to your new car, you must also complete all the pre-delivery tasks in your account, including selecting the option to say you will be transferring FSD, and complete your credit check (if applicable) by that date. Tesla refers to this as the customer taking “good faith” steps to complete their delivery in time.
Additionally, if you order a custom configuration, and there is a vehicle with the same configuration available in existing inventory that is ready to be delivered, you must accept delivery of the inventory vehicle.