I fully agree. I am purely speculating either: 1) confirming features working with substitute chips (my pure speculation), and/or 2) making sure no unique circumstances that could cause a fire (that whole thing seems fishy to me, no info from NHTSC as far as I know - if real wouldn't every new S be recalled, and NO deliveries at all? The fact that there are SOME deliveries still, tells me there were substitute parts, or maybe something changed on the assembly line (new method, new variance/gap, etc.)
if it was merely software for secondary features (ANC, etc.) those bad boys would go out the door. Instead, something more serious is going on. Could be something simple, like a defective batch of zip ties somewhere and they want to replace (maybe at the SC level) before these cars are in the wild, but I'd love to know what the hard stop is about.