This news is potentially very painful. My observation -
1) shipments are put on hold for week. We don’t know why, but speculate it can be fixed with software
2) The following week new shipments of Plaid are pushed out
3) LR is pushed out even further, apparently putting the focus on the more profitable Plaid
4) We’re not seeing signs of new production this week. It seems that we may be line down
My sense is that there is a serious problem, but they found a way to avoid a recall and continued to ship Plaids already made. But have halted production while they fix the issue. Which may include producing new parts before resuming production.
We also see significant signs of white/CF supply issues.
I’d love to switch out to Black/wood at this point, but if Tesla allowed it it would push planned orders around for other customers causing a chain reaction. So I guess I’m probably screwed until Q4 if I’m lucky. Q1 is a real possibility.