For transparency, here's a conversation I've been having with an employee at Fremont who works in part supply.
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I've been following this with them and another employee (who works on the debug line) for about three months, from the initial part order through delays and finally arriving at Fremont. Different part shipments are allocated for production (which is then utilized on the lines), and Tesla typically avoids storing too many of any one part at their service centers and/or sending it to collision repair shops.
An identical scenario happened last year with the transition to HW4 for Model S/X.
Around February 23rd, 2023, we began to report that Tesla had started producing vehicles with HW4 and the new cameras onboard. This news was a bit premature and equally received similar backlash that it was fabricated news. There *was* the infamous bad information from a delivery advisor who informed someone on February 20th that their vehicle included HW4, but this was corrected the same day.
Then, on March 5th, we finally began seeing deliveries with HW4 take place just weeks after the initial reporting.