@mymagiccarpet,
I agree with you. There is a pattern. And its not the first time. This one seems a bit more organized or explicit than we have seen earlier this year. I believe earlier this year it was no thought out, not organized, just reactionary, it was denial and forced to recognize a problem. But that's another story.
Now, let's briefly talk about what we are seeing right now. This is not denial. This also is not refusing to fix. They are fixing some. I think, its triage - worse first. Really worse first - dying first. And they don't really want to admit to an owner that his is dying, they don't want to use those words. I think, the plan (this part of the year) the plan is stall and do those first that really need it because they are near total failure. And if you (not you specifically, but you in general) are seeing problems with your car, they are resisting not refusing. They are biding their time. Hoping/waiting on more parts to be available.
I think its a supply problem. I think there's not enough MCU2 and eMMCs available to do everyone that wants it. In early summer there were dozens of S/Xs down waiting on remanufactured MCU1. This was before we saw daughter boards. Then two months later, there were daughter boards. And some people pre-emptively went in and got their daughter board replaced before there were serious problems. And simply because there was a rush - relative to just two months earlier, all the next couple of months of supply of daughter boards were used up in late July/Aug and now, they are having to ration them. Rationing what's available, but scrutinizing what can wait against what is imminently about to fail. But they don't want to talk about it.
Do you (again, not you specifically) think they are just sitting around and watching this mess get worse? No. I believe quietly there's folks working to get more MCU2 build/bought/shipped and out to SCs' And get more daughter boards bought and out to SCs. I think TonyT identified that some old daughter boards from 8 GB MCU1's are being refurbished and are making their way out to SCs and into cars. That hints that Tesla is using every trick they can to get more functioning daughter boards and MCU1s out to the SCs.
It also suggests to me that they are sensitive to the complains about the cost now of MCU1 replacement versus daughter board swap and the costs to the customer. Stop and think, if there's old daughter boards being refurbished, that means they are opening MCU1 up, removing the daughter board, using that board as a core and putting the new 64 GB eMMC on them and making them available without putting them back in the 4-5X more expensive MCU1. (Well, we know its a remanufactured MCU but instead of sending that daughter board back out to and SC where it probably cost the customer $400 or less they could wrap that refurbished board around a remanufactured MCU1 and charge (unnecessarily most time) 4-5X more for the replacement. Do we appreciate that when Tesla replaces a daughter board vice a MCU1, it takes more labor, but the labor fee to the customer is just about the same price? When they just replace the daughter board, they must stop, open the MCU, swap the board and reassemble the MCU. That's a lot more time than just taking a remanufactured MCU1 off the shelf and putting the old on in the "back to the factory box".
Okay, I have rambled on far to long. I think there's a pattern. And I think its going to change rapidly, soon, just as soon as my guess that there's a supply problem not a denial problem clears with more parts available. But then - what do I know? Just my two cents.