I think a large factor in the delivery volatility is the collision of Just In Time manufacturing with supply chain volatility. Imagine the list of parts that are unique to MYLR vs MYP. Now imagine each vendor for those parts giving Tesla an EDD with the same reliability that we get from Tesla. The plan for what colors and configurations they can build probably changes weekly, if not daily. Now, imagine a car transport truck or rail car that’s half full with the cars they were able to build to the configurations for the customers with early ODs. Do you think Tesla will hold the train until the car with the exact config for the next OD rolls off the line? Or will they find a waiting customer at the same destination that matches the cars coming off the line? Tesla needs to get as much product delivered as fast as possible to keep profits up, and a natural outcome is the cluster #]€¥ of unreliable EDD dates and apparent randomness of selection of “worthy” recipients. Tesla lets this continue, because we have shown we’re willing to take it (rather that pay $10-20k dealer markup for one of the alternative EVs). Yes, P upgrade or FSD is almost all profit for Tesla, but there has to be much more to it, otherwise, I WOULD HAVE ALREADY TAKEN DELIVERY!