This analysis is pretty intriguing: The author posits two possibilites: 1) Tesla plans to give employees time off after the holiday/end-of-quarter crunch, or 2) Tesla plans to weigh its line heavily toward the X to reduce the backlog, before resuming a more balanced output. Another unmentioned possibility: wait time on S's have been steadily decreasing, and were down to just a couple of weeks. So maybe this new delay in S deliveries has more to do with demand, with production in danger of outstripping orders. Part of the Tesla story is built around strong demand for its cars, with long waiting lines as key evidence (kinda like the hot club with a line out the door). It's desirability fueling a bandwagon effect. But with increased factory capacity, those waiting lines are dwindling, at least in regards to the S. So why not crank out more Xs (and high-margin top-of-the-line Xs, further goosing Q1 results) and rebuild a demand queue of Ss in the process? Win-win! Well, except for someone wanting an S sooner than February. Of course, it could also mean a dramatic rise in Model S orders this holiday season. That seems eminently possible. The airwaves are awash in Lexus and Acura "buy your loved ones this expensive-ass car to prove your love to them" ads. Once that seed is planted, maybe Tesla is getting some collateral benefits. But as someone waiting on a production X (14XXX), I'm really hoping it's just a strategic shift in production ratios so we can all get the cars we've waited so long to receive.