Looks like another quarter-end rush for P85D deliveries
When I asked and was told my P85D for late December was built with the old seats, I told them that for $130k I wanted a car built correctly as ordered the first time and wanted to cancel and re-enter my order. They were not happy but very politely did what I asked. At the time the estimated delivery time for a new P85D order for US delivery was late February, which slipped to March by the time the new order was entered and confirmed. Just recently it has slipped to late March. FWIW, here is my thinking and reaction to this,
Regarding the seats, Tesla has a strong financial incentive to correctly fill ALL new P85D orders with the next-gen seats before replacing ANY incorrect seats in cars in customer hands. The reason is that re-working a product is in general much more expensive than manufacturing it right the first time. When there is a shortage of next-gen seats, allocating a next-gen seat to replace a seat in the field at the expense of using it in the manufacturing line means creating yet another car where the seats eventually need to be replaced, with the accompanying costs. So with this in mind, I think the push to late March means one of two things: either 1) the production of next-gen seats needed for manufacturing is projected to continue to lag demand, or 2) Tesla really wants to do right by earlier P85D customers and replace their seats with next-gen models as soon as possible, which means that to avoid manufacturing more new cars with the wrong seats they need to push out the manufacturing of new P85D orders until enough next-gen seats are available. Because another imperative for Tesla is making their quarterly targets, my hope is that they will not push out my new car, built with the right seats, any further than late March which is their quarter end.
So with this hope in mind, I am not planning to complain to Tesla about the slippage in my order, at least if things remain as they are. My one disappointment is that my order is going to end up being manufactured and delivered as part of a quarter-end rush, where the manufacturing process is probably a little stressed, something I was hoping to avoid.