This is pure speculation but I was thinking about those June/July delay emails and I think Tesla intentionally invited more people than they knew they could fulfill under the normal 3-6 week timeframe in order to accurately control when they hit the 200K mark. Here is what I mean. All the numbers are purely made up to illustrate my idea. Let’s say that Tesla already delivered the 190Kth car. They need to know when they will hit 200K as accurately as possible. So they invite 20K people to configure. They know that usually the take rate for invites is higher than 50%. So over 10K invites will turn into configurations. Now, let’s say Tesla is gaming/planning to stretch out the $7500 tax incentive to next quarter. They obviously can’t fulfill those 10K orders in the normal timeframe of 3-6 weeks. They invited more than usual just so they can accurately track and plan when they hit 200K. Now that they have the remaining 10K configurations, they can separate them into 3 groups. Normal delivery, June delayed, and July delayed. Normal + June would equal less than 10K, so as to drag out the 200Kth car. And then anyone after 10K would be July delayed. This is assuming Tesla is trying to drag out the 200Kth car to July 1st or after. Maybe I’m right, maybe I’m wrong. Or more likely, I am just bored and have too much free time. Thoughts?