Just looked at the custom order configurator for both Model S/X and it's now showing delivery estimates of November. Just last week it was showing Late September delivery, and earlier this week it was showing Late October delivery. Is Tesla really getting that many new orders all the sudden or are they delaying the schedule to reflect a production change? I'm not familiar with exactly what's happen with the past big changes (new packs, Dual-motor, AP2, etc...) so I don't know if a sudden increase in delivery wait time is normal before a big design change. Also, there was that recent discount on 100 kWh packs even though Tesla had no reason to stimulate new orders since they already had a queue well into the next quarter.