I received an interesting call from TM this morning telling me that if I was interested in "upgrading" my X order from a 70D to a P90D or 90D, I could take delivery "this month." I realize "this month" in tesla time probably means closer to mid-April, but still interesting nonetheless. I thanked him for the call and told him I'm unfortunately not in a position to pay that much more for my X.
The conspiracy theorist in my head is telling me that this could mean that either production is ramping up quickly, there's a relatively small number of production orders for 90D/P90D configs, and/or a lot of reservation holders have yet to place their order. The optimist in me hopes that if TM continues to see low volume of confirmed 90D/P90D orders, they may switch their production schedules to move up the 70 to start earlier.