I wonder if for all of you guys, with these 90 kWh battery models waiting, waiting and waiting, maybe the "old" 90kWh are no more available, and Tesla is waiting to a new "90" kWh to be available. That new 90 would be able to be updating to 100 kWh and the official announce would come in the beginning of July. So some of you would be able to update like for the 70 that can be updated to 75.
But, It's only a though that came to me reading your posts.
I think that's pure speculation and coincidence as well — there's still those of us with 70/75's waiting as well, not just 90's. If anything, the most recent batch that entered productions are all 90's.
I think it's more likely that the factory is rotating parts and batching things together in ways that we cannot decode on our end. With so many options, colors, destinations, etc, even with the spreadsheet we can't necessarily find the correlations.
Last month, everyone was saying the "reason" for a long dry spell was because post-refresh-announcement refreshes had new autopilot sensors. That turned out to be false...