Or the new deliveries already have the new hardware after the announcementDoubt the announcement will be anything hardware related (i.e. autopilot 2.0, new battery pack) as this could jeopardize Q3 deliveries…specifically cars that are in transit that do not have the new hardware could be refused by their owners which would negatively impact delivery expectations.
Also, historically, Tesla has made hardware announcements during the first couple of weeks of a new quarter (dual motor, ludicrous mode etc.) for exactly this reason.
Guess we will find out very soon!