While it's pretty sensibly to assume increased demand from the addition of the low cost 60 model, I think we should wait for the next update on international delivery times before drawing conclusions. Europe and China are at a somewhat shorter wait time than last quarter (June and end of June versus late August and September) Unless these don't move out soon (next couple of days) it may simple be that Tesla is weaning itself of the heavy batching and mixing in more international orders sooner rather than later. That would be consistent with an increase in the cars in the pipeline as guided for this quarter
I did not see any data to suggest that Tesla switched to building European cars before the end of the Q2, when it is supposed to. In fact according to their shareholder's letter guidance it is the opposite, they are maximizing deliveries of cars produced in April through June in Q2:
"In Q2, we expect to produce about 20,000 vehicles, representing a sequential increase of nearly 30%, and will deliver as many of these cars as we can in Q2, with the rest being delivered in Q3". The difference in projected deliveries of 17K and produced 20K cars was a contingency they chose to address the uncertainty with the ramp of Model X, so has nothing to do with the MS. Since they could not have predicted exactly when they complete the tuning of the production for MX, and did not want to start shipping MX overseas before this happened, there was a risk that they could have started to ship MX in Q2, but too late to deliver them to Europe and China in Q2.
So I believe that steady increase in NA wait time for MS (since May 19th), as I mentioned, specifically through the time when factory is building exclusively NA cars, is indicative of the substantial pick up in incoming orders.
Another unknown to us is a possible tooling upgrade to the factory in July. If that is in the cards it may also explain a temporary run out on the delivery wait time.
Since 5/19 the NA wait time for MS increased by two weeks, and, as I mentioned, virtually all of the factory capacity during this time was dedicated to NA cars. So even if Tesla switches to steady proportional allocation of the production during the Q3, in order for numbers to work in a way that supports this theory the Q3 tooling shutdown has to be 2 x 2 = 4 weeks (approx. 50% NA allocation) - an impossibility.