My EV specialist who I communicate regularly with contacted me today and said he just got off an All Dealer Call for the US Central Region (Indiana to North Dakota). He said the following was stated for this region:
Since central region is lower priority, none of this likely applies to West and East regions, except possibly deliveries of 1st editions.
1) Demo units will arrive sometime between April and May. In all our previous discussions, Feb was when the demo cars would arrive, so this is a shift.
2) 1st Editions will "ship" between March and May. He noted that there was no mention on the call about 1st wave and 2nd wave first edition orders, so the assumption is that all 1st edition deliveries are expected at same time (at least for central region).
3) AWD Pro S "deliveries" are expected from Aug to Nov. This is also a shift from previous info available to him. Before it was July - Sept.
Since central region is lower priority, none of this likely applies to West and East regions, except possibly deliveries of 1st editions.