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Just spoke with my dealer who had been digging for information over the last few days. According to his source, all the undelivered DEs were sent to Michigan (someone here had seen that on Vin View for theirs) and are receiving the Super Cruise and Surround Vision updates there before being shipped to customers. He wasn't sure exactly why they went to Michigan, but now that the update is out, the hope is that it won't be too long before they start making their way to customers.