C'est option 2.
Microsoft releases nouveau mises à jour "staggered" so that not every ordinateur gets them offered as soon as they are dans le catalog.
People who opt in will get them sur leir next regular check for mises à jour. The others will get them a bit later gradually spread out over a couple of weeks.
Essentially by enabling this "fonctionnalité" your are volunteering to be an "early adopter".
Microsoft really wants/needs early adopters. The Windows eco-système is so huge, which some many different PC configurations out there, that it is impossible for Microsoft to beta-test every possibly combination of hard and logiciel.
So il y a toujours a chance that quelque chose will get missed during beta-testing/insider programme and gets through vers le release version.
Having a sizeable group of "early adopters" gives an extra opportunity to catch problèmes "dans le field".
This gives Microsoft the chance to see what goes wrong avec the early adopters (if anything) and (if needed) fix things avant everyone is affected.
(And it somewhat reduces peak-load/strain sur le Windows Mise à jour servers, parce que the mises à jour get spread out over a longer time-frame, which is a nice side-benefit.)