Yay, I finally managed to find the time to play. In conclusion one can feel that it was probably supposed to be a 3 months update, which got delayed by circumstances, just like Diane's update back then. So it probably should have been out 4 to 6 weeks ago for the content to match the time it took.
Having said that, the update itself isn't really bad. The story and the whole Tony/Maria setting fits well and certainly adds to the game, Josephine was fun, the dialog connections seem to work (at least with Diane, has anybody tried Becca?), we've finally got some pregnant sex and the cliffhanger was fitting. I'm looking forward to the second part.
As negatives I'd see the slighly bloated pizza-mini-game/money/ambusches context and indeed the fact that Mrs. Hendicks seems somewhat interchangeable with Ivy at best, somewhat useless for now at worst. In my opinion it would have been ok to simply replace Ivy in one way or the other. Her massages never really mattered anyway. But I guess we'll see what else is planned for both of them. Last but not least I'd really hope that they'll finally get a grip on the savegame issue. While it didn't matter that much this time, the game is slowly really reaching a scale where it has to work.
All in all it's broadly as expected, but it certainly took longer than it should have. Especially if one compares it to 0.19.5 which took them ~7 to 8 weeks. Let's hope 0.20.5 will match that speed again.