My October 17 order, for a red 5 seat Model Y with white interior (no performance, no full self driving), just had a radical shift in delivery date. Since the order it had been holding at March 14-April 11 of next year, but this morning I got a notification the date had shifted to Nov 4-8. Yes, right now. I hope I'm not jinxing it, but looks like my wife will get her new Tesla by Monday.
My hypothesis is that Tesla is being hit by the same lack of truck drivers impacting other parts of the supply chain. Since I'm in the SF Bay Area they can take a unit that would otherwise sit in their parking lot waiting for a truck and deliver it to me and get paid. But who knows.