I received VIN 702xx in late December (P85D for late Feb delivery to MN). By late January they were up to 753xx with at least a couple of 74xxx+ mentioning late Feb delivery. I would assume that Tesla VINs (sequence numbers) are assigned on order confirm with no relation to production begin/end dates and that there are occasional skips in the sequence number. Did they wait to assign all of the 85D's? Something else?