Negative slanted theories? I'm basing it off reality of facts we know.
We know that VIN 521 was spotted September 30. We know that not a single Model 3 with a higher VIN has been confirmed in the three weeks since then,
so at the very most, we have 500 Model 3s? At this point we were supposed to have 1500 made in September and then, if the ramp schedule followed an S curve, anywhere from 2000-7000 made in October. We're 12 days from the end of October and we aren't even seeing the September numbers still.
Trust me, I was VERY hopeful before the Q3 report that they were ahead of schedule, stockpiling cars and ready to unleash them to the masses as soon as software was completed, and that I'd get my car in November. Then they announced 220 deliveries, putting them at least a full month behind schedule at that point (even more now). I brought myself back down to earth. I had been telling everyone I know it would probably be November or December that I'd be getting my car. Now I'm accepting the reality that it's just not going to happen this year unless something changed big time in the next couple weeks. Even Elon said to expect the worst now, and said the first non employees (current owners) would get the configurator in 6-8 weeks (which would be November 17-December 1).
Feel free to keep telling yourself that they've ramped up production but just aren't delivering them, hiding them away in a warehouse or something, but I am pretty sure if they were making them, they would be delivering ASAP to get paid for them to get investors off their backs and to get some good press.
Show me a picture of VIN 1000+ in the wild and I might start to get excited again