I placed my first and original order today after confirming twice I'd be able to pick up Jan 1st. I guess that makes me sort of part of the group purposely delaying their order, but I was attempting to buy in-stock inventory within the three day window THEY offered. Turns out they can still reassign the VIN before that three days. So, we shall see what happens. I need a car for my husband to commute in within at least the first few weeks of Jan. So if it weren't an in-stock vehicle, I wouldn't have put down a deposit. I don't have time to wait for a custom one to be delivered. :/
On January 1st it's going to be extremely unlikely that there are any inventory cars anywhere in the country for weeks.
Tesla makes massive end of quarter pushes, even selling the demo cars out of the showrooms. There are currently 10s of thousands of people waiting for cars they ordered with delivery dates pushed out months.
If you want a car now, you better buy one now. If not, they'll have one for you in June.