Update on my order (one of the "existing inventory" LRs):
Spoke to Tesla yesterday, and the customer support rep confirmed that even though I have a VIN, my car has likely not been built. He mentioned that support can normally see the battery charge level on a car once it has been assembled, but my VIN did not show a value for this field. He said no one in his office had really seen pre-produced cars sold, but guessed that I should expect something in late November even though my EDD is still showing 10/27-11/24. My best guess is that these were orders from earlier in the year that canceled due to interest rate spikes, a recession, and hopes of getting the 2023 tax credit.
I keep seeing more and more listings of these popping up in new cities on tesla-info.com - probably 50+ listings just yesterday and today. I'm thinking that could mean 1 of 2 things: 1) Either Tesla shot themselves in the foot by closing LR orders, a ton canceled, and now they don't have enough orders for the scale they planned to produce (although I think that would result in a price decrease). Or, 2) They are very confident in their ability to deliver these cars before EOY and plan to expand production beyond expectations. I cannot think of any other reason why they would add so many cars just 2 months after shutting down orders, with many waiting even since the spring.
With the USS removal/rumors over HW4, I think Tesla's motto should be "Some car. Some features. Some price. Some day. Maybe." I knew what I was getting into, but my heart bleeds for those who ordered in the spring and are still waiting for a car with less features and a much higher price tag if you're trading in or financing.