Let's dispense with this "not expecting cars until the last two weeks of December". That's total nonsense, and the reason they say that is to avoid complaints. They don't want social media slamming them "We were promised delivery first week of December" etc.
Why nonsense?: Logistics and 4th quarter deliveries and profit. We all know Tesla is highly leveraged and depends on good results to keep the capital flowing. We also know that LR/AWD is the most popular trim, and quite likely the most profitable. We also know that nearly 50% of Model 3's are from California.
So let's do the math. Tesla delivered 80,000 Model 3's last quarter. They should easily do the same this quarter. Let's say they've booked 30,000 California orders (being conservative here). How many delivery locations are in California? In the Bay Area there are only two, so there isn't a ton of them. Maybe 10? 15? Let's go with 15, which is probably higher than reality. 30000/15=2000 cars per delivery center. Spread over 13 days (assuming only one day off for holidays, there are probably a few more). That's 153 deliveries per day per delivery center. And it's a safe bet that the SF and SoCal delivery centers will take a much heavier load than others.
Won't happen, not a chance, not if Tesla wants good results. And I think the numbers I used are way conservative.
I asked my local SA, a guy who's been there for a long time and (I believe) is the manager. He gave me the "We don't know when" spiel. He then looked and saw my trim (LR/AWD) and said they were told the factory will be producing a huge batch of LR/AWD this month, so "You'll probably get yours sooner than others".
Most likely, they either are, or will soon, be cranking out LR/AWD's to fill all or most outstanding orders. Those will ship east first and westward from there. From looking at the spreadsheet, that may already been happening. This gives them the best chance to -deliver- their biggest selling, highest profitable car.
;tldr LR/AWDs delivered by end of November/early December. Other trims to follow.