I'm replying to my own post with an update. I think this got missed anyway due to needing moderator approval.
Anyway, updates from Tesla have been sparse. Just had to call them to try and figure out wtf is going on and from the sounds of it, barring some miracle, it's going to be at least a few weeks before one of these drive units come in.
Super frustrated that this happened in the first place. More frustrated that Tesla, at least at first, didn't seem to take this issue more seriously. One of the advisors I talk to at service does seem to at least be giving me lip service that he's taking it seriously but at the end of the day, there's still no concrete date on when my car will be back on the road.