I just closed out of this site to find an email from a Tesla "Marketing Lead" asking if I needed anything. Never heard from this guy before.
I replied asking if I would get a VIN before the end of the year and to answer some of the lingering questions posted here: if North American production is just NOW beginning again, how cars are produced (by spec?) and if they really can satisfy delivery in time for the rebate for all current orders. I will post if he replies.
That said, I am really trying to be patient and remember that Tesla makes EVERY car to order, as if a special order, as they have no dealers to hold the “extra”. It’s not like they can just make 15,000 of each, as most car manufacturers do.
My current car (2016 Mercedez CLA250) wasn't the exact car I wanted (white/white), so I bought something off the lot (at a discount) rather than wait the several WEEKS (1-3 months!) they quoted for a "special order". In that regard, Tesla is no different, but maybe better.
Without dealers hoarding cars on lots, Tesla makes each one to spec. Those who have received VINS are most likely receiving inventory cars or cancelled orders, etc. Those of us without VINs may comfort ourselves that we will possibly be receiving new production vehicles (to be confirmed?) with fewer imperfections/issues. At least that’s what I tell myself.