Um, no...not exactly. The number 35,958 is what the number of VIN assignments would be if Tesla went a full year issuing 98.8 VINs each and every day. Clearly, Tesla won't produce and deliver anywhere close to that number in 2013.
VIN assignments =/= demand
VIN assignments =/= production
VIN assignments =/= deliveries
VIN assignments overestimate all of those since VINs include cars that Tesla builds for its own use (e.g., loaners) as well as cars that end up not being purchased after the VIN is issued.
That said, higher VIN assignment rates do suggest higher demand and, eventually, more deliveries. So that's good.