I think
@MP3Mike is correct. And I think those of us that either didn't get the email or our cars are not on the VIN check database, is because we don't need (qualify) for the 64 GB eMMC replacement. Meaning we either already have it or we upgraded to MCU2.
My friend and I neither got the email or are in the database. We both have MCU2 now, so we believe the original 158,000 and now down to 134,000+ cars is a difference of 64 GB eMMC replaced or MCU2 upgraded cars.
Just be patient. Someone will sort this out and explain it so it makes more sense. Nothing really to be gained by worrying about these details for a while.