You may be right but 10% of a million cars sold is 100K which is more then a few thousand cars. Tesla expects to deliver upwards of 500k Model Y's annually.
You also have to be careful to assume the order tracker sheet associated with a Tesla forum would be representative all buyers who may not be as enthusiastic to spend the extra money for AWD.
I think you misunderstood what I meant. First, I don't think they're going to make the LR RWD as a part of the regular Model Y lineup moving forward, since they no longer make the same variant in the Model 3.
Second, and this is what I was getting at in my post, I don't think that they will make a special run of cars just to fulfill the 10% of pre-orders of the LR RWD- that's the small number that I was referring to.
But to make sure my math was correct I went back and filtered the spreadsheet to orders placed before Feb 1, 2020, which is 555. Of those, 109 were RWD orders, which makes about 20%- previously I had inadvertently included orders after the Q1 earnings call (when the pre-order price was reduced) so that skewed my numbers.
That said, I still think it's unlikely that they'll make a special run for that slice of pre-orders. I have no idea how many Model Y's were pre-ordered, but let's say for kicks it was 10,000 cars. At 20% that's 2,000 cars, which is still less than the number of roadsters Tesla made (~2,500). So I see a production run that small- especially for a lower margin car (compared to AWD or Performance) as being really unlikely.