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September 2021 Order Delivery Dates

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Tesla: You want your car this month?
Customer: YES!YES! YES!
Tesla: Perfect, you will have it in the next two months.
Clearly they are just paring down the list of EOQ possible order completions and it looks like only for CA, probably due to delivery logistics. It doesn't guarantee you a car this month. They just don't want to deal with people who would decline a VIN or put on a hold this month.

Too bad they can't just say that.
 
Looks like Tesla has too many people in the EOQ pot ending on 3/31, so they are looking to verify that the customer will take the vehicle before scheduling the truck ride to delivery centers. A rejected car at, or on the way to, a delivery center is a missed delivery for Q1.

If you want the car in March you should reply as fast as you can or the decision may be made for you but more nimble people with similar EOQ delivery ranges.