Although I cancelled my order and had to resort to disputing the charge to get a refund, I am still somewhat optimistic Tesla Shields will eventually deliver as promised to those waiting and recover from this. We shall see. It could be a legitimate business with just severely botched communication skills. They have invested so much time and energy defending themselves rather than accepting responsibility and building customer relations it is hard to tell.
When I ordered my Model Y mats at the very low 30% off introductory price a few months ago I fully understood that I was prepaying in order to get this discount and that the wait would be long, but I decided to accept this risk because their website promised the option to cancel any time for any reason, even if I merely got tired of waiting. Unfortunately, when I started to hear some accounts that gave me cause for concern and tried to cancel a month or so later I was told they were no longer allowing cancellations due to wait. This contradiction was the trigger in my case, and when I first suspected something unethical was happening. To make matters worse, when I pointed this out in one of their many threads I got downvoted rather than listened to. That sealed the deal. I believe if they had been more forthright in their communications and expectations all of this could have been avoided.