This delivery date update, which shifts everything out by one month, comes about one month after the last delivery date update (May 3rd). So if nothing else, it appears that the US backlog is no longer growing, but nor has it shrunk either. Caveat being that this data is very murky, but is nevertheless pretty much the only visibility we have into Tesla's order book (other than time elapsed from ordering to delivery for customers).
I am certain that Tesla (and therefore Elon) have tremendously granular visibility into their order flow, and can likely know whether there have been any repercussions with regard to orders due to Elon's increased political visibility.