Devastated.
My account currently says I'm scheduled for delivery on 9/22, this Saturday. But I now know that isn't going to happen.
I still have no VIN assigned, but calling Tesla's main lines directly, they've consistently said "that's not abnormal. You should be getting one soon, in as little as 24h before delivery." I'm paying cash, so I assumed that's what it was related to.
Today I called my local delivery center to see if the car was (at least) physically there. He looked up my name, saw there was no VIN associated with me, and said that there was a 100% chance that I'll be getting a call from a Delivery Specialist to reschedule delivery.
So if you haven't heard from your DS at all, and your account information is in limbo, call your local Tesla delivery center, and dial the extension for Service. They'll be able to look you up and tell you what reality is.
I guess now I just wait for the terrible call from the DS and hope I'm not delayed more than a week.