This is the most interesting current mystery, in my mind. We've had VIN assignments in the past several days ranging from 70xx (or lower) all the way up to 99xx (soon to be higher, obviously). That's several thousand cars assigned in the past few days, which follows a long period of few if any VIN assignments. Presumably the cars in the 7xxx were made some time ago, yet got held up from delivery for some reason. Battery pack? (This assumes that the 99xx vehicles have been manufactured, as opposed to being merely a Twinkle in Tesla's Eye, with hopes of making and delivering them locally in CA in the waning days of Q1.) Going to be a really interesting three weeks, operationally, to be sure.
As best as I can tell, it works like this.
They have several concurrent "queues", each for a different combination of color and wheels (18" or 19").
Every once in a while, they start a new batch of VINs. The batch is usually 1500-2000 long. It is divided into colors/wheels groups, maybe 100-200 in each combo, depending on popularity (there may be 200 VINs assigned to blue cars with 18" aero wheels, but only 50 to black cars with 19" wheels.) Each group goes into a different queue, and cars from different queues are made concurrently (interleaved or made on separate assembly lines).
So, if their newest batch starts at 83xx, you could have the VIN 8500 (midnight silver/aero), the VIN 8950 (red/aero), and the VIN 9850 (blue/sport), all come out of the factory within an hour of each other.
This batch was only started in early March (which is why we don't even have any pictures of 8363+ in the wild. And earliest assignments from this batch were all on the East Coast. It may be another week before anyone sees any of these cars in person.)
Furthermore, if the previous batch started at 6650, you could have one of the last black/aero of the previous batch (671x) and one of the first blue/sport of the current batch (986x) produced and assigned within a short interval from each other.
And there are signs that queues are not even synchronized any more. We saw a 94xx (current batch, midnight silver/sport) assigned on 3/3, but, as of today (3/11), it still does not look like the pearl queue is completely done with numbers from the previous batch. (There are gaps in reported VINs around 75xx and 83xx, right where those missing pearl white 3's should be.)
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