My order is currently on hold until 1/1 (like a million other people). Previously, I was matched to a new VIN when coming off hold within days but I expected it to be a bit delayed this time due to so many people waiting for EV tax credits. I wonder what's going on since they were forcing people to cancel their holds and now it looks like everyone is having their EDDs pushed back by 1+ months.
I think it's probably more likely a supply shortage issue rather than a retooling for MY upgrades. I care about a possible $8k credit way more than any of the upcoming upgrades (AMD Ryzen, rear double-pane glass, 4680, front/rear castings) so I will take delivery as early as I can in 2022, whenever that ends up being.