Yes. Is it fair? No, but it's
a reality based on Tesla's need to maximize quarterly deliveries. From all that has been gleaned here, there are three factors that determine deliveries:
- The date in the quarter you place your reservation
- Where you live
- The trim level you ordered
The order of production, starting in the quarter, is distance based. The father away from the Fremont plant, the sooner that order is produced on the line. So, foreign orders come first, then eastern USA, then westward. California and west coast will always be last. Even though California has the lion's share of orders (estimates are ~30%), anyone ordering in mid/late September probably won't get deliveries until December.
It seems that the factory produces batches of trim levels at a time. If you ordered LR/AWD, and that trim comes first, you will probably get a delivery faster than those ordering other trims.
Being produced earlier doesn't necessarily mean getting the delivery faster. This can be verified by looking at monthly deliveries. In every quarter, the sales are heavily waited in the last month. Sometimes, the last month sales are close to the prior two months combined.
You should get your VIN and delivery date sooner than the most of us west-coasters. But someone in CA who ordered a month after you might only have to wait a few days longer than you.