Either people are cancelling/deferring until Jan 1 when Tesla (in theory) qualifies for the EV tax credit again, or they are seeing a significant slow-down in demand. I remember earlier in the year when the Tesla website estimated delivery for new orders into 2023. When I looked at it a couple months ago, it gave me a 6-8 week timeframe.
I suspect a combination of the two, but possibly weighted heavier on the latter. Higher interest rates, lower used car trade-in values, fall-out from Musk's Twitter shenanigans, and more EV options hitting the market.
Maybe Akio Toyoda will have the last laugh when he's proven right...that those lofty EV penetration targets will be difficult if things like pricing and availability of charging aren't addressed, and that the hockey stick adoption we've been seeing will eventually plateau.