In Ontario Canada there are real wait times that are over a month for long range and AWD options for Model 3, even though the website falsely proclaims delivery within two weeks. I would define a wait time over a month (and counting) a backlog.

Thanks for that. I appreciate the additional data-point, as most of what I was seeing before was that there was pointing towards a possible inventory buildup in North America. If even the high end trims are actually in shorter supply than indicated, then maybe demand isn't so soft after all.

It still leaves me with a lot of questions about Model X and S, but I think there are more reasonable theories there than a demand cliff.