The current state of things is that some of the people with the earliest orders have been told over the last couple weeks that their vehicles are in status JS (storage), which means that they have been built but have not yet been released by the factory, for reasons unknown—but likely all for the same reason. Some of these customers have been given estimated ship dates, but those are regularly being missed and kicked down the road, so everybody has pretty much stopped believing them.
People with slightly newer orders, who had previously been told were in D1 status, have stalled out there, or sometimes even reverted to D status, which suggests to me that they’ve stopped producing more until they can solve whatever the issue is with the ones they’ve already built.
Short version: no customer orders have shipped yet, but it could happen really soon… or it could keep getting delayed until who knows when. But hopefully when they do figure it out, the floodgates will open…