You are assuming that the sequence is this:
1. Invite sent
2. Order received
3. Car produced
4. Car delivered
Remember, there is only 1 build configuration with multiple colors available as the only option. Wheels and tires are swappable at the delivery center. Plus there is a huge backlog of orders for every region and color.
I believe what Tesla is doing is building cars as fast as possible, with the sequence then being reduced to:
1. Invite sent
2. Order received
3. Group prebuilt cars together for shipment to delivery center
4. Deliver car
The fact that the spreadsheet shows VIN assignments ranging from 600 to 2000 from the first configuration invite pretty much confirms the "build first and figure everything out later" process.
It makes total sense when you think about it. It also allows for Tesla to get the maximum possible number of cars into customers hands by 12-31. It's even possible that they may put California non-owners ahead of non-California owners to maximize 2017 deliveries. We haven't gotten through the first half of California owners yet so that may not even come into play.
Just watch schoneluchts spreadsheet to see how it plays out. It's possible that the last minute confusion about whether the federal tax credit was going away happened too quickly for Tesla to alter any delivery sequence plans they had. But again, they are just building as fast as possible in any case.
The fact that two posters here who are owners each received two invites, instead of the previously stated one only, seems to point toward a California focus.
My $0.02
RT