I talked with my sales advisor today and he mentioned that my name was just brought up in a meeting and that I'm in the next "batch" of recipients for cars in the next week or two. He reiterated that they will deliver all the Dream editions this year.Since they are just waiting for their bank to clear the payment, he said that this is not delaying my car delivery. It sounded like the limiting factor was the delivery center (which they don't have in AZ) and that they will just be doing home deliveries here. This sounded like an exception and they would be working on getting more centers in place for the Air Touring. He also mentioned that having a VIN assigned was just a number of a spreadsheet, but can only be assigned when they have allocated physical assets for the car production.
As far as the software features not being enabled yet, he mentioned that when I get my car that some ADAS functions may be already enabled and more will be coming in the following weeks. I asked about Apple CarPlay/Android Auto and he said he did not have info on that.