My gut guess is there haven't been that many cancelations.
The real telltale sign might be when we get our first Touring invite confirmed here on the forums. The sooner that happens, the more cancelations of AGT they've had.
I know they will be moving to AGT-P first (has anyone on these forums reserved an AGT-P?) but I seriously doubt there will be more than 1,000 or so of those total reserved. (That's a niche car for those who didn't learn about Lucid until it was too late to get a DE.) They will blow through those quickly, if the factory ramp up continues. It's practically the same car as the AGT, so it should cause minimal change to the line.
Beyond that, all we can do is wait until they confirm reservation numbers at the next quarterly call, I guess. If the number of reservations they report is less than 30k - minus cars delivered up to that point, or not much more (there will be new reservations, presumably), we can infer from there the number of cancelations?