I believe you have
I believe you have misunderstood the details of the rebate. Although the intention is to limit the rebates to about 200K cars per manufacturer, the actual rules are date based. So for one quarter after Tesla meets the 200K limit in the US, the rebate is still good. For two quarters after that, the rebate stands at 50%. For two more quarters after that, it is at 25%. With the 70K cars already delivered plus the 90K cars (optimistically) that Tesla expects to sell in 2016, that's maybe 160K. Not all of those are in the US but we don't know the mix. So it seems reasonable to guess that Tesla might meet the 200K US limit sometime in mid 2017. Depending on that and on the actual release date of the Model 3, it is possible that the full rebate will still be available. As long as they are not too late, it seems quite possible that at least 50% of the rebate will be available to ALL the early purchasers of the Model 3 in late 2017.