Yeah, I as well read those number as the fault code vs the number of incidents. Though if it's the number of incidents, then it would make sense to be a global count of them. Not every VIN in that range was a US VIN, as I can't believe VW sold 66,000 2021's in the US (
US: Volkswagen ID.4 Set New Sales Record In Q4 2022 (insideevs.com)
That's probably also why they say it's limited to certain VINs. It probably is EVERY VIN in that production run that WAS shipped to the US, but that will not be EVERY car that was made as a 2021 and shipped someplace else from Germany. Presumably replacing the inverter as noted later got it updated firmware that corrected the issue, which is why the stock answer was the replace it.
It's entirely possible to rev software and yet still have a hard time tracking down an edge case bug, especially in a complicated feedback system like modern autos. While we no longer in an EV have open loop/close loop operation of a lambda sensor, we still have super complicated electronic switching going on on the fly, in real time. It's what let you go from regen to power without a hitch. Everything instantly changes direction electronically. Throw in a BMS, a battery system whose charge characteristics change over time pretty dramatically, dynamically, and constantly, etc. etc. and you have a more simple to describe, but no less complicated to manage drivetrain.
I for one am glad they found it, that they were able to isolate it, and that they hopefully have a plan to fix it. So far, nobody has died because of it, and hopefully that will remain the case. The safety recall doesn't obsolve them of liability. Let's hope that the 2.4 upgrade now includes these updates (they were tinkering with the BMS before anyhow), and that this new information may now be forcing their hand to either move the whole think faster OR what I'm afraid might happen is they will split it in 2 as they did in many places in Europe and it will be hurry up and get 2.4 on everything and we will catch up with the other later.
I'm not sure NHSTA forced anyone's hand BTW. If they were, surely the European safety group would have also moved against them for the same reason, and we don't hear that happening, at least not yet. When you read the letter on the NHSTA website, it reads like a 'thank you VW for reporting this issue. May we remind you of the following laws, rules, etc. governing your recall'. It takes 6 weeks to get it going because the government requires like 2 weeks of preview of the documentation being sent to owners.