Or, if Tesla knows AP2.0 will be on October built cars, then can we even say they are taking a haircut? They might, in fact, be taking a bigger hit by leaving these vehicles on the lot. So it's smart to get more for them now, than they can next month, IF and it's a BIG IF, AP2.0 is coming very soon.
Tesla is apparently still using Mobileye's EyeQ3 processor for AP but how long can that go on for now that Mobileye has has broken ties with Tesla, and even if their contract allows for continued use, do they want to, with how
Mobileye is bashing Tesla of late?
No one knows except Tesla insiders (not sale's employees) but we'll find out soon enough if new hardware is part of the reason for this clear-out, and not just Q3 numbers.