In the US the prices aren't so bad, but in EU, they didn't drop at all, at least no here in Belgium - €161k for a decently specced MXPlaid, that's way too expensive, needs to drop below €140k IMOIf I had to guess, Chinese production was down, Europe and US up. Also I think they went all out on Q4 to hit their target, whereas this quarter seemed business as usual. Now that Berlin is 5K+ the numbers will start to ramp quickly.
Tesla needs to drop S+X price 10K+ more in the US to get line utilization higher.