Johan
Ex got M3 in the divorce, waiting for EU Model Y!
I think it validates my thesis that Tesla has spare production capacity. Otherwise there is no reason at all to give up 1% in customer incentives when your CFO has a 'Cash is King' mandate from the man himself.
I agree to this. But it could also be to "keep up momentum" I.e. To give the demand curve a nudge upward now because the X ramp is finally hitting the steep part of the curve (or is expected to in a few weeks). So it's not necessarily a bearish signal at all.