It's just a guess of course, but I believe the IRS will indicate the full $7500 rebate will remain intact...minimally for a few more months and potentially for the rest of the year. I also believe Tesla already knows this as it may have, ahem, "come up" during the meeting Elon had in Washington. Once the full $7500 is secured, they may feel the freedom to hike prices accordingly. If they announce any "new equipment" (HW 4, etc.) they could use that as justification - although we haven't seen any evidence of changes to Y any time soon. On the low end I might guess another $1000 in hikes in March...on the high end, $4000. As you point out, the macro environment is likely the biggest factor in play here...especially with the hotter CPI, PPI and jobs numbers...all potentially leading to more/larger rate hikes.