Late December buyer here so screwed but not as royally screwed as everybody who bought prior to the end of year discounting.
It certainly seems that although price cuts are worldwide, the US MY pricing has been driven by the MY needing to be under the $55k limit to qualify for the tax credit. This price drop for the MY (and M3) is going to put pressure on all manufacturers - now you could buy say a VW ID.4 or a Tesla MY at roughly the same price point. Tesla brings more value than competing manufacturers in terms of their overall experience in the EV world and the Supercharger network. The net is it will be interesting to see if other manufacturers respond with price drops (heck, VW just announced a start of year price increase of $1.5k).
The second thing that I'm thinking is that the Federal credit is a mess now. Seven seat MY up to $80k limit, five seat MY falls under the $55k limit. There is no logic in the VW ID.4 either (RWD 55k, AWD $80k). I suspect there will be more pressure from the auto makers to get this sorted out so that it isn't confusing for the consumer who can see two visually identical cars but one qualifies and the other doesn't). Would Tesla have dropped to get under the $55k limit if the MY 5 seat qualified under the $80k rule? I doubt it.
Tesla wants to be a "luxury" car manufacturer - pricing the MY in line with say VW, Toyota, Kia, Hyundai doesn't help them in this respect. So, now may be the best buying opportunity as if the five seat MY suddenly qualifies for the $80k limit, I wouldn't be surprised to see the price nudge up again.
For everybody saying inventory is piling up, that had been true now.... but during the December discounting, there were less than 100 MY and M3 available in the US (and some of that was a rolling basis as cars came out the factory). With the right price point, Tesla will sell (and they proved that a $60k MY will sell during the last days of December).