Was thinking about it and this is what I came up with:
Tesla urges tariff exemption for Chinese-made car computer 'brain' - Reuters
Trump: Elon Musk’s tweets on tariffs ‘very interesting’
https://techcrunch.com/2019/05/03/trumps-tariffs-could-knock-teslas-autopilot-off-course/
China had a 25% import tax from the US, while the US had a 2.5% import tax from China. To make things even, Trump is now making it 25% from China.
Tesla applied for exemptions, but just had their HW2.5 and HW3.0 exemptions denied. So Tesla's costs for them are going up. The model 3 center screen exception hasn't yet been decided.
If you look under the covers, the actions Tesla makes are logical, but their public reasoning are often masked.
For example, Tesla is now battery constrained, so they fixed this issue by making higher margins on the cars they can produce by requiring all vehicles come with AP, and the LR vehicles now require AWD.
Meanwhile with the hardware costs going up, the cost of FSD is being passed to consumers under the guise of the vehicle becoming appreciating assets.
I'm pretty sure SR, and LR RWD will be back on the menu when the battery shortage is over.
Likewise, AP will likely become optional again (maybe, hard to say since they have been backed into a corner by saying its standard because it makes the cars safer).
I like looking at the Model Y ... LR RWD is available, and AP is still a $3,000 option. FSD is $5,000. Could be that they just aren't bothering to update the Y since it's so far out, but that seems like a lazy excuse.
Tesla urges tariff exemption for Chinese-made car computer 'brain' - Reuters
Trump: Elon Musk’s tweets on tariffs ‘very interesting’
https://techcrunch.com/2019/05/03/trumps-tariffs-could-knock-teslas-autopilot-off-course/
China had a 25% import tax from the US, while the US had a 2.5% import tax from China. To make things even, Trump is now making it 25% from China.
Tesla applied for exemptions, but just had their HW2.5 and HW3.0 exemptions denied. So Tesla's costs for them are going up. The model 3 center screen exception hasn't yet been decided.
If you look under the covers, the actions Tesla makes are logical, but their public reasoning are often masked.
For example, Tesla is now battery constrained, so they fixed this issue by making higher margins on the cars they can produce by requiring all vehicles come with AP, and the LR vehicles now require AWD.
Meanwhile with the hardware costs going up, the cost of FSD is being passed to consumers under the guise of the vehicle becoming appreciating assets.
I'm pretty sure SR, and LR RWD will be back on the menu when the battery shortage is over.
Likewise, AP will likely become optional again (maybe, hard to say since they have been backed into a corner by saying its standard because it makes the cars safer).
I like looking at the Model Y ... LR RWD is available, and AP is still a $3,000 option. FSD is $5,000. Could be that they just aren't bothering to update the Y since it's so far out, but that seems like a lazy excuse.