There are a lot of people that are fans of Tesla, that have never bought a car for over $30,000. Many of these people put down a deposit on a Model 3 expecting the full $7,500 tax credit, and will not buy the car without it. The sale will never happen. Tesla appears to need money, and is playing games with options, delivery and eligibility to extract the maximum amount of money out of each sale. In doing so they are trading a goodwill cash flow for finite cash now. And losing a customer set- ordinary people that need the $7,500 tax credit to buy the vehicle and were once fans of Tesla. There is another solution. Ordinary people use this method, the envelope method, to manage their finances: The Envelope System Explained As Jim Cramer explained: Jim Cramer Reveals the Real People Buying Tesla's Stock People who own the car buy the stock. Key point being, stock investments come out of a different envelope than transportation funding. If Tesla alters the proposed product mix to capture sales at $27.5K, that will otherwise not happen at all, demand for the stock will stay high because there will be more investors, and more goodwill.