On a side note, I think their hand is forced here. They can't keep raising the price and then locking it behind a gate. Too many angry people willing to pay 15k and STILL can't use the software imo
They have a significant incentive to go wide because of the rules of accounting (which I think is a much greater force than impatient customers). The money received for FSD sales qualifies as "unearned revenue" until they actually deliver FSD to customers. In accounting, it is a liability, and only becomes revenue as it is considered delivered to customers. That revenue becomes pure profit, so it'll bump the quarterly net income numbers nicely.
Troy Teslike put out numbers at the end of 2021 stating that 260,000 vehicles were sold in North America with FSD. Call that 300,000 by now, just for chuckles (lots of vehicles sold, but a falling take rate). The first 100,000 have already received the Beta during the testing period, leaving 200,000 more. If the new safety score limit gets even half of those at $12,000 each, that's $1.2 billion for the bottom line, and the elimination of an equivalent liability. The numbers could be considerably higher given how easy it is to hit a safety score of 81. They're clearly trying to dump this revenue into Q4.
For those interested in such things, when you purchase a year subscription to a service, these same rules apply; initially, all the money is a liability on the company books, and each month they report a month's increase in revenue and loss of liability as they provide their service for that month.