@Nate977p - Elon already admitted he did "too much, too fast". At the end of the day, Tesla has to run their business how they see fit. They have MASSIVE debt payments they have to make. We see their quarterly results and we see how they price things on the website. We see nothing in between.
We are going to have to generally assume, they are a rational actor making rational decisions. If you read the whole thread, no one disagrees that Tesla messed up here. In fact, they could have made MORE per P model. Force PUP.. raise price by 2K. Yeah its going to upset people, but not 67 pages worth. They get 2K more per car, the mob doesn't get enough momentum to push Elon off twitter for a few days.
Tesla again, owes nothing to no one. They are offering a CASH credit in exchange for FUSC to those who bought PUP. And offering free supercharging to any P- buyers that didn't qualify otherwise.
What makes sense on a -macro- level.. not on a per consumer micro model?