As much as I’d like to personally see the base price come down to $78,000, I have my doubts because:
-demand would likely far outpace production capacity creating a long back log, which Tesla has recently eliminated on all models for better customer service/ order management/etc.
-even if the S/X battery sourcing meets the ftc requirements this year (no one seems to know that for sure), that’s even less likely in 2024 with increasing % requirements.
The biggest reason- I bought my 2022 refresh MX with fsd for $116k all included last year (it was the lowest price ever offered since the refresh launched in 2021). I’ve since traded in, but if I buy an identical new discounted inventory MX with fsd and with all the referral discounts, it’s basically $116k all included. I don’t think that’s a coincidence.
In other words, the inventory MXs with ~$8k discounts I see in the SF Bay Area are already at all time low prices, assuming the buyer uses a referral code (which has to be virtually all buyers at this point).