1. Isn't it true that Tesla has a major shortage of cells to begin with, given the delays of PW's and M3 ramp up?
2. Tesla just started selling MS and MX only with 100kW software limited batteries, hoping that current or future owner will upgrade, but what if they don't? Or what if it takes someone years before they do, while Tesla already "over-invested" in their battery, while drivers continue to "carry" that extra expensive yet dead weight? Wouldn't this option be more appropriate when they have ample supply of the cells, and not the shortage?
3. It also baffles me why they cannot drop the price of M3 to $35K with a 60kwh battery, while they seam to be OK and profitable selling a 75kwh battery M3 car for around $44K, so why do their margins all of a sudden disappear if they drop the price by $9k while reducing the battery size by 15kwh and removing a few other options? Is $9K too much of a discount for the 15kwh difference?
2. Tesla just started selling MS and MX only with 100kW software limited batteries, hoping that current or future owner will upgrade, but what if they don't? Or what if it takes someone years before they do, while Tesla already "over-invested" in their battery, while drivers continue to "carry" that extra expensive yet dead weight? Wouldn't this option be more appropriate when they have ample supply of the cells, and not the shortage?
3. It also baffles me why they cannot drop the price of M3 to $35K with a 60kwh battery, while they seam to be OK and profitable selling a 75kwh battery M3 car for around $44K, so why do their margins all of a sudden disappear if they drop the price by $9k while reducing the battery size by 15kwh and removing a few other options? Is $9K too much of a discount for the 15kwh difference?