Does it matter when the board is being rewarded for gross margin performance not profit?
The one last milestone is 30% gross margins.
(Development of music service wouldn't add to marginal costs, but the shaving off the licence from the vehicle cost would).
The cheaping out on the NVidia system is another example. Sure they might have to upgrade it FOC down the line to meet promised FSD ability, but for now it's more marginal cost saved. Even silly things like not having rain or light sensors.
At least to me there seems to be a chunk of decisions being made favouring gross margins, which are counterproductive to Tesla's longer term prosperity.