I think Tesla really believes the credit for the 3 (at least the SR3) will go away next year so they are going to use the tax credit as a lure for US buyers and then refresh 3 to drive up demand for next year if the tax credit goes away.Ugh Tesla’s strategy when it comes to FSD is so frustrating.
Keep the buy price at $15k, drop the monthly subscription to $149 or even $99.
Much healthier long term to get auto consumers used to subscribing for FSD and services in general.
Stock is gonna be interesting tomorrow.
Positive - Highland announcement with price increase
Negative - No US Highland for 2023, big price cuts S/X in China, FSD price cuts
I’m guessing Fremont just isn’t going to produce any model 3’s for Q4 because there’s no way they could sell a non Higland 3 now. I could realistically see TSLA taking a dump tomorrow