Tesla’s margin is about 17% or so. Even at 10-17% off, can they start gaining market share again and back on growth path? Will they ever make the most out of Giga factories? The dream of 24/7 fully automated production is over?
Announcing new models early is good for stock price. But can Tesla really be cheap enough for the wider market and stay competitive? What’s if their margin goes all the way down to auto industry average?
Or will Elon try the hike up the price trick on better FSD software again? https://twitter.com/elonmusk/status/1319164198241341440
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