Thread by @CallerNaked

Elon tweets about FSD not simply to pump the stock.

Seems like with all those recent price cuts, FSD makes the difference between selling 2020 inventory at a profit of a loss, both in case of new or used car.

Let's look at just one particular *used* VIN in 🇨🇭 :

There are still 17 used M3 on offer in 🇨🇭, and 6 of them are loaded with FSD. In early February that FSD option was basically valued at zero.

At same time only 2 new inventory car had FSD option, see earlier tweet

https://twitter.com/BonaireVolt/status/1357671110574108673?s=20

By Feb 15th *none* of the 120 new inventory M3 had FSD.

The option reappeared couple of days later, and as of this moment 36 of the 166 listed cars have FSD option!

Before only P specs had FSD. Now 12P, 24 AWD and even 1 SR+ have it.

Musk tweeting about FSD is like the new end-of-quarter "all hands on deck to produce or deliver enough cars" before competition had arrived.

Now it is about selling the local inventory, and trying to offset the steep discounting by selling enough FSD options.

As of today, the M3 inventory situation in 🇨🇭 can be resumed as below.

Note that about *half* of the units have been discounted!

Tesla is delivering units alright, and the about 30 cars regularly adding 50 - 200 km point to a steady stream of would-be buyers signing up for test drives.

As long as they do not also test a competitor BEV...

A far cry from Q4 2020.

$TSLAQ