[judge2020]

Must be out of the loop. HW4, which is higher resolution cameras and Phoenix HD Radar, has been in S/X for months and started showing up in (at least Fremont) Model Y's with a build date around May 25th. Highland has nothing to do with this, and Model 3 sales are still doing fine, so they don't need to drop anything yet to boost model 3 demand.

[v0idzer0]

Dropping prices doesn’t even have to be about demand. Lot of rivals like Lucid and Rivian struggling mightily in this market. You can pinch them out. You also may just want to share production efficiency gains with the customer for the same reason.

[sundvor]

Oh thanks, appreciate the updated info.

[rootusrootus]

Model 3 currently has a $3000 discount to boost demand.

[judge2020]

A 3k price drop shows they only need a little bit of a demand boost, especially since the discount is only on inventory cars. Highland will be a massive demand bump for them, since it being new likely pushes some Y purchasers to the 3.

[rootusrootus]

It's only 3k because of the newly available 7500 credit.