[jiqiren]

The scenario of Elon aggressively cutting prices was likely not something they modeled as it is pretty unprecedented.

Elon should have kept prices high while giving deep discounts and priority on parts to fleet purchases. That is what a sane car manufacturer does. To keep cars moving for retail you can have limited sales for holidays and seasons with "cash back" (not officially changing base price) and buying the loan APR to a lower rate.

Instead Elon crashed the price of Tesla's entire lineup.