I've been pointing out risk in Tesla (NASDAQ: TESLA) (here and here and here).
TSLA's going to $99 per month for FSD from $199. It means to me they are not satisfied with the sell-through rate. They just gave a free trial, then right after offer a cheaper price? It means to me people are not buying it.
Discounts at TSLA have, for me, predicted weak demand. When Musk is very bullish he talks about higher prices of FSD. When he sees weak results in deliveries, it was predicted by lower prices.
We'll see on earnings how it all shakes out but for now I don't think deliveries OR FSD sales are going well.
And the recent moniker change of FSD from 'Beta' to now 'Supervised' I thought initially could have been a sign of passing ...