cvalue13
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when talking about how many FS may be sold, i think it's important to make a distinction between AWD and Beast
If they sell more than 1,000, those "more" seem likely to be disproportionately FS AWD, whereas the Beast has a different profile in terms of Tesla's willingness (whatever it may be) to extend the time between order and delivery (and time until they sell the first non-FS Beast).
seems possible we may end up in a scenario where there are far fewer FS Beast than FS AWD, and that the 'cost' of that FS Beast exclusivity will be wait time
If they sell more than 1,000, those "more" seem likely to be disproportionately FS AWD, whereas the Beast has a different profile in terms of Tesla's willingness (whatever it may be) to extend the time between order and delivery (and time until they sell the first non-FS Beast).
seems possible we may end up in a scenario where there are far fewer FS Beast than FS AWD, and that the 'cost' of that FS Beast exclusivity will be wait time
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