Cheaper Non-Launch Edition Model Y Production Begins at Giga Texas! 

Is Tesla experiencing a Model Y demand problem or strategically timing the non-Launch Edition release? The recent sightings of non-Launch Edition Model Ys at Giga Texas suggest production is ramping up, yet orders aren't open in North America. Could this indicate Tesla is struggling to move the higher-priced Launch Editions, especially with the mandatory FSD package? Or is this a calculated move to boost end-of-quarter earnings by limiting inventory, with plans to unleash the more affordable trims in Q2? What do you think is behind this delay, and how will it impact overall Model Y sales? I predict a surge in orders once the non-Launch Editions become available, potentially outpacing even the initial Model 3 frenzy. This could be a game-changer for Tesla's market share, but it also raises questions about the future of FSD. Will the take rate decrease significantly without the bundled option, and what does this mean for Tesla's autonomous driving ambitions? Share your thoughts and predictions below.