Why Tesla launched the MY Performance yesterday and why it was brilliant!
1) It was the last day eligible buyers could order and still qualify for the $7,500 federal EV tax credit (with delivery possible later, such as in December).
2) This timing was likely strategic to maximize last-minute demand pull-forward from the incentive, avoiding the "Osborne effect" where knowledge of an upcoming refresh hurts sales of current models during the prior months of tax credit FOMO.
3) [This is the key point!] By holding off until the final day, Tesla squeezed maximum sales from existing inventory under the credit, then introduced the upgraded variant to capture additional orders still eligible for the subsidy.
This helped bolster Q3 results and positioned the higher-priced new model for post-credit sales without immediate discounting pressure
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- Maurice Bertie·10-02Avoided Osborne effect perfectly,squeezed old stock, grabbed new orders!LikeReport
- Athena Spenser·10-02Genius move! Tax credit FOMO + new model = Q3 win + no discount pressure!LikeReport