See, this is what I don't understand (from your quote):
Quote:
"Tesla expects output to reach 2,200 vehicles per week in Q3 and 2,400 vehicles per week in Q4. Current order rate trends and backlog support production at those levels. In total, Tesla expects to produce and deliver about 50,000 vehicles during the second half of 2016, approximately equal to all of 2015."
In the above, they claim backlog + current order rates is sufficient to meet demand through the end of the year.
So why drop the price $9K on cars sold now? All you do, if the bolded is true, is to increase the wait times significantly and lose more money per car than you already are, in a business that already has an insane cash burn.
It's not like a $9K price drop won't move cars in six months time, should they run into actual surplus supply once the backlog is cleared. You could drop nearly any premium car $9K (BMW, Mercedes) and generate a flurry of orders in a matter of days.
What they're doing makes no sense at all unless supply > demand in the near future. I don't buy the "range as a service" idea. They're losing $9K a car they don't have to lose (if they're not demand limited), so they can introduce the option to buy a tiny bit more range as a service?
Anyway, discussion is boring. Perhaps Musk has some super secret plan I just can't comprehend.