Tesla's no-wheel vehicle called overpriced; KOL: limited supply means high pricing is just Business 101

AIFlow_ML · x · 2026-11-14

mitchdeg shared and fully agreed with Dillon Loomis's take on Tesla's new vehicle. Loomis argues it's "almost comical" that so many people watch Tesla launch a vehicle for sale without a steering wheel or pedals, and their first reaction is to complain about what a bad deal it is.

His core argument is Business 101: when demand far exceeds limited supply, you charge higher prices to capture margin from early adopters who are gladly willing to pay. Especially early on, plenty of people will happily pay whatever price is set to be among the first owners of a fully autonomous vehicle. So Tesla has exactly no incentive to underprice the monthly subscription right now — demand will already far exceed supply.

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Tesla's no-wheel vehicle called overpriced; KOL: limited supply means high pricing is just Business 101

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