I'm increasingly short on TSLA. Not directly due to the ethical concerns surrounding this, but more importantly: as they fix their supply chain & excellent comp

I'm increasingly short on TSLA. Not directly due to the ethical concerns surrounding this, but more importantly: as they fix their supply chain & excellent competition enters the market, the price of their used cars won't be so driven by lack of supply+competition, and confusion about what exactly you're getting when you buy a used Tesla will depress their values. Depressed aftermarket values means more buyers who want a Tesla will buy used, which will hurt new sales. Its a really scary kind of resonance at their scale. Most companies who sell goods like these recognize that the aftermarket value of their product is a feature of new products; its a factor in the buying matrix. Apple is a great example; tons of people know and factor into the decision to buy their products that they hold value better than the competition; so a higher upfront cost can be worth it. But if Tesla is scraping by and looking to move more and more of their functionality into cloud-connected-feature-flags & subscriptions, they're going to get eaten alive by competition who can just say "our car is the same price but that's built in".