Definitely more than rumor as Tesla puts it in their presentations as part of their plan. I’m thinking smaller battery and smaller car, but also maybe less sensors for auto drive features. Obviously going to be called 2 because it won’t be as good as 3 and the lineup will then be 2 S3XY. 3 could be improved and increase in price from where it is now (we don’t know what Highlander 3 will price at in the US) and 2 could have that $15k gap. Might still be five years out though. Actually probably still five years out with the CT issues taking up time.
Yes, if demand increases, Tesla will increase prices. They’ve made it very clear that they adjust their prices to manage their sell through of their cars. They have less parking lot space to maintain an inventory than the legacy OEMs and their dealership network. So Tesla has to be more nimble than the OEMs on this issue.
However, based on breakdowns of the car costs and their own financial disclosures, Tesla has excellent margins on their vehicles (and that is before they get to the 100% margin part of their business where they sell you a software update to get stuff like FSD). So with the current cost of lithium (which is back to historically normal pricing) there seems to be little problem for Tesla to keep this level of pricing and still cash flow enough to support the car part, expensive R&D like cyber truck, and silly Elon stuff like buying Twitter. Cash on the balance sheet increased from $23 billion to $26 billion last quarter. I would guess that current pricing is sustainable from a cash flow perspective and Tesla certainly says in its public reports to shareholders that it is sustainable.