That's 4-5B USD worth of fraud. This thing could actually be quite dangerous for TSLA. One class-action lawsuit around this and they're bankrupt.
Edit: Dang, you're all right, they could eat this and still be alive.
My whole sentiment comes from FSD being their big shot (and everything that comes with that, like the robotaxis and whatnot). Without FSD, they're "just another car company" and the market is already thriving with good alternatives (Audi's EVs are jaw dropping, at least for me). Excited to see what they announce on March 1st, though.