Tesla's Full Self-Driving and Robotaxi efforts are incredibly relevant and drive more impact moving forward than vehicle deliveries. Additionally, the confusion surrounding future delivery numbers in quarters past Q3 is evident. Will Tesla thrive without the EV tax credit? Five reasons why they might Tesla will receive some assistance from deliveries of vehicles that will reach customers in Q4, but will still qualify for the credit under the IRS's revised rules. It will also likely introduce an affordable model this quarter, which should have a drastic impact on deliveries depending on pricing. Tesla shares are trading at $422.40 at 2:35 p.m. on the East Coast.