The Federal Subsidy is a tax credit, so some of those buyers may not get the entire credit.
Meaning that the subsidy may not be all that helpful to people of modest means, whose particular needs would indicate that this vehicle saves them money due to lower operating costs?
If the battery life doesn't degrade that much, they can always buy a year-old model off lease to make the numbers work, I guess. The past subsidy will be priced into resale value.
The government support includes zero-emission vehicle credits that Tesla can sell to other manufacturers. Tesla would be losing (more?) money without them.