Vger
Active Member
Gen III price is pretty important. If they market supercharger network and price around $50k, it is a mistake. I think tesla mention price of $35k for Gen III & with supercharger, network spread out pretty similar to existing gas station $35k price is not bad. Again if they can bring the cost down for Gen III anywhere close to $25k (take out few features and keep it as a basic model) it will be huge success, and everybody feels comfortable in buying.
Yes and no. You are not looking at the comparables that Elon has already stated: BMW 3-series and Audi A4. These are NOT $25k cars, and do not need to be. Elon is not going to compromise high quality for price. Tesla is not Chevy or Nissan.
In the shareholder's meeting, Elon made it pretty clear that Gen III will NOT sacrifice range for price, and said that 200 miles is his range spec floor. I think it is more likely they will delay the car a year (closer to the end of the 3-4 year window) than to short-change the range. They are working VERY closely with Panasonic, and I believe between JB and this pals in Japan, they know more about the cost/performance curve of Li tech than some shadowy analysts quoted by Barrons.
I have always believed and experienced that those who are deeply invested in the status quo will never see innovation coming, nor understand the speed or scale of its effects on the economy.
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Think of Gen 3 as a BMW 3 series killer for the same price. That is Tesla's mid-term goal. This is not going to be a cheap commuter car for the masses, but rather a luxury compact/mid-size sedan affordable to 50 million people in the US.
Ya beat me to it! :wink: