On today's Tesla investor conference call, a question was asked about stabilizing Model S and X sales.
Elon's response: "S & X are nice. Without them we can't spell S3XY. Hehe. I love the main reason. Hehe. A reason is we want to spell S3XY. Not the main reason. The story is fundamentally 3 and Y. "
He then said S/X is not important in the long term, and in the context of the 3, Y, pickup truck and semi, S & X will stabilize at 80k-100k per year and represent around 5% of total sales essentially as a niche product.
This came after reiterating there will be no refresh for Model S / X.
But it was the first part of his response -- that the models are basically living on in the product portfolio as a placeholder -- that made me queasy about replacing our 2018 X with a Raven.
This post in the roundtable echoes my concern:
Tesla, TSLA & the Investment World: the 2019 Investors' Roundtable