Will Tesla suddenly open up/provide more details if/when the competition arrives with what they perceive as a possible strong competitor? Based upon the CEO tweet history, I bet he does open up sooner rather than later in attempt to boost Tesla in multiple ways.
Much the same way 9 women cannot produce one baby in one month - 9 competitors cannot match 1 Tesla.
I’ve made a few critical threads about Tesla so I call things out how I honestly see it.
No matter what you do, Tesla has moats there is no getting around.
-Frictionless Supercharging network. One cannot decide to match Tesla overnight. It would take a decade to reach parity and that’s assuming a running start.
-Battery Production. Tesla still consumes every KW it produces. The only problem is matching a chassis that produces enough margins to those KWs. No one else can produce EV without taking even larger losses than Tesla currently.
I’ve left off a lot of things because it’s conceivable that acceptable substitutes can be produced with enough licensing and capital infusions.
Previous CEO tweet history is to goose sales of S/X when 3 was not at scale.
Now that 3 is at scale, CEO is trying to goose all of them.
Stock price dropped at the perception that the Y reveal is underwhelming. It’s underwhelming because it’s supposed to be by design.
1.) Elon says next to nothing because they don’t want to have customers pass on the 3.
2.) To keep costs low and production high, it has to share a lot of the 3.
3.) It can’t completely destroy the S and X until Tesla can create viable product differentiation.
Tesla made a major error when they made the 3 a sedan instead of a CUV hatchback.
The Model Y is a Model 3 bug fix. Both in what the consumer wants and what Tesla wants. What Tesla wants is more margin per chassis they put their limited KW capacity into.