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I'm on the Q2 earnings call now, and there are lots of interesting nuggets. For example, the top 5 non-Tesla trade-ins to buy a Model 3 are:
Toyota Prius
BMW 3 series
Honda Accord
Honda Civic
Nissan Leaf
What interested Elon the most about this is that these are mostly trade-ups, i.e. people buying a more expensive car than they have now. It's not people switching to an EV version of a Mercedes or Audi (except for the BMW 3).