RobStark
Well-Known Member
Second, as long as Model S/X is limited by battery supply and they keep selling everything they can produce I don’t see any reason for a refresh.
All legacy OEMs sell everything they produce. The question is margin. How much discount/subsidized financing does it require.
Do you propose that Tesla act like Detroit and wait until German/Japanese competition is eating their cheese before they upgrade the Gen II vehicles ?
At some point Porsche Thai-Khan, Audi Etron, Mercedes Esq, Jaguar I-pace et al combined will produce at significant volume (Polish LG Chem factory producing 70 GWh of battery cells in the foreseeable future in addition to Samsung SDI, SSK, and North Volt European Gigafactories) combined with ever expanding CCS fastcharging(100 kW plus) will provide some competition.
Additionally, I don't think Tesla should wait till there is a 350 kW CCS station at every intersection before upgrading the SC Network.