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My first car was a 1966 VW split window 25 pane sun roof micro bus. I am holding out for the mini vanOh, nothing kills SEXY like a minivan!
Elon continues to downplay the mass appeal of his pickup truck. I think Rivian has nothing to worry about. They’ll sell their 20,000 production run fairly easily.
I don't remember him saying that the Model Y would be revealed later - can you quote where he said that?
Correct.Actually I do remember. I lie a lot in the face of old age, anything for a laugh at the inevitable.
It is quite easy to exit the Model 3 in this digital age. All I have to do is push the easy/exit button and the whoopy cushion at the same time ever remembering, of course, Buddha's observation "perception is reality." Philosophers really fret over a non-problem, the falsehood of the mind-body separation. Just look at the stock market to see the havoc thus caused.
(I do have to worry about remembering to open the door first. Otherwise there may ensue what we old farts call a 90 percenter. Apologies. Near the confirmation of eschatology, old windbreakers tend to the scatological. AudubonB will know if the words have the same root.)
This is pretty brilliant. People request a test ride/drive through a detuned version of the Tesla App for non-owners. Owners, like Uber drivers, can accept the test ride/drive. Time/date/location set. Insurance through Tesla? Automatically registers with Tesla, so if the test rider/driver buys, owner gets some credit. I'm in.Yes! So glad someone got his attention with this idea on Twitter. This could create exploding demand if done right. Sign me up.
Which is probably why Elon wants to name it Model E in the beginning(before being shot down by Ford who owns the trademark)
Given the lowered range from the SUV format I think they won't offer any battery smaller than the 3's MR for the Y because it would be too short a range for the Tesla brand. Therefore starting price will be $44k.
Model Y is a known quantity with 75% parts of Model 3 so there's not much news to trade on. It will rise a little up to 3/14 then drop. We're a long ways to mass production of Model Y. Probably at least a year from now. GF1 isn't even fully confirmed for Model Y production yet. Nor have they broken ground for expansion at GF1.What do you guys think will be the market reaction - both immediately tomorrow (and next week) and after 14th ?
I really hope Tesla factories can handle 3/Y at any desired ratio on the same lines. In the ICE world, demand for sedan / SUV goes up & down depending on gas price. We don't know how it will work with 3/Y, since there is no gas price to worry about. Most people I know have one sedan and one SUV in the family.Ultimately, Osborne effect is a short term effect. The real question is what is the long term demand trend of 3 vs Y. If it can steady state around 500k for 3 and 750k for Y (at a minimum), I think we're good.
Note the timing: Elon announced the Model Y reveal three days after the $35k Model 3 reveal.
My take: all March production capacity already spoken for with new Model 3 orders ... no Osborning worries from the Model Y reveal. Elon waited for the new Model 3 order influx.
I'd expect the Model 3 SR delivery estimate to be updated from "2-4 weeks" to "4 weeks" next week.
Ultimately, Osborne effect is a short term effect. The real question is what is the long term demand trend of 3 vs Y. If it can steady state around 500k for 3 and 750k for Y (at a minimum), I think we're good.
Ultimately, Osborne effect is a short term effect. The real question is what is the long term demand trend of 3 vs Y. If it can steady state around 500k for 3 and 750k for Y (at a minimum), I think we're good.
But what is the reason for Model Y reveal, at all ? I actually don't see any strong reason for revealing it more than 2 months before delivery.Note the timing: Elon announced the Model Y reveal three days after the $35k Model 3 reveal.
My take: all March production capacity already spoken for with new Model 3 orders ... no Osborning worries from the Model Y reveal. Elon waited for the new Model 3 order influx.
I'd expect the Model 3 SR delivery estimate to be updated from "2-4 weeks" to "4 weeks" next week.
I don't think it's that bad, and besides I think Y is a whole different and more efficient manufacturing process. New lines being set up at GF1 and GF3.From what I understand there are multiple lines producing model 3. Is there any reason that they can’t use one line to start producing model Y if the production capacity is being under utilized because of falling model 3 demand? Kinda kill two birds with one stone.