Note that there's a quick shift going on though:
If we conservatively define "living on the Internet" approximated by "Instagram use", there's a shift of about 5% every single year.
Put differently, here's the U.S. population's age distribution:
At the risk of over-simplifying the very complex topic of demographic trends: every year one of the large GEN-X columns of about ~4 million adults shifts over into the 'above 50' group and one of those large "Millennials" columns shifts to the right as well.
Every year another 4 million "new" young adults come in at the bottom. They start new families and buy cars on mortgage, and many of them have good income levels to support a $40k ASP car that is just $5k higher than the nation-wide average new car transaction price of $35k. About 15$ of them are buying a new car every year, which means there's about 220,000 young U.S. adults buying their first car this year alone and about 7,500,000 Gen-Z and Millennials alone buying a new car - completely ignoring Gen-X, Baby Boomers, the Silent and the Greatest generations.
Every year another 4 million Americans become unable to drive and stop buying dominantly ICE cars.
The market that CNBC has great influence over: the 3 rightmost columns, and their market is shifting to the right and is probably reduced by ~4 million or ~4% every single year.
These are huge demographic forces that are there on top of the ongoing shift to social networks which is probably more than ~2 times faster than the natural speed of the demographic shift, and I think 2019 and 2020 are going to be the years when Elon's obsession over social media presence is starting to pay off.
1) Tesla has always tried to fit as many deliveries as possible into each quarter to give good financial results, but this creates a lot of inefficiencies and is not cost effective - they need to produce overseas cars early in the quarter to get them on to ships in time for delivery by the end of the quarter, then spend the last few weeks producing cars for North America. This results in a big rush at the end of the quarter and inefficient use of sales staff and locations, and sometimes also requires expedited shipping costs when they are running out of time. It's also a bad customer experience. They are now trying to move to a more sustainable and steady model of supplying all markets more regularly without trying to achieve the largest possible number of deliveries in the current quarter. However, they have indicated an intention to do this in the past without ever really following up on it, so I'm not sure if they will actually do it or not this time.
AP2 is Model S/X, AP2.5 is Model 3. Only hardware difference is the interior view camera on the Model 3 (with an eye toward supporting use on TN).
car length width height
Model 3: 4,694 mm (100%) 1,849 mm (100%) 1,443 mm (100%)
Model S: 4,980 mm ( +6%) 1,964 mm ( +6%) 1,440 mm ( +0%)
Model Y: ~4,830 mm ( +3%) 1,849 mm ( +0%) ~1,643 mm (+14%)
Model X: 5,036 mm ( +7%) 1,999 mm ( +8%) 1,684 mm (+16%)
What is the source for Y dimensions? Is it confirmed? So it is taller as X and longer than 3 (likely to accommodate 3rd row).Here's a comparison table between the dimensions of the four form factors Tesla is offering:
Code:car length width height Model 3: 4,694 mm (100%) 1,849 mm (100%) 1,443 mm (100%) Model S: 4,980 mm ( +6%) 1,964 mm ( +6%) 1,440 mm ( +0%) Model Y: ~4,830 mm ( +3%) 1,849 mm ( +0%) ~1,643 mm (+14%) Model X: 5,036 mm ( +7%) 1,999 mm ( +8%) 1,684 mm (+16%)
Note how close the dimensions of a 'base Model X' are to the Model Y: only ~4% longer, ~8% wider and ~2% taller.
The most important metric for SUVs is generally their height: easier to get into and move around in - and in height there's only a 2% difference.
I.e. the size difference, with the exception of it being 8% narrower. would be difficult to notice in person. The Model Y IS pretty close to the base Model X without Falcon Wing Doors and other luxury features.
If indeed these are the dimensions the. I feel better already (having put an order already). Would love to get rid of my Acura MDX (18-19 mpg highway).
Here's a comparison table between the dimensions of the four form factors Tesla is offering:
Code:car length width height Model 3: 4,694 mm (100%) 1,849 mm (100%) 1,443 mm (100%) Model S: 4,980 mm ( +6%) 1,964 mm ( +6%) 1,440 mm ( +0%) Model Y: ~4,830 mm ( +3%) 1,849 mm ( +0%) ~1,643 mm (+14%) Model X: 5,036 mm ( +7%) 1,999 mm ( +8%) 1,684 mm (+16%)
Note how close the dimensions of a 'base Model X' are to the Model Y: only ~4% longer, ~8% wider and ~2% taller.
The most important metric for SUVs is generally their height: easier to get into and move around in - and in height there's only a 2% difference.
I.e. the size difference, with the exception of it being 8% narrower, would be difficult to notice in person. The Model Y IS pretty close to the base Model X without Falcon Wing Doors and other luxury features.
