Tesla Talk 2

A cheaper stripped-out M3 will sell like hot cakes I reckon.

There is a market for a cheaper MY - especially aimed at folks entering the EV market for the first time and new to Tesla as a brand.

What do they call the existing MY in that case though? Model Y Premium/Executive or some such?

Maybe I'm wrong but I presumed that AB was available because of the NCA/NCM chemistry being more suitable than LFP for higher C ratings. Not because of AWD vs RWD.

Not for Model 3 and Model Y RWD (yet), but before the Tesla Model 3 and Model Y even existed, there was uncorking of the Model S and Model X. Yes, including the RWD, not just the AWD. Uncorking is pretty much the same as AB - a software unlock - although it does not give quite the same improvement

I reckon the standard 3 is going to be €32,484

Watched a few videos, not a fan of the downgrades. I think I'd rather shell out another 5k for the bells and whistles

€37484 for the current sr.

It's an array of offerings: price, feature-list.

Assuming the price relates to cost of building, it doesn't matter what you call it or which specific model someone buys; they buy one or other of your cars. They're buying your cars. You make as many of each type as required by demand. You have up to the minute order numbers so you know how many to build of each. Costs are covered by pricings.

Canabalising is a fiction. You just need to compete with other makers at various price points.

I'll go a step further. It'll matter to the normal buyer wanting a budget family car. The Tesla is now cheaper to buy than traditional budget choices like Toyota Corolla or Skoda Octavia. On top of that, the running cost and indeed total cost of ownership are substantially lower. This is an EV thing, not a Tesla thing per se, it is just that there are no similar range and size EVs for this sort of money

The biggest reason people still buy those Octavias and Corollas is sheer ignorance. The vast majority of people buying those sort of brand new cars have a drive way / can charge at home

It’s not just about the features — there have been noticeable downgrades in the quality of materials used, such as the frunk. Overall, it’s going to feel much more like a budget version.

you know that, and I know that, because we’re in the weeds.

Everyone else just sees a €32k car (or whatever it’ll be), and a €51k m3H LR, and wonders why spend €19k extra for a car that looks identical from the outside. Looks matter to car buyers - us included.

Only you will know what’s inside the frunk

Disagree that the €5k (?) more RWD is better value at €37.5k. I think the cheap standard one trumps it for 90% of buyers who haven't owned a Tesla (or any EV) before. I'm even a little bit tempted myself, after owning EVs for nearly a decade and coming from a Model S

Agree with your comments on the Tesla sales model. This I believe is the biggest barrier for Teslas not selling far more cars than they already are. Let's put it into perspective though. The Model Y is the best selling car (not EV!) in the world over the last 3 years

Right beside Tesla???

I'd be more interested in a performance model with a lot of the fat trimmed off and 5k along with it.