@@ChicagoBob123 I was on the reservation page while watching the Model 3 launch video. They promised a hatchback sedan, which in my opinion is the most versatile body style ever produced. I used to have no problem throwing my bike with 28" tires in the back of my Ford Escort. In the video I saw the trunk, which was clearly a last minute retrofit from a hatch design. I did not make a reservation. My boss got one and loved it, except for the trunk. In addition to the small opening, the weird retrofit from a hatch design means snow slides down the back windshield and directly into the trunk whenever you open the trunk. He has since replaced it with a Model Y, which is fine, but I don't want an SUV, I want a car.
We have an older (2022) Model 3, which was the best car we had ever bought (by a long way). NOW we have an additional, refreshed Model 3 and it's EXTRAORDINARY. Very fast. Very quiet. Super smooth ride (excellent suspension). Remarkable stereo. Heaps of space. Remarkable tech. I really don't know how Tesla does it - amazing engineers I guess? Bravo
@@MADDENCN Absolutely! Many years ago I owned a Ford, then a GM. Then moved to Japanese cars - one Mazda and two Toyotas - all very reliable cars, really didn't have any big problems with them, super reliable. I owned a BMW for a year - that was a beautiful car, great driving dynamics, but everytime something went wrong, it was crazy expensive.
I don't think we really need exciting. What we need is affordable. My Toyota hybrid is not exciting. But it is affordable and incredibly reliable. Tesla Model 2 hatch needs to be hitting that sort of price point - $30k Australia / $22k US & Euro / £15k UK
You're way off reality on price there. Model 2 is supposed to be Toyota Corolla size...Corolla hybrid in UK starts at £30,000...USA they are $28K to $35K depending on price. You get nowhere near that kind of car for £15K
@@kiae-nirodiariesencore4270 Wow that's so expensive in the UK. In Australia it's about half the price at $32k! 2024 Toyota Corolla Ascent Sport Hybrid: $32,320. 2024 Toyota Corolla SX: $32,320. 2024 Toyota Corolla SX Hybrid: $34,920. Compare that to a Model 3 at $54k plus on-roads. This is why Toyota are selling hybrids like hot cakes. Hybrids are now 15% of the market in Aus and climbing. BEVs are stuck at 8%. PHEVs are coming up fast too. EVs need to be affordable. I don't buy that BEVs need to be expensive toys for the rich. So far only BYD and SAIC gets it.
@@kiae-nirodiariesencore4270 your logic make no sense. Hybrid got 2 systems in it. Its supposed to cost more couse it got very complicated systems that is also crap on its own. Now remove ICE and make it from one piece of aluminium and you got a car that is waaaaay cheaper than any hybrid could ever be. Now I dont know what the price will be but the costs of battery is constantly droping and manufacturing is also getting better and better and less expensive. So we will see but im confident it will be less than any hybrid crap.
@@GoranCRO Yes you're right of course. I've owned hybrids and they were fine, possibly because they were made by Toyota but I've owned a Kia e-Niro (EV) for over 5 years and 105,000 km and I would never go back to buying anything that burns fossil fuels...as you say, all that complexity. 🙂
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I don't think a 5% cheaper vehicle would be noteworthy as anything to even bother mentioning in a call like that, when it wouldn't even offset the potential of ev incentives disappearing. I'm not lined up with this prediction, at all.
I agree. Tesla is at his end, development of a cheap 25.000 U$ is to expensive and the competiton from China is to strong. Elon told us already he is not interreset in EV's any more. He will keep Telsa alive, as long as he gets any money out of it. But he knows that it will be over soon, thats why there is no new Model 2 oder other EV's from Tesla. He can't compete with cheap chinese electric cars. The Robo Taxi idea and FSD ist just there to keep the shareholders quiet.
How about a bare bones 2 door hatch. Ditch the heated foot rests and 38 speaker crap. Make it cheap, light, and peppy and they will sell untold millions of them.
Thank you for your content. After watching for the last 3 years, I have come to the conclusion that I just can't live with a BEV, it won't work for me. Best wishes for you and your family.
Great video again thanks Sam, but a bit hard to follow as you keep jumping between the models - one minute you're talking about the 3, then the Y, back to the 3, then the 2....😁
Hi Sam, not sure if you are right or wrong. For me a hatchback 5 door version would be the only Tesla I would be interested in. The Y is too big and I do not want a saloon car. Pretty sure Elon is not going to take any notice of my requirements though. I don't think a 5% cheaper version would be enough. We will see in a few month's. take care.
CATL said batteries would be $50 per kWh by the end of the year. Releasing a 40kWh model would mean saving $1000 on the battery at the expense of making the car a lot less attractive for potential buyers. I definitely would choose the extra range every time for that money, it's not like EVs have range to spare right now In short, I doubt cutting costs on battery capacity is a good idea
I think you’re basically correct On 10/10 they’ll showcase the Robotaxi but not the almost same Model 2 to avoid osborning the 3 & Y until it’s ready for delivery 1st half of 2025. Possibly introduce the van also on 10/10 The model 2 won’t be the fully unboxed production but still have the 48V system and possibly also steer-by-wire
It was originally designed as a hatchback, but they converted it to a trunk so they could have a glass roof, which is why the hinge placement is so weird. I didn't want a glass roof, I wanted a hatchback. I think there are a lot of people who would be interested in the original version they promised.
Blade 2.0 LFP MY from Germany would be my choice, both RWD and AWD. I wonder if they are moving M3 manufacturing also to Berlin for EU market to avoid new tolls and use the same batteries.
I have a feeling model 2 delayed or won’t happen and it will be just robot taxi. But I also think a smaller battery 250mile range Tesla model 3 with maybe no back screen, could be announced for $30k. If you think that’s unlikely they already they sell model 3 in china for $32k to compete. I think they would have a winner on there hands.
Makes sense to me. Tesla pioneered new technologies in the cybertruck. Battery density and charging speed is increasing. Combining internal and external technology efficiencies and rolling out cheaper products to the customer while maintaining the profit margins is spot on.
The pioneering technologies in the Cybertruck I would like to see in future Teslas are a 48v system and drive by wire which is largely enabled by the 48v. This technology saves a lot of weight.
Tesla is constantly trying to reduce cost. They are clearly not where they were hoping to be with batteries. The Cybertruck performances are way bellow expectations.
I think it will be a smaller car. Less metal = less cost But it will reuse most of the component of the model Y The same way the original model Y was built from the model 3 platform. The new smaller car will be built from the Model Y platform but the chassis will be smaller. The great thing with gigacasting is that you can just change the molds to produce a different frame. So creating a smaller chassis will use the same casting and pressing equipment but only with different die molds.
@@Myrslokstok Maybe the front underbody can be cast two at once using the larger casting machine but the back underbody is a bit larger so they will still be cast one at a time using the smaller casting machines.
New model 3 is flawless. Nothing is in its league . It’s a hidden gem and FSD is unbelievable and 99% of the world doesn’t know how safe and good it is
I'd love a shorter range M3. Especially considering that with a smaller battery the M3 rwd would be lighter, more nimble and be a more engaging car to drive. I'm cross shopping a M3 with an Arbarth 500e, which weighs only 1335kg or only 80kg more than a Subaru BRZ (Auto). I have no use for more than 200km of range for a pure city car around Sydney.
Its down to battery supply. If they have so many that they can do truck, cyber, residential etc, etc - then they would go for a cheaper car. But only then.
I think you are pretty much right in your predictions far as the Model 3 and Model Y changes. It is all in the manufacturing of the vehicles where the costs are saved. Now what kind of quality of interior materials will be compared to my 2023 Model Y, only time shall tell. Are they going to cheap out cost of materials to lower the cost of the vehicles. Like you said, make a smaller battery pack, etc. Myself, I will stay with my 2023 Model Y. I enjoy what it provides and I keep getting new software updates all the time.
I think you're right Sam. It's going to be disappointing if a smaller Tesla doesn't emerge but I don't think that Musk is interested in a smaller car with lower margins (same amount of labour to make a small car as a bigger one, same number of parts).
The new batteries should drop the price by 30%. They are much cheaper to produce and have a higher energy density. I would like to see different designs. More of a SUV and a MPV would be nice to see.
Holden pretty much had one the one line. There they made all the similar models Omega, Berlina, Calais, Wagon, Ute, etc, all very similar cars the same platform, same line, but then then GM came up with the smaller/mid range car called Cruze, was made internationally in GM factories around the world, including Adelaide. This was completely different car, completely unrelated to the models being produced, but they super-imposed the Cruze line over the Holden commodor-ish line. I know, I was there. So you can do a list of similar cars, and also completely different cars on the same line is also possible. Yep, its messy, but it does work and is possible. I guess my point is, its difficult to say from their statement, whether its a smaller model 2, or a cheaper model 3. A model 2 would mean a new car, which is more wallstreet friendly. A cheaper model 3 may imply to wallstreet that they are commodetising the model 3, which they don't like. If its a 5% discount on the current model 3, wallstreet won't like that either. Wallstreet and retail investors are hungry for a new model. possibly a model 2 hatchback. If they can pop out ultra cheap 2 seater robo taxi cars, thats good also, but FSD has to be fully solved, at least in minimum in one location for this one to work.
I think the new version will be steer by wire. So it can go 'robotaxi' super easily by leaving out a few parts. I am hopeing for inductive charging capable (no plug in needed for taxi to charge!), yes, taxi with 100mi range is all that is needed. I also hope 3 & Y get ability do bi-directional charging if plugged in (like CyberTruck).
I am fine and very happy that if tesla launches the model 2 or so but I think that if tesla can reduce the price of the model y and 3 refresh it will be the best thing ever!
Once the implement the full out of the box gen 2 manufacturing the price can drop and margins increase. A model 2 2 seater can easily be the 25k car. Reduce the weight which reduces the size of the battery which in turn further reduces the weight. You can use a cheaper motor and cheaper breaks. You can probably get away with a battery 60% the size of a model 3. You just won't be able to have Ludacris mode.
When they say building on the same production lines, this should be probably be translated as “substantially the same car.” Modifications by omission are easiest, so they could focus on that: In addition to smaller battery, they could save some money by omitting cameras, reducing the audio system to 2 speaker stereo, maybe a solid metal roof, no seat heaters / cheaper seats, simplifications to the charge port and maybe a smaller screen.
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When it's time to replace my current Tesla I will go all in on RoboTaxi, by then I will be retired and the need for a car in my garage waiting for me isn't really there. Hope it will be a viable option in Europe before 2036
This doesn’t bother me… take a model 3 rwd and strip it down to base options… manual seats, manual windows, no touchscreen or smaller way more limited interface(I’d prefer manual controls but touchscreen is probably lighter) cut the battery in half(that’s 500lbs alone), smaller wheels(the reduced weight would allow smaller brakes). You could potentially drop weight by at least 600lbs or more… I’d expect a substantially better reduction of price than just 5% though. This could be done I feel
just need to make, optionality on key systems, inference engine, battery size, motor configurations, noise damping quality etc. If you want to be price leader and quality leader you need to have more options for every car.
Are you looking at the addition of higher Voltage components and lighter Wiring Sam ? I think that Tesla have learned so much from the Cybertruck and are taking the time to capitalise on that knowledge. Personally I’d like to see Stainless Steel feature in the Robotaxi and possibly even the Small car. With all these models out in the virtual world it will be great to see just what we end up with …
@@mattsparks5957The FSD equipment are cheap. Removing them is not going to save a lot of money. What is expensive are batteries and the metal body that is most of the cost in an EV.
I think there WILL be a new platform that will be a “compact class” vehicle, which Tesla doesn't currently have and I think they need/want to address this segment - might even be a 2-seater. The models 3/Y are still quite big cars and there are are a number of reasons why people who only drive a small car today may want to continue to do so in the future.
I disagree. Tesla is segmenting the market. They could have made the model 3 a cheaper version of the model S, but that just degrades the value associated with the model S. A cheaper version of the 3 means putting pressure on the margins of the existing model 3 line up. It is better to have a model 2 that would have a $25k USD entry point, then a LR for maybe $32k and a performance for maybe $38k. Different market segment, different buyers. My tip is that it will be a small hatch. The $25k will be 2 door. The others will be 4 door.
Sam, think you have it totally wrong, but we will know in a short space of time. As others have siad in the comments, a hatchback model 3 would be great in Europe. Fingers crossed on my part as this is what I want!
For the first time others are now catching up to Tesla. 6 year Tesla owner, and I’ve just ordered the new 87kWh Renault Scenic, a fantastic car, half the price to lease or a Model Y LR and half the insurance cost. Tesla lost the plot with the M3P in the U.K., banging up its price by £5k in the last moments before release, it’s even cheaper in Ireland (RHD, same import duties, higher VAT). I was going to get one at £55k but I refuse to be ripped off, hence I’ve switched brands. The difference in price between the RWD and LR cars is also excessive in the U.K. compared to USA and other countries.
I don't think Tesla would have pushed back to the 10.10. Just for the updates you have mentioned. I do think it will be a new model2/robotaxi and they need to be able to present it/them.
Lighter vehicles aren't all good. Here in the swedish winters you want a heavier car to drive more steady on the road. I have actually at one point bought a new car just by that parameter. I needed a somewhat heavier car for my 130 km highway commute
Even just a heads-up display. That's not the deal breaker for me, though. It's the stalks that aren't there anymore. Because I'm not going to be that wanker who doesn't indicate, because I can't locate a stupid button when the steering wheel is half turned from straight ahead.
Agree - Impossible to manufacture a new bottom up vehicle on an existing line in such a short timescale and with a now reduced workforce.... Tesla are simply sweating the assets to get to that 3M EV/Yr volume.
@@murc111 Close, but not quite. Model 3 LR RW Drive - Stealth Grey with Back interior. After Federal Tax Credit* $36,630. And you can't lease the LR RW from Tesla, you must purchase it.
With efficiency gains , giga casting improvements, lowering cost of batteries continuing the new Model 2 could very well be the Model3 refresh again. Imagine a Model3 version with only 2 drs coupe. Robotaxi will be the no steering wheel completely autonomous car probably strictly Tesla corporate owned and controlled while Fleets owners can buy Models 3 & Y & truck lines
yes, I thought the same, since Tesla talked about the future lineup and the car displayed under a sheet had the shape of a Model 3. Furthermore, Tesla will have external 4680 supply and ramp its own 4680 battery production, so maybe they will use it for the more affordable models of the 3 and Y, or (and) CATL´s new battery.
Minivans are extremely popular for traditional taxis and ride share....I don't understand why Tesla is building the Robotaxi as a subcompact. Tesla seems to not understand what utility vehicles are. Taxis, pickup trucks, 18 wheelers and vans are all utility vehicles. With all of them form follows function. People don't buy pickups with useless beds, they don't rent cars they don't fit in and with a Semi they don't buy a day cab that's as long as a sleeper cab....I'm sure they'll find buyers for all of them, but not as many as if they had from the start designed these vehicles with the people who would be using them in mind.
Most taxi rides have one passenger. Also, the US is only 5% of the world's population and NOT the first place these taxis will be used. China will see these first.
Who says they aren’t? When Tesla unveiled the Unboxed production method they showed multiple new cars still under development. One of them was definitely a van shape. Sure, the 1 or 2 passenger Robotaxi will cover a huge part of the urban ride share, but don’t assume that’s the only that’s the only new car that will be launched.
I don't think Teslas EVs can compete with Chinese EVs on terms of price anymore. However, I think the October announcement will be a game changer in the whole world if consumers believe it is better to rent a robotaxi instead of owning an EV. If the Tesla autonomous AI software is that good, Tesla could license it to almost anyone, including Uber, Ford, GM, Mercedes, VW, BMW, etc.
China has proven that they can sell BEVs below what Tesla charges regardless of their COGS. Xiaomi released the SU7 for thousands less than the Tesla Model 3. So what motivation or point is there for Tesla to build less expensive cars. Obviously this is not about who can build the cars for less but who has the most government backing. The new less expensive cars to be built on the existing unused line capacity will need to be significantly different than the 3Y or they will cannibalise exist sales for 3Y. Maybe 2 door hatchbacks or small vans.
With the robotaxis, the competition will not be on who has the better batteries or hardware. It will be about software. Tesla's competition will become Waymo, Baidu, Huawei. And who has the most potent supercomputers to process AI videos.
I think Tesla already know a race to the bottom against the Chinese is unwinnable, in the same way Apple don’t try to compete on price. Tesla will remain above the bottom and try to provide innovative products at a good profit - leave the $15k pond to the Chinese where they will be making little or no profit.
Competing against loss making car companies is difficult, but not impossible if your product is better. Only BYD makes any money as a car company, and some of that is from hybrids. The rest of them lose more money for the companies, the more they sell. That's simply not sustainable.
Yikes, Sam, your right eye looks swollen or infected. Take care and get plenty of rest and nutrition! Thanks for the Tesla update and your insightful guesses on what revelations are ahead. I will keep your guesses in mind as I remain open to whatever happens. Best wishes!
How can a Model Y Juniper can solve the problem of looking outdated and beeing to wide (i have one) for european parking lots and garages? Model 3 without a hatch has no great future at least in the european market with upcoming alternatives. Model 2 is necessary to stay in the market against the upcoming ID2 and cars from Stellantis. Robotaxi is nowhere near. FSD ist stll level 2 and certification for higher levels will last several month.
Well a few fwd m3s and some with very weird looking body shells have been spotted in cali testing since late 2023. Also multiple teslas built using a Mazda mx30 looking body shell were spotted last year in different spots doing testing over in China! And the announcement of the California engineering hq had a white and blue future model shown which both looked like about a 3/4 scale model Y laid out on a drafting board. And people with inside knowledge have said it's gonna be a shrunken model Y looking cuv. There's also the 2 shrouded vehicle silhouettes from last year's event announcing TERAMX that elon hasn't yet revealed. But mentioned once they are out tesla expects demand for both of the new models to exceed a combined 4,000,000 units annually. 👍🏻
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Interesting theory, but I still think they’re gonna come out with a unique model 2. I think they will utilize the giga castings from the 3/Y but shorten the battery pack in between. This will also shorten the wheelbase. I think it will be a two seater, and share some of the body panels with the current production…. Basically a model 3/Y with the center section cut down. The smaller battery pack combined with using pre-existing parts and production lines should drive the cost down drastically.
$25k, adjusted for inflation, mandatory optional $10k wheels, 100 Mi range, 100 available at that price, one time. He never lies. Checks in the mail, I won't...
It's a race to the bottom Cheaper inferior engines, no rare earth metal magnets, single engine long range, etc Wouldn't be surprised if they're much much slower too
@@tysonn4736 there appears to be a race to the bottom in EVs it's like SSDs, they've cut costs to much they are only better now in short bursts, once you copy over a 10-20gb they slow down to a quarter of the speed of mechanical drives, speed, longevity and reliability are now worse than older tech in many cases - this is for the bottom consumer grade i fear we are going to see the same in EVs these early models with bleeding edge battery chemistry, rare earth magnets, etc are going to be reserved high end models EVs are superior than ICE and maybe the tech will continue to advance to maintain that while dropping prices, but thats not guaranteed - i wont be surprised if we end up with EVs that are inferior to ICE
Tesla shouldn’t go there, in the same way Apple don’t. Yes, cheaper models, cheaper versions (just like Apple SE), but keep out of the bottom of the pond. Sounds like Tesla are going to pivot away from cars anyway.
At least we know that it can't be made from Stainless Steel if it's made on the same production lines as the Model 3 an Y. Let's hope that it's a small version of the Model Y. That's what the World wants. The easiest way to make a car cheaper is to make it smaller. It makes no sense to try to make existing models the same size. Listen up Tesla, don't give us some crap like Cybertruck or Robotaxi.
You are right but sadly they won't do that....Musk knows that he already lost the fight against the Chinese for smaller cars...That's why he focuses on Robotaxis...
I think they will lower the price of the model 3 to 25000 and y to 30000-35000. I don't think they will add a third battery Option. I believe they will Do it by offering 3 (or More) Software packeges, range extension, faster exeloration and faster charging or enabling homecharging each for ~ 3000 Dollar , something like this, so you will get the m3sr like today for ~ 35000. Currently they try everything to lower production Cost to make as much Profit on a 25000 m3 car as possible since stuff like 48 volt are Currently not available for those cars Till end of 2025. But this way the 25k Tesla won't eat the m3 sales and curret owners wont hate the Brand for losses. Also Service revenue will go up as the Software packeges will be unlocked Cover time and the resell value stays good for Tesla.
Countries are starting to remove EV credits and subsidies. Tesla needs to reduce the price by 10-15% rapidly IMO. Growth will take a hit. I doubt Tesla can make a small Model 2 that could compete with cheaper Chinese cars. Besides, there’s mo demand for a small car in America.
I disagree - I believe Tesla will release 2 versions of the model 2 Redwood - a hatchback/ shooting brake, and a coupe/ sedan. And the next one (third version) will be a suv based on the Redwood. In my mind, Tesla's new strategic model for mass production, is the Redwood. The business class (model 3 & y) will face massive competition from the Chinese and Chinese/ European cooperations (Geely and others) But in the cheaper market 15 - 25k $ - Tesla needs to make their move now. That market will explode during the next 5 years, and will by far be the largest. Therefore Tesla needs to prioritize this. The cheaper models needs to have smaller wheels, lightweight chassis, but still great comfort - and a range at minimum 300 miles. It must be cheap to own and maintain, without compromising the quality.
If Tesla doesn't release a smaller car for Europe and Asia, it will be blown away by a flurry of smaller cars around the 25 000 mark and under. The model Y is an old car that needs to be significantly updated, but you can't just keep updating a very small range of cars.
A lot of people don't want small cars. TESLA is going to make good cars that are as affordable as small gas cars and they will all have the ability to become income earning assets. How do you compete with that?
I expect $35k after incentives i.e. $32.5K before the $7.5K tax credit. Can’t see why Tesla would go cheaper than than they - they don’t want to be in a race to the bottom as there won’t be the profit to make it worthwhile.
I think Tesla will be successful with a "greener" version, sodium battery, iron motor, all-season tires. Sodium battery because range is not a real problem for commuters, in fact the distance from home to workplace and back is enough, so daily charging at home covers the need, I think 32kW is plenty. Having said that, I would very much like to see a station wagon, the last Swedish volvo V70 (2015) are favorites for last ICE owners. In fact, the energy consumption does not matter much, although the Hyundai ioniq 6 and Mercedes-Benz EQS can do something, it is the practicality that prevails. OK to van/camper, and short two seat, two door that will also find a market.
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They need to make a hatchback Model 3 in Europe.
I want one here in the US. Want to get a bike in the back.
Maybe even just a Minivan variant of the car, car front and Van Back with maybe only two seats … that would also make a good base for a small camper …
@@ChicagoBob123 I was on the reservation page while watching the Model 3 launch video. They promised a hatchback sedan, which in my opinion is the most versatile body style ever produced. I used to have no problem throwing my bike with 28" tires in the back of my Ford Escort. In the video I saw the trunk, which was clearly a last minute retrofit from a hatch design. I did not make a reservation. My boss got one and loved it, except for the trunk. In addition to the small opening, the weird retrofit from a hatch design means snow slides down the back windshield and directly into the trunk whenever you open the trunk. He has since replaced it with a Model Y, which is fine, but I don't want an SUV, I want a car.
Will be the model 2
Isn't that just the Y...?
We have an older (2022) Model 3, which was the best car we had ever bought (by a long way). NOW we have an additional, refreshed Model 3 and it's EXTRAORDINARY. Very fast. Very quiet. Super smooth ride (excellent suspension). Remarkable stereo. Heaps of space. Remarkable tech. I really don't know how Tesla does it - amazing engineers I guess? Bravo
Very uncomfortable to sit in though......
@@Berretotube may I ask what vehicles you have owned in the past?
@@MADDENCN Absolutely! Many years ago I owned a Ford, then a GM. Then moved to Japanese cars - one Mazda and two Toyotas - all very reliable cars, really didn't have any big problems with them, super reliable. I owned a BMW for a year - that was a beautiful car, great driving dynamics, but everytime something went wrong, it was crazy expensive.
😅 older car 2022 lol . what year you think this is? That shit even have 10k on it smh Biden 2.0
cheap plastic interior, awful suspension in your old one, noisy, etc
I don't think we really need exciting. What we need is affordable.
My Toyota hybrid is not exciting. But it is affordable and incredibly reliable.
Tesla Model 2 hatch needs to be hitting that sort of price point - $30k Australia / $22k US & Euro / £15k UK
You're way off reality on price there. Model 2 is supposed to be Toyota Corolla size...Corolla hybrid in UK starts at £30,000...USA they are $28K to $35K depending on price. You get nowhere near that kind of car for £15K
@@kiae-nirodiariesencore4270 Wow that's so expensive in the UK. In Australia it's about half the price at $32k!
2024 Toyota Corolla Ascent Sport Hybrid: $32,320. 2024 Toyota Corolla SX: $32,320. 2024 Toyota Corolla SX Hybrid: $34,920.
Compare that to a Model 3 at $54k plus on-roads.
This is why Toyota are selling hybrids like hot cakes. Hybrids are now 15% of the market in Aus and climbing. BEVs are stuck at 8%. PHEVs are coming up fast too. EVs need to be affordable.
I don't buy that BEVs need to be expensive toys for the rich. So far only BYD and SAIC gets it.
But has pipes👎👎👎
@@kiae-nirodiariesencore4270 your logic make no sense. Hybrid got 2 systems in it. Its supposed to cost more couse it got very complicated systems that is also crap on its own. Now remove ICE and make it from one piece of aluminium and you got a car that is waaaaay cheaper than any hybrid could ever be. Now I dont know what the price will be but the costs of battery is constantly droping and manufacturing is also getting better and better and less expensive. So we will see but im confident it will be less than any hybrid crap.
@@GoranCRO Yes you're right of course. I've owned hybrids and they were fine, possibly because they were made by Toyota but I've owned a Kia e-Niro (EV) for over 5 years and 105,000 km and I would never go back to buying anything that burns fossil fuels...as you say, all that complexity. 🙂
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I don’t sponsor tesla
I buy local
Yes electric,yes ICE
Local? So you're Chinese? Tesla are built in China too!
I don't think a 5% cheaper vehicle would be noteworthy as anything to even bother mentioning in a call like that, when it wouldn't even offset the potential of ev incentives disappearing. I'm not lined up with this prediction, at all.
I agree. Tesla is at his end, development of a cheap 25.000 U$ is to expensive and the competiton from China is to strong. Elon told us already he is not interreset in EV's any more. He will keep Telsa alive, as long as he gets any money out of it. But he knows that it will be over soon, thats why there is no new Model 2 oder other EV's from Tesla. He can't compete with cheap chinese electric cars. The Robo Taxi idea and FSD ist just there to keep the shareholders quiet.
Ita a compounding 5%. Next gen after that will be 5% cheaper still.
How about a bare bones 2 door hatch. Ditch the heated foot rests and 38 speaker crap. Make it cheap, light, and peppy and they will sell untold millions of them.
Nah
🎯 Also no sun roof. Keep is stupid simple.
No they wont. People hate EVS.
@@markmiller8903 Uneducated people hate EV’s. Who cares?
I would love one.
I have always driven the smallest car I can.
Thank you for your content. After watching for the last 3 years, I have come to the conclusion that I just can't live with a BEV, it won't work for me. Best wishes for you and your family.
Great video again thanks Sam, but a bit hard to follow as you keep jumping between the models - one minute you're talking about the 3, then the Y, back to the 3, then the 2....😁
Hi Sam, not sure if you are right or wrong. For me a hatchback 5 door version would be the only Tesla I would be interested in. The Y is too big and I do not want a saloon car. Pretty sure Elon is not going to take any notice of my requirements though. I don't think a 5% cheaper version would be enough. We will see in a few month's. take care.
CATL said batteries would be $50 per kWh by the end of the year. Releasing a 40kWh model would mean saving $1000 on the battery at the expense of making the car a lot less attractive for potential buyers. I definitely would choose the extra range every time for that money, it's not like EVs have range to spare right now
In short, I doubt cutting costs on battery capacity is a good idea
That depends on whether your bladder can hold more than your battery can. I have to stop every 2 hours or so and 200 miles range is plenty.
I think you’re basically correct
On 10/10 they’ll showcase the Robotaxi but not the almost same Model 2 to avoid osborning the 3 & Y until it’s ready for delivery 1st half of 2025.
Possibly introduce the van also on 10/10
The model 2 won’t be the fully unboxed production but still have the 48V system and possibly also steer-by-wire
I’m hoping the Model 3 becomes a hatchback. It’s kind of weird that the Model S is one but the 3 is not.
It was originally designed as a hatchback, but they converted it to a trunk so they could have a glass roof, which is why the hinge placement is so weird. I didn't want a glass roof, I wanted a hatchback. I think there are a lot of people who would be interested in the original version they promised.
If it is a hatchback, would that not make it look like a model Y?
@@michaelclark9453 It could be pretty much the shape it is now.
i dont understand why everyone refers to the model s as a sedan, it was years before i realized it was actually a much more useful hatchback.
@@scottmcshannon6821 Hatchbacks are sedan shaped. Liftbacks have the vertical rear end like a typical station wagon or most compact cars.
The lines for the new affordable model are now being built in Texas,Mexico is on hold.
I think you could be bang on here…maybe with an extra surprise or 2 from them. Roadster,maybe?
If they have a cheaper smaller battery, maybe take out some of features like heated seats etc to just the bare bones feature you need to run an EV.
As long as it has a heat pump 🎯
@@NeillTurner Heated seats pay for themselves in an EV.
of course then no one would actually buy it. no matter what they claim.
And add cabin heating as a premium option
Only makes right turns
Blade 2.0 LFP MY from Germany would be my choice, both RWD and AWD. I wonder if they are moving M3 manufacturing also to Berlin for EU market to avoid new tolls and use the same batteries.
I have a feeling model 2 delayed or won’t happen and it will be just robot taxi. But I also think a smaller battery 250mile range Tesla model 3 with maybe no back screen, could be announced for $30k. If you think that’s unlikely they already they sell model 3 in china for $32k to compete. I think they would have a winner on there hands.
It depends on the charging speed. A small battery is OK if it charges quick enough. Tesla is not on paar with the 800V cars of today...
Can you see the new Renault evs coming, they going strong.
How soon do we think the Model X will be discontinued. For that matter Model S probably costs more to keep in production than it's worth.
CATL just announced a price cut in cost
Makes sense to me. Tesla pioneered new technologies in the cybertruck. Battery density and charging speed is increasing. Combining internal and external technology efficiencies and rolling out cheaper products to the customer while maintaining the profit margins is spot on.
💯
The pioneering technologies in the Cybertruck I would like to see in future Teslas are a 48v system and drive by wire which is largely enabled by the 48v. This technology saves a lot of weight.
Tesla is constantly trying to reduce cost. They are clearly not where they were hoping to be with batteries. The Cybertruck performances are way bellow expectations.
I think it will be a smaller car. Less metal = less cost
But it will reuse most of the component of the model Y
The same way the original model Y was built from the model 3 platform. The new smaller car will be built from the Model Y platform but the chassis will be smaller. The great thing with gigacasting is that you can just change the molds to produce a different frame. So creating a smaller chassis will use the same casting and pressing equipment but only with different die molds.
Maybee the cast two at a time then!
@@Myrslokstok Maybe the front underbody can be cast two at once using the larger casting machine but the back underbody is a bit larger so they will still be cast one at a time using the smaller casting machines.
New model 3 is flawless. Nothing is in its league . It’s a hidden gem and FSD is unbelievable and 99% of the world doesn’t know how safe and good it is
Why it should be MORE, this much tech an everything how isn’t adding value!!!? It’s insane
Maybe but it's not even a hatchback which I find way more practical.
❤❤❤❤❤
Blah blah blah verbal masterbation farm,,,
@@TheNewMediaoftheDawn It's lovely having you here watching, and commenting - everything helps!
Ya I agree 100% ... say 220ish range ... later all other OEM's!
I'd love a shorter range M3. Especially considering that with a smaller battery the M3 rwd would be lighter, more nimble and be a more engaging car to drive. I'm cross shopping a M3 with an Arbarth 500e, which weighs only 1335kg or only 80kg more than a Subaru BRZ (Auto). I have no use for more than 200km of range for a pure city car around Sydney.
Its down to battery supply. If they have so many that they can do truck, cyber, residential etc, etc - then they would go for a cheaper car. But only then.
I think you are pretty much right in your predictions far as the Model 3 and Model Y changes. It is all in the manufacturing of the vehicles where the costs are saved. Now what kind of quality of interior materials will be compared to my 2023 Model Y, only time shall tell. Are they going to cheap out cost of materials to lower the cost of the vehicles. Like you said, make a smaller battery pack, etc.
Myself, I will stay with my 2023 Model Y. I enjoy what it provides and I keep getting new software updates all the time.
I think you're right... cheaper 3 & Y are the new 2. They have means to reduce cost even more.
I think you might be onto something there Sam. Releasing a cheaper model two would definitely impact the sales of the re-engineered model Y.
I think you're right Sam. It's going to be disappointing if a smaller Tesla doesn't emerge but I don't think that Musk is interested in a smaller car with lower margins (same amount of labour to make a small car as a bigger one, same number of parts).
I think that they’ll still be too expensive. What’s going on with the Model two?😮
I think there’s going to be a model 2, a van, a robotaxi on the model 2 platform, a refreshed model y and a refreshed model s and model x.
The new batteries should drop the price by 30%. They are much cheaper to produce and have a higher energy density. I would like to see different designs. More of a SUV and a MPV would be nice to see.
Holden pretty much had one the one line. There they made all the similar models Omega, Berlina, Calais, Wagon, Ute, etc, all very similar cars the same platform, same line, but then then GM came up with the smaller/mid range car called Cruze, was made internationally in GM factories around the world, including Adelaide. This was completely different car, completely unrelated to the models being produced, but they super-imposed the Cruze line over the Holden commodor-ish line. I know, I was there. So you can do a list of similar cars, and also completely different cars on the same line is also possible. Yep, its messy, but it does work and is possible. I guess my point is, its difficult to say from their statement, whether its a smaller model 2, or a cheaper model 3. A model 2 would mean a new car, which is more wallstreet friendly. A cheaper model 3 may imply to wallstreet that they are commodetising the model 3, which they don't like. If its a 5% discount on the current model 3, wallstreet won't like that either. Wallstreet and retail investors are hungry for a new model. possibly a model 2 hatchback. If they can pop out ultra cheap 2 seater robo taxi cars, thats good also, but FSD has to be fully solved, at least in minimum in one location for this one to work.
I think the new version will be steer by wire. So it can go 'robotaxi' super easily by leaving out a few parts. I am hopeing for inductive charging capable (no plug in needed for taxi to charge!), yes, taxi with 100mi range is all that is needed. I also hope 3 & Y get ability do bi-directional charging if plugged in (like CyberTruck).
I am fine and very happy that if tesla launches the model 2 or so but I think that if tesla can reduce the price of the model y and 3 refresh it will be the best thing ever!
Once the implement the full out of the box gen 2 manufacturing the price can drop and margins increase. A model 2 2 seater can easily be the 25k car. Reduce the weight which reduces the size of the battery which in turn further reduces the weight. You can use a cheaper motor and cheaper breaks. You can probably get away with a battery 60% the size of a model 3. You just won't be able to have Ludacris mode.
When they say building on the same production lines, this should be probably be translated as “substantially the same car.” Modifications by omission are easiest, so they could focus on that: In addition to smaller battery, they could save some money by omitting cameras, reducing the audio system to 2 speaker stereo, maybe a solid metal roof, no seat heaters / cheaper seats, simplifications to the charge port and maybe a smaller screen.
Not cheaper model Y and 3 but a 2 door built on existing line. It will be a single motor and have a relatively smaller battery but have great range.
Tesla looks like it's going big. I really want to profit from the market this year. I have about $80k I want to invest in the market. My brain doesn't do very well in understanding these things. How else could I utilise the market opportunity?
I suggest you focus on two key objectives. Learn when to sell stocks to minimize losses and maximize gains to start protecting yourself. Second, prepare to make money when the market turns around. I advise speaking with a broker or financial counselor.
Agreed. My portfolio is well-matched for every market season yielding 85% from early last year to date. I and my CFP are working on a 7 figure ballpark goal, tho this could take another year. In my opinion, financial advisors are the most sought-after professionals after doctors.
Please who is the consultant that assist you with your investment and if you don't mind, how do I get in touch if you don't mind.
I’m hesitant to make recommendations like this online so I can't drop her contact here, but you could look her up yourself and contact her if you wish. Her name is Melissa Jean Talingdan.
Thank you for this. I'll send her an email, and I hope I'm able to make something out of it.
When it's time to replace my current Tesla I will go all in on RoboTaxi, by then I will be retired and the need for a car in my garage waiting for me isn't really there.
Hope it will be a viable option in Europe before 2036
This doesn’t bother me… take a model 3 rwd and strip it down to base options… manual seats, manual windows, no touchscreen or smaller way more limited interface(I’d prefer manual controls but touchscreen is probably lighter) cut the battery in half(that’s 500lbs alone), smaller wheels(the reduced weight would allow smaller brakes).
You could potentially drop weight by at least 600lbs or more… I’d expect a substantially better reduction of price than just 5% though. This could be done I feel
One of the new Tesla models will be the Model-3 and Y with rear wheel drive single motor and the long range battery.
just need to make, optionality on key systems, inference engine, battery size, motor configurations, noise damping quality etc.
If you want to be price leader and quality leader you need to have more options for every car.
Thanks so much
World Peace
Are you looking at the addition of higher Voltage components and lighter Wiring Sam ? I think that Tesla have learned so much from the Cybertruck and are taking the time to capitalise on that knowledge. Personally I’d like to see Stainless Steel feature in the Robotaxi and possibly even the Small car. With all these models out in the virtual world it will be great to see just what we end up with …
How about a super simple car, no bunch of hi tech, I already have that in my phone.
I just need a car to get me from .8 to point B.
They just need to take all the FSD out of the model 3 and cheap it down a little bit and sell it for 25,000
@@mattsparks5957The FSD equipment are cheap. Removing them is not going to save a lot of money. What is expensive are batteries and the metal body that is most of the cost in an EV.
I think there WILL be a new platform that will be a “compact class” vehicle, which Tesla doesn't currently have and I think they need/want to address this segment - might even be a 2-seater. The models 3/Y are still quite big cars and there are are a number of reasons why people who only drive a small car today may want to continue to do so in the future.
A 2 seater would be hopeless, even a 2+2 wouldn't be of interest to many of us.
I think it's too late for that. They can't compete with the Chinese on small cars. They will build only a Robotaxi...
When Tesla improves batteries, they include a smaller battery pack to reduce cost keeping the same range
I disagree. Tesla is segmenting the market. They could have made the model 3 a cheaper version of the model S, but that just degrades the value associated with the model S. A cheaper version of the 3 means putting pressure on the margins of the existing model 3 line up.
It is better to have a model 2 that would have a $25k USD entry point, then a LR for maybe $32k and a performance for maybe $38k.
Different market segment, different buyers.
My tip is that it will be a small hatch. The $25k will be 2 door. The others will be 4 door.
Sam, think you have it totally wrong, but we will know in a short space of time. As others have siad in the comments, a hatchback model 3 would be great in Europe. Fingers crossed on my part as this is what I want!
For the first time others are now catching up to Tesla. 6 year Tesla owner, and I’ve just ordered the new 87kWh Renault Scenic, a fantastic car, half the price to lease or a Model Y LR and half the insurance cost.
Tesla lost the plot with the M3P in the U.K., banging up its price by £5k in the last moments before release, it’s even cheaper in Ireland (RHD, same import duties, higher VAT). I was going to get one at £55k but I refuse to be ripped off, hence I’ve switched brands. The difference in price between the RWD and LR cars is also excessive in the U.K. compared to USA and other countries.
If Tesla releases Model Y with a 7 seat option it will be an instant buy for me.
I don't think Tesla would have pushed back to the 10.10. Just for the updates you have mentioned. I do think it will be a new model2/robotaxi and they need to be able to present it/them.
But this will be a presentation only. It will take some more years to actually release the Robotaxi...
I hope the new affordable Tesla will be higher off the ground, making them easier for the elderly.
Current world prices for 3 and Y would be a revelation for the UK, never mind cheaper models.
Lighter vehicles aren't all good. Here in the swedish winters you want a heavier car to drive more steady on the road. I have actually at one point bought a new car just by that parameter. I needed a somewhat heavier car for my 130 km highway commute
I just wish Tesla would have a regular style dash. I like instruments infront not to the side.
Even just a heads-up display.
That's not the deal breaker for me, though. It's the stalks that aren't there anymore. Because I'm not going to be that wanker who doesn't indicate, because I can't locate a stupid button when the steering wheel is half turned from straight ahead.
you can fit your own if its a deal breaker
Agree - Impossible to manufacture a new bottom up vehicle on an existing line in such a short timescale and with a now reduced workforce.... Tesla are simply sweating the assets to get to that 3M EV/Yr volume.
Still waiting for the $35,000 Tesla 10 years after it was initially announced.
With the instant rebate, you can get the new refreshed one for 35k.
@@murc111 Close, but not quite. Model 3 LR RW Drive - Stealth Grey with Back interior.
After Federal Tax Credit* $36,630. And you can't lease the LR RW from Tesla, you must purchase it.
@@murc111 not in Australia here there are going for $58k the M3
Why are you still waiting? Go buy one now.
With efficiency gains , giga casting improvements, lowering cost of batteries continuing the new Model 2 could very well be the Model3 refresh again.
Imagine a Model3 version with only 2 drs coupe.
Robotaxi will be the no steering wheel completely autonomous car probably strictly Tesla corporate owned and controlled while Fleets owners can buy Models 3 & Y & truck lines
Probably will be refreshed used lease vehicles with warranty.
Gold $2400/ounce reflecting devalued dollars. More dolllars needed to buy similar things. Yes, the $25,000 EV more like $32,000.
Add a few thousand for fluff error - $36K, then call it not a lie
yes, I thought the same, since Tesla talked about the future lineup and the car displayed under a sheet had the shape of a Model 3. Furthermore, Tesla will have external 4680 supply and ramp its own 4680 battery production, so maybe they will use it for the more affordable models of the 3 and Y, or (and) CATL´s new battery.
They also had a van shaped car under a sheet.
Minivans are extremely popular for traditional taxis and ride share....I don't understand why Tesla is building the Robotaxi as a subcompact. Tesla seems to not understand what utility vehicles are. Taxis, pickup trucks, 18 wheelers and vans are all utility vehicles. With all of them form follows function. People don't buy pickups with useless beds, they don't rent cars they don't fit in and with a Semi they don't buy a day cab that's as long as a sleeper cab....I'm sure they'll find buyers for all of them, but not as many as if they had from the start designed these vehicles with the people who would be using them in mind.
90% of Uber rides are 1-2 people that cybercab will take care of. The remaining 10% can be served by private Teslas or Teslas coming off of leases.
Most taxi rides have one passenger. Also, the US is only 5% of the world's population and NOT the first place these taxis will be used. China will see these first.
No that's Toyota's EV with wheels falling off....
Who says they aren’t? When Tesla unveiled the Unboxed production method they showed multiple new cars still under development. One of them was definitely a van shape. Sure, the 1 or 2 passenger Robotaxi will cover a huge part of the urban ride share, but don’t assume that’s the only that’s the only new car that will be launched.
I don't think Teslas EVs can compete with Chinese EVs on terms of price anymore. However, I think the October announcement will be a game changer in the whole world if consumers believe it is better to rent a robotaxi instead of owning an EV. If the Tesla autonomous AI software is that good, Tesla could license it to almost anyone, including Uber, Ford, GM, Mercedes, VW, BMW, etc.
China has proven that they can sell BEVs below what Tesla charges regardless of their COGS. Xiaomi released the SU7 for thousands less than the Tesla Model 3. So what motivation or point is there for Tesla to build less expensive cars. Obviously this is not about who can build the cars for less but who has the most government backing.
The new less expensive cars to be built on the existing unused line capacity will need to be significantly different than the 3Y or they will cannibalise exist sales for 3Y. Maybe 2 door hatchbacks or small vans.
With the robotaxis, the competition will not be on who has the better batteries or hardware. It will be about software. Tesla's competition will become Waymo, Baidu, Huawei. And who has the most potent supercomputers to process AI videos.
I don't want to sit in a robo taxi all the time. I want my own car!
I think Tesla already know a race to the bottom against the Chinese is unwinnable, in the same way Apple don’t try to compete on price. Tesla will remain above the bottom and try to provide innovative products at a good profit - leave the $15k pond to the Chinese where they will be making little or no profit.
Competing against loss making car companies is difficult, but not impossible if your product is better. Only BYD makes any money as a car company, and some of that is from hybrids. The rest of them lose more money for the companies, the more they sell. That's simply not sustainable.
Cheaper manufacturing means even less QA than today (which already seems staggering low, infotainment system excluded)
What? New model 2 or not next year?
Yikes, Sam, your right eye looks swollen or infected. Take care and get plenty of rest and nutrition! Thanks for the Tesla update and your insightful guesses on what revelations are ahead. I will keep your guesses in mind as I remain open to whatever happens. Best wishes!
420 🌿
How can a Model Y Juniper can solve the problem of looking outdated and beeing to wide (i have one) for european parking lots and garages? Model 3 without a hatch has no great future at least in the european market with upcoming alternatives. Model 2 is necessary to stay in the market against the upcoming ID2 and cars from Stellantis. Robotaxi is nowhere near. FSD ist stll level 2 and certification for higher levels will last several month.
Several years....
Where are they ? No test cars have been spotted
Well a few fwd m3s and some with very weird looking body shells have been spotted in cali testing since late 2023.
Also multiple teslas built using a Mazda mx30 looking body shell were spotted last year in different spots doing testing over in China!
And the announcement of the California engineering hq had a white and blue future model shown which both looked like about a 3/4 scale model Y laid out on a drafting board. And people with inside knowledge have said it's gonna be a shrunken model Y looking cuv.
There's also the 2 shrouded vehicle silhouettes from last year's event announcing TERAMX that elon hasn't yet revealed.
But mentioned once they are out tesla expects demand for both of the new models to exceed a combined 4,000,000 units annually. 👍🏻
Who was the Fiat 500e with boxes on it and a wrap over that, I think that was their test car
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Interesting theory, but I still think they’re gonna come out with a unique model 2. I think they will utilize the giga castings from the 3/Y but shorten the battery pack in between. This will also shorten the wheelbase. I think it will be a two seater, and share some of the body panels with the current production…. Basically a model 3/Y with the center section cut down. The smaller battery pack combined with using pre-existing parts and production lines should drive the cost down drastically.
$25k, adjusted for inflation, mandatory optional $10k wheels, 100 Mi range, 100 available at that price, one time. He never lies.
Checks in the mail, I won't...
Agreed
I will believe it when I see it, and not a prototype.
Most likely A shorter and lighter model 3 (a hatchback)
I think, you right on the money Sam.
Lighter, two door , cheaper wheels , cheaper tires.
Cheaper everything. Might as well buy a bicycle
@@kingiam9271 No. If you have "only" 204CV and 17" wheels... may be enough to most people. My "non" Tesla is that way. I do not have money for more.
@@contraplano3157 English please
I think the will sell a very cheap near cost car and make it up on the FSD subscriptions and supercharging. It is always the long game with Elon.
It's a race to the bottom
Cheaper inferior engines, no rare earth metal magnets, single engine long range, etc
Wouldn't be surprised if they're much much slower too
Just buy the fast versions if that's what you want.
@@tysonn4736 there appears to be a race to the bottom in EVs
it's like SSDs, they've cut costs to much they are only better now in short bursts, once you copy over a 10-20gb they slow down to a quarter of the speed of mechanical drives, speed, longevity and reliability are now worse than older tech in many cases - this is for the bottom consumer grade
i fear we are going to see the same in EVs
these early models with bleeding edge battery chemistry, rare earth magnets, etc are going to be reserved high end models
EVs are superior than ICE and maybe the tech will continue to advance to maintain that while dropping prices, but thats not guaranteed - i wont be surprised if we end up with EVs that are inferior to ICE
The long range single motor model 3 is faster than lfp version.
@@ChicagoBob123 not if they install inferior engines
Tesla shouldn’t go there, in the same way Apple don’t. Yes, cheaper models, cheaper versions (just like Apple SE), but keep out of the bottom of the pond. Sounds like Tesla are going to pivot away from cars anyway.
Sorry on this one you are wrong. Model 2 is just around the corner.
And the next corner. No, the other corner.
FSD is around the corner, Optimus is around the corner, roadster is around the corner 🤦
So is nuclear fusion, always just 20 years away since the 1950's 😂
Except the corner is in the next continent!
100K uber/lyft drivers getting laid of in california in 2025. 😢
Telsa already has highest margin. They just need to lower the margin and continue to sell.
The standard range battery size is already falling behind the competition.
At least we know that it can't be made from Stainless Steel if it's made on the same production lines as the Model 3 an Y. Let's hope that it's a small version of the Model Y. That's what the World wants. The easiest way to make a car cheaper is to make it smaller. It makes no sense to try to make existing models the same size.
Listen up Tesla, don't give us some crap like Cybertruck or Robotaxi.
You are right but sadly they won't do that....Musk knows that he already lost the fight against the Chinese for smaller cars...That's why he focuses on Robotaxis...
Another great video, Sam.
Thanks again!
Sam you are usually right. But I think you’re being too optimistic. But I hope I’m wrong & you’re right 🤞
The updated model Y @ 2.05 looks gorgeous! I reckon, the sales will go nuts.
Cheers mate
I would rather love it if the model 2 is an iconic design like eg a mini and not just another bog standard model.
I think they will lower the price of the model 3 to 25000 and y to 30000-35000. I don't think they will add a third battery Option. I believe they will Do it by offering 3 (or More) Software packeges, range extension, faster exeloration and faster charging or enabling homecharging each for ~ 3000 Dollar , something like this, so you will get the m3sr like today for ~ 35000. Currently they try everything to lower production Cost to make as much Profit on a 25000 m3 car as possible since stuff like 48 volt are Currently not available for those cars Till end of 2025. But this way the 25k Tesla won't eat the m3 sales and curret owners wont hate the Brand for losses. Also Service revenue will go up as the Software packeges will be unlocked Cover time and the resell value stays good for Tesla.
I thinks it’s Tesla not Tezla
Countries are starting to remove EV credits and subsidies. Tesla needs to reduce the price by 10-15% rapidly IMO. Growth will take a hit. I doubt Tesla can make a small Model 2 that could compete with cheaper Chinese cars. Besides, there’s mo demand for a small car in America.
A cheaper 20k EV will have a 40KW Battery, anything above 40KW would make costs go up
I disagree - I believe Tesla will release 2 versions of the model 2 Redwood - a hatchback/ shooting brake, and a coupe/ sedan. And the next one (third version) will be a suv based on the Redwood.
In my mind, Tesla's new strategic model for mass production, is the Redwood. The business class (model 3 & y) will face massive competition from the Chinese and Chinese/ European cooperations (Geely and others)
But in the cheaper market 15 - 25k $ - Tesla needs to make their move now. That market will explode during the next 5 years, and will by far be the largest. Therefore Tesla needs to prioritize this.
The cheaper models needs to have smaller wheels, lightweight chassis, but still great comfort - and a range at minimum 300 miles. It must be cheap to own and maintain, without compromising the quality.
If Tesla doesn't release a smaller car for Europe and Asia, it will be blown away by a flurry of smaller cars around the 25 000 mark and under. The model Y is an old car that needs to be significantly updated, but you can't just keep updating a very small range of cars.
A lot of people don't want small cars. TESLA is going to make good cars that are as affordable as small gas cars and they will all have the ability to become income earning assets. How do you compete with that?
Base Model 3 RWD will be Sub $30K 265 Mile Range. .
......but what happened to the USD25K car??????
I expect $35k after incentives i.e. $32.5K before the $7.5K tax credit. Can’t see why Tesla would go cheaper than than they - they don’t want to be in a race to the bottom as there won’t be the profit to make it worthwhile.
Nothing...This will come only from the Chinese....
I think Tesla will be successful with a "greener" version, sodium battery, iron motor, all-season tires.
Sodium battery because range is not a real problem for commuters, in fact the distance from home to workplace and back is enough, so daily charging at home covers the need, I think 32kW is plenty.
Having said that, I would very much like to see a station wagon, the last Swedish volvo V70 (2015) are favorites for last ICE owners.
In fact, the energy consumption does not matter much, although the Hyundai ioniq 6 and Mercedes-Benz EQS can do something, it is the practicality that prevails.
OK to van/camper, and short two seat, two door that will also find a market.