It appears that $TSLA will delay the launch of its more affordable vehicles until end of 3Q. Our bigger concern is the story appears to confirm our fear that the new cheaper vehicles will be stripped down versions of M-Y and M-3 (slower 0-60, smaller batteries, cloth seats, smaller screens, smaller wheels) which will add little to FY’25 volumes, assuming the new vehicles are merely new trims (and not new models), since they don’t allow TSLA to enter new client segments or expand TAM. We again question a strategy of cutting prices funded by cutting costs, which will likely lead to further estimate cuts, since any volume that goes to the cheaper vehicles will likely cannibalize the more expensive TSLA trims. finance.yahoo.com/news/exclusive…
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- pizzi·2025-04-21This could be a slippery slope for TSLA.LikeReport
- HarryCox·2025-04-21Great insights on TSLA's strategy! [Great]LikeReport