Hmm … curiouser and curiouser. In a saga that has gone on for several years, Tesla was not going to develop an electric car smaller and cheaper than the Model 3, and then it was, and then it wasn’t, and then it might be, and then it wasn’t, and now … [continued]
Robyn Denholm told Bloomberg this week the Tesla “Model 2” project is back on after Elon said it was stupid to build a $25,000 car.
The first half of 2025 is now over — it has been for almost three weeks — and we’re yet to see the more affordable models Tesla said would start production in the first half of 2025. What is going on with those, who knows? I wrote about that and … [continued]
Historical Context on Model Y Pricing You May Or May Not Care About I’ve been writing about the more affordable Tesla models for a long time. I wrote this article in 2019 talking about how to cut costs and referenced Elon Musk talking to Marques Brownlee in August 2018 about … [continued]
Based on what Tesla wrote in its quarterly shareholder letter, I published the other day that Tesla did indeed have cheaper electric vehicle models coming out next year. The core lines from the Tesla shareholder letter on this were as follows: “Our cost of goods sold (COGS) per vehicle came … [continued]
Update: Also see “Correction, and Confusion: What Are Tesla’s Next, Cheaper Models?” for more discussion on this topic. Despite a lot of confusion on this matter in the past year or so, Tesla reaffirmed in its 3rd quarter shareholder letter and on its shareholder conference call today that the company … [continued]
Elon Musk has tweeted that Tesla will have a robotaxi reveal on August 8th, 2024. Meanwhile, Tesla stock value has surged — could it be just one week ago we were amazed at a high water mark of $230 following the Q2 delivery announcement? On Monday following the long July … [continued]
I found something a bit strange and confusing in this quarter’s Tesla shareholder letter and conference call. Much of the news in recent weeks was about Tesla reportedly dropping the lower-cost car it was supposed to be working on. That stemmed from a pretty detailed and convincing report from Reuters. … [continued]
After the article from our editor Zachary regarding the most likely replacement for a “Model 2” (and a followup here), and after having a brief exchange in the comments, I was left thinking. My original response was simple and straightforward … yet the more I think about it, the more … [continued]
A lot has been written about the Tesla’s next-generation compact car that used to be widely called the Model 2, including Zach’s excellent article last week about it. Zach asked who might pick up the challenge in place of Tesla doing it. Today, Tesla announced it would follow through with … [continued]
