Nice to see you’re in typical bullish moodStaffing changes, price hike and so on suggest reorg and/or that PwC have been unwilling to simply rubber stamp the company as a going concern. The debts and lawsuits, monumental liabilities such as warranty, and the fact Musk is out to lunch, suggest we could see a new, smaller structure and shift of focus to high end products - with a correspondingly premium level of build quality and aftersales service that premium buyers expect - as the most realistic option for long term profitability.
In summary, I don't expect a mass market affordable Tesla ever.
No one else is shooting for it with any tangible product at this time!I'm bullish for high end niche. High volume mainstream is hard.
I can see this will be an argument of semantics. Mainstream is most obvious in the difference between a Lexus and the Toyota version that underpins it.Kona and Niro are not mainstream, they are niche products, not volume
The Leaf and Zoe are Europe's best selling EVs. You might be right to describe Nissan as having dropped the ball, but to claim no manufacturer other than Tesla is targeting the mainstream is plainly false. As with the introduction of diesel, adoption is simply a matter of time, not a competition won by being first to market.No idea if Tesla will get it right in the end for a lower cost mainstream product, but as it stands they are the only company who have a chance of doing it well, outside of Nissan who for me have dropped the ball several times in the process, going from a leading position to catch up in a moment.
The Model 3 already has French pricing of €59,500 before subsidy.Going by French pricing, where MS100D is 106,200euro vs UK price of £88,800, I'd expect M3LRawd to be ~£45k and M3P to be ~£54k
Before options of course (so ~£57.5k for the Performance model before the £3500 EV subsidy)
This is actually my point, if you are only committing to make 30,000 of them a year globally, then they are simply not mainstream products. At those volumes mass market adoption is a pipe dream, while Hyundai is indeed a big player that is not the issue.The Kona and Niro are hardly niche cars. Hyundai is the embodiment of a mainstream manufacturer. Drivetrain choice in this sort of vehicle is far more likely to drive mass market adoption today than individual premium models with pretensions to be affordable at some point in the future, possibly never.
Renault as the purveyor of small city vehicles for the European market pulled out USA about the time the truck obsession began.Since you mentioned the Zoe, they don't sell them in the US at all, or have I got that wrong?
If/when Tesla create the joint venture for Singapore Gigafactory it will be but weeks before that IP is out in the wild. Having read some analysis about Panasonic I would not be bullish on the fact Tesla has something special over and above what Pana supply anyway.Said it in other threads previously the Chinese manufacturers will likely be the ones to watch in this