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nextbigfuture @nextbigfuture on x 16.1K followers
Created: 2025-07-25 16:10:05 UTC
Dave Lee analysis on a more affordable model for Tesla. Getting to $35000 for a US Tesla would mean getting to $25000-28000 in China for an affordable Tesla. @WR4NYGov @RandyWKirk1 The more affordable model will double the TAM in China and Europe and rest of the world. The US market needs to larger Model YL. The Model YL is also optimized for robotaxi easy access for all X seats. @heydave7 @NickParasiris @elonmusk
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