That is a nice analysis, but tbh, I think it overlooks the big pricing problem that is really at the core of it all. Make the SR+ a 20K car and people would flo

That is a nice analysis, but tbh, I think it overlooks the big pricing problem that is really at the core of it all. Make the SR+ a 20K car and people would flock to it. As it is, it might struggle to sell more than 300K units per year. But then again, the BMW 3 series only sells about 400k per year at similar price points. The Model Y looks sort of like a cheaper BMW X6. The X6 moves ~50K units per year. The price points, models, and distribution/service channel limit unit volume more than differences in the operating model of EVs.