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I recommend watching the original presentation by Tesla's lead designer from Investor Day, it's about 12 mins and has great visuals: https://www.youtube.com/liv
by martythemaniak 3y ago
I recommend watching the original presentation by Tesla's lead designer from Investor Day, it's about 12 mins and has great visuals: https://www.youtube.com/live/Hl1zEzVUV7w?feature=share&t=2422 https://www.youtube.com/live/Hl1zEzVUV7w?feature=share&t=242...
One change that people don't appreciate much is that Tesla has gotten much better at making their cars. While other automakers now have models which spec-wise are competitive with the 3 and and Y, only Tesla and maybe BYD can make EVs profitably at scale. This is why they've been able to cut prices and still be decently profitable - a Model 3 RWD costs $40,240, which is about $33,500 in 2018 dollars (when the Model 3 started selling).
I expect legacy car makers will follow Tesla's lead on this process (and switching to 48V) much as they are now following and introducing large castings in their cars.