A pretty damning read on Tesla

https://electrek.co/2024/04/23/tesla-announces-change-of-plans-to-build-cheaper-electric-cars/

Tesla continued:

These new vehicles, including more affordable models, will utilize aspects of the next generation platform as well as aspects of our current platforms, and will be able to be produced on the same manufacturing lines as our current vehicle line-up.

This confirms that more affordable vehicles are still confirmed, but not on the new production lines based on the “unboxed” system, which is in line with our previous report that Musk shut down the expansion for NV9.

Tesla explained the reason behind the change:

> This update may result in achieving less cost reduction than previously expected but enables us to prudently grow our vehicle volumes in a more capex efficient manner during uncerta
in times. This would help us fully utilize our current expected maximum capacity of close to three million vehicles, enabling more than 50% growth over 2023 production before investing in new manufacturing lines.

Finally, Tesla confirmed that its previously announced Robotaxi will still be built with the new “unboxed” system

Some good and some bad news. Without the unboxed system, it’s likely that we can kiss goodbye to the previously mentioned $25,000 price point.

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