Nailed it!! A 38% improve in WW gross sales throughout a 12 months wherein WW automobile gross sales elevated by lower than 2%? Now THAT’S taking market share!!Sure, all these sensational headlines about how EV gross sales have disenchanted ignore the FACT that whereas it’s true the half baked choices from legacy automakers like F, GM and VW have cratered, they ignore the truth that Tesla is crushing it as a result of THEIR EVs have absolutely purposeful software program working methods and the world’s solely ubiquitous, dependable and simple to make use of quick DC Supercharger community that absolutely eliminates the vary anxiousness that’s the bane of all different EVs as we speak. ‘24 will see large will increase in income from the vitality storage division because the Lathrop facility builds 10,000 Megapack models that retail for $2.4 million every and have a 24% revenue margin. Gross sales of the Semi and CT will ramp up, the revamped Mannequin 3 might be offered within the US and the brand new Mannequin Y, already the world’s greatest promoting automotive may even enter manufacturing. By ‘25, what’s now being referred to as the Mannequin 2, that can retail for simply $25,000 earlier than any credit, might be in manufacturing within the Texass gigafactory, with manufacturing then slated to start on the Mexican gigafactory. The Mannequin 2 would be the folks’s EV, taking its place within the evolution of the auto following the Mannequin T and VW bug. Then, there’s all the opposite income streams that might be constructing. Assume subscriptions, insurance coverage, gross sales of vitality by way of the Supercharger community, even AI, robotics and extra. Glad to be lengthy, hoping so as to add on any shortsighted and panicking downdrafts.
Add A Comment