Poll - Who really need a model 2?

[alsetyledom280]

When we talk about Model 2, then it must be realized that US of A is not the only car market on the planet for Tesla.

And it is pretty evident that tanking Tesla sales are also due to lack of products - new models are needed for capturing new markets.
Whoever wanted 3 and Y has already bought it. Not much to do here.

Model S and X are also aging wheels now. Needing more updates and luxury in their respective luxury car price segments.

And most of the world still drives and will continue to drive cars below Tesla Model 3 in size. Here is where the masses are.

Market breakdown
US 36%
China 34%
EU 20%
ROW 10%

If model 2 is primarily aimed outside of US and Chinese market, this can be a tough sale as that will make Tesla a more traditional car company.

A redux of m3 is better than m2.
Any time Tesla spends on semi CT roadster are distraction at best now.

 

[LarryClay]

Tesla is a car company.
Just a modern one.

Car companies evolve over time. Old technology dies out. Companies not able to evolve die out.
And Tesla is selling that it is being Google, but is not. It is not evolving its products and making new ones and is on the path to die out.

Cybertaxi? Just a product to kill itself.
It would be the same as if General Motors instead of buying and killing public transit companies which they did, would invest into and expand into public transit.

 

[Allx]

I’d be interested in the Model 2 as long as it was a hatchback. If it’s a sedan, I’d prob stick with Model Y.

I think many would want a hatch. Unfortunately in North America, car manufacturers make us upgrade to an “SUV” or in the case of Tesla, model S has a hatch but you know ….

 

[LarryClay]

For the rest of the world minimum is to have another hatch and an SUV model in a segment below current 3 and Y.
Plus possibly a van. Ideally something modular, which can be made in multiple configurations covering both passengers and cargo and combinations of both.
Cybertruck and Tesla Semi are niche vehicles which do not scale currently, not in production, not in sales.

 

[mborkow]

Hard to imagine any new vehicle happening any time soon with yesterday’s news

 

[LarryClay]

Well, it depends, were they sacked because new models are abandoned under new Elon reality distortion field.
Or were they sacked due to new models not being developed / development was too slow.
Time will tell.

In my opinion, when Tesla worked out production issues, it needed to push with new mass market models and new variants of current models.

Most of the current fleet is old. And even Model 3 Highland is just a refresh. While Model S and X are aging wheels. Sales of those two was falling allready 2 years ago.

 

[mborkow]

Well, it depends, were they sacked because new models are abandoned under new Elon reality distortion field.
Or were they sacked due to new models not being developed / development was too slow.
Time will tell.

whatever the reason for their being laid off, eliminating a team will not accelerate that team’s delivery.

 

[mikesm]

I think it's going to be very difficult for Tesla to compete in the small car segment with the Chinese. The cheaper and less luxurious the car, the smaller the margins will be, even if he can hold market share with the Chinese. That may not happen in the US but definitely will be the case globally.

I think Elon thinks that's true as well, which is why he pushed back on the Model 2 effort and is so focused now on autonomy. In fact, his moves sort of make sense if he's going to give up trying to sell personally owned vehicles and pivot to a robo taxi service. You don't need charging for that (all the cars would be charged at completely unmanned fleet charging sites), esp if competitors are trying to make personal EV ownership a more attractive proposition, as that undercuts the robotaxi product. And you don't need retail service locations either, because good service makes personal auto ownership more practical, etc...

This would be a huge pivot, but a more logical explanation to his moves than petulance.