- The much advertised 25,000 US dollar entry level TeslaPresent Colloquially known as model 2, it cannot be built, and the hopeless hopes in the investor. Instead, future sales growth may have to come from a car without a steering wheel or pedals – the cybercab.
The biggest puzzle about Tesla’s product roadmap may have been canceled on Thursday, with messages out of China, which indicates that there may be no model 2.
First reported According to local tech website 36 KR and later confirmed from ReutersTesla develops a cheap version of model Y, its bestseller with around 1.1 million units sold. This indicates that the hopes of an upcoming compact car, possibly a slanted rear than a sedan, will not come into play.
The car with the code name “E41” will start production in Shanghai next year and will be at least 20% cheaper than the current updated model Y, which is known as “Juniper”, is Reuters. It could come earlier when Juniper disappointed, said sources 36 KR.
Tesla did not answer a request fromAssetsFor a comment.
Since many institutional investors put a premium for the material sales of EVS compared to Hazier dreams of the structure of humanoic robots, it was an important growth assumption for many that Tesla entered a new segment like the compact car, where it could expand its entire addressable market.
These hopes were mainly due to the fact that Tesla has been together since last April last April because of its actual product roadmap. “Plans for new vehicles, including more affordable models, are on the right track for the start of production in the first half of 2025.”
The managing director Elon Musk held this embers of hope at the end of last year when he promised in October that Tesla EV sales would increase this year.
“With our lower vehicles, with the advent of autonomy, something like growth of 20 to 30 percent next year is my best guess”said.
However, this was not repeated in January in the fourth quarter. Investor Call. Officially, Tesla only aims to increase sales. Analysts are nowopen your forecastsTo reflect on persistent boycotts and aLack of convincing new product.
Growth history in case of doubt
The cost-effective car, which for the first time costs $ 25,000 in September 2020 in September 2020, has long been a greater strategic priority than the cyber truck, with an estimated annual turnover in the millions.
No car manufacturer had ever achieved such a performance. If Tesla managed to transform an expensive medium-sized electric vehicle into the most popular car in the world, it became confident that a smaller, inexpensive model that could violate the 2 million ceiling in a single year.
But the last suspected Spy photos Of what some accepted as model 2, in early 2023 Reuters The report in April in April, which unveiled plans for an inexpensive car that was built on the next generation platform that it would share with the Cybercab.
The inventory has denied this news, but Musk was able to restore the belief that Tesla’s growth The story was intact by saying that he had accelerated plans for a new more affordable model until the first half of this year.
“A regular 25k model is pointless”
Nevertheless, he never became more precise. In the same October call, when Musk predicted growth of up to 30% in 2025, he made a comment whose meaning may have been underestimated at that time.
“A regular 25k model is pointless, it would be silly as if it were completely in contradiction to what we believe”said.
At the time that was interpreted, Musk would simply not bring a new product to the market that was so cheap that it was not equipped with its fully self -driving hardware, an AI inference computer known as AI4 (previously HW4).
Now it seems to be increasingly clear that the explosive growth forecasts only come from a model: the cybercab. The silver strip is Musk estimates that its turnover is 2 million a year or even 4 million.
However, this is little consolation for investors due to an important concern: the cybercab has neither a steering wheel nor pedals. It requires a complete legal and regulatory framework to be sold and operated on public roads.
Tesla cannot simply convert the cybercab into a car by adding human controls because the market is minuscular for two -door cars for two -door cars. The vehicle, as it is designed and designed, can only be feasible, like a vehicle for robotaxi fleets.
This story was originally on Fortune.com
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