Isn’t the Model Y consistently leading the sales charts? I don’t think it’s going away anytime soon. The Model 3 is also selling reasonably well.
Isn’t the Model Y consistently leading the sales charts? I don’t think it’s going away anytime soon. The Model 3 is also selling reasonably well.
It is now, but what if Cybercab demands eclipses it?
Also Model Y/3 battery/charging is ancient at this point. It hasn’t had any meaningful improvements for 8 years now.
Look up a Model Y’s charging curve it’s horrible. There are cars out there with much more consistent ones, 400 kW charging, much more range etc etc
In what world would a Cybercab displace something like a Model 3 or Y? It's a two door coupe. Are you thinking automation? That's already coming to the 3/Y.
The Model Y charging curve is notably bad, I agree, in particular when equipped with the big Texas batteries Tesla wanted for the Cybertruck. But the counterpoint is that even peaking out at 250kW, I usually only spend 10-15 minutes charging my Model 3. The weak charging curve only exposes itself as an issue on marathon road trips where you are running it up from 10-80 repeatedly on a tight schedule.
And in any case, the better charging curve hasn't helped the competition put a meaningful dent in Model Y sales. The leading competitor is the Ford MME, and the charging curve on it is possibly weaker than the Model Y. It still outsells the Ioniq 5.
Car companies have long been on a cycle for their vehicles. It varies but generally we could say every seven years they're going to do a major redesign of a car. So I think it's safe to say the Model Y and Model 3 won't be sold in seven years. The question is, in seven years, will they have a different model, loosely based on the current Model Y and Model 3, that carry those same names? Your guess is as good as mine. Maybe Tesla goes bankrupt and the cars aren't for sale. Maybe Tesla continues and the names exist.
They may try a bigger refresh than they did at the six year point, but I imagine they will keep the model names in any case.
But with such strong sales, the incentive is not to rock the boat. Incumbents refresh more often because they have a lot of competition.
Tesla does not have any meaningful competition for the Model Y. The closest competitor is the Ford MME, and just behind it the Ioniq 5. But Tesla still sells like 3-4x as many Model Ys as both of those combined.
The Model 3 has even less direct competition. But that's probably because the sedan market as a whole is not as strong as crossovers. The biggest competitor to the Model 3 is probably the Model Y. And to put some context on this -- even as a sedan, the Model 3 outsells the Subaru Outback. Anybody wondering whether Subaru will stop selling Outbacks?