Part 6/7:
- New Vehicle Models: Entering totally new segments or designs, potentially leading to fresh competition in the automotive market.
Discussions hint that the second option could present the least risk for Tesla and offer a cushioned transition towards introducing new technologies like 48-volt systems. This could mean a focus on simpler manufacturing with lower weight and improved cost efficiency.
Conclusion
As Tesla prepares for what's next, the blend of speculation and insider insights reveals a complex, strategic approach to addressing market demand and supply chain issues. Whether through Cybertruck variants or simplified models of the Model 3 and Y, the decisions made in the coming months will shape Tesla's trajectory significantly.