"We believe the launch of a lower cost model represents the first step to getting back to a ~500k quarterly delivery run-rate, which will be important to stimulate demand for its fleet with the EV tax credit expiring at the end of September."
"The AI valuation will start to get unlocked in the Tesla story and we believe the march to an AI driven valuation for TSLA over the next 6-9 months has now begun in our view with FSD and autonomous penetration of Tesla's..."
"Although these cars come in only slightly under $40,000, there is some belief that they will do two things: attract car buyers looking for an under-$40k EV with Tesla's technology and infrastructure, or push those on the fence to the now-Premium models, which are simply the Long Range Rear-Wheel-Drive and Long Range All-Wheel-Drive."
Tesla launched Standard offerings for the Model 3 and Model Y to introduce lower-cost options slightly under $40,000. The lower-priced variants aim to attract buyers seeking sub-$40k EVs with Tesla's charging infrastructure and technology. The strategy intends to stimulate demand and return deliveries toward an approximate 500k quarterly run-rate ahead of the EV tax credit expiration at the end of September. Premium Model options remain available as Long Range Rear-Wheel-Drive and Long Range All-Wheel-Drive, which could gain buyers shifting up from Standard variants. Plans for a $25,000 vehicle are currently on hold, with the Cybercab as the likely candidate. AI, FSD, and autonomous penetration are expected to influence valuation dynamics over the next 6–9 months.
Read at TESLARATI
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