What will come next?
- A more “adventurous” Model III alter-ego?
- A new Roadster?
- A pickup truck?
- An even cheaper car?
We’ve already read that Tesla is thinking 1 then 2, or 2 then 1. TeslaMondo advises against 3 for a host of reasons. But what about 4? Doesn’t Tesla want the whole pricing spectrum? A lot of people cannot, or simply will not, spend over $30k on a car no matter how cool it is.
Once Gigafactory 2 comes online, why not take economy of scale one step beyond, into the low $20s or even high teens? Imagine a sexier, safer, greener, higher-performance alternative to a Camry — for the same $$. A rather compelling concept, no?
But could Tesla’s retail model handle this scale of business, as the demographic shifts from want-based to need-based? We’re talking about people who need wheels TODAY, not next month. Their other car was just totaled, or failed inspection, or needs a new transmission. If they can’t get a Tesla TODAY, they’ll buy a CamCord.
It seems at some point Tesla will need to offer on-site inventory, immediate delivery, immediate trade-ins and immediate financing. Sound familiar?