Musk is in deep shit. Just 2 weeks after its launch, the "refreshed" Model Y is selling at a $7,000 (14%) discount in the US, which is more than the $2,700 discount in China. The Model Y is 70% of Tesla's global production capacity. Imagine if its volumes fall along with prices in 2025. - ThreadSky

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bradmunchen.bsky.social • 35 days ago

Musk is in deep shit.

Just 2 weeks after its launch, the "refreshed" Model Y is selling at a $7,000 (14%) discount in the US, which is more than the $2,700 discount in China.

The Model Y is 70% of Tesla's global production capacity.

Imagine if its volumes fall along with prices in 2025.

Comments

gravirule.bsky.social•35 days ago

Makes sense why stock rips today on regulatory easing for non-functional product

muskisatotalpos.bsky.social•35 days ago

I think the price shown is after the $7,500 federal credit. Still, the fact these are available for immediate delivery means they are building inventory. Not good for sales. We should be seeing some hefty discounts / incentives in a few weeks.