Comments (3)
jasonpiepmeier
commented on September 7, 2024
@TashaARK does this include Semi in pricing? If so, how many Semi units are you assuming? Does it include Roadsters? If so, how many Roadster sales? that could be pushing up ASP. Would be interested in the average ASP of all Mercedes, BMW or Audi if you have that info. I think the $48,250 sounds reasonable, as you will still have Model S, Model X, Roadster that are pushing prices up, while some base Model 3's are pushing the ASP down. It's a balance, some consumers are going to get an S, X or Roadster, and some are going to get a Performance Model 3 with a higher ASP, and yes, some are going to buy a base Model 3 at $35k or below as prices drop.
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KeithTimimi
commented on September 7, 2024
I think that is a fair assumption for the Bull case Jason - but not for the Bear case. I think the Roadster launch date is still unknown. In a Bear scenario, it will be delayed, and pricing pressure will pull all the averages down.
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KeithTimimi
commented on September 7, 2024
Good point on the Semi though Jason, @TashaARK it might be worth having a separate section for that.
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