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I think what is happening is totally to be expected, Tesla launched a cheaper car and the cheaper car is eating it’s margins and a lot of 3 buyers would have gone for an S if there were no 3. And the S is even with updates an old car now, they should have launched a new S last year.

So they are a car company now with a specific target group ( early adopter, affluent) and they will need to to get into new target groups and the will have to update their offerings.

I really hope they can pull this off, otherwise the pressure to electricity for the other OEMs will disappear.




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