Part 5/8:
The hype around affordable vehicles remains at the forefront of public interest. However, the notion that Tesla may only introduce lower-end versions of existing cars rather than all-new electric vehicles raises skepticism about growth potential.
Sawyer pointed out that if Tesla only rolls out stripped-down Y models, it risks cannibalizing its own higher-end variants, which poses a threat to profitability margins. The uncertainty surrounding new vehicle designs remains a crucial topic.
Tariffs and Supply Chain Implications
An ever-relevant issue in the upcoming earnings call is the impact of tariffs on Tesla’s margins, especially on its MegaPack business. The possibility of supply chain bottlenecks presents another layer of complexity in how the company can fulfill its ambitious goals.