Part 4/11:
Tesla Compact Vehicles/Next-Generation Models: Estimated at around 10 million units, these models aim to replace older, less efficient models and penetrate more budget-conscious markets. They will likely be cheaper and more affordable, challenging traditional automakers like Toyota and VW.
Tesla Vans: Potentially ranging from 1 to 2 million units, these would cater to commercial and fleet markets. Despite the sizable opportunity, Lee notes that Tesla's van offerings are less certain, as sales involve a more complex and localized sales process.