I would take anything that comes out of Seeking Alpha site / app with a grain of salt.I've got a thread on this as well that I posted before finding this thread so apologies.....so this link is a cross post on that thread. Similar info.
I do read the comments, they are usually more interesting than the articles themselves.You should take the time to read the comments on the Seekingalpha articles. Some people have really worthy insights and it's certainly not all anti-Tesla.
Agree on options being lower cost. Apple is the competition, you need to make it so that Apple does not see the profit in the market to make it worthwhile.I don't know if this belongs here, or in the thread where we indicate the amount of options that we are choosing . . . . But it needs to be said.
We won't be loosing as much as some tend to speculate. The price for some of the upgrades /add ons could be a lot less from what we see on the Model S offerings. Remember that volume and economies of scale come into play here.
There is less area to paint; less to carpet, less volume of glass, even if it doesn't seem as such. When you buy sensors at S and X volume it costs a lot more than when you start buying at Model 3 volumes. This also goes for Panorama roof kits, motors, and everything else we will see. I'm more than sure that the Tesla buyers will be told to crack the whip and make vendors tighten up margins when it comes to these higher volume parts purchases.
Also Remember, unlike when Tesla began, they now have a growing number of competitors. We see more and more EV concepts at the car shows each year. The Model 3 could cut into the meat and potatoes car category for lots of companies. Elon knows that he will see growing competition in this segment. We might see a lot more than just the Bolt on the Market before the Model 3 design studio opens up. Tesla should have this in mind when working on the pricing.
I just hope that it remains À la cart / design your own instead of packaged bundles like the others do. I like the way that the design studio currently works for the Model S, and would want to see much of same from the Model 3 Design studio. It's part of the Tesla appeal to me.
My point was that If you make the Model 3 price agressive, you might be able to convince apple to give up trying to enter the market. They are rumored to be entering the market in 2018-2019 (1-2 years after Model 3). ICE cars are good benchmarks for what prices should be, but not a competitive threat for EV buyers. Bolt and Leaf may take some buyers who are dedicated to their brands, but they are not major competition for Model 3. Apple on the other hand may aim directly at Tesla, so may be real competition for the first time in Tesla's entire history.Maybe in some far off future. But right now, the competition are the current manufacturers with cars in roughly the same price range being sold within the next few years.
[Aww- come on guys...cumon was an intentional soft pedal snark.]As to Tesla competition...I'm guilty as sin.
I'm sold on a M3 and have added options to make this $35,000 car closer to $60,000. (cumon - you know what I mean - you too have fantasized about tweaking it to the max, using things not yet even in existence).
Now this week comes the MS60 at $58,000. I can get my Tesla NOW at a price point less than my configured M3. So now I jump to the thing that earned the Legend, not some wanna-be that has yet to be built using an untested crew assembling parts on a new assembly line built from a factory that has not been built. Tesla has beat the competition by seducing me from M3 to MS.
But - I want all those sweet options I selected on my M3 to exist on my MS. Now my $58,000 has ballooned to $75,000 (and counting!!)
Now I'm looking at a MX - at just $5,000 more for falcon doors and SUV.
Tesla has again up-sold me - competing with itself. [and they don't even have any salesmen- except folks on these forums]
next up - pay for my MS, and keep my reservation for a M3 and end up a two-tesla family. What competition!!!!