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Episode #89 - Jidu Auto ROBO-01 Unveil, Lotus Eletre or Polestar 3, Tesla slashes pricing on the MIC Model 3/Y

China EVs & More

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Tesla's Going to Drive a Domino Effect, Right?

Shanghai is going to again, based on this price cut, drive a lot of volume in water for Tesla to meet the 50% growth. And it's going to cause a lot of pain for companies in 2023 that can't really afford to slash pricing because they're only selling 6,000 units a month. I see Tesla going even further in 2023 perhaps.

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