2min chapter

China EVs & More cover image

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

China EVs & More

CHAPTER

Eletra vs Polestar III - Which One Would You Pick and Buy?

The Eletra and the Polestar III are priced similarly in terms of vehicle shape and size. I do believe that they're going to cannibalize each other a little bit, but we both know the volume drivers are none of these two models from those brands. Probably Polestar IV will be a volume driver and then the coming type, I don't know what the number is, but the later models. Volvo has sold hundreds of thousands, but never in the millions. Lotus has sold in the thousands per year. So this is completely brand new territory. It's not clear if it can sell in the hundreds and hundreds of thousands right? I just don't know.

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