Tesla’s new cut-price EVs: A $39,990 Model Y and $36,990 Model 3

A smaller battery and less standard equipment cuts prices, but not by enough.

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[platykurtic]

Tesla's recent stock rebound has been all about its AI and robotics pivot (i.e. "Master Plan Part IV"). Musk is now claiming that 80% of Tesla's "value" will be from Optimus robots, and is targeting the production of 50,000 to 100,000 units by 2026, and 500,000 to 1 million units each year by the end of the decade.

In the latest investor communications, EVs are clearly positioned as Tesla's past. It's all about "bots" now. Investors have lapped it up.

The piece I don't understand is that Tesla could easily have two-three business structures - Tesla Vehicles, Tesla Robotics and even Tesla Power for the battery stuff if Tesla wishes. Write agreements between them & place a car CEO in Tesla Vehicles & then effect a spin-off. It'd allow the vehicle part of the business to go about doing vehicle stuff - refreshes, production & promotion, building the car part of the Robotaxi, selling any remaining credits in different markets etc. And the Robotics piece could move ahead with the speculative stuff. Shareholders could then choose which pieces they prefer to own or retain all of it if they wish.

That Tesla doesn't want to do this is interesting IMO.