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The six-seater Model Y L, which has already been launched in China, fills in that "SUV that's the next step up in size" gap.

https://en.m.wikipedia.org/wiki/Tesla_Model_Y_L

But yes, I fully agree that deprioritizing/stopping the low-cost "Model 2" was a major mistake. Particularly with tariffs keeping Chinese EVs out, Tesla could have pretty much owned the space in the US. (Although Elon's DOGE antics would still have alienated a large portion of the customer base.)



As things stand, assuming that Nissan can manage to remain afloat, that “Model 2” market segment is going to be snapped up by the 2026 Leaf, which will start at ~$25k before incentives and is just a touch bigger than the Bolt EUV was and comes with NACS, fast charging, and a properly cooled battery. There’s little in the US EV market that comes close to competing at that price range.

Keep in mind that these things will be built in Japan and imported. I’m sure Tesla could’ve figured out some way to have an offering the same price or cheaper.


> Keep in mind that these things will be built in Japan and imported. I’m sure Tesla could’ve figured out some way to have an offering the same price or cheaper.

Seeing US salaries and the strength of the US dollar (and the weakness of the yen right now!)... I wonder.

At one point I don't know how you can be competitive with factories abroad. This is where protectionism comes in I guess!


Why not produce abroad? Tesla has factories in China after all


Oh sure, yeah. My reading of GP's post was that somehow they could pull it off in the US but I must have misread.

I have no dog in this fight, I trust "normal" car companies for my car needs.


It's a 6-seater, but I don't think it fills all of that category gap because it's barely a 6-seater.

All the other 3-rows have decent headroom in that last row. The Kia and Hyundai almost 42 inches. I haven't looked into the Cadillac or Volvo, but from the outside they look about the same.

All but the shortest adults and children will be uncomfortable in the Tesla third row. I'll bet it's used more for groceries than passengers.

To compete in the 3-row market, I think Tesla's gotta build something that can accommodate adults too.




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