Tesla is rumored to be revamping the Model Y with potential upgrades and changes, but the credibility of leaked details is questioned and the lack of road testing makes the rumored changes seem unlikely to happen in the near future
Questions to inspire discussion
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What potential upgrades is Tesla rumored to be making to the Model Y?
—Tesla is reportedly working on revamping the Model Y with more obvious exterior and interior changes, potentially starting mass production by mid-2024.
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Is the leaked information about the Model Y update credible?
—The credibility of the vague sources for leaked Tesla Model Y details is questioned, sparking speculation and excitement about potential impact and leaked information.
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Will Tesla shut down Model Y production for the update?
—Tesla Model Y production may not shut down completely, with one line continuing to make the current version while the second line is being tooled, as the Model Y is outselling the Model 3 and is too important to risk production issues.
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Why did Tesla China deny the rumors about the Model Y update?
—Tesla China rushed to deny false news about the release of a new car, which was speculated to be related to a production shutdown, but the sources were not credible.
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What impact will the Model Y update have on the competition?
—The Tesla Model Y will undergo revisions and upgrades at the Shanghai facility, with potential exterior and interior changes, making it a more appealing choice compared to other cars in its price range.
Key Insights
- 🇨🇳 China accounted for 75% of Tesla's overall sales in the country, making it critical for Tesla to upgrade the Model Y to stay competitive.
- 🚗 The choice between a $45,000 Model Y and a $45,000 Zer is clear - most buyers will pick the Tesla.
- 📈 The Tesla Model Y is outselling everything, including the Model 3 Highland, despite being priced so close, indicating its strong market performance.
- 🤔 The concern of announcing a new, cheaper model Y affecting the sales of the current model 3 is a very real consideration.
- 🚗 The release of the Model Y upgrade, Project Juniper, could lead to significant cost savings by standardizing parts across the Model 3 and Model Y lines.
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Clips
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00:00 🚗 Tesla is rumored to be revamping the Model Y with mass production potentially starting by mid-2024, sparking speculation and excitement, but the credibility of leaked details is questioned.
- Tesla is reportedly working on a revamped Model Y with mass production by mid-2024, but Tesla China denies this, sparking speculation and excitement about potential impact and leaked information.
- Tesla plans to revamp the Model Y from the China plant with more obvious exterior and interior changes, with mass production potentially starting by mid-2024, in response to increased competition from China.
- The credibility of the vague sources for leaked Tesla Model Y details is questioned.
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03:25 🚗 Tesla is preparing for a vehicle refresh and making localized cars to reduce costs and improve logistics.
- The speaker questions the significance of Tesla preparing for a vehicle refresh, suggesting that changes are always happening and it could be as simple as adding infotainment to the back.
- Tesla is preparing for the next model and making localized cars to reduce costs and improve logistics.
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05:23 🚗 Tesla Model Y to undergo revisions and upgrades at Shanghai facility, potentially with exterior and interior changes, making it more appealing compared to other cars in its price range.
- Building relationships and providing jobs and support in foreign countries has contributed to the success of the company, despite competition.
- The Tesla Model Y will undergo revisions and upgrades at the Shanghai facility, with potential exterior and interior changes, making it a more appealing choice compared to other cars in its price range.
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07:23 🚗 Tesla Model Y may have a new exterior and interior design, but the lack of road testing makes the rumored changes seem unlikely to happen in the next month.
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08:53 🚗 Tesla Model Y production continues with updates to prevent production issues and potential loss of sales.
- Tesla Model Y production may not shut down completely, with one line continuing to make the current version while the second line is being tooled, as the Model Y is outselling the Model 3 and is too important to risk production issues.
- The leaked information about the Tesla Model Y update may have been intentional to prevent the Osborne effect and the potential loss of sales.
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11:19 🚗 Tesla may announce a new, cheaper Model Y, causing people to wait for the new version and affecting sales of the current model.
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12:36 🚗 Tesla Model Y details leaked, but quickly dismissed by Tesla China, who needs to standardize parts for cost savings and denied false news about a new car release.
- Someone leaked details about the Tesla Model Y, but Tesla China quickly addressed and dismissed the rumors.
- Tesla needs to defend and standardize the Model Y and Model 3 parts for cost savings, but it's unlikely they will rush the release of the Model Y upgrade.
- Tesla China rushed to deny false news about the release of a new car, which was speculated to be related to a production shutdown, but the sources were not credible.
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15:28 🚗 The Tesla Model Y Juniper will have exterior and interior changes, including the 4680 battery and 48 volt system, with potential redesign and similarities to the Model 3.
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