Did Elon Musk Just KILL the Model Y L in America?

Tesla's Model Y L Strategy

🚗 Q: Why might Tesla not produce the Model Y L in the US?
A: Elon Musk stated the Model Y L variant won't start US production until end of next year and might not ever be made in the US, likely to avoid cannibalizing Model Y sales rather than due to production capacity or technical issues.

🏭 Q: Is Tesla capable of producing the Model Y L in the US?
A: Yes, the Model Y L is already designed with tooling in place from the Juniper retooling, allowing US production without significant additional investment or technical hurdles.

Tesla's Robotaxi Future

🤖 Q: What is Tesla's vision for autonomous vehicles?
A: Tesla is prioritizing a robo taxi future with Cybercab and potentially Robovan, likely to focus on producing robo vehicles over traditional cars in the near future.

📊 Q: How does the Model Y L fit into Tesla's robotaxi plans?
A: The Model Y L would be a good fit for the robo taxi network, offering a bigger car with more versatility that people want, even if they don't need the space, and would be a hot seller in the US market.

Tesla's Full Self-Driving Progress

🚀 Q: How close is Tesla to achieving full self-driving?
A: With version 14 of FSD almost complete and version 15 likely to be the final needed version within a year, Tesla is expected to fully commit to the robo taxi future.

🏢 Q: How has Tesla's leadership approached the robotaxi strategy?
A: Tesla's executives previously resisted Elon Musk's push to bet the company on robo taxis, but are now likely to fully commit given the progress in FSD development.

Cybercab and Robovan Production

🚕 Q: What is the production outlook for Tesla's Cybercab?
A: Tesla's Cybercab production is undeniable, with 20-30,000 units expected by the end of next year, though scalability remains a key challenge.

🚐 Q: What can we expect from Tesla's Robovan?
A: Tesla's Robovan will be a platform for various uses (delivery, mobile homes, commuter shuttles), with the first model being smaller than the 2023 Wi-Fi robot event prototype.

Robotaxi Implementation

🌆 Q: Where is Tesla currently testing its robotaxi service?
A: Tesla's Robo Taxi is currently operating in Austin and California with full self-driving capabilities, but requires approval in all cities and logistics for cleaning and maintenance.

🛠️ Q: How will Tesla approach Cybercab production?
A: Cybercab production is expected to be Tesla's most painless endeavor, utilizing simple parts and lessons learned from Cybertruck, with Elon Musk pushing for no slowdowns.

Robovan Design

🚙 Q: What are the key features of Tesla's Robovan?
A: The Robovan will have a four to six person capacity and include a mini camp interior with features like a table, movie theater, limousine setup, meeting room, and sleeping beds.

Tesla's Autonomous Future

🚗 Tesla's FSD version 14 will be "basically done," enabling the removal of supervisors in the robotaxi network and paving the way for a true robo taxi future.

🏭 Tesla plans to shift US production capacity from Model Y to cyber cabs and robo vans if autonomy succeeds, potentially never manufacturing the Model Y L in America.

🤖 The Cyber Cab is already in production, with 20,000 units expected by the end of next year, though scalability may be limited due to untested production lines.

Strategic Product Decisions

🚙 The Model Y L, already designed and ready for release, may be deliberately withheld from the US market to avoid cannibalizing Model Y sales.

📊 Tesla will continue selling the Model 3 and Model Y in the US while focusing on autonomous vehicles, indicating a strategic product mix.

🚐 The Robo Van, though not yet on the roadmap, is envisioned as a versatile platform for various uses including delivery, mobile homes, and commuter shuttles.

Current and Future Operations

🌎 The Model Y has already launched in China and Europe, with an imminent launch in Germany, despite initial concerns about its timing.

🚕 Tesla's robotaxi service is currently operational in Austin and California with supervised vehicles, expected to become fully autonomous in 2-3 years.

🛻 The Cybertruck is confirmed as a production vehicle, not a prototype, with its steer-by-wire system already tested and proven in the Cyber Cab.

Miscellaneous Insights

✈️ Tesla's flying car concept is not a serious product plan, but the company may explore drone technology for future package delivery.

🔋 The focus on autonomous vehicles suggests a significant shift in Tesla's product strategy and potential market positioning.

🔬 Tesla's approach to autonomy and vehicle production indicates a long-term vision for transforming transportation and urban mobility.

• 00:00 🚗 Elon Musk may not release Model Y Long Range in US, possibly due to self-driving robo-taxis & cannibalization of existing Model Y sales.
  • Elon Musk suggests Tesla's Model Y Long Range variant may not be produced in the US due to the potential dominance of self-driving robo-taxis.
  • Elon Musk's silence on the newly released six-seater Model Y from Tesla China raises questions about its impact on the American market.
  • Elon Musk may not release the Model Y Long Range in the US, possibly due to concerns it will cannibalize existing Model Y sales and the potential introduction of self-driving vehicles.
• 03:20 🚗 Elon Musk likely delayed Model Y Long Range in US to avoid cannibalizing existing Model Y sales, but may still release it to tap into larger car market and future robo-taxi plans.
  • Elon Musk likely delayed the Model Y Long Range to avoid cannibalizing sales of existing Model Y's.
  • The speaker believes that Tesla will likely release the Model Y Long Range in the US, as it addresses a big market for larger cars and can be used as a robo-taxi, aligning with Tesla's future plans.
• 05:45 🚗 Elon Musk may delay or discontinue Model Y Long Range in US to focus on higher-profit robo-taxis and autonomous vehicles.
  • Elon Musk's decision to delay Model Y L production in the US until next year may be a strategy to avoid cannibalizing Model Y sales.
  • Elon Musk may discontinue the Model Y Long Range in the US as his focus shifts to robo-taxis and autonomous vehicles, which could offer higher profit margins.
  • Tesla will likely continue to sell the Model Y Long Range in the US to cater to customers who won't use their cars as robo-taxis and to make additional revenue.
  • A larger size for the Model Y would be a hot seller in America, as people would pay more for it despite it costing more to build, due to a cultural preference for bigger cars.
  • Elon Musk's past decisions, such as buying back leased Model 3s for a robo taxi network, resulted in billions of dollars in unexpected profits.
• 10:54 🚗 Elon Musk may discontinue Model Y Long Range in America to focus on robo-vehicles.
  • Elon Musk may discontinue the Model Y Long Range in America as production shifts to robo-vehicles like Cyber Cabs and Robo Vans, given that the Model Y Long Range design is already complete and has launched in China.
  • The Model Y Long Range is set to be delivered to customers in September.
• 13:21 🚗 Tesla confirms the Model Y Long Range exists but is shifting focus to robo vehicles like the Cyber Cab and modular Robo Van concepts.
  • The Model Y Long Range has been spotted on the road and in drone footage, confirming its existence.
  • Tesla is shifting focus to robo vehicles, with the Cyber Cab in production and advancements in robo taxis already being tested in Austin and California.
  • Cyber Cab production is confirmed and ongoing, with new units being built and the unboxed line allowing for scalability.
  • Elon Musk's Robo Van concept is likely to evolve into a versatile, modular platform serving various purposes, such as delivery, mobile home, or commuter shuttle, rather than a single, fixed vehicle design.
• 18:11 🚗 Tesla may pivot from Model Y Long Range to focus on new projects like CyberCab and a smaller, versatile robo-van.
  • Production of the CyberCab is expected to scale quickly despite challenges with new design and logistics, while the robo van remains a prototype without a clear roadmap.
  • The speaker suggests Tesla could design a smaller, versatile robo-van for 4-6 people with a configurable interior, potentially including features like a meeting room, movie theater, or camp-like setup.
  • A smaller form factor can still provide interactive seating and sleeping arrangements.
• 21:25 🚗 Elon Musk's future plans for Tesla spark speculation, with potential drone tech and new Model Y features, amid uncertainty.
  • Elon Musk's potential ideas for a futuristic flying vehicle, possibly a robo-taxi, spark speculation about Tesla's future product plans, amidst delays and uncertainty.
  • Tesla may not create a flying car, but it is likely to explore drone technology for package delivery and has introduced new features for the Model Y.
  • The updated Model Y features ventilated second-row seats, heated third-row seats, and safety points for car seats in the third row, allowing for more flexibility and comfort.
  • The speaker appreciates the conversation and thinks it covered good points.
• 26:03 🤝 The speaker expresses gratitude and promotes their website, herbertong.com, as a comprehensive resource for Tesla investors.

WatchUrl: https://www.youtube.com/watch?v=5sUJb3mPohA