Ford Discusses New Affordable EV PlatformYeah, the lower height of the Model 3 helps it be the most aerodynamic model according to Tesla, though it doesn't have the lowest coefficient of drag. Nevertheless, the lower frontal area combined with fairly low Cd beats all other Teslas, and that leads to lower cost. Having said that, the Model Y is 64 inches tall, 1.6" wider, and has slightly higher Cd yet it sells better than model 3 in spite of higher cost. It's hard to say exactly why that's the case but I personally think the hatchback design of the Model Y gives it a huge advantage over the Model 3. The extra 7" of height might help too, but since most people agree it makes Y look worse, height probably doesn't contribute that much. Added utility and optional 3rd row probably makes a bigger difference.
The New Gen (model 2) is expected to be a smaller version of Model Y, so my guess is height will be between 57 and 64 inches tall, and will likely have a hatch for added utility. It's a given it will be considerably narrower than Model 3, so overall frontal area should be about the same or slightly lower even if a little taller. Anyway, the real key to success from Musk's point of view is low price, or affordability. If he's right, that will apply to all manufacturers, including Ford and GM when they have to compete with sub- $30k BEV. Quote below shows how important low price is to Tesla.
Infinite Demand
So, while investors may go away disappointed in the short term, long-term, there is plenty of positives. Musk was asked about the risk of the new affordable car taking away the demand for other Teslas. His answer was very pointed, "demand for our existing vehicles in terms of the desire to own them might as well be infinite. It's indistinguishable from infinite at this point. Affordability is what matters, as you get the car more affordable, demand will go crazy - basically."Tue, 05 Mar 2024 14:12:54 +0000
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