undefined | Better HN

0 pointsnordsieck6y ago0 comments

> I thought the Y was most similar to the X?

IMO, all Tesla vehicles (so far) are pretty similar to each other.

On the one hand, Y is a less expensive X.

On the other hand, Y is a bigger 3 with a hatch back.

I'm not an expert in automotive consumer behavior, but I have to imagine that Y will cannibalize some amount of 3 sales. I also don't think that will matter that much - there is so much demand for Tesla vehicles that they are battery limited.

0 comments

manmal6y ago

Also, Ys are more expensive, meaning an increased bottomline if they really displace 3s.

xkjkls6y ago

Increasing the top line, not necessarily bottom line. There is nothing to indicate that Ys have better margins than 3s.

mehrdada6y ago

There's some evidence: pretty much same platform as 3 should imply roughly the same cost structure for the Y. That+higher price implies higher margin. It would be akin to Performance Model 3 in that sense.

xkjkls6y ago

There is still more material in the Y than the 3. That doesn't seem to indicate better margins

1 more reply

j / k navigate · click thread line to collapse

0 comments

manmal6y ago

Also, Ys are more expensive, meaning an increased bottomline if they really displace 3s.

xkjkls6y ago

Increasing the top line, not necessarily bottom line. There is nothing to indicate that Ys have better margins than 3s.

mehrdada6y ago

xkjkls6y ago

There is still more material in the Y than the 3. That doesn't seem to indicate better margins

1 more reply

j / k navigate · click thread line to collapse