"반값 테슬라 공개 안 했다고 실망하지 말자. 공개한 것이나 다름 없으니.."

"반값 테슬라 공개 안 했다고 실망하지 말자. 공개한 것이나 다름 없으니.."

오스본 효과를 친절히 풀어서 설명해 주신 아담 조나스 형님

Morgan Stanley's thoughts on Tesla's investor day: "Tesla's audacious efforts on vertical integration are about to pay off. EVs are far too expensive today. Tesla gave a number of drivers for a 50% cost reduction for its next-gen platform. In a race to the bottom, we seriously question how the competition can keep up."

Adam Jonas also said that people shouldn't be disappointed that the next-gen vehicle wasn't unveiled: "From our experience, auto companies don't typically unveil far cheaper and potential better engineered products far in advance of SOP. Imagine you just placed an order for a $50k Model Y and Tesla tells you there will be a slightly smaller version for ½ the price with enhanced capabilities available soon… From a commercial standpoint, maybe not the best strategy."