chasing nines

[chasing nines @chasing_nines]

Thoughts on the Standard Model 3 and Standard Model Y from someone who spent a lot of time selling Model 3s and Ys:

Tesla’s most popular models went down in price where everyone else just got $7500 expensive. They did so while maintaining the things that are most important to CUSTOMERS (range, FSD, and functionality) and the most important thing to INVESTORS (profitability).

That’s huge for narrative as well as preventing an extended extreme dropoff in sales that will inevitably result.

This is a golden opportunity to seize back market share that they’ve lost in the EV space. Once the sugar crash of the tax credit going away fades, Tesla is extremely well positioned to a degree that nobody else in the America is.

The lower pricing means it’s cheaper for Tesla to buy down rates and offer aggressive promotions, making it easier to attract buyers. They were able to get the $43k dollar Model 3 to $299/mo with $0 down at one point so imagine what they can do with the $36k Model 3.

As an investor I hope and expect to see Tesla start pushing very aggressive financing and lease deals to acquire more customers.

The lower pricing also means that it’s easier for people to qualify for lending and leasing. $100 a month doesn’t seem like a lot but it is. It’s a lot easier for people to qualify for a loan if it’s 5 grand smaller.

They also managed to do this without devaluing existing vehicles and burning their owners (again) with an huge depreciation hit.

Going from $100k Model S to $45k Model 3 is less of a challenge in some respects because you can delete expensive stuff like the air suspension. It’s way harder to go from $43k Model 3 to $36k Model 3 without making the car feel like a total POS.

They’ve made a great car that appeals to a broader group of people. Most importantly, it’s a Trojan Horse to get FSD to more people.

The journey is made of many small steps and these vehicles represent another step down the path to a future of sustainable abundance.

[chasing nines @chasing_nines]

@ThomAquinas77 @bscholl China's cost advantage is that they don't make it impossible to build things like the US does

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@TSLAshareholder @mikepat711 🎯

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@TeslaTim2 @TexasTSLA lmfao

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@8lackPrince @reddit_lies the most entertaining outcome is the most likely

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@Visby15 @Layton_Gott @IAM_KOPR8 @claudeai Code is much better but there's a learning curve whereas Cowork is chat with file access.

The last time i'd done anything coding adjacent was editing the html of my forum signature fifteen years ago and it took like a thousand hours for me to feel okay to graduate to cowork.

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@JCChristopher @NevrEnoughX @wholemars He's either actually trying to help or too scared to say no, some kid who is extremely overworked and dealing with literally 100+ other customers so 1 fewer isn't even bad

They also legitimately probably don't know the answer because it's not their decision.

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@JCChristopher @NevrEnoughX @wholemars It means that he knows it's fucked up but he can't do anything about it because it's not his decision. There's an internal team that reviews these things and they have a rubber stamp that has the letters 'N' and 'O' on it.

Source: 4+yrs in sales at Tesla

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@Serge_mpa7 @Layton_Gott @IAM_KOPR8 @claudeai bro cannot wrap his head around the crazy idea that some people aren't software developers

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@Donna_H67 @DustinWalper Model Y 2022: #4 selling car on earth
Model Y 2023: #1 best selling car on earth
Model Y 2024: #1 best selling car on earth
Model Y 2025: 20k units behind #1 (despite not being in volume production for 5 months)

Ford and Honda made shitty cars that nobody wanted to buy.

[chasing nines @chasing_nines]

@Layton_Gott @Serge_mpa7 @IAM_KOPR8 @claudeai wisdom chases you, but you are a fast runner

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@Layton_Gott @IAM_KOPR8 @claudeai the funniest part of this is that not even claude agrees with you, you're just an asshole

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@mikepat711 If Elon would let Tesla come up with a coherent PR strategy, the stock would be in the quadruple digits. At this point I can only assume that it's intentional because he benefits from the stock being low when SpaceX and Tesla merge.

[chasing nines @chasing_nines]

@Tesla_Dawg @muhmuhhh1 @mrfundman If they could string together a coherent PR strategy that line would be a lot smoother and the number would probably have four digits in it before the decimal point

[chasing nines @chasing_nines]

@mikepat711 Did you know that Kia lane assist is the same as FSD?

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My SpaceX investment thesis is using Claude for 10 hours a day

The demand for compute is going to be outrageous

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@Karanx_ @Joe_Wat64 @NotATeslaApp I just did a cross-country trip in my 2026 MYP w/FSD...it got the parking at superchargers right like 3 out of 5 times. It would either park terribly or park in a spot that was out of order

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@dallasteslaclub @TeslaNewswire teslanewswire is a notorious offender in terms of sharing bs

[Peter Hague @peterrhague]

I’m buying some popcorn for the absolute meltdown this is going to trigger among the commentariat

[chasing nines @chasing_nines]

@Cyber_Trailer have a feeling Elon's going to hit the my heart goes out to you again soon so the stock crashes and he gets to fold in TSLA at a nice discount

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@achilles1169 @scottbuscemi @Tesla 3P has an incredible system