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bluGill • today at 1:52 PM • 1 reply • view on HN

Car companies have long been on a cycle for their vehicles. It varies but generally we could say every seven years they're going to do a major redesign of a car. So I think it's safe to say the Model Y and Model 3 won't be sold in seven years. The question is, in seven years, will they have a different model, loosely based on the current Model Y and Model 3, that carry those same names? Your guess is as good as mine. Maybe Tesla goes bankrupt and the cars aren't for sale. Maybe Tesla continues and the names exist.


Replies

rootusrootus • today at 4:01 PM

They may try a bigger refresh than they did at the six year point, but I imagine they will keep the model names in any case.

But with such strong sales, the incentive is not to rock the boat. Incumbents refresh more often because they have a lot of competition.

Tesla does not have any meaningful competition for the Model Y. The closest competitor is the Ford MME, and just behind it the Ioniq 5. But Tesla still sells like 3-4x as many Model Ys as both of those combined.

The Model 3 has even less direct competition. But that's probably because the sedan market as a whole is not as strong as crossovers. The biggest competitor to the Model 3 is probably the Model Y. And to put some context on this -- even as a sedan, the Model 3 outsells the Subaru Outback. Anybody wondering whether Subaru will stop selling Outbacks?