GAME OVER: Tesla's Model 3 Suffocated The EV Segment In 2019

Model Y will sell even more.

At the expense of the Model 3 though.

The legacies had a heads-up a decade ago, maybe even two. They twiddled their thumbs and kept their heads in the sand, suppressed their own engineer voices from within to develop electric vehicles, spread misinformation, lobbied against Tesla, pushed "alternative fuels" as a smoke screen. Now that the avalanche is in full force from all sides, regulatory, China, climate emergency, pesky startups everywhere stealing brainpower, they are in full panic mode, bouncing off the walls.
It's terrible!

So much for sedans being a dead product category. There is a lot of foolish thinking going on inside the big 3.

Fun fact that the Model 3 outsold all other EVs in the US... combined. That's just the Model 3.

They sell most type of cars that consumers are rejecting Kind of like being the tallest midget.

Given overall sales are rising year after year, I'm not sure how consumers are rejecting it.

EVs are 2% of the market. 25% of that 2% are sold in a couple of zip codes in California.

It hasn't been rejected, it's just taking time to build past the early adopters. In some countries EVs are already at 30% of sales, and it will get there eventually here as well.

Only via government mandates. Those mandates are now receiving pushback from the populous.

Almost at the point where an EV costs less than an ICE car without any incentives. I'd argue Tesla is already there and you can see that Teslas are still selling in the US with $0 in Federal Subsidies. The $35k Model 3 is a steal for what you get.

Except that the $35K Model 3 is rarer than rare and the $35K Model 3 Is really more comparable to a $22K FusNata.

It's super rare, and a pain in the ass to order, but you can still get it today. You also still get a $2k-$2.5k rebate in most states bringing the cost down to $32k.

Know what else is $32k? A Camry Hybrid XLE with 208 hp. Size and practicality are almost the same, the Tesla has every tech feature on the Camry and then some, it's obviously way faster with better handling. Maintenance is nothing for 4 years and you get OTA updates that improve the car over time. I don't think you would be given anything up if you're in that $35k "family" budget and get the $35k Model 3. 220 miles of range is enough, especially considering it is a 250 mile battery with a software lock, so you can charge it to 100% every day with no impact to range or the pack.