Tesla’s “We, Robotic” occasion was exactly what Elon Musk and the corporate teased it could be: an occasion to showcase autonomy, robots, and the long run. The Mannequin 2 had no place on the occasion and Gene Munster has a principle as to why.
“The one lacking subject from tonight’s occasion was the ‘extra reasonably priced’ automobile…My sense is that the automotive continues to be on the roadmap for someday late in 2025, however the firm determined to not talk about it, ask it could have triggered the Osborne Impact, inflicting Mannequin 3 patrons to carry off,” stated Munster in an X submit.
Earlier than the “We, Robotic” occasion, Munster and his colleague at Deepwater predicted that Tesla would unveil three automobiles: the Cybercab, Cybervan, and Mannequin 2. They believed Tesla’s Mannequin 2 can be a stripped-down model of the Mannequin 3.
Sadly, Tesla didn’t unveil the Mannequin 2 throughout “We, Robotic.” Many netizens speculate it’s as a result of the Mannequin 2 didn’t match the theme of the occasion, which was autonomy and robots. Though the few particulars Elon Musk shared concerning the Cybercab may assist draw a clearer image of the Tesla Mannequin 2.
The one lacking subject from tonight’s occasion was the “extra reasonably priced” automobile.
This was Elon’s “A” subject from the final earnings name, the place he talked about the beginning of manufacturing as early to mid-2025… or possibly even late 2024.
My sense is that the automotive continues to be on the roadmap for…
— Gene Munster (@munster_gene) October 11, 2024
Teslarati’s Mannequin 2 Takeaways [Opinion]
Tesla hasn’t formally launched particular particulars about Mannequin 2. Nonetheless, Elon Musk hinted at a extra reasonably priced mannequin over the past earnings name.
“We received’t go a lot into the product roadmap right here as a result of that’s reserved for product announcement occasions. However we’re on observe to ship a extra reasonably priced mannequin within the first half of the yr,” Musk famous in Tesla’s Q2 2024 earnings name.
The Cybercab is meant to be the autonomous twin of the Mannequin 2—the one distinction being its steering wheel. For the reason that Cybercab is about to be on the street by subsequent yr, the Mannequin 2 unveiling won’t be that far off.
Tesla might maintain a separate unveiling occasion for the Mannequin 2, as steered by Elon Musk’s phrases within the Q2 2024 earnings name. Given the timeline Musk gave, the revealing is likely to be scheduled for the start of 2025.
As for the Mannequin 2’s value, Tesla might keep on with the $25,000 price ticket. Musk introduced that the Cybercab would value lower than $30,000, and because the Mannequin 2 could have an analogous design, it should most likely be across the identical value as effectively.
With regards to the Tesla Mannequin 2 design, Gene Munster is likely to be appropriate. The Mannequin 2 could also be a stripped-down model of the Mannequin 3. The Tesla Mannequin 2 will seemingly be able to transporting greater than 2 passengers and look much less futuristic.
In case you have any ideas, contact me at [email protected] or by way of X @Writer_0100110.
