$15,000 Tesla: The Cheapest Model Arrives

By the analysis, mass production could begin as early as 2023, with capacity ramped up to 4 million units a year. Of course, other domestic manufacturers shake their heads—the cost can’t come down, and it’ll still be at least 200,000 yuan. Of course, these manufacturers have also said before that they’re 2–3 years behind Tesla. If they can’t do it, Tesla probably can’t either. It’s like Alibaba and Baidu spending over a decade on AI—the gap between them and OpenAI is also obvious.

Winner takes all; if you run too slow, you don’t even get soup.

Tesla’s Low-Cost Model Is Coming: Planned Annual Capacity of 4 Million Units | 36Kr Exclusive