In the past two days, the technology circle and the automobile circle have been in trouble again~

It is said that some media broke the news that Musk may give up the development of Tesla Model 2!

As soon as the news came out, countless netizens who were looking forward to "Civil Tesla" could not sit still.

Waiting for so long, you told me not to do it?

Let’s take a look at what happened today.

In fact, this kind of news starts from early April last year.

At that time, Reuters reported that Tesla had canceled the originally planned low-priced model Model 2 (or Model Q) and instead invested all resources in the Robotaxi (autonomous taxi) project.

As soon as the news came out, Tesla's stock price fell, and Musk then angrily yelled on X (formerly Twitter) "Reuters is lying again!"

This incident has been a year, but who knew that another well-known Tesla whistleblower Sawyer Merritt recently revealed:

Tesla has suspended the production line construction of the Model 2, and the originally planned Mexican Gigafactory may turn to Robotaxi manufacturing.

Considering that the revelations may not be groundless, netizens have focused on this matter again.

After a while, can you wait for the Tesla Model 2 this year?

Let's take a look at the early news about this car~

Rumors about the Tesla Model 2 can be traced back to 2020, and Musk hinted at Tesla Battery Day that an entry-level model will be launched in the future, with a price of $25,000 (about RMB 180,000).

Since then, various renderings and imaginary images of Model 2 have emerged one after another.

Some people guess it is a hatchback, a small SUV; there are even rumors that it will use a brand new platform, costing 50% less than the Model 3...

For a time, the market's expectations for Model 2 were full.

Although the price of Tesla Model 3 is reduced, it still costs more than 200,000 yuan, and if Model 2 can reach about 150,000 yuan, it is likely to sweep the market;

In addition, Tesla has a strong appeal in the electric vehicle field, and many consumers with limited budgets have some expectations;

For Tesla, it also needs a large-scale model to seize the market. After all, domestic electric vehicle brands such as BYD, Xiaopeng, and NIO have already been rushing in the mid- and low-end markets...

But no matter what, the final decision depends on Musk.

It was recently revealed that Model 2 may have been abandoned, which is also based on the news that Musk felt that building a car was boring.

This... should be the trouble of the richest man?

No matter how much you talk, no matter how much you make a fuss, let’s look at this from different results.

Think about it carefully, why might Tesla give up on Model 2?

Perhaps we can look at it from the perspectives of cost control, Musk's more obsessed with Robotaxi, and the Chinese market is too rolled.

In terms of cost control, Tesla has always been known for "reducing costs and increasing efficiency", but the target price of Model 2 is too low;

Moreover, the supply chain environment this year is more severe, such as the decline in battery costs, global inflation pressure, etc., so it is very difficult to achieve a price of 150,000 while ensuring profits.

In contrast, although Robotaxi (autonomous driving taxis) has a high technical threshold, once it is successful, it will have a greater profit margin and can directly subvert the travel market.

And, Musk has always been a "technical maniac".

Compared to building a affordable car, he may be more willing to invest resources in more futuristic directions such as autonomous driving, AI, and humanoid robots.

According to news this year, Tesla's FSD (fully autonomous driving) technology is iterated to the V13 version and tested in multiple countries.

So Musk is very likely to tilt resources to the Robotaxi project in the end.

What's more, our domestic brands are already leading the electric vehicle market at a price of 150,000-200,000 yuan.

The results of brands such as BYD, GAC Aion, and Xiaopeng are verified. The launch of Model 2 will inevitably face cruel competition.

Instead of fighting hard, it is better to change the track.

So if Model 2 really disappears, what are the effects?

First of all, consumers will naturally be disappointed.

After waiting for so long, I finally waited for a loneliness, and finally turned to domestic cars.

Correspondingly, our domestic electric vehicles are missing a strong competitor, and brands such as BYD and GAC Aion can continue to dominate the market for 150,000-200,000 yuan.

For Tesla, in the short term, the stock price may be under pressure;

In the long run, if Robotaxi succeeds, Tesla may open up a new business model; if it fails, it will miss mass market opportunities.

What if the truth is the opposite?

If Model 2 arrives as expected in the end, it is likely that the strategy will be adjusted.

For example, in another form, simplified versions are launched based on the existing Model 3 and Model Y to reduce costs;

Or you may first promote Robotaxi, then generate affordable models, and follow the "car-shared" model;

It even launched a special version in the Chinese market, using the local supply chain to reduce prices...

No matter what, we must be unable to guess Tesla’s “routines”.

Musk's style has always been absent from common sense. What is the fate of Model 2? I have to wait and see.

But no matter what, the competition in the electric vehicle market will only become increasingly fierce. Whether Tesla can produce Model 2 or not, our domestic cars are already flying.

Then the question is:

If Model 2 really came out this year, would you choose? Or insist on choosing to support domestic electric vehicles?

We can talk about your views in the comment section~