Everyone Wanted a Cheaper Tesla. Elon Had Other Plans.
Tesla’s growth has slowed, and the affordable new model many people expected hasn’t arrived. Did Tesla abandon its high-volume ambitions—or choose a different path to get there?In this video, I share my theory about why Elon Musk went all in on Cybercab and FSD, what that decision may have cost Tesla in the short term, and how it could lay the foundation for an entirely new lineup of affordable, autonomous vehicles.
I explore the tradeoff between building a cheaper conventional Tesla and designing a vehicle around the rider from the ground up. I also outline a six-step path from Cybercab to broader consumer sales and high-volume production.
This is my interpretation of Tesla’s strategy, with plenty of speculation—not a confirmed product roadmap. Execution, software readiness, and regulatory approval still matter.
Would you have built a cheaper Tesla with a steering wheel first, or made the Cybercab bet? Share your thoughts in the comments.
00:00 What happened to Tesla’s growth?
02:12 Where is the cheaper Tesla?
04:32 My thesis on Tesla’s future
05:15 Cybercab vs. a cheaper conventional Tesla
09:23 Elon’s all-in decision
11:05 The complexity of driver controls
11:48 Why focus and urgency matter
14:30 Lessons from OpenAI, Anthropic, and Google
19:44 Cybertruck’s shortfall
21:17 Model Y and the missing growth vehicle
23:10 How Cybercab could unlock growth
24:06 Step 1: Define the future of transportation
25:06 Step 2: Build the software and vehicle
26:59 Step 3: Prove it works
28:03 Step 4: Obtain regulatory approval
28:32 Step 5: Sell to consumers
29:19 Step 6: Expand the vehicle lineup
31:54 Short-term costs and risks
32:41 Tesla’s potential next growth era
35:13 Closing thoughts
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💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.
Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
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