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 longer term. The Mannequin 2 had no place on the occasion and Gene Munster has a idea as to why.
“The one lacking matter from tonight’s occasion was the ‘extra reasonably priced’ automobile…My sense is that the automobile 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 consumers 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 could 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 would possibly assist draw a clearer image of the Tesla Mannequin 2.
The one lacking matter from tonight’s occasion was the “extra reasonably priced” automobile.
This was Elon’s “A” matter 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 automobile 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. Nevertheless, Elon Musk hinted at a extra reasonably priced mannequin over the last earnings name.
“We gained’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 monitor 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. Because the Cybercab is about to be on the street by subsequent yr, the Mannequin 2 unveiling may not be that far off.
Tesla could maintain a separate unveiling occasion for the Mannequin 2, as instructed 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 price, Tesla could keep on with the $25,000 price ticket. Musk introduced that the Cybercab would price lower than $30,000, and for the reason that Mannequin 2 can have an identical design, it should most likely be across the similar value as effectively.
With regards to the Tesla Mannequin 2 design, Gene Munster is likely to be right. The Mannequin 2 could also be a stripped-down model of the Mannequin 3. The Tesla Mannequin 2 will doubtless be able to transporting greater than 2 passengers and look much less futuristic.
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