- Joined
- Nov 19, 2021
- Messages
- 8,478
- Reaction score
- 9,536
- Location
- Cupertino, CA
- Cars
- Air DE-P, ZR, 21"
- DE Number
- 241
- Referral Code
- Q1BTN5Y3
I think the issue is that you think they care about how the Air sells. I remain unconvinced of that.Well, if I don't gotta shut up... You are spot on about the car selling itself, but what you call 'relatively low rates', I call 'crazy ass rates'. Rates that I can barely live with when flushing out the old stuff, given the production sins of the past, but the new stuff too??? As a former pilot, it's called being on the back side of the power curve, and it seldom ends well. Somebody mentioned Q1 units being up 40% YOY, but what will people think when they see Q1 (and Q2) revenue YOY? OK. Now I really will shut up, because I dearly hope that I'm dead wrong.
The Air is a flagship car to get people introduced to and swept up by the brand. It was never going to be their big moneymaker.
But as an indicator of what the brand is (and their future vehicles will be) about, it’s pretty perfect.
As a sales item? It’s a medium-large sedan; America doesn’t want that. As we saw in an earlier interview, Peter didn’t want to build a sedan; he did that because the investors effectively told him he had to. That’s fine, but it doesn’t seem that they have any signs of slowing funding because I don’t think anyone anticipated the Air being their big seller.
It’s the thing that put them on the map. Everything flows down from here.
My $.02