1/ For those wanting extreme granularity for , using @TroyTeslike's Model Y survey and @snowbullcapital's data, here’s a thread of some of the Model Y data thus far (up to VIN 47k).
2/ The most common Model Y trim is the Long Range AWD with Pearl White Multi-Coat, 19” Gemini Wheels, All Black interior, with no FSD (15%). The rarest Model Y Trim is the Performance with Solid Black paint, 21’’ Überturbine Wheels, Black and White interior, with FSD (0.53%).
3/ Paint color is consistent between Performance and non-performance Model Ys.
4/ 85% of people with Model Ys have never owned a Tesla before. For 3% of #TeslaModelY owners, this is their first car.
5/ 43% of Model Y owners bought #FullSelfDriving. Interestingly, only 48% of people who have owned a Tesla prior to Model Y bought FSD. 42% of first-time Tesla owners bought #FSD in their #ModelY.
6/ 16% of Model Ys are Performance models. 76% of those were sold to first-time Tesla owners; however, only 15% of first-time Tesla owners bought Performance Model Ys, whereas 26% of Model Y owners who were previous Tesla owners bought Performance models.
7/ 67% of Model Ys have All Black interior. 24% of Model Ys have a Tow Hitch. 40% of LR AWD Model Ys upgraded to the 20’’ Induction Wheels ($2k).
8/ 24% of Performance models are ‘stealth’ performance. This number will hold constant, as Tesla changed the rear drive units on non-performance Model Ys from 1120980 to 1120990 during the factory shutdown in March-May.
• • •
Missing some Tweet in this thread? You can try to
force a refresh
ARK locks its Tesla models, but we unlocked them. I'm going to dig into @ARKInvest’s new Tesla model this weekend, but before that, let's look at what ARK thought about 2023.
[Unanswered issues with past two years’ models quote-tweeted here] @wintonARK
Remember, just last year, ARK’s bull case figured Tesla would sell 3 million cars in 2023—its bear case 2.4 million. It also thought Tesla would do $174B in automotive revenue this year (2022 model bull case), or $141B on the low-end (2022 bear case). In Q1 2023, it did $19.4B.
In 2020, @ARKInvest thought Tesla would do $315 billion in revenue in 2023. Tesla did less than 10% of that in the first quarter so far.
So Bloomberg came out with a story this morning about how Jack Ma is staying away from China.
A few hours later, Jack Ma was literally visiting a school in Hangzhou, and Bloomberg had to "update" its entire article.
You can't make this stuff up.😂
The authors of the story are no longer listed (LMAO), but you can still find them in the metadata.
A video surfaced yesterday of what looked to be Jack Ma in a vehicle in China. "China watchers" were dismissing it, saying the video wasn't taken recently. People were even trying to decode an inspection sticker to prove Ma couldn't possibly be in China.
J.P. Morgan's 2022 Global Autos Survey just came out. This is a good indicator of demand going into 2023.
JPM says, "As compared to our survey results from 2021, we see evidence across countries such that consumers are less likely to buy a new car in 2023."
Top brand preference for budget friendly EVs is typically Toyota and Volkswagen, and BYD in China.
For premium EVs, Tesla is still a favorite in most countries, followed by Audi.