Ioniq 5 failing to sell is news to me, I really think they have momentum.
Segment: Rivian is also perceived as too expensive and large for most people; it's a much older and wealthier audience (think Aspen and Hamptons)
Momentum:
- Ioniq 5 reached 40% of Model Y volume in Q3 2024 stateside.
- All the photos Ioniq powering houses during hurricane I'm sure will help sales.
- In the new year, Ioniq 5 pricing will drop 3750, it'll get Tesla port and supercharging access in Jan.
Tesla Headwinds
Technical
- Model Y charges a bit too slow for US road tripping (Ioniq charges 2X faster).
- Model Y refresh will be a lot more mild than Model 3 since the acoustic glass/suspension refresh is already in
Image
- Gen Zers are also catching onto Tesla regen by default not being very smooth + suspension being bumpy in their ubers, even the white chicks are complaining on TikTok.
- Best case scenario, you look like a OC suburb fuckboi or you went to Rutgers in NJ and driving your dads car
- Medium case scenario, your uber just arrived (this is like Camry SE image).
- Worst case scenario, you're a trump supporter because of Elon politics.
IMO worse than being religious or smoking in Silicon Valley