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by refulgentis
817 days ago
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There isn't really a reason to expect a significant effect, in practice, Tesla COGS/unit plateaued a few 100K ago. It's a bit too abstract and high-level. Batteries specifically does make sense, ex. Model X has 100 kWh battery. if I price out 100 kWh at $200 right now (high) and its $100 a decade from now, about $20K. "Software" is hand-waving. Electric motors being easier does make sense. |
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