Getting the hybrid presence right longer term is going to be hugely important. I can see low cost, common hybrid units being the most attractive option now but I cannot see that being the case in five years and even less likely in so in ten. Who is going to be content with spending devleopment money on engines but not electrificaton by the end of the decade? The liklihood is that it willbe the opposite and they'd rather spend money developing electrification tech and not the engine. That's an issue that needs to be solved.
Even Elon would find fault in this. Hybrid is going to be the prominent form of propulsion for many years yet. A hybrid is more efficient, cheaper and lessens the risk of battery supply issues. Tesla doesn't have the ability to produce an infinite supply of cells and is now finding itself having to sell vehicles that maximize profit per cell - hence the truck with fat truck margins and the attempt to hit the fat profit SUV market. It's why we don't hear about the big rig transport truck anymore. It's a capitally inefficient use of cells. Most cars sold in the world are small with razor thin margins. Look how much BMW had to charge for a small city car. There is no talk of a Tesla city car.
Tesla only produces 300,000 cars per year and is already having to make product decisions based on maximizing the cells they can make. The auto industry produces 60 million cars per year. And while I do support this can get figured out, your time frame lacks realism IMO. If you asked Elon 'what is your biggest restriction to producing 2 million cars a year' he will say 'battery supply'. And that's not just because there are not enough battery factories.
I suspect it is all smoke and mirrors with no real substance. They will milk it for the publicity but when it comes to investing cold hard cash to put a car on the WEC tracks, it will just evaporate.
Publicity for what? The guy has spent ten million+ just on one-off Ferrari's. Why wouldn't he go the whole way with a car bearing his own name?
Edited by Nathan, 16 February 2020 - 19:19.