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John Goreham    October 28, 2019 - 4:10PM

Great story. One question I have is how many Model Y crossovers is Tesla capable of building (per month) with its current and pending factory footprint. Let's say in 2021 after the launch is past its first six months. The info I see says that it could be as much as 50% more than the Model 3. If so, big deal. Spread among the top half-dozen automakers that wouldn't really register much in any sort of drop in sales to their mainstream crossovers. And given its price structure is similar to the Model 3, (let's say a $55K to $60 ATP) it will also, or primarily compete with the premium crossovers its size. So, further diluting its impact on the broader crossover market. So why would automakers worry about it? Use Ford as an example. How many sales would you guess Ford will lose in the U.S. market in 2020 and then in 2021 as a result of the Model Y?

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