The strategic thinking and
The strategic thinking and planning of the 'model 2' of China design and make, has much sound thinking behind it. First, it allows China and it's gov't to feel 'well regarded' to do this with Tesla's lead. Second, it would be a '2nd world' export vehicle thus feeding the aims of China to dominate, as Japan did decades ago, the low to mid global car export market. As well, it afford extending the financial return on an older battery design-manufacturing platform for up to 15 years. This allows, over time, for this vehicle to 'move up' to the next line of batteries of the last mass production generation to again extend profit-result, improve the model's appeal to sustain sales for another 5+ years (so 20 years max est.), and shelter the top of the line newest battery tech from China's gov't aims for a few more years.
If Tesla has learned anythng recently from China sales, it's the undercharriage and suspension that 'must be very robust like a truck' to survive many areas and habits of Chinese drivers; thus affording it a 'wiser suspension design' for the Model 2, for the wild-roads of 2nd and 3rd world markets.
All these are positives. The chief concern, entering mid 2022, will b when new construction at Giga Shanghai is ended, the Model 2 moves to ramp up...but... the Giga berlin starts with the newest bateries and Cybertruck in Texas as well.
China's authorities are like spoiled N.K. leaders... and I estimate the honeymoon will end by 2023-24, leading to new very tough challenges for Tesla, Musk which he is ill-prepared to address as he's not asked a 'proven american manufacturing operations officer's' in-china expertise.
The saving grace through 2025 will be the exporting of the Model 2, and new cost cuts to the Y with some 'minor concessions' to soften the demands of the CCP when the new cells are in-market mass production for EU and US made vehicles.
I would strongly caution to 'start delivering profits from China operations' in-mass, quietly, from China back to Tesla US from end of 2021 on... so as to recoup both initial investments, debt in China security...and so on.
China's CCP has a heritage generations habit of 'total takeover of total control' of business operations of people of other races; and this will 'crop up it's ugly head' by 2023-25 timeframe. The people of China are wonderful and incredible, but the party has it's training-habits and policy racial selfishness; and this will be a press on Tesla 'value' leading into 2025.
The premise of Tesla 'fighting off' EU and old-Detroit competition, and maintaining a 5% growth year on year above 1.5M vehicles by 2023 and beyond.. will be key to Tesla growth survival, or it becoming another E-oil pupit company of low quality made-to-degrade Detroit style design and manufacture, leading to it being sold off and canabolized by those who feel 'a car should only hold value for 3-4 years'; thus the Detroit-Petro partnerships that led to the US making ill-entineered vehicles and losing national market share from 1978 through the last 10 years.
For Musk, I advise he consider all these, and start surrounding himself with people who 'know by experience' and can deal, project correctly, and prevent such issues.... and, to not lose interest in the 'thrival of the Tesla vehicle segment'.
Handing over, even a 1M mile battery car to the big 8 makers of global cars, will simply result in the vehicles being re-engineered to fall apart in under 5 years, losing safety, sustainability and global economic-eco-manufacturing vision if Tesla were either sold off, or handed the lead to the same 'stupid' leaders of Detroit and those in Japan who 'followed the lead' to make poorer cars that would not last, overall, and could not sustain our world
In fact, I would suggest to you Mr. Musk, if you read this.. that you consider my model for a 'car-turnin-refresh' approach to mass marketing sustainable resource transportation sales and theory.
Even so, the car segment should not be 'untrusted to companies and men', esp. detroit, who long to retain 300M salaries for executives who rob our environment, our global peoples with intentional poor design, engineered to fail transportation.
As well, I would rather see Tesla 'become #1 in global sales of private vehicles', and see Crysler ceace, and GM / Ford shrink notably in market-share, as well as Toyota, Nissan, Honda, etc.
Ask me Sir, and you will have a 'full cycle sustainable vehicle business' which allows buyers to 'revamp-trade to the maker' thus rotating platforms into refreshes every 7-10 years max, and end the energy-waste, material-waste, financial-waste, of our 'buy it, then trash it' mentality that is not sustainable for vehicles, appliances, or our current Mega-Trillion food packaging trash toxic industry today.
I wish you well, but you really need to 'open all inclusive a bit more' to men, like me, who 'been there, know so'.... for Tesla, and its future as a 'honogeniousous HOme, Power, Appliance, Vehicle and Community Sustainabilty' group of divisions inter-connected for a better world, and better quality health living for families globally.
And... respectfully, yes, I would want my name on my theory, to practice, and the businesses for which bear sustainable results that come from. I side with Mr. Tesla, but I won't be signing off on my best to some Westinghouse-like fatcat who'll drive the original vision into the same 'waste for fast profit' mentality that they did when they gained Tesla's best.
..you can have, if you are single minded, whole hearted to ask me, and support me to make these things 'life health improving in a total-sustained new economic lifestyle' for us all.