I am survey some Tesla Model 3 and Model S owners and enthusiasts on this topic and here is the general mode.
According to them the truly bad thing for the TSLA bears is that the Model 3 is a phenomenal car and they say that's all that really matters in this equation. The company should turn to profitability in the next year and half time.
Business Insider's Matthew DeBord concludes that if Tesla maintains between 2,000-5,000 Model 3 productions per week, that's $2.4 billion in revenue over the next 6 months period.
"That's a tsunami of cash on the way for Tesla, and I've been conservative in my estimates. Very conservative. There's no guarantee that the surge in revenue will convert to bottom-line profits. Tesla might still have to raise funds in 2018 or 2019. But the intensified cash-flow is going to be an issue for Tesla bears. A major issue," writes DeBord.
Tesla needs to make the Model 3 more valuable for its customers. There's no question that Tesla can build nice cars, what truly matters is: can Tesla do it at a 35K$ price point.
Tesla Pickup and Ford Pickup
Now someone can contradict to this and compare it to Ford. For example, there's no question that Ford can build nice trucks, what truly matters is: can Ford do it as a battery EV.
I don't know. Probably. But Model 3 buyers will also ask, can I buy a better or comparable car for the money. If they can't buy a 35K Model 3, they may simply turn to Chevy Bolt, which starts at $36,620. And Chevy has a 3-step strategy to significantly lower the price of the Bolt.
On the other hand, a Tesla pickup truck may be a game changer when you compare it with other pickup truck makers. Ford will have to deal with a serious loss of sales from it’s most profitable segment if and when Tesla starts making all-electric pickup trucks. If Tesla makes a coupe on the Model 3 platform you can say goodbye to Mustang GT sales as well.
Also, there are a lot of buyers waiting for the "second model year" of Tesla Model 3, when the production line is running smoothly and the bugs and kinks are worked out. And I would say the majority of potential buyers currently believe the lies about Tesla, something that a couple hundred thousand Model 3's on the road should remedy rather quickly.