Lou Whiteman
๐ค SpeakerAppearances Over Time
Podcast Appearances
And I think it puts Tesla on the defensive.
I mean, look, this price has always been just kind of a bogey that changes.
It was as high as $15, as low as $5 at various points.
This has always been aspirational, I think, to charge $8,000 for it.
We have a long history in the automotive business of things that are perks or safety features that just become standard over time, they become commoditized.
I think that's what's happening here.
Tesla is on the defensive realizing, okay, it's going to be harder to get $8,000 for this in the future, let's get what we can.
The $99 price point is an easier sell, I think.
I mean, John, I think I agree with you.
I mean, look, let's be honest.
Some of it's a parlor trick.
Most people, Travis, you may not know what your license plate is.
I don't either.
I take a picture of it when I need to pay something later.
But I do know what kind of car I have.
And I can Google and search right now best tires for a Honda Insight or something like that.
So, you know, whoop-de-doo.
But like John said, Google is playing to its strength.
It has been spying on my email and my photos and everything to suggest products forever.
This is just a natural extension.