Tesla Cancella la Model 2: Rivoluzione Strategica verso i Robotaxi
In a move that has surprised the auto industry, Tesla Inc. has decided to cancel the launch of its highly anticipated Model 2, the $25,000 electric vehicle. The decision marks a significant shift in the company's strategy, which now appears to be focused on self-driving robotaxis. Automotive expert Andrea Spitti explores the reasons and implications of this strategic choice.

The Model 2 project, nicknamed “baby Tesla,” has faced unexpectedly strong competition, especially from Chinese electric car makers, which offer models at significantly lower prices. According to the Reuters news agency, inside sources and reviewed documents suggest that Tesla has abandoned the plan for its entry-level car in favor of developing autonomous vehicles for the robotaxi service.

Tesla founder and CEO Elon Musk had previously hinted at launching a more affordable Model 3, priced between $25,000 and $30,000. However, the company's focus appears to have shifted dramatically. "Elon's directive is to go all-in on robotaxis," an insider said, signaling a shift in the company's priorities.

The decision to halt the Model 2 project, known internally as NV91, was communicated to employees in late February, with instructions to cease all related activities. The halt prompted a redistribution of engineers to other projects, with a clear shift of resources toward the ambitious robotaxi plan.

This strategy clashes with the reality of an increasingly competitive market, where Chinese manufacturers like BYD and Nio offer electric vehicles at very low prices, starting around $10,000. While Tesla has focused on high-margin projects like the Cybertruck, Chinese competitors have gained ground in the affordable electric car segment.

The Model 2 cancellation also had an impact on the stock market, with Tesla shares falling 3% immediately after the announcement. Despite Musk's criticism of the media for their handling of the news, the withdrawal from the entry-level electric car segment appears to be a calculated move to reorient the company's strategy toward an autonomous and potentially more profitable future with robotaxis.

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