alt Hacker NewsTeslas started out at 40k USD in mid-2010s money promising more affordable options that we're still waiting on (even companies like Slate will probably eat them up when they're able to ramp and gain a fanbase)
Chinese manufacturers are starting far below even the base of contemporary economy ICEs, this is another game entirely
one of the biggest reasons why they haven't taken over the US is because our infrastructure is decades behind. for most people to get a fast charge at home means they either need a new house or an electrical upgrade whereas chargers are everywhere in Chinese cities (even fast battery swap shops). given how balkanized transport authorities are (State's rights-to-not-work-together being in effect here) I suspect EV growth will mostly happen in urban centers willing to spend a little extra money on electrification rather than outfitting their police departments with milspec armored trucks
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The biggest obstacles to Chinese vehicle sales in the United States are political and they are tremendous. Whichever party is blamed for their entry will lose Michigan for a generation and car dealership owners across the country
That's where the power is
Tesla promised a 35k Model 3 in 2016.
Entering that into a CPI inflation calculator, that is $50k in 2026 dollars due to inflation.
A Model 3 today starts at $38, which is WELL BELOW the 2016 promise. Corrected for inflation, that's roughly $28k in 2016 dollars
They effectively overdelivered on that promise.
The complaint here, is that Chinese manufacturers, who are mostly in a death battle against each other and not profitable are even cheaper than Tesla and Toyota. In the long run, I suspect that picture will simply not be sustainable for those companies.