High Model Y sales really mean a domestic market emergency
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Model Y buyers purchase with FSD in mind.
Due to the nature of EVs, even after driving 100k, 200k, or 300k km,
the hardware rarely degrades.
If that happens, and more people start thinking
about driving a single Model Y
for over 10 years,
the replacement cycle will gradually lengthen,
and Tesla owners will simply buy another Tesla again.
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