Adam Jonas, Christian Strube.
“We believe Tesla could sell its autonomous, electric semis without batteries, which would then be separately leased to customers.”
Referring to Tesla’s announcement to present its electric semi truck in September, Morgan Stanley analysts Adam Jonas and Ravi Shanker share their thoughts about an appropriate business model, like a battery leasing approach with swap stations.
“We have said that the Vision E is our first car on MEB. And we have said that it is our first electric show car. But we haven’t said that it is our first production car.”
According to Christian Strube, member of the Skoda’s board for technical development, it looks like there will be an electric version of an existing model before MEB based EVs. AutoExpress considers the Citigo the most probable candidate.