

They built more capacity for the Y as it’s a better selling vehicle, and if you already have a small car for the 1 and 2 people trips, using something bigger with more storage for the 3-5 people trips does make sense. I’m sure 3s will eventually end up in it though even if it’s just a way to balance factory output. Like if the 3 is selling less in a quarter and the factory is idling more, maybe adding some 3s to the robotaxi fleet instead of y’s that quarter begins to make sense?

I mean you don’t need to believe it’s going to happen, they only needed to believe while planning things and the impacts it would have on their decisions.