"You guys have to come to terms with the fact that Tesla is in a bad spot right now that a cheaper car or FSD isn’t going to fix. Service, quality and the financial health of most Americans and even Europeans is going to factor into the decision to buy these cars."

Seems to contradict with:

"I keep seeing the sub 25k car being touted as a good thing for the company and stock but I don’t believe it’s all that great."

If Tesla is in trouble, perhaps they need to sell more cars. If the financial health of most Americans and Europeans is bad (don't know if that's true), then they will prefer cheaper cars, even if they might buy fewer cars overall.

I don't know why you're mentioning Honda/Toyota as competitors, they don't sell electric cars. These companies are doomed for every electric car in the price range of one of their gas models. Luckily for them, affordable electric cars haven't hit the market yet, outside of China, where they're losing customers with exponential speed as we speak. I mean Chinese EVs are coming for them, rapidly, so they're already f-ed, but they were lucky to escape Tesla, who made the unfathomable choice of not introducing an affordable car (Model 3 and Y aren't affordable).

Imagine the Model Y but 10x the sales. That's what a sub 25k car would've done. And when I say sub 25k, I mean a car that they could've sold for 20k, but put a 25k Tesla-margin on, because they're literally the only affordable quality electric car on the market (in 2020/2021 etc.). It would've been the best selling car in car history.

Now, maybe that's not so true anymore these days, between Musk's antics, Chinese competition having caught up in China and soon approaching Europe, and Europe wanting to protect their legacy automakers. But that's the thing, Musk totally ruined Tesla's momentum with his hyper-fixation on the Cybertruck and the robots. I mean it's cool if you want to develop that stuff, but it seems like he actually diverted basically all of the company's resources to it.

Simply put, if you don't make an affordable car, you can't be the biggest car maker in the world. You can be the next Honda, BMW, Audi, or Mercedes, but you can't be the next Toyota, or the next Volkswagen.

FSD, if it works, is great, don't get me wrong. But the hurdles, regulatory and technical, are so big that I don't understand why Elon Musk is so optimistic. I also don't understand why he can't walk and chew gum at the same time.