Tesla's Model Y is the dominant seller, with over **93,000 units** sold. This is a remarkable achievement, as the second-place vehicle, the Geely EX2, sold roughly half that amount, just over **46,000 units**.
The Geely EX2 is highlighted for its low starting price of under **10,000 US dollars** in China, despite which it is outsold roughly **two to one** by Tesla's Model Y. The Model Y, with a starting price approaching **40,000 US dollars** (generously estimated as only **three times** more expensive), still manages to sell **twice** as many units, demonstrating it is "punching above its weight."
Equally impressive is Tesla's Model 3, which despite being a less globally appealing sedan form factor, sells almost as many units as vehicles priced at a **third** or even a **quarter** of its cost. The speaker speculates on the "absolute dominance" Tesla could achieve if it were to produce an "extremely safe" and compelling electric vehicle in a similar form factor to the Model Y but at a "meaningfully lower price point."