A lot less than $50K; that's the point. A $25K (or $30K maybe?) does what, double the TAM?
The new car market grows substantially. Non-existing markets, like LATAM, open up.
And pressures the stupid mark ups of today.
A few things need to happen, starting with the choked supply chain. Fix it car companies, or die. Elon will. He built his charging network before his cars!
You wanna know who gets hurt? The big guys with their outdated factories, logistics and dealership distribution model. End-to-end, if you will.
They just might be toast... Regardless, they will face substantial challenges in about 2 years as Tesla Model 2s are running around everywhere. And they know it. They can't make a profit on their small cars now (what's the GM on Corollas?); how will they compete in a Model 2 world?