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Tesla Passes Ford by Market Value

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501–510 of 604 posts

Re: Tesla Passes Ford by Market Value

#501

Earlier quoted context omitted.

> There are so many car makers, there is no monopole they could get. Same for solar and batteries. The automobile industry will contract as we move from individual ownership to mobility. But along with that transition some manufacturers will keep up and others will not. Tesla is hoping to be one of the winners, taking perhaps 25% of the mobility market as the car buying market dries up. Tesla's valuation is also base…

> Simply get 10% of mobility and 10% of electricity storage and they'll have justified well above their current valuation. Please show your math. > Tesla will basically take the market from coal and petroleum. And you base this off, what, exactly? Sometimes I think that half of HackerNews didn't even know solar or battery backups were a thing before Tesla. These are competitive spaces where Tesla has essentially no m…

> Sometimes I think that half of HackerNews didn't even know solar or battery backups were a thing before Tesla. These are competitive spaces where Tesla has essentially no market share (just like cars).

I'm genuinely curious if the numbers reported by SolarCity represent the full picture. [1] shows SolarCity with ~35% national marketshare while the closest competitor is at just over 10% (Vivint). This was in 2015, but it still appears to have a significant lead.

[1] https://www.greentechmedia.com/research/subscription/u.s.-pv...

Re: Tesla Passes Ford by Market Value

#502

Earlier quoted context omitted.

I just bought an Acura ILX this year and I really like it (despite the reviews that it is just a luxury Civic), and I never even considered buying a Tesla. People misunderstand post car like post PC: it doesn't mean the market is going away, but merely that it is no longer growing . Therefore, WYSIWIG on earnings, because they aren't going to change dramatically. Ya, Ford might have record earnings that are slightly…

> would never consider buying an American brand. I found them unreliable in the pas Ford Focus is insanely reliable. I have a 2002 with a bazillion miles on it and it's still running like new. To be fair, Japanese cars are generally great as well, especially Hondas.

coastal people are stuck in the 90s when it comes to their domestic automobiles. middle america has figured it out already; domestic is good again.

Re: Tesla Passes Ford by Market Value

#503
post #369

Earlier quoted context omitted.

> The "mobility" market will be about the size of the taxi, bus, and train market. - A personal, individual vehicle which comes to pick you up where you are and take you to exactly where you want to go is a much MUCH higher value proposition than public transit. - Add self-driving to the mix, and the cost of that service will plummet. - When the car providing that service can drive itself, then there is little to no…

The funny thing, some of this already exists these days. It is called ZipCar, Car2Go, or DriveNow. All of them suffer from the very same problem: service. It does not matter if a car is selfdriving or not. To be recognized as available by someone means a utilization of about 30% by the providing company. But a utilization of about 30% does not drive down costs. You still of costs for producing and servicing the vehic…

You missed the point like the GP. None of those services are anything like what's coming. Car2go still has to be parked, has to be close, you have to live in the home zone. Zip car is just... Not even close. It's a rental service and you need to take the car back.

Comparing either of those or public transit to self driving cars misses the point entirely.

Re: Tesla Passes Ford by Market Value

#504

Earlier quoted context omitted.

"Some people just like owning cars." Yes I did point out that most Americans and many people are conditioned from birth to value car ownership, even when it's a poor financial decision. "Perfect example where Uber fails - I can't take my dog anywhere As I told the other guy: Stop predicting failure based on problems, put on your creator and builder hat, and solve the problem. Why not have pet friendly vehicles availa…

It's not "car ownership" that we value. It's autonomy and independence. A teenager doesn't just "want a car." He wants that freedom that car gives him... to go somewhere without bugging his parents or friends for a ride. If you're in a big city or someplace where this is not the norm, I could see you believing otherwise. (And I laughed at "guaranteed clean." Right. All that means is you get a refund when you find the…

"A teenager doesn't just "want a car." He wants that freedom that car gives him."

Precisely, and this is why owning the car isn't that important. This teenager presumably still has to pay for the car and fuel, or bug his parents for it. Paying for the (cheaper) self driving ride is no different.

Re: Tesla Passes Ford by Market Value

#505

Earlier quoted context omitted.

I did. I literally did share a solution in this post, and the one before. - Commoditize storage and transport it to you on demand - Offer pet friendly cars Boom. Solved . As I also wrote: "I'm sure you could come up with a better solution if you tried." Is this hackernews, where builders come to talk about exciting ways they're solving tomorrow's problems? Am I on the wrong site?

Do you have any evidence that either of those will make money? I have evidence that pet friendly cars lose money - Uber used to have a program that catered towards dogs and they cancelled it because it lost money. You haven't solved anything until you've demonstrated a working solution. If it were so easy to fix problems in the real world, politicians would have our economy constantly booming, there would be more job…

Give it a rest. There is no possible way he can solve it right now, we don't have self driving cars yet.

Re: Tesla Passes Ford by Market Value

#506

Earlier quoted context omitted.

> The automobile industry will contract as we move from individual ownership to mobility. What does this even mean? People like to leave stuff in their cars (e.g. mug, gym bag). They like them to be at their preferred level of cleanliness or disorder. Some even use them as a means of personal expression. If "mobility" were so desirable, ZipCar would have taken off 10 years ago. The "mobility" market will be about the…

Exactly. I like knowing that there are extra diapers and a change of clothing for each kid in my car should I need them. I carry enough in to cover my current needs, but as anyone with kids known sometimes that isn't enough. I know many people who keep golf clubs in their car because sometimes a salesman is looking to round out a 4-some. I like going to walmart/lowes... over lunch and leaving my treasures in my car.…

Wow, so for the short time you have kids in diapers this won't work for you personally. Big whoop.

We still have typewriters around too, and some people ride horses. Old tech doesn't die, it just diminishes to a smaller niche.

Re: Tesla Passes Ford by Market Value

#507

Earlier quoted context omitted.

I think it comes down to cost. Its only effective in very dense areas. For example, right now I'm on an established commuter rail line going from downtown to a suburb. I'm paying $12 round trip to travel 60 miles total. It's just barely cheaper than driving (not including parking expenses). At this point in time, I think it's wise to avoid laying costly new tracks with the dawn of driverless cars on the horizon.

I think there are physical reasons why driverless cars will never be as good as trains: they're rubber-on-asphalt instead of steel-on-steel, and you need a lot more engines, space, and transportation of dead weight per unit of people moved -- and they'll probably still need parking, too. As near as I can tell, driverless cars are horseless-carriage thinking... but trains have no element of novelty to them.

Driverless cars can take you between train stations and destinations. No magical form of train will come to your house or go to your office.

In fact, this is a perfect use case for driverless cars. The problem with trains everywhere is the wasted time not on the train and the million stops along the way.

Re: Tesla Passes Ford by Market Value

#508

Earlier quoted context omitted.

I did. I literally did share a solution in this post, and the one before. - Commoditize storage and transport it to you on demand - Offer pet friendly cars Boom. Solved . As I also wrote: "I'm sure you could come up with a better solution if you tried." Is this hackernews, where builders come to talk about exciting ways they're solving tomorrow's problems? Am I on the wrong site?

Do you have any evidence that either of those will make money? I have evidence that pet friendly cars lose money - Uber used to have a program that catered towards dogs and they cancelled it because it lost money. You haven't solved anything until you've demonstrated a working solution. If it were so easy to fix problems in the real world, politicians would have our economy constantly booming, there would be more job…

> Uber used to have a program that catered towards dogs and they cancelled it because it lost money.

By the same standard uber as a whole is not a working solution.

Re: Tesla Passes Ford by Market Value

#509
post #372

Earlier quoted context omitted.

Exactly. I like knowing that there are extra diapers and a change of clothing for each kid in my car should I need them. I carry enough in to cover my current needs, but as anyone with kids known sometimes that isn't enough. I know many people who keep golf clubs in their car because sometimes a salesman is looking to round out a 4-some. I like going to walmart/lowes... over lunch and leaving my treasures in my car.…

The car sharing won't cover everyone's needs and some people will stick to keeping their own car. I'd imagine people living in urban areas are more likely to use a car sharing service since it's uneconomical to own a car in most cities. I'd imagine the suburbs will be a mix of sharing and ownership. I can imagine a family having a car they keep for weekends or whenever the parents and kids need to go somewhere but th…

I think car sharing even works in those cases. It's all a logistical problem. Not that there won't be some people who own cars. There just aren't that many problems that are hard to solve with car shares to outweigh the huge benefits.

Re: Tesla Passes Ford by Market Value

#510

Earlier quoted context omitted.

It's not "car ownership" that we value. It's autonomy and independence. A teenager doesn't just "want a car." He wants that freedom that car gives him... to go somewhere without bugging his parents or friends for a ride. If you're in a big city or someplace where this is not the norm, I could see you believing otherwise. (And I laughed at "guaranteed clean." Right. All that means is you get a refund when you find the…

"A teenager doesn't just "want a car." He wants that freedom that car gives him." Precisely, and this is why owning the car isn't that important. This teenager presumably still has to pay for the car and fuel, or bug his parents for it. Paying for the (cheaper) self driving ride is no different.

So why not call a cab? or take a bus?

It is different. If you're relying on someone (or something) else, waiting around, you're not "independent."

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