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Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week

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Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week

#341
post #150

Earlier quoted context omitted.

Tesla is not the only brand that creates electric cars. This is all about Elon making clames he could not make true. The danger for Tesla is that people don't want to wait for broken promises anymore and will choose another brand. Edit: for example the Jaguar I-PACE might be very competitive.

I have yet to hear anyone say they're impressed with the I-Pace

"The Jaguar I-PACE is an incredible, gorgeous vehicle" https://electrek.co/2018/06/14/jaguar-i-pace-review-the-240-...

Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week

#342
post #324

Earlier quoted context omitted.

Many do, for that exact reason. If you ever pitch your startup idea to a VC, you're expected to explain how you're going to deal with this risk.

>Many do, for that exact reason. Sure, and many don't. >If you ever pitch your startup idea to a VC, you're expected to explain how you're going to deal with this risk. And that is exactly my point. Tesla certainly has strategies to respond if GM/Toyota enter their markets. You and TAForObvReasons are responding as if those companies will easily beat Tesla as soon as they make that decision.

> Tesla certainly has strategies to respond if GM/Toyota enter their markets.

Elon Musk's stated purpose for Tesla is to kill the fossil fuel industry, not to create a profitable enterprise. And he is tracking well towards that stated purpose. He actually wants those much bigger companies to start doing what Tesla is doing at scales that they can achieve and Tesla can't. He said this very clearly in an interview with DiCaprio. I don't know why people keep thinking there's some master plan to be profitable when the guy steering the ship has repeatedly said the plan is orthogonal to profitability.

As an investor, I am well aware of this. I'm also well aware that the profits of SpaceX eclipse what Tesla could achieve even in its best case scenario, so he probably really doesn't give a shit about making profit via Tesla.

Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week

#343
post #218

Earlier quoted context omitted.

If you look at SpaceX launch schedules, many are delayed for several weeks/months. Yet it has a better public image than Tesla. I think missing deadline isnt that unexpected, it happens in many projects. If the goal is still achieved at a reasonable time after the deadline, it is still a success imho. It means the project is now a reality, and that's awesome.

Missing a launch in rocketry is a normal and expected part of life in the industry, and no matter who is launching it happens. Missing targets for producing a car isn’t. This is what people mean when they say “comparing apples and oranges.”

> Missing targets for producing a car isn’t.

Why should we trust you on that fact? Do you have all the documents required to prove that all the previous car models of all manufacturers in the world were built and sell on time? In my experience (not about car manufacturing), several projects didn't meet the deadlines, and still succeed at the end.

Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week

#344
post #64
post #59

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> One cannot will anything one wants into existence Let's just see now. Musk wanted to grow a plant on Mars, and when the Russians pulled out of a deal to sell him a couple of ICBMs he decided he would will his own rocket into existence. Then he decided he wanted it to be reusable, so he willed that into existence when everyone said it was impossible. Then he wanted to strap three of them together, so he willed that…

Yep. He delivers. People are too obsessed about when. Shits’s complicated.

When does matter a bit, there was a probability that other manufacturers might swipe the market under Musk feet

Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week

#345

Earlier quoted context omitted.

This is frankly delusional thinking. (a) Tesla aren't the leaders in the self driving car space. Waymo arguably is, (b) almost all of the car makers have self driving car programs and most importantly (c) why would the traditional car makers just sit back, do nothing and allow Tesla to eat up the entire market ?

If Tesla can make it work without lidar, and that’s a huge “if”, they have a massive head start in training data. From a conference panel a few years ago that had Tesla, Waymo and some others on stage at the same time, Tesla was getting as much data in a week as Google was in months. That type of training data asymmetry is ripe for blowing past others. Again though that’s all conditioned on not needing lidar and I re…

Waymo's cars are connected to Waymo's servers with, I guess, gigabit ethernet (after they go back to base for the night), Tesla's cars are connected by mobile data, they'd have to pay billions to cell phone networks to get as much data.

Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week

#346
post #340
post #269

Earlier quoted context omitted.

Those in the know said electric cars in general were an unpractical waste of money. I also remember three years ago hearing those in the know saying a self landing rocket would not be possible, and if it ever were made it would also be done at great cost and waste. Heck, those in the know said even a couple of months ago that Tesla would not be able to achieve 5000 Model 3s by today. The truth is, there aren't really…

> Those in the know said electric cars in general were an unpractical waste of money. Really? Who said that?

I would like to point out that you go to any article written about tesla from "the industry" viewpoint from at least 2008 to 2010. It's actually quite vitriolitic, actually.

Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week

#347
post #317

Earlier quoted context omitted.

Exactly this. I drive a Chevy Spark EV, which is based on the worlds least exciting car ... and it’s brilliant! I would never buy another gas car, they just don’t drive well. And yet we hear all this dribble about panel gaps and the stitching on the seat leather. I never knew there were so many so willing to look so silly in public.

Panel gaps say a lot about construction quality, and how well it will hold up going forward. And if paying $60K+ for a car, I would expect something with amenities of a $60K+ car, not something with terrible ergonomics (touchscreen, right...) and missing features that a $30K Hyundai has.

Thank you for demonstrating my point.

Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week

#348

Tesla is still maturing as a company; more to the point, they’re maturing as a manufacturer. While other companies would order whole componants from vendors - Tesla will only order parts - and assemble in house. For instance - Toyota will order brake assemblies. While Tesla orders guards. Toyota will order a door - and Tesla a door panel. Even worse - Tesla has a history or delivering third parties sub-par China made…

One thing I don't see people mentioning too much, but tesla numbers are great for electric cars, but they're tiny, tiny compared to something like ford. I don't get why people assume tesla can negotiate similar prices for these things as other manufacturers can. I don't think they can. Who says it's cheaper for tesla to order like the big manufacturers do?

Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week

#349
post #164

Earlier quoted context omitted.

>I see Teslas everywhere now. Meaning you live in one of 4 coastal cities. Teslas are exceedingly rare everywhere but the wealthiest cities.

I see them often in north florida. They aren't as common as other luxury sedans, but I see them about as often as Pontiacs, which is to say not everywhere but a lot.

You do realize that there aren't many Pontiacs on the road, and fewer every day? They closed over 9 years ago.

Anyway I live near Philly. I've seen a few dozen Model S in my life, one X and no 3s yet.

Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week

#350

Earlier quoted context omitted.

I don’t understand why solar panels would necessarily go with car manufacturers? They don’t seem intrinsically related at all.

The batteries are what connect them. No one else will be making batteries at that rate, at least for a pretty long time. Tesla has the cheaper batteries and related tech to use them in solar power along with cars.

I'd assume that the Chinese electric car and bus manufacturers, who make far more vehicles than Tesla, are making batteries at a much greater rate (or at least their suppliers are).
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