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Tesla Third Quarter 2018 Update [pdf]

ir.tesla.com

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Re: Tesla Third Quarter 2018 Update [pdf]

#101

Post by radiorental »

andrewmunsell wrote: post #32

One massive advantage that I'm not sure most people realize quite yet is the Supercharger network. No manufacturer (other than Porsche talking about it recently) has actually built out chargers for their cars. Every other electric car has to rely on a broken, sparse, expensive charger network. Blink chargers and some ChargePoint chargers are expensive in many places ($2 an hour!), and Blink is notorious for having br…

I'm pretty sure every Nissan dealer that sells a leaf must operate a charging station. Granted they're not as easy to access at the supercharger network... but it exists.

Re: Tesla Third Quarter 2018 Update [pdf]

#102

Post by ddoolin »

nikofeyn wrote: post #83
gonehome wrote: post #17

I picked up a Model 3 performance about a month ago, I'd recommend anyone interested in Tesla go visit a store and test drive one. They're so far beyond anything anyone else is making.

when i visited china, it was filled with electric cars from multiple manufacturers, and the fit and finish was just as good if not better than tesla. i don't view tesla as beyond anyone. when other car manufacturers enter the market, tesla might have a hard time keeping up because other manufacturers know how to build cars and not just an okay car with an electric motor.

You should share what those cars are. Also, when are they planning to enter the market at large? Why haven't they done so yet? I don't doubt other major manufacturers will soon give Tesla a run for their money, but mysterious Chinese manufacturers? Certainly.

Re: Tesla Third Quarter 2018 Update [pdf]

#103

Post by andrewmunsell »

dwighttk wrote: post #55
andrewmunsell wrote: post #32

One massive advantage that I'm not sure most people realize quite yet is the Supercharger network. No manufacturer (other than Porsche talking about it recently) has actually built out chargers for their cars. Every other electric car has to rely on a broken, sparse, expensive charger network. Blink chargers and some ChargePoint chargers are expensive in many places ($2 an hour!), and Blink is notorious for having br…

How competitive will it be when all these model 3 owners start clogging them up?

It'll be worse for the next couple years as they ramp up, but I expect with Urban Superchargers coming in more places things will get better. It's even worse right now if you have a non-Tesla EV and rely on the 1-2 DCFC stations in some random mall and can't count on them being working or not filled. I really think the problem will be significantly worse for non-Tesla cars until another manufacturer-- or maybe an investor in EVGo or ChargePoint or some charging company-- invests hundreds of millions into building out new stations with large numbers of chargers, and maintains them.

Re: Tesla Third Quarter 2018 Update [pdf]

#104

Post by rconti »

deepGem wrote: post #45
andrewmunsell wrote: post #32

One massive advantage that I'm not sure most people realize quite yet is the Supercharger network. No manufacturer (other than Porsche talking about it recently) has actually built out chargers for their cars. Every other electric car has to rely on a broken, sparse, expensive charger network. Blink chargers and some ChargePoint chargers are expensive in many places ($2 an hour!), and Blink is notorious for having br…

Until other companies step up and install DCFC stations everywhere Disclaimer: I am long TSLA I hightly doubt other car companies are gonna do this in a reaonable time frame (3-4 years). They will rely on the dealer network to build out the chargers and suck up the setup cost. Now dealers can potentially finance this with debt and get this done, but I doubt GM or any car company will be able to get consensus from the…

Porsche said they will "plan to" install 500 DCFC chargers at... Porsche dealers.

Re: Tesla Third Quarter 2018 Update [pdf]

#105

Post by tptacek »

colordrops wrote: post #51

The last few big Tesla threads on HN were non-stop piling the shit onto Tesla talking about how untenable they are, bad business model, inability to scale, etc, etc. Is that just an indication that the short sellers have sock puppets here on HN as well? HN happens to be an important source of Tesla news.

Please read the Guidelines, linked below, which specifically ask you not to post comments insinuating sockpuppets and shills.

Re: Tesla Third Quarter 2018 Update [pdf]

#106

Post by schiffern »

crwalker wrote: post #40
andrewmunsell wrote: post #32

One massive advantage that I'm not sure most people realize quite yet is the Supercharger network. No manufacturer (other than Porsche talking about it recently) has actually built out chargers for their cars. Every other electric car has to rely on a broken, sparse, expensive charger network. Blink chargers and some ChargePoint chargers are expensive in many places ($2 an hour!), and Blink is notorious for having br…

How long do you think the current Supercharger network will be a large competitive advantage? I agree with Benedict Evan's point that electric charging will become a commodity: https://www.ben-evans.com/benedictevans/2018/8/29/tesla-soft...

>electric charging will become a commodity

Alas, I would have thought the same for ISPs. Any reason why EV charging won't naturally evolve into a similar overpriced, regulator capturing, locale-by-locale monopoly?

I'm talking about the subset of the EV owners without home charging. Currently this number is small, but as battery prices drop and EVs become the de-facto 'regular car,' there's ~60% of the population who have no "at-cost" home charging (being locked-in to whatever exclusive vendor their apartment complex chooses).

In this respect EVs are very different from gasoline vehicles, and I say this as a big supporter of EVs. I can drive across town to buy gas, but I can't park my car across town overnight.

The problem with competing firms is that eventually someone wins.

Re: Tesla Third Quarter 2018 Update [pdf]

#107

Post by andrewmunsell »

compcoffee wrote: post #84
deepGem wrote: post #45

Earlier quoted context omitted.

Until other companies step up and install DCFC stations everywhere Disclaimer: I am long TSLA I hightly doubt other car companies are gonna do this in a reaonable time frame (3-4 years). They will rely on the dealer network to build out the chargers and suck up the setup cost. Now dealers can potentially finance this with debt and get this done, but I doubt GM or any car company will be able to get consensus from the…

VW is building out chargers as part of the diesel scandal settlement. https://www.electrifyamerica.com/our-plan

Funny enough, that's the one current huge investment outside of Tesla in charging infrastructure. If it takes a car company cheating on emissions and being forced to invest in electric, then all of them are going to be doomed to playing catch up.

Re: Tesla Third Quarter 2018 Update [pdf]

#110

Post by dang »

andrewmunsell wrote: post #33

Cross posting from the other thread: One massive advantage that I'm not sure most people realize quite yet is the Supercharger network. No manufacturer (other than Porsche talking about it recently) has actually built out chargers for their cars. Every other electric car has to rely on a broken, sparse, expensive charger network. Blink chargers and some ChargePoint chargers are expensive in many places ($2 an hour!),…

> Cross posting from the other thread

Please don't. It lowers the signal/noise ratio and makes it harder (a lot harder!) to merge threads.

Instead, let us know at hn@ycombinator.com if there are two discussions going on about the same thing. We'll happily move your comment over along with the other on-topic ones.

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