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Tesla cuts prices as Model 3 deliveries narrowly miss estimates

bloomberg.com

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Re: Tesla cuts prices as Model 3 deliveries narrowly miss estimates

#231

Post by zaroth »

gamblor956 wrote: post #227
zaroth wrote: post #179

Earlier quoted context omitted.

As a Model 3 owner, I have never been happier or more impressed with any car I have ever driven. It’s more fun to drive than my old Camero SS. It’s more comfortable than my old Infiniti. I absolutely love the interior aesthetic. And I just paid $3,500 to PPF wrap it because I think it’s absolutely gorgeous and I want to keep it looking that way. Oh, and I paid $45k not $65k, and it saves me at least $100 a month on t…

I rode in a Model 3 several times this past weekend and my Camry 3 all this week. They are absolutely on par comfort-wise. Can't compare to an Infiniti since I've never ridden in one, but the Model 3 can't hold a candle to the Lexus's, BMW's, or Audi's I've ridden in.

The driving experience and handling is waaaaay better than my wife's Mercedes. I can’t really say from a passenger perspective.

Re: Tesla cuts prices as Model 3 deliveries narrowly miss estimates

#232

Post by zaroth »

luckydata wrote: post #211
zaroth wrote: post #179

Earlier quoted context omitted.

As a Model 3 owner, I have never been happier or more impressed with any car I have ever driven. It’s more fun to drive than my old Camero SS. It’s more comfortable than my old Infiniti. I absolutely love the interior aesthetic. And I just paid $3,500 to PPF wrap it because I think it’s absolutely gorgeous and I want to keep it looking that way. Oh, and I paid $45k not $65k, and it saves me at least $100 a month on t…

Where did you do the wrap? I can't find a shop that carries the cutout for the Model 3. Bay area?

AutoNuvo in Holliston, MA

Re: Tesla cuts prices as Model 3 deliveries narrowly miss estimates

#233

Post by mlindner »

nomel wrote: post #110
goshx wrote: post #36

Earlier quoted context omitted.

There are enough countries, though. Regarding charging infrastructure, have you seen this map lately? https://www.tesla.com/findus?v=2&bounds=76.18385340904877%2C...

I don't think this includes the convenience fee in having to use a supercharge station to recharge your car. If you don't have the ability to charge at home (condo or apartment), the idea of waiting at some energy pump for 30 minutes every morning is the opposite of alluring.

If you don't even understand the basics of electric car ownership you should really do some reading. People who don't have at work charging or at home charging are not the market for electric cars. A few people do, but very few Tesla owners I've heard of actually have neither. If you're buying a $35,000+ car why are you living in an apartment instead of using that towards a down payment on a condo or a house?

Re: Tesla cuts prices as Model 3 deliveries narrowly miss estimates

#234

Post by anthonybsd »

adamqureshi wrote: post #230
anthonybsd wrote: post #195

Earlier quoted context omitted.

>Tesla is the ONLY player with a direct to consumer model You are saying it like it's necessarily a good thing.

A fundamental principle of competition is that consumers – not regulation – should determine what they buy and how they buy it. Consumers may benefit from the ability to buy cars directly from manufacturers – whether they are shopping for luxury cars or economy vehicles. The same competition principles should apply in either case. States should allow consumers to choose not only the cars they buy, but also how they b…

First watch this: https://www.youtube.com/watch?v=H8ro6kpKlw0

Choice quote from the discussion on reddit: https://www.reddit.com/r/RealTesla/comments/abkk12/what_did_...

"The takeaway from this video, if no one has gotten the message by now, is that Tesla only cares about the sale of new Teslas, which it doesn't do very well. It does not care about selling used Tesla, servicing existing customers, or supplying parts to customers.

Tesla made a shittier dealership and calls it innovation. It's hilarious that it is simultaneously waging war on the dealership laws while doing the dealership thing so poorly that it's like exhibit A in why dealership laws maybe aren't that bad. If Tesla were this bad at being a car company pre-dealership laws it would have been the reason they came into being in the first place."

Re: Tesla cuts prices as Model 3 deliveries narrowly miss estimates

#235

Post by Something1234 »

gamblor956 wrote: post #58
dqpb wrote: post #48

Earlier quoted context omitted.

My feeling is that there is a coordinated media attack against major US tech companies.

The thing about massive conspiracies is that it only takes a single participant to leak their existence. And for a conspiracy like what you're suggesting, there would be tens of thousands of participants. It's time to let reality back in and accept that there is no media conspiracy. The big tech companies overreached and now the roosters are coming home to roost after 2 decades of largely unearned fawning media cover…

It could also be that the US tech companies are just really good whipping boys or they subscribe to any publicity is good publicity.

Re: Tesla cuts prices as Model 3 deliveries narrowly miss estimates

#236

Post by lazyjones »

gamblor956 wrote: post #226
lazyjones wrote: post #217

Earlier quoted context omitted.

> The real question is if they can stay ahead of competition as they expand. So far they have not only expanded their lead (e.g. Nissan Leaf used to be a bestseller), they've also proven that they got their priorities right from the start. Look at the new Audi e-tron, the Mercedes GLC and the i-Pace: they're all suffering from horrible aerodynamics that cost them 20% or more range at freeway speeds compared to Teslas…

Nissan has sold nearly every Leaf it has ever made. It simply doesn't make many of them, since it was first intended to be a compliance car and a loss leader for the brand. You can't even buy a Leaf in most of the country, so if you were to scale up sales of the Leaf to the same geographic territory as Tesla sells to, the sales would be about comparable. Tesla apparently did proper planning while the big car makers a…

> and their inability to properly deliver finished cars to their customers when promised (i.e., basic logistics).

What are you even talking about? I bought my Model S 2 years ago and waited the same amount of time as for the previous BMW (3 months), which didn't even come from overseas (I'm in Europe).

> The cars you've mentioned aren't meant to have maximum range at high speeds; they're meant to have X range at commuter speeds while providing a luxurious rid

And this is why they are no Tesla competitors for most people - who don't want or can't afford a second car for long distances.

> You'll also have to demonstrate (with cites) that the aerodynamics will cost them 20% of posted range

Lots of people have, it's simple physics. At higher speeds, air resistance causes most of the energy consumption. The results can be calculated easily:

https://www.ecalc.ch/evcalc.php?lang=en

130 Km/h (= 80 mph)

Model S = 22 KWh/100 Km

Mercedes EQC = 30 KWh/100 Km

i-Pace = 28,5 KWh/100 Km

Re: Tesla cuts prices as Model 3 deliveries narrowly miss estimates

#237

Post by erikpukinskis »

anthonybsd wrote: post #195
adamqureshi wrote: post #173

Tesla is the ONLY player with a direct to consumer model. They are a native EV start up. All others right now are legacy car makers (non native) using the old franchise distribution model. Tesla OS is its bread and butter. They built the vehicle from scratch for EV. They effectively "PULLED" ever other car maker into the MIX. The legacy car makers had no other choice but to jump into the fray and take their chances.

>Tesla is the ONLY player with a direct to consumer model You are saying it like it's necessarily a good thing.

It’s an open question whether dealers will help sell EVs in volume. The trouble is they won’t make much off them in service contracts.

We’ll see when a major automaker tries to sell a million EVs in a year. Volkswagen says they’re going to try so they might be first to do the experiment. We don’t have anything but promises yet.

Re: Tesla cuts prices as Model 3 deliveries narrowly miss estimates

#238

Post by stanfordkid »

ivraatiems wrote: post #69
andrewtbham wrote: post #64

Earlier quoted context omitted.

This narrative doesn't resonate with me. Forward looking statements are speculative, especially when you're innovating new technologies. I personally trust Elon Musk and I am a large investor. I don't expect him to hit all his targets, but I trust him to only raise money on the heels of good news.

Characterizing lying to the SEC and calling a Thai cave rescuer a "pedo" as such is stretching the definition of "forward-looking statement." Musk has always been largely bluster, but now the bluster is hurting people, and his companies as well. He's the biggest liability Tesla has. I don't know what he's done to earn my trust, or any investor's.

Landing rockets on autonomous drone barges, coming out with a sedan that beats a Lamborghini Aventador in 0-60 acceleration at 1/6th the cost, thereby pushing the state of the art across the entire car industry. Seems like a guy I would trust.

Re: Tesla cuts prices as Model 3 deliveries narrowly miss estimates

#239

Post by ams6110 »

jsgo wrote: post #158
andrewtbham wrote: post #64

Earlier quoted context omitted.

This narrative doesn't resonate with me. Forward looking statements are speculative, especially when you're innovating new technologies. I personally trust Elon Musk and I am a large investor. I don't expect him to hit all his targets, but I trust him to only raise money on the heels of good news.

His pitch on the solar tiles that would cost* at or less a typical shingled roof had me incredibly sold, but it seems that has taken a back seat as of late in his endeavors. Yeah, would love an electric car, but until they hit the $35k price point, it isn't happening anytime soon for me. But a fairly priced solar setup for home? Sign me up. * not sure if it was initial cost or cost over the life of plus the energy sa…

When I can buy a reliable $5k ICE car (which are the kind of cars I drive) I don't see an EV ever really making sense.

Re: Tesla cuts prices as Model 3 deliveries narrowly miss estimates

#240

Post by matchbok »

anthonybsd wrote: post #234
adamqureshi wrote: post #230

Earlier quoted context omitted.

A fundamental principle of competition is that consumers – not regulation – should determine what they buy and how they buy it. Consumers may benefit from the ability to buy cars directly from manufacturers – whether they are shopping for luxury cars or economy vehicles. The same competition principles should apply in either case. States should allow consumers to choose not only the cars they buy, but also how they b…

First watch this: https://www.youtube.com/watch?v=H8ro6kpKlw0 Choice quote from the discussion on reddit: https://www.reddit.com/r/RealTesla/comments/abkk12/what_did_... "The takeaway from this video, if no one has gotten the message by now, is that Tesla only cares about the sale of new Teslas, which it doesn't do very well. It does not care about selling used Tesla, servicing existing customers, or supplying parts…

Eh. I struggle to see what dealerships actually do at all. They don't make the car...why are they the only ones allowed to sell it?

Also, that quote is just wrong. They didn't make a "shittier dealership". They don't have dealerships at all.

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