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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

#241

Post by ams6110 »

lazyjones wrote: post #217
beatgammit wrote: post #213

Earlier quoted context omitted.

Yeah, there are plenty of avenues for Tesla to increase profit, such as: - new vehicle markets (def. semi trucks, perhaps boats and trains as well) - solar - military They don't have a ton of baggage like their competitors, so they can pivot their battery business in a variety of ways without too much additional investment. The real question is if they can stay ahead of competition as they expand.

> 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…

The fast charging network only exists in a few areas. If you happen to live there, great. But for the rest of the country, "range anxiety" is still pretty real.

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

#242

Post by beatgammit »

mlindner wrote: post #233
nomel wrote: post #110

Earlier quoted context omitted.

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?

Because people are bad with money. Drive through an apartment complex and then drive through a neighborhood of starter homes; I'll bet the former has nicer cars than the latter.

I've seen plenty of $35k+ cars in ghetto apartment housing. People seem to look at the monthly payment instead of the total cost of the car can never seem to get enough saved to buy a house.

I don't know which is the main buyer of higher end cars, but they shouldn't completely discount people who prefer to buy cars than save for houses.

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

#243

Post by mav3rick »

hopler wrote: post #139
mav3rick wrote: post #79

Earlier quoted context omitted.

If bluster results in the first truly desirable EV cars and the first autonomous reusable rocket then more bluster please. The rage machine against Elon here is preposterous. At the end of the day , is he making the world a better place ?. No amount of contrived answers involving Twitter can change the vehement "Yes" to that question.

Tesla is one of many companies making mass market electric cars. Piling on luxury touches isn't making the world a better place. Tesla's $35K car (when if ever shows shows up) isn't better than anyone else's. He's just coming down from higher price points on fancier cars while others are improving at the same price point.

Model 3's are everywhere, especially in the Bay Area. But sure say false things to suit your narrative.

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

#244

Post by ams6110 »

davidgould wrote: post #214
nomel wrote: post #110

Earlier quoted context omitted.

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.

Given that 30 minutes of supercharging will add over 200 miles of range to a Tesla, I doubt many people will need to do this every morning.

Still, 30 minutes is a sizable fraction of most people's free time in a given day. Especially compared to 5 minutes needed at a regular gas station.

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

#245

Post by ams6110 »

outworlder wrote: post #215
gamblor956 wrote: post #82

Earlier quoted context omitted.

Why should everyone else pay for the rich to get a tax break and free usage of HOV lanes? They're the ones who can most afford to pay for those things, and the ones most likely to want to buy a vehicle for bragging rights.

"Rich"? I've seen Nissan Leaf leases for as low as $90 a month.

With what kind of down payment and termination fee?

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

#246

Post by ams6110 »

erikpukinskis wrote: post #237
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.

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.

They'll sell the service contracts anyway. There's no justification for buying one for any current new car, but people still do.

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

#247

Post by anthonybsd »

matchbok wrote: post #240
anthonybsd wrote: post #234

Earlier quoted context omitted.

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.

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

Where do you go when your Tesla breaks down? Yearly check-ups? Used Tesla sales? The fact that they are a direct representative of Tesla themselves changes very little for you as the consumer.

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

#248

Post by natch »

pkulak wrote: post #178
dmode wrote: post #159

Earlier quoted context omitted.

Tesla just sold 63K Model 3s in a single quarter. Despite availability of Leaf and Bolt [both are cheaper]. None of the vehicles you have listed are true competitors to Tesla at this time. True competition will be something like an electric 3 series or C-class

The Jag and Audi are _absolutely_ competitors.

They are priced higher than the long range dual motor model of the Tesla Model 3, yet they have significantly lower range and the Audi has inferior performance where the expensive Jaguar barely matches the 3. But unlike Tesla, both lack the supercharger network so good luck traveling with them. Competitors? Maybe, but not really all that competitive.

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

#249

Post by clouddrover »

gibolt wrote: post #208
clouddrover wrote: post #203

Earlier quoted context omitted.

So you're arguing that Hyundai beats Tesla on price and efficiency even when Hyundai's not really trying? What will happen to Tesla when Hyundai really tries?

The quality also comes nowhere close to a Tesla. While it makes a good commuter car, it is strictly not on the same playing field as a model 3, other than price and propulsion method.

> The quality also comes nowhere close to a Tesla.

Yes, I agree. Hyundai has better quality control than Tesla:

https://www.greencarreports.com/news/1115659_tesla-model-3-q...

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

#250

Post by nihonde »

xedeon wrote: post #224
nihonde wrote: post #218

Earlier quoted context omitted.

Not ahead of Chinese automakers. And Tesla is paying for the privilege of that foothold. Meanwhile, Toyota is firing up battery supply in Thailand. Not to mention that Panasonic and Chinese suppliers are the real source of Tesla batteries.

>Not ahead of Chinese automakers. And Tesla is paying for the privilege of that foothold. The context was the barrier to entry in China. That was already implied? No other foreign auto maker was able to cut the same deal as Tesla in China. >Toyota is firing up battery supply in Thailand. Toyota/Lexus have zero plans for electrification in the near future. In fact, they have instead doubled down on Hydrogen with the M…

You’re wrong about Toyota. They’re just not in the habit of rushing to market with empty promises. https://www.toyota-global.com/innovation/environmental_techn...

The point about Panasonic is pretty self-evident: Tesla isn’t going to win Asian markets if its upstream suppliers are all in Asia. They’re effectively a middleman and they’re paying for the right to be in-country. It’s not hard to see them being squeezed out by local firms.

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