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Tesla’s First-Quarter Deliveries Plummet

wsj.com

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Re: Tesla’s First-Quarter Deliveries Plummet

#71

Post by CydeWeys »

frontloadpro wrote: post #32
Dumblydorr wrote: post #27

Earlier quoted context omitted.

Teslas are superior, not inferior. It's simple physics, BEV means higher acceleration, lower center of gravity, better cabin volume, quieter, and most importantly: you don't contribute nearly as much to destroying the climate or causing asthma and emphysema in children. How do you counter these basic BEV advantages? Are you in favor of releasing emissions for thousands of years?

This is a Strawman comment, from an uneducated car buyer. There are plenty of higher quality electric vehicles. The acceleration is one tiny aspect of customer satisfaction. Tesla has worst in class interiors and reliability. Not having buttons or trays is something only Tesla can get away with. Is it better for the environment to buy a used car? Or better for the environment to buy a new car?

Just to let you know, you've now called anyone who disagrees with your opinion "uneducated" multiple times. This really rubs me the wrong way.

You need to realize that other people have different priorities than you do. Not everyone cares that their car be as luxury as possible. They just want a good electric vehicle, and there's nothing that beats the Model 3 at that price point -- not in range and not in performance. Yeah, maybe it doesn't have leather seats as nice as the BMW, but most people don't prioritize surface-level luxury above all else, and especially not hardware/car nerds.

Re: Tesla’s First-Quarter Deliveries Plummet

#72

Post by zacharyautin11 »

What do you think is fair p/e? High share price is reflective as to the eAse that Tesla has raised capital. The trend is still very positive on increased revenue. Would be interested to know % of Tesla spend that didn’t go towards current prodcucts.

Didn’t realize how agressive expansion was. Tesla seems like it has not exceeded its ability to repay debt but is taking increasing risks despite making electric car market viable.

Building a semi prototype I guess is different than buying supercapacitator company for limitless recharge (prius style super capacitor battery to augment lithium ion power source) and building factories to actually build thousands of vehicles and now their batteries (Panasonic might lose monopoly)

Integrated battery manufacture alongside vehicles/power users could be next step towards decreased costs.

Re: Tesla’s First-Quarter Deliveries Plummet

#73

Post by Klathmon »

everdev wrote: post #66
baby wrote: post #54

These kind of posts are good publicity right? I don't see any other car company we follow so closely on the market. Tesla is the only name I can see come up again and again here, and guess what, most people on HN are the actual population that is buying teslas.

I would love a Tesla if they were 50% cheaper. I used to think that the big car companies weren't able to bring a competitive EV to market because they were bigger than Tesla and bogged down in layers of management. Now I'm wondering if Tesla was just over marketed and overly ambitious entering the market and if these later entry EVs from main stream car companies in the next few years will be just as good at a fract…

I'm not sure why i'm jumping into this thread, but 50% cheaper!? You want a brand new electric car for $17.5k USD?

Even the cheapest ICE cars sold in the US have trouble hitting that number... That just seems like a completely unreasonably high bar to hold EVs to at this point since things like batteries are so much more expensive than an ICE engine.

Re: Tesla’s First-Quarter Deliveries Plummet

#74

Post by Brakenshire »

adrr wrote: post #42
genie514 wrote: post #8

This figure makes me wonder how other car manufacturers are able to generate demand. Honda alone sells 1m+ cars per year in the US. For all the news, Tesla will likely make 400k deliveries during entire year around the world.

Honda makes gas cars which can be filled up in 5 minutes from tens of thousands of gas stations across the US. It is not Tesla vs Honda it is electric vs ICE.

You can’t charge a Honda at home, and that with a 200+ mile range covers the vast majority of usage. And then when you do need to drive 200+ miles in a day, which for most people is a handful of days a year, you can use chargers which add 100 miles in 10 minutes. The extent of the charging network is really the only major issue left. It depends on your use case, for an urban, suburban setting or as a second car it’s more convenient, not less.

Re: Tesla’s First-Quarter Deliveries Plummet

#75

Post by codeulike »

everdev wrote: post #66
baby wrote: post #54

These kind of posts are good publicity right? I don't see any other car company we follow so closely on the market. Tesla is the only name I can see come up again and again here, and guess what, most people on HN are the actual population that is buying teslas.

I would love a Tesla if they were 50% cheaper. I used to think that the big car companies weren't able to bring a competitive EV to market because they were bigger than Tesla and bogged down in layers of management. Now I'm wondering if Tesla was just over marketed and overly ambitious entering the market and if these later entry EVs from main stream car companies in the next few years will be just as good at a fract…

Kia and Hyundai have some decent EV offerings now that would compete with the Model 3, but they can't get the batteries made due to supply issues so they're only selling small amounts of them. e.g. Kia e-Niro got 'car of the year' in What Car magazine but they've only got 900 for the whole of the UK this year. So one thing Tesla has done right is build a huge battery factory.

Re: Tesla’s First-Quarter Deliveries Plummet

#76

Post by zacharyautin11 »

refurb wrote: post #64

Interesting tweet shows lots of Tesla's sitting in inventory after being rejected by customers or other problems. https://twitter.com/Latrilife/status/1113799586567426049

If Tesla loses consumer confidence would be a shame. Interesting balance between maintaining existing product vs building new products. I am waiting until Tesla is more reliable before purchasing

Re: Tesla’s First-Quarter Deliveries Plummet

#77

Post by jtx22 »

karpodiem wrote: post #58
baby wrote: post #54

These kind of posts are good publicity right? I don't see any other car company we follow so closely on the market. Tesla is the only name I can see come up again and again here, and guess what, most people on HN are the actual population that is buying teslas.

I read HN, drive a Jeep Grand Cherokee, and short Tesla.

Admit it, you don't read anything; you just look at the pictures.

Re: Tesla’s First-Quarter Deliveries Plummet

#78

Post by Brakenshire »

adrr wrote: post #23
Brakenshire wrote: post #10

Earlier quoted context omitted.

This is about deliveries, not demand. They still have a large backlog of orders, and they haven't even entered the European market yet.

Model 3 isn't back ordered. When I was ordering mine last week everything showed a 2-week delivery date(mid-range, long range, performance). After ordering I picked mine up two days later. Later after reading the Tesla forums, I could have called up Tesla and got a discount on the car if they had it sitting in inventory since they are trying to move inventory.

Ok, but doesn’t that just mean they’re not backlogged on the middle and high trims? They only just released the low end model, I can’t really see how those orders could have been fulfilled. Although it seems to be up for debate whether they’re able to make the low end model without a loss.

Re: Tesla’s First-Quarter Deliveries Plummet

#79

Post by gre »

It feels wrong that they charge for autopilot when it's just software--they should give it away for free. This really affects how I feel about buying a Tesla when it's in the cart. I wonder if sales would go up if they just gave it away for free, and if the economics still work out.
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