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Tesla’s First-Quarter Deliveries Plummet

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Re: Tesla’s First-Quarter Deliveries Plummet

#251
post #213

Earlier quoted context omitted.

You think thats bad. Tesla is about to have to head to head with all the majors who are now starting to finally harvest about a decade of their own research in the space (prompted by Teslas early success). Musks ambitions and outbursts strike me as a man who suffers from the top killer of successful entrepreneurs, The skill/talent portability fallacy. It's this idea because you did something similar well, that your a…

I don't disagree, but this reminds me SO much of when I bought my first Mac in 2002 (mind you, I was switching from Linux, not from Windows) and all the nay-sayers were claiming stupid stuff like "MAC doesn't have virus problems because who writes viruses for 2% of the market?" My basic attitude was "I'll enjoy what I've got while I have it." I've only OWNED a Tesla for 6 months, but man it feels like the other manuf…

I don’t know if anyone could release a real “Tesla killer” except for Porsche. It has to be sexy after all.

Re: Tesla’s First-Quarter Deliveries Plummet

#252
post #243

Data point: I'm a current Tesla owner who during Q1 was in the market for replacing my remaining gas-powered car with an EV. Looking at the options available, the direction I'm seeing with respect to charging infrastructure, and the character of the company (yes, there's a touchy-feely part to me), I went with a Jaguar I-PACE instead of another Tesla. I feel that directly contributed to at least one lost potential sa…

In complete agreement about the need for EVs in general to converge around one open royalty-free charging standard. More on the side of Tesla when it comes to interior minimalism and less buttons. Ideally, voice recognition should control almost everything, and that would be superior for both comfort and safety.

> Ideally, voice recognition should control almost everything, and that would be superior for both comfort and safety.

Maybe for safety, definitely not for comfort. At least not for me. I hate voice interfaces - the first time I have to repeat myself to turn the volume up a little bit I will be wishing for a knob to turn instead.

Re: Tesla’s First-Quarter Deliveries Plummet

#253

Data point: I'm a current Tesla owner who during Q1 was in the market for replacing my remaining gas-powered car with an EV. Looking at the options available, the direction I'm seeing with respect to charging infrastructure, and the character of the company (yes, there's a touchy-feely part to me), I went with a Jaguar I-PACE instead of another Tesla. I feel that directly contributed to at least one lost potential sa…

I tried the Jaguar I-PACE (a friend just purchased one), but the reason it is a no-go for me is the lack of fast charging. I would be effectively stuck in a one-hour radius from my home. My Model 3 can conveniently do cross-country trips. I really wish Jaguar and Porsche adopted the Tesla charging system (I think Tesla tried to get them to).

> My Model 3 can conveniently do cross-country trips.

Not compared to gasoline, though.

Re: Tesla’s First-Quarter Deliveries Plummet

#254
post #177

Earlier quoted context omitted.

Disclaimer: I do own a Tesla, and it does not drive like any other car I've drove or ridden in during my lifetime. My Dad says it is like being in a space ship. No, no, and no. Would I like Mercedes/BMW/Lexus/Audi/Jaguar to have electric vehicles? Yes I absolutely would! But would you have over the air updates, a push towards self driving (even if they're not there yet!), and a very strong push towards sustainable ma…

Not only do ICE car companies not issue OTA software updates, some use the same software for driver assist features for years in a row. I had heard good things about Subaru's EyeSight system and went to check out the 2019s Outback. I was floored to learn that the system is no smarter than it was in 2017, when this version came out. Are they not learning from the millions of miles their customers have driven in the la…

I don’t think they designed the system to continually exfiltrate data to be used for further improvement of the technology.

Not much LTE uploads is my guess.

Tesla has so much more sensor data to guide engineering efforts with.

Re: Tesla’s First-Quarter Deliveries Plummet

#255
post #227

They had an order backlog, and they filled it. Now, like the rest of automotive, they're sales-limited. All the big US auto companies have been able to make more than they can sell since 1956. (In the spring of 1956, supply caught up with pent-up WWII demand. Then came the era of chrome.) Tesla is in a business where many customers just want to pay their money and drive away with a car. Not "preorder" and wait for mo…

if you're in the market for a new car what makes you think being able to get one immediately is a priority? a car is one of the largest investments an average person will make. i love that i'm not going to be hustled by a car salesman (the archetype of the sleazy conman) and can make decisions independently when buying a tesla. honestly a few months seems really reasonable given the time spent making the decision?

> if you're in the market for a new car what makes you think being able to get one immediately is a priority?

Because I'm not buying a car for fun, I'm buying one because my old beater is giving up the ghost.

> a car is one of the largest investments an average person will make.

A car is not an investment. It's an expense.

> i love that i'm not going to be hustled by a car salesman (the archetype of the sleazy conman) and can make decisions independently when buying a tesla.

The last time I bought a (used) car, I walked into a dealership, told the salesman what model I wanted, and asked him to show me his inventory. I looked at some cars, test-drove one, he told me to make an offer, I did, and paid cash.

I had to deal with exactly zero upsell pressure, all of five minutes of haggling, and to say 'no' twice to an offer to finance.

Be upfront about what you want, that you're ready to buy if you like what you see, and don't take any bullshit. Your dealership experience will be much better for it.

Re: Tesla’s First-Quarter Deliveries Plummet

#256
post #243

Data point: I'm a current Tesla owner who during Q1 was in the market for replacing my remaining gas-powered car with an EV. Looking at the options available, the direction I'm seeing with respect to charging infrastructure, and the character of the company (yes, there's a touchy-feely part to me), I went with a Jaguar I-PACE instead of another Tesla. I feel that directly contributed to at least one lost potential sa…

In complete agreement about the need for EVs in general to converge around one open royalty-free charging standard. More on the side of Tesla when it comes to interior minimalism and less buttons. Ideally, voice recognition should control almost everything, and that would be superior for both comfort and safety.

> Ideally, voice recognition should control almost everything, and that would be superior for both comfort and safety.

Why would it? Voice interaction is both slow and distracting compared to operating physical controls with fairly rapidly acquired muscle memory; I would expect voice interaction as the sole mode of control for any feature to reduce safety and utility (which, for many car features outside of basic driving controls, is comfort), and only be an improvement if otherwise there was no practical way to provide the feature.

EDIT: It may be debatable whether this falls in “no practical way”, but I definitely think a need for complex input (such as occurs in navigation) is, if not strictly included in that exception, its own exception.

Re: Tesla’s First-Quarter Deliveries Plummet

#257
post #171

Earlier quoted context omitted.

You think thats bad. Tesla is about to have to head to head with all the majors who are now starting to finally harvest about a decade of their own research in the space (prompted by Teslas early success). Musks ambitions and outbursts strike me as a man who suffers from the top killer of successful entrepreneurs, The skill/talent portability fallacy. It's this idea because you did something similar well, that your a…

>It's this idea because you did something similar well, that your ability should port to "things like it." Except that Elon Musk has: Completely disrupted online payments Completely disrupted space travel Completely disrupted automobiles . It wouldn't matter if SpaceX and Tesla disappeared at this moment. The history books would still be written about how Tesla and SpaceX were the things that instigated the change.

I’m pretty sure that Tesla investors with lots of money on the line invested in a car company, not Elon Musk’s hagiography.

Re: Tesla’s First-Quarter Deliveries Plummet

#258
post #183
post #171

Earlier quoted context omitted.

>It's this idea because you did something similar well, that your ability should port to "things like it." Except that Elon Musk has: Completely disrupted online payments Completely disrupted space travel Completely disrupted automobiles . It wouldn't matter if SpaceX and Tesla disappeared at this moment. The history books would still be written about how Tesla and SpaceX were the things that instigated the change.

He also did zip2 (to fund x.com which he sold and became paypal), which was essentially one of the first online phone books / business directories.

Copyright infringement from a purchased CD-ROM.

He is good.

Re: Tesla’s First-Quarter Deliveries Plummet

#259
post #5

Pre-market is... not looking very understanding this morning for $TSLA, to say the least.

Now we just need another (completely irrelevant) Elon pot scandal, and I can finally buy some TSLA on the cheap! (Kinda wish I thought to do that last time.)

It's relevant when he is:

1. A federal defense contractor, that is blatantly breaking a federal law.

2. Is firing people for doing the same thing that he himself is doing.

It's the poster child for privilege, in the old nobility 'the law doesn't apply to me' sense of the word. You should be outraged about that... That is, if you believe in the rule of law.

Re: Tesla’s First-Quarter Deliveries Plummet

#260
post #177

Earlier quoted context omitted.

Disclaimer: I do own a Tesla, and it does not drive like any other car I've drove or ridden in during my lifetime. My Dad says it is like being in a space ship. No, no, and no. Would I like Mercedes/BMW/Lexus/Audi/Jaguar to have electric vehicles? Yes I absolutely would! But would you have over the air updates, a push towards self driving (even if they're not there yet!), and a very strong push towards sustainable ma…

Not only do ICE car companies not issue OTA software updates, some use the same software for driver assist features for years in a row. I had heard good things about Subaru's EyeSight system and went to check out the 2019s Outback. I was floored to learn that the system is no smarter than it was in 2017, when this version came out. Are they not learning from the millions of miles their customers have driven in the la…

Another data-point is that I literally just went to talk by a researcher from Toyota's self-driving car group and they 1) mentioned some OTA updates they made on their auto-pilot features in the last several months. 2) talked about their data collection efforts from production cars- order of petabytes/day

I don't know much about subaru but other companies are definitely integrating advanced driver assist features/updates. No idea how they compare to Tesla's and in frequency of improvements but this is definitely a thing other companies are working on.

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