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Tesla’s First-Quarter Deliveries Plummet

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Re: Tesla’s First-Quarter Deliveries Plummet

#261

Post by alunchbox »

ntsplnkv2 wrote: post #253
azhenley wrote: post #239

Earlier quoted context omitted.

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.

Right, which we need to stop using? like yesterday.

Re: Tesla’s First-Quarter Deliveries Plummet

#262

Post by azhenley »

ntsplnkv2 wrote: post #253
azhenley wrote: post #239

Earlier quoted context omitted.

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.

Maybe. It forces me to take 30 minute breaks every 3-3.5 hours, which I have found far more enjoyable than what I did in my gasoline car (drive for 10 hours with only one five minute break).

I quite like stopping at Tesla charging stations. They're generally in shopping areas with food and WiFi, and you can talk to other Tesla owners. It is like a new philosophy of traveling for me :)

Re: Tesla’s First-Quarter Deliveries Plummet

#263

Post by weaklearner »

jumbopapa wrote: post #201
jressey wrote: post #175

Earlier quoted context omitted.

And then I would just shrug my shoulders and buy more index funds. Investing in individual companies, no matter what you think you know, is always unwise compared to index investing.

If anyone would like to know more about this please visit the Bogleheads Wiki [1] and join the forums [2]. I have found this community to be an invaluable resource in pursuing financial independence. [1] - https://www.bogleheads.org/wiki/Main_Page [2] - https://www.bogleheads.org/forum/index.php

or read a random walk down wallstreet

Re: Tesla’s First-Quarter Deliveries Plummet

#264

Post by dustindiamond »

notfromhere wrote: post #152
bksenior wrote: post #112

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 probably going to turn out that the guys who've been building cars for a century can figure out battery technology faster than the battery guys figuring out how to scale auto manufacturing

All the German car manufacturers have in terms of engineerig talent and cultural is mostly mechanical, and brilliantly so.

But, the electronics suck.

Some of the most talented chemical, physical materials and electrical engineers work for Musk’s companies.

You can just tell that Tesla’s were not designed with teams in silos. I don’t think car makers are currently capable of that.

Re: Tesla’s First-Quarter Deliveries Plummet

#265

Post by toasterlovin »

mhermher wrote: post #131
leesec wrote: post #119

Earlier quoted context omitted.

Even worse, I was driving around the other day and saw entire parking lots full of inventory at this weird thing called a dealership, maybe GM and Ford are going under since they have all this inventory sitting there?

Hey, you're almost half way too understanding why dealerships are quite a good arrangement for auto manufacturers.

If dealerships were a good arrangement for manufacturers, dealerships wouldn't have to turn to legislation to ensure their own continued existence. I mean, how much do you think it bugs the shit out of the German auto manufacturers that they spend an unfathomable amount of time and energy making world class cars, only to have their customers have to deal with a car salesman in order to actually buy one.

Re: Tesla’s First-Quarter Deliveries Plummet

#266

Post by CydeWeys »

paganel wrote: post #140
goshx wrote: post #125

Earlier quoted context omitted.

You mean, you would not buy electric if, as a mechanic, most of your knowledge cannot be applied to an electric car. For other people who like speed and performance, Tesla's are the cheapest way to get there.

> For other people who like speed and performance, Tesla's are the cheapest way to get there. I generally like Teslas but unfortunately they were not meant to be driven at high speeds for what other people consider as a normal period of time, as can be seen for example in this YT video [1] of a Tesla's battery over-heating after driving at 190-200 kph on the German autobahn. Their 0-to-100 kph times are excellent, th…

The vast majority of Germans don't drive on the Autobahn at such insane speeds, and this certainly isn't an option anywhere else anyway (legally). Such a niche use case really does not matter all that greatly in the scheme of things. I can think of dozens of factors more important to me than "not being able to drive at 200 kph for extended periods of time".

Re: Tesla’s First-Quarter Deliveries Plummet

#267

Post by zepearl »

twblalock wrote: post #240
steelframe wrote: post #233

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…

Jaguar, Audi, and BMW are all working on electric cars to compete directly with Tesla. These are large car companies who know how to build millions of cars per year. They have large dealer networks already in place to sell and service their cars. Competition is going to get a lot tougher for Tesla over the next few years.

And additionally Volvo (Polestar 2) => configurator: https://www.polestar.com/cars/polestar-2/buy

(but I understood that deliveries would start only in 2020)

Re: Tesla’s First-Quarter Deliveries Plummet

#268

Post by twblalock »

ajross wrote: post #247
twblalock wrote: post #240

Earlier quoted context omitted.

Jaguar, Audi, and BMW are all working on electric cars to compete directly with Tesla. These are large car companies who know how to build millions of cars per year. They have large dealer networks already in place to sell and service their cars. Competition is going to get a lot tougher for Tesla over the next few years.

Tesla builds more cars per quarter than Jaguar already. But yes, competition is (finally!) coming and that's a great thing.

Jaguar is part of Tata. If Tata gets good at manufacturing electric cars in large quantities it would be a big deal.

Re: Tesla’s First-Quarter Deliveries Plummet

#269

Post by ssewell »

ntsplnkv2 wrote: post #253
azhenley wrote: post #239

Earlier quoted context omitted.

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.

Would have to mostly agree here, but it's trading time spent at one place for time spent at another. (Disclosure: I'm a Chevy Volt owner, so I have the option of both EV charging and gasoline, on rare occasion).

I recently saw someone make a valid point (IMHO) that I hadn't given much thought in the past: The time spent a DC chargers is somewhat offset by lack of stops at a gas station. Assuming you stop for gas once a week, and it takes 5 minutes to fill up and go... that's around 4.3 hours you spend at a gas station every year.

On the other hand, you may spend time at a DC charger during long road trips, but you don't have any obligation to stop at a location to recharge during normal commutes, since you simply charge overnight at home.

In other words, you have to stop for gas every X miles in an ICE vehicle, but you may have to stop for a recharge in an EV (usually for long road trips).

Re: Tesla’s First-Quarter Deliveries Plummet

#270

Post by twblalock »

nwah1 wrote: post #243
steelframe wrote: post #233

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.

The time for standards is when technology is mature. If you standardize too soon you restrict innovation.
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