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…
Tesla’s First-Quarter Deliveries Plummet
341–350 of 488 posts
Re: Tesla’s First-Quarter Deliveries Plummet
#342Data 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).
Re: Tesla’s First-Quarter Deliveries Plummet
#343Earlier 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).
1 hour radius? The car has a over 200 mile range. How fast are you driving?
Re: Tesla’s First-Quarter Deliveries Plummet
#344Earlier quoted context omitted.
Another Tesla owner here. For me everything you say sounds convincing until I look at the Supercharging network. From my perspective every single issue you mention is a valid point; it's just that Tesla's nationwide (in North America) supercharging network is worth 5,000 points. When other manufacturers solve this problem (and Tesla hasn't met their quality standards) those manufacturers will be an option.
It doesn't seem hard for other manufacturers to come to an industry standard for car charging, and then have that built out. There's only 119 supercharging stations in the US. For the rest of the automotive industry to match that, especially if they all decide to collaborate, would take less than a year to catch up.
Re: Tesla’s First-Quarter Deliveries Plummet
#345Earlier quoted context omitted.
I don't think so. Tesla is like Apple in a way. They are both the "Brand name" and the "technology" all in one package, and splitting the 2 would lead to each one being significantly less than half their total. Personally I think what would be best for Tesla (in a vacuum) is if they stopped trying to grow so quickly, and grew much like the other car manufacturers did, over a longer period of time, so that missteps an…
I think if they could do one thing to improve their chances, it would be to find a check on Elon. A Gwynne Shotwell for Tesla, basically. Someone who can divert his energy towards reality, and stop him from making impulsive, insane mistakes. Example: Trying to ramp up the 3 way too fast, and over-automating their production. Those were undoubtedly very expensive missteps, and if I recall, there were a bunch of top-le…
Their last loan, they had to cut by $500 million due to lack of demand: https://www.bloomberg.com/news/articles/2018-11-19/elon-musk...
That doesn't seem like a company without turmoil either.
Re: Tesla’s First-Quarter Deliveries Plummet
#346Data 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 don't mind hybrid approaches like the newer touchscreen capabilities on new BMW iDrive systems, but having physical buttons that I can feel and interact with without crashing is good UX design. Fwiw, you don't see high performance cars with an all touchscreen interface, because that'll be mental for the drivers under high vibrations.
Re: Tesla’s First-Quarter Deliveries Plummet
#347Earlier quoted context omitted.
I don't think so. Tesla is like Apple in a way. They are both the "Brand name" and the "technology" all in one package, and splitting the 2 would lead to each one being significantly less than half their total. Personally I think what would be best for Tesla (in a vacuum) is if they stopped trying to grow so quickly, and grew much like the other car manufacturers did, over a longer period of time, so that missteps an…
If we follow your analogy, Apple provides both hardware and software value. In the case of Tesla, IMHO, the value is mostly hardware as in the core technology, not, IMHO, in the car/controls/screen/ that they put around. Again, as a thought experiment: Would customers not like a Mercedes/BMW/Lexus/Audi/Jag... with Tesla battery/drivetrain/superchargers but in a Mercedes/BMW/Lexus/Audi/Jag... car shell(for lack of a b…
Re: Tesla’s First-Quarter Deliveries Plummet
#348Earlier quoted context omitted.
The point was more that Tesla has already scaled beyond the level where "these companies know how to build cars" is reasonable spin. Tesla's building plenty of cars, making money doing so, scaling rapidly, and can only be expected to be doing better still by the time those competitors arrive in the market. That's not to say that they won't be highly competetive cars, they might (I for one certainly hope they are). Bu…
Tesla produced 77,000 vehicles in Q1, worldwide. Let's assume they hit their target of 400,000 vehicles in 2019. They would still need to triple production after that point to reach the top 20 of auto manufacturers in 2016 : https://en.wikipedia.org/wiki/List_of_manufacturers_by_motor...
Re: Tesla’s First-Quarter Deliveries Plummet
#349Earlier quoted context omitted.
Production is up year over year, no? We don't know what timeframe the tweet author is talking about. Did he mean there weren't many Tesla's there last quarter or a long time ago?
> Production is up year over year, no? Ok, sure. Now what happens to y-o-y growth when q-o-q growth is stagnant?
Re: Tesla’s First-Quarter Deliveries Plummet
#350Data 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…
Another Tesla owner here. For me everything you say sounds convincing until I look at the Supercharging network. From my perspective every single issue you mention is a valid point; it's just that Tesla's nationwide (in North America) supercharging network is worth 5,000 points. When other manufacturers solve this problem (and Tesla hasn't met their quality standards) those manufacturers will be an option.
Do you mean nationwide (in the United States) or continental (in North America)?
North America isn't a nation.