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Tesla’s First-Quarter Deliveries Plummet

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Re: Tesla’s First-Quarter Deliveries Plummet

#381

Post by et2o »

dmode wrote: post #375
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…

This data point has no correlation with the headline. As Tesla has no problem selling Model 3s - the car with absolutely no buttons. The market has spoken and there is overwhelming support for no button car. Deliver reduction is primarily due to Fed tax credit expiry, shipping bottlenecks, and slowing S/X sales since they are very old cars. Also, Tesla making ~70k vehicles in a quarter is a remarkable achievement as…

I think the Jaguar competes price-wise more with the Model S and X then Model 3. Since he/she bought it instead of a Tesla, parent does correspond to headline.

Re: Tesla’s First-Quarter Deliveries Plummet

#382

Post by dmode »

yumraj wrote: post #134
Klathmon wrote: post #116

Earlier 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…

As a Tesla owner I absolutely want Tesla to sell the whole package. I was a long time BMW owner and hated their joke of an iDrive system. Tesla is a software first company and constantly improves the customer experience. My car today is actually way better than when I bought it. I don’t care about drive train and motor. I mostly care about Tesla’s approach to toward constantly improving the owner’s experience during the lifetime of the car

Re: Tesla’s First-Quarter Deliveries Plummet

#383

Post by dmode »

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

You mean like GM and Bolt ?

Re: Tesla’s First-Quarter Deliveries Plummet

#384

Post by philwelch »

SEJeff wrote: post #370
philwelch wrote: post #319

Earlier quoted context omitted.

By volume, the largest EU car manufacturer is Volkswagen, which barely existed before WWII. The other German manufacturers also had to start from scratch.

Volkswagen was founded May 28, 1937, and they were the fuhrer's favorite. That's still 66 years head start. I bet if I gave you a 66 year head start in virtually anything you could probably do a better job than I will when I start. You've not disproved the underlying meaning of my statement really. I don't see why people are downvoting it as the content is sensible.

Volkswagen was used for war manufacturing pretty much as soon as they started and never manufactured commercial passenger vehicles until years after the war.

If you made that point about Daimler or BMW you might have a point, because they actually made cars before being turned into Nazi war manufacturers and bombed into oblivion, but Volkswagen was never anything but a Nazi war manufacturer until the end of the war.

> You've not disproved the underlying meaning of my statement really.

What, that learning how to manufacture large numbers of automobiles is a lost art from the 19th century? The underlying meaning of your statement is absolute garbage because there's half a dozen East Asian companies that figured it out since 1960, some of them even since the mid-1980's.

Re: Tesla’s First-Quarter Deliveries Plummet

#386

Post by Brakenshire »

dragontamer wrote: post #338
Brakenshire wrote: post #335

Earlier quoted context omitted.

I’m talking about EV’s in general, Honda Clarity is another decent example. If your car always starts each day with 250 miles range, stopping to charge outside of the house is a rare ocurrence. Having a break for 20 minutes rather than 5 minutes after 3 hours of driving, a handful of times each year, isn’t my idea of a dealbreaker. The big problem as I say is the extent of the network, especially in rural areas. Most…

Depends. My family always stops at a particular location in Virginia whenever we travel south (or back north) on vacations. Its literally a family tradition. There's no Supercharger close by, but plenty of gas stations. To go pure electric would mean giving up this yearly family tradition for our summer road-trips. We'd have to change the stop to fit the car (ie: find a new spot closer to a supercharger). That's defi…

Yeah, I see your point, this is I suppose about what is called the destination charger network. This is a last mile situation with a lot of capital needed to build out a full network, which will make it more difficult for Tesla when competing with open standard charging networks. In Europe it looks a lot better, because the model 3 can use any CCS charger. I think we’ll end up with a few percentage points of all parking spots having 10-50kW chargers, especially for places where people tend to stop off on journeys. It’s starting to happen, but is a long way off what’s needed. It will be a lot easier in some places than others because of geography and population density. In some places plug in hybrids will undoubtedly be an important part of the market for a long time.

Where I am, 300 miles will get you almost across the country, so it’s a different calculation from yours!

Re: Tesla’s First-Quarter Deliveries Plummet

#387

Post by mikeyouse »

dmode wrote: post #376
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.

GM also competed with Tesla with its Bolt. Where are they now ?

The Bolt reliably sells ~20k units per year which is clearly lower volume than the Model 3, but still a decent clip. Probably 2 or 3 billion in EV sales + whatever the Volt's done?

Re: Tesla’s First-Quarter Deliveries Plummet

#388

Post by fattire »

paddy_m wrote: post #341
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…

I completely agree about buttons. Touch screens have no place in a car.

Have you tried it or are you speculating?

Re: Tesla’s First-Quarter Deliveries Plummet

#390

Post by fattire »

cameldrv wrote: post #378
ssewell wrote: post #269

Earlier quoted context omitted.

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…

Yeah but that's neglecting the time it takes to plug and unplug your car every night/morning. I'd say it takes about 15-30 sec for each action. If you do this once per day to make sure you're topped off, and you drive 30 miles per day, you get about 50 miles of charge per minute of your time. A typical gas pump fills at 9 gallons per minute, plus 2-3 minutes to pull into the pump, swipe your credit card, etc. If you…

If your range is 325 miles (Model 3 LR), charged 90% max you don't have to plug in more than once a week, depending on your commute.

Also, people calculating road trip "stop time" seem to forget that when you leave on a multi-day roadtrip, there's usually a oh-crap-I-haven't-changed-my-oil-in-forever stop, and a "fill up before I get on the road" stop. Both of which are not needed before you take off with an EV. You'll leave on your with a full "tank" without the "lets gas up for the trip" stop, and when you return, you again have a full tank the next day without the "damn I'm empty and have work tomorrow so better fill up again" stop.

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