Tesla’s First-Quarter Deliveries Plummet

Post by mrnobody_67 » Fri, Apr 05, 2019, 12:32 AM UTC

SEJeff wrote: post #188

ineedasername wrote: post #146

Earlier quoted context omitted.

I don't think so. They may have a lead on battery tech etc., but I wouldn't say it's a commanding lead. Given a few other EV options that come close in range, other manufacturers seem likely to keep plugging away on their own tech rather than rely on someone else with marginal & decreasing advantages. On drive train, motors, etc., established manufacturers have decades more comparable experience they can bring to bea…

They have an exclusive tech partnership with John B Goodenough (yes that is his real name), who is literally one of the inventors of lithium ion batteries. He's made a few breakthroughs[1] recently wrt max duty cycles, and only Tesla is getting that technology. It means their batteries will last longer than anyone else. It is one of the reasons the Tesla batteries have less nickel and cobalt, which is completely unri…

Post by xedeon » Fri, Apr 05, 2019, 12:44 AM UTC

bjl wrote: post #173

pmart123 wrote: post #166

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I'd be skeptical about this. The extreme/rare event is Tesla got hundreds of thousands of people to put a down payment on a car with zero marketing costs. Unfortunately, Solar-city and taking on convertible debt vs. equity have shrunk down their runway. Had they not done the related party transaction and issued equity, I think they could ramp production at a slower rate without the quality issues you hear about. I do…

> The extreme/rare event is Tesla got hundreds of thousands of people to put a down payment on a car with zero marketing costs. According to their SEC filings Tesla spends tens of millions of dollars per quarter on marketing costs. Where does the idea that they spend zero on advertising come from?

Post by xedeon » Fri, Apr 05, 2019, 12:51 AM UTC

xkjkls wrote: post #354

mikeash wrote: post #96

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In sorta-rich places like Washington, DC, they’re all over the place.

Yeah, basically in the places that coastal elites exist.

Post by xedeon » Fri, Apr 05, 2019, 1:01 AM UTC

rconti wrote: post #213

bksenior wrote: post #112

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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…

Post by xedeon » Fri, Apr 05, 2019, 1:07 AM UTC

gre wrote: post #79

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.