351–360 of 778 posts
Earlier quoted context omitted.
Significantly higher? A brand new 3 series is 40k, an Audi A4 is 39k, and a C Class is 41k. I’m not even looking at the smaller 4 door models from Audi and Benz which are even less than the Model 3. Maybe Europe gets a smaller 4 door BMW. I didn’t even count the offerings from Japan which are even less.
An Audi A4 is really not a luxury vehicle in any meaningful sense.
Earlier quoted context omitted.
I find the Panasonic thing very weird. Tesla claims to be battery limited, and also mentioned that their popular and in demand power walls are being throttled by lack of batteries. Does make me wonder. Is Panasonic blackmailing Tesla with limited supply to influence Tesla's battery supply in China? Is Panasonic and/or Tesla lying about the situation?
> Is Panasonic and/or Tesla lying about the situation? Panasonic makes rational business decisions. Tesla is being Tesla.
Tesla is claiming that they are battery supply limited and would ship more powerwalls and cars if they had more.
Not clear that Tesla's car production doesn't have other bottlenecks, but it does seem weird that Tesla doesn't sell more powerwalls, if the supply was there.
Seems most likely some political maneuvering to try to get Tesla to commit to Panasonic batteries at other locations. Or just incompetence on one or both sides.
Tesla's biggest threat for the next year or so is themselves. They took down the S/X lines (layoffs in January and cutting the standard range versions in March) to update them, and the end result is the S/X can now manage 370/325 miles for the long range versions. https://www.motortrend.com/cars/tesla/model-s/2019/exclusive... The etron and ipace are both significantly smaller and/or have significantly less range tha…
Earlier quoted context omitted.
Conflicting reports about car brands .. I see people saying Tesla lack a lot of quality compared to German cars. Some youtube car guys like scotty kilmer are saying german brands quality has gone to the toilet compared to early 90s. Lots of over engineered electronics, a lot more cheap materials for parts (except for the actual traction subsystem).
They're not conflicting because they refer to different senses of quality, in my estimation. Tesla's models can be said to lack in quality by design (materials, luxury features) compared to German and especially Japanese cars at a similar price point. The German cars generally lack in quality in terms of longevity and robustness, statistically and anecdotally.
Earlier quoted context omitted.
Tell that to the woman I saw driving down I-45 recently in a Tesla. Going well under the flow of traffic in the left lane, doing her makeup, completely not paying attention to anything but herself.
I agree these people are risking their lives. That shows just how badly people want to do something else instead of driving though, and how important autonomous cars are. If tesla (or some other company) can get it right, this is transformative.
Earlier quoted context omitted.
I'm not sure they've done things anyone considered impossible. People have said these things will be wildly unprofitable, sure, and so far those people are mostly right. But nobody has said it would be impossible to build a big expensive electric sedan with high range. Nor did anyone say it would be impossible to build a wide coverage fastcharge network. Surely they are impressive feats, but not "thought to be imposs…
First US car company in 60 years, electric at that. Best crash test ratings. Highest owner satisfaction. First US-owned factory in China. Built in about 6 months. Ability and willingness to use OTA updates. Willingness and ability to put auto-pilot on the road for consumers. Ridiculous performance. Better chip than Nvidia. Top 2 auto battery supplier. Best selling lux car in US (ICE or EV). Dramatically better batter…
Earlier quoted context omitted.
I think pretty much every single person who owns a Model S/X would tell you that they're never going back to the old German crew. Tesla enjoys the strongest brand loyalty of any car manufacturer. Apple-like loyalty. Tesla doesn't feel like a toy, it feels like the future. They're years ahead of everybody else in terms of tech that is usable today.
Conflicting reports about car brands .. I see people saying Tesla lack a lot of quality compared to German cars. Some youtube car guys like scotty kilmer are saying german brands quality has gone to the toilet compared to early 90s. Lots of over engineered electronics, a lot more cheap materials for parts (except for the actual traction subsystem).
Earlier quoted context omitted.
That's actually a very good point - Tesla's current "halo car" isn't the Model S or the Roadster 2.0, it's the Falcon Heavy.
What? SpaceX and Tesla are completely distinct companies. What you're saying here is somewhat insulting to the folks at SpaceX who are actually responsible for creating the Falcon Heavy.
Tesla's 1.5B reduction of cash on hand was largely due to the 920M convertible bond payment — but that only happened because TSLA didn't perform to the level necessary for conversion (~$360 IIRC). I wonder what changes in terms this'll warrant for future capital raises. Then they mention that they missed a lot of revenue due to missing half their shipments overseas, and onto Q2 (But also expecting a loss in Q2). Sale…
This wasn't reported much, but Tesla also expanded their ABL (Asset Based Lending) credit agreement by $500M in March 2019: https://ir.tesla.com/node/19561/html Without that, they would have $500M less cash on hand. They shipped half of their cars in the final 10 days of Q1. Finances must have been pretty tight at the start of March. That was around the time they announced they are closing all stores, firing sales pe…
(There was a later comment from Musk saying that he just picked a date when posting this but eventuelly Model Y was revealed on March 15th 2019, so it looks like the timeframe for the reveal actually was somewhat clear back then.)
Earlier quoted context omitted.
I'm still trying to figure out the root cause. Is it because, production is not keeping up to demand? Or is it because demand is dying? So far it seems former, not later. Some analysts are saying random things like impact of tax credit and competition coming in to EV market. I still don't see anything close to Tesla offering in EV space, at least in US. They really need to focus on offering EV at $18K price point wit…
> Or is it because demand is dying? The demand was for something that they no longer sell.
The demand for the semi-premium model outweighed the standard by 6 to 1, so no, the demand is right where the new obvious entry model is.
It is still technically available, but not in any obvious way (if you weren’t to already know, it’d be fair enough to assume it wasn’t available anymore).