Tesla Delivers Record 97,000 Vehicles in Q3 • Hacker News Board

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#191

Post by new_realist » Thu, Oct 03, 2019, 2:12 AM UTC

xkjkls wrote: post #37

Robotbeat wrote: post #31

Earlier quoted context omitted.

Are people really unable to tell the difference between when something is possible versus when it's likely? Maybe it's just my perspective as a physicist, but the gulf between those two things can be immense. Considering the factory coming online very soon, I think the situation is looking pretty good, actually.

Why do we think they are production limited instead of demand limited? They’ve had to lower ASPs for close to 5 consecutive quarters. That’s not indicative of production constrained.

Tesla has over 14,000 cars in inventory. They are not production constrained, which is exactly why they keep dropping prices.

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#192

Post by clouddrover » Thu, Oct 03, 2019, 2:16 AM UTC

danhak wrote: post #190

clouddrover wrote: post #189

Earlier quoted context omitted.

> There are currently 474 supercharger stations in Europe vs. 150 for Ionity But the difference is Ionity is CCS and all EVs can charge at its chargers. CCS cars can use any CCS provider like Ionity, FastNed, Allego, etc. which is the correct approach. I can fuel my ICE car at any fuel station and I should be able to charge my EV at any charging station.

While accurate, your post only serves to underscore Tesla’s strategic advantage here.

There are no long term advantages to closed networks. They either become dead infrastructure or they get converted to the common standard.

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#193

Post by danhak » Thu, Oct 03, 2019, 2:26 AM UTC

clouddrover wrote: post #192

danhak wrote: post #190

Earlier quoted context omitted.

While accurate, your post only serves to underscore Tesla’s strategic advantage here.

There are no long term advantages to closed networks. They either become dead infrastructure or they get converted to the common standard.

Tell that to Facebook and Apple.

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#194

Post by clouddrover » Thu, Oct 03, 2019, 2:30 AM UTC

danhak wrote: post #193

clouddrover wrote: post #192

Earlier quoted context omitted.

There are no long term advantages to closed networks. They either become dead infrastructure or they get converted to the common standard.

Tell that to Facebook and Apple.

You mean two companies that run their businesses on a global, standardized, interoperable computer network aka The Internet?

You're making the case for CCS. I agree with you. A common charging standard is better for everyone, just like common internet protocols allow Facebook and Apple to be successful.

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#195

Post by danhak » Thu, Oct 03, 2019, 2:35 AM UTC

clouddrover wrote: post #194

danhak wrote: post #193

Earlier quoted context omitted.

Tell that to Facebook and Apple.

You mean two companies that run their businesses on a global, standardized, interoperable computer network aka The Internet? You're making the case for CCS. I agree with you. A common charging standard is better for everyone, just like common internet protocols allow Facebook and Apple to be successful.

No, I mean two companies that are notorious for vigorously defending their proprietary walled gardens.

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#196

Post by bryanlarsen » Thu, Oct 03, 2019, 2:57 AM UTC

clouddrover wrote: post #158

et2o wrote: post #127

Earlier quoted context omitted.

People have been making that exact argument for years. There have been so many "Tesla killers" that I've lost count. None have panned out. The Taycan is roughly twice as expensive as the equivalent Model S Tesla and has greatly inferior range and, among people likely to buy electric cars, presumably less brand value. People haven't forgotten VW's emissions scandal. Let's not forget they haven't even shipped a single…

> Furthermore, there's no real competition on the horizon Volkswagen will be delivering a lot of EVs in 2020. They're targeting everything from the low end (SEAT Mii) to the high end (Porsche Taycan). Here's Volkswagen's EV lineup for the next 18 months: - VW e-Up!: https://www.carscoops.com/2019/09/vws-updated-e-up-offers-16... - VW e-Golf (will be replaced by the ID.3, but still available): https://www.youtube.com/…

This is the same company that had to scale back production because they couldn't make 50,000 etrons in 2019. So I'll believe it when I see it.

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#197

Post by bryanlarsen » Thu, Oct 03, 2019, 3:12 AM UTC

pcurve wrote: post #47

graiz wrote: post #17

They had a leaked email posted last week that they were pushing for 100K. So 97k is less than was priced into the stock. Not sure why institutional investors don't like the stock and it's so heavily shorted and twitchy. Tesla could use a COO to manage operational expectations and let Elon focus more on engineering in the future. It'll keep his twitter/email free from setting market expectations.

The street was expecting much higher than 100k. Down 4& after hour. Currently Tesla's valuation is higher than both BMW and Mercedes. No doubt, they're enjoying rich multiple due to other forward-looking business units, but they're not generating any money. Their car business is what's keeping the light on. On long term, Tesla's car business is uncertain. The first-mover advantage is eroding quickly as legacy mfrs ar…

BMW and Mercedes each have an enterprise value of $140B. Tesla is $54B. Ford is $155B.

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#198

Post by clouddrover » Thu, Oct 03, 2019, 3:42 AM UTC

danhak wrote: post #195

clouddrover wrote: post #194

Earlier quoted context omitted.

You mean two companies that run their businesses on a global, standardized, interoperable computer network aka The Internet? You're making the case for CCS. I agree with you. A common charging standard is better for everyone, just like common internet protocols allow Facebook and Apple to be successful.

No, I mean two companies that are notorious for vigorously defending their proprietary walled gardens.

Tesla's current charging network is more like the early days of AOL or Prodigy. They both eventually converted to being internet providers.

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#199

Post by cma » Thu, Oct 03, 2019, 4:13 AM UTC

elisharobinson wrote: post #125

cma wrote: post #92

Earlier quoted context omitted.

what’s the implication supposed to be?

R u a dissatisfied customer

I'm not claiming fraud against me.

Re: Tesla Delivers Record 97,000 Vehicles in Q3

#200

Post by FullyFunctional » Thu, Oct 03, 2019, 4:49 AM UTC

clouddrover wrote: post #158

et2o wrote: post #127

Earlier quoted context omitted.

People have been making that exact argument for years. There have been so many "Tesla killers" that I've lost count. None have panned out. The Taycan is roughly twice as expensive as the equivalent Model S Tesla and has greatly inferior range and, among people likely to buy electric cars, presumably less brand value. People haven't forgotten VW's emissions scandal. Let's not forget they haven't even shipped a single…

> Furthermore, there's no real competition on the horizon Volkswagen will be delivering a lot of EVs in 2020. They're targeting everything from the low end (SEAT Mii) to the high end (Porsche Taycan). Here's Volkswagen's EV lineup for the next 18 months: - VW e-Up!: https://www.carscoops.com/2019/09/vws-updated-e-up-offers-16... - VW e-Golf (will be replaced by the ID.3, but still available): https://www.youtube.com/…

And yet none of these many examples are really compelling compared to a Tesla (wrt. range and performance). Quality > Quantity.

I'm actually glad they are trying, but they need to try harder.