Earlier quoted context omitted.
> Leafs and Bolts were sold out (or leased out) almost everywhere they were available before the Model 3 was released. That's not true, people were leasing Leafs for tax credits the dumping them as soon as the lease expired. There was a glut of off lease Leafs on the market as early as 2017. I picked up a 2015 Leaf with 15k miles on it for ~$14k off lease in 2017 before the Model 3 went into production. Nissan starte…
There was intense demand for the Leaf in California. The waiting list was a year long through 2016, and in LA at least there was still a waiting list well into 2017. However, Nissan only ever made a few thousand Leafs a year and only made them available in select markets. By comparison, the Model 3 went into production in 2017 and they built the 500,000th in March of 2020. BMW, VW, Toyota, and Ford have all launched…
No there wasn't. Leaf sales dropped 43% from 2014 to 2015 and were even worse in 2016 for a number of reasons. The first was the Bolt was announced in early 2016 and the Model 3 in mid 2016 [1]. The second reason was the 2016 cost $5000 more than the 2015 because of a larger battery that only gave it 27% greater range (107 miles total)[1]. The third reason was that cosmetically it was unchanged from prior years [1]. The final reason was that there was an influx of cheap Leafs on the market[2].
The only waiting list in 2016 was for receiving your EV Rebate from the state[3].
The waiting list for the original Leaf was only 20,000 compared to the Model 3 which exceeded 300,000.
> BMW, VW, Toyota, and Ford have all launched new models in significantly greater numbers over shorter timeframes and with fewer employees than Tesla.
Ok? Incumbent car manufacturers who have been building cars for 50+ years can ramp up manufacturing of a new model ICE faster than a company that's just over a decade old that had to build an entirely new factory from the ground up. That should surprise no one.
So what about EVs? VW only managed to product around 30k of the ID.3 in 2020, it wants to build 300k in 2021. Ford's new Mach-E is limited to 50k units in 2021. Why? Both are due in large part to production constraints with the battery. The battery problem isn't going to go away and everyone, including Tesla is being throttled by it.
[1] https://www.autoblog.com/2016/02/05/facing-bolt-tesla-nissan... [2] https://www.autoblog.com/2016/02/16/cheap-used-nissan-leaf-e... [3] https://www.sandiegouniontribune.com/business/energy-green/s...