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Tesla Q1 2021 Results

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Re: Tesla Q1 2021 Results

#241

Post by browningstreet »

azinman2 wrote: post #64
dangus wrote: post #10

Earlier quoted context omitted.

The inflated stock price is easy to explain: intangibles are part of the balance sheet. In my guesstimation, Tesla will be making electric cars with a range to dollar ratio that can’t possibly be matched by incumbents for the foreseeable future. VW and the rest are more capable of producing a refined car, but (again, my opinion) Tesla’s EV advantage is similar to the big three’s various inertial advantages that they…

So I just bought an ID.4 this weekend after seeing on HN on Friday that it launched in the US. I also test drove a Tesla Y just to double check Saturday morning before doing so. Tesla Y is for sure faster and the better drive. It's also like 10-15k more expensive and that's not even before VW's rebates. The interior was weird -- tiny headrests, tiny mirrors, and really poor back visibility. A giant screen in middle a…

I recently compared the number of charging stations for Tesla, Ford and VW here in Reno. Tesla had some, Ford had many, VW had very few. In markets like this that’s gonna hurt for a while.

Re: Tesla Q1 2021 Results

#242

Post by cloudking »

kamilszybalski wrote: post #209
cs702 wrote: post #132

Whatever you may think of Tesla and Musk, you have to agree that they've accomplished something rather incredible. Few would have thought this possible not that long ago: * 185K vehicle deliveries in Q1, +109% versus a year ago [a] * 2.7K supercharger stations, +41% versus a year ago * 24.5K supercharger connectors, +44% versus a year ago * 92 MW of solar generation deployed in Q1, +163% versus a year ago * 445 MWh o…

They sold some of their BTC holdings right?

Yes they sold 10%, source: https://twitter.com/elonmusk/status/1386821144037236737

Re: Tesla Q1 2021 Results

#243

Post by ra7 »

ravedave5 wrote: post #183
anonu wrote: post #50

> We believe that a vision-only system is ultimately all that is needed for full autonomy. Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision. This is a huge gamble IM…

like 90%+ of living beings on the planet use eyes to navigate. Seems to work for them. None use LIDAR or RADAR, only a few use SONAR.

Computers sometimes need additional aid to compensate for the lack of human brain.

Re: Tesla Q1 2021 Results

#244

Post by CamperBob2 »

moduspol wrote: post #130
blamazon wrote: post #79

Earlier quoted context omitted.

Unnecessary cost and complexity are the reasons Tesla has quoted before. One less sensor to buy, or replace when it breaks. I’m not convinced. There’s good reasons they’re the lone player in the self driving space with this vision only play.

> When radar and vision disagree, which one do you believe? Vision has much more precision, so better to double down on vision than do sensor fusion. [1] https://twitter.com/elonmusk/status/1380796939151704071

How much precision do you need to keep from running into a truck?

Re: Tesla Q1 2021 Results

#245

Post by speedgoose »

random314 wrote: post #120
t0mas88 wrote: post #68

Earlier quoted context omitted.

What you can buy instead is 99% based on personal preference, I cancelled the model 3 and got a BMW because I liked the few I had before. But my co-founder would never drive a BMW. He returned his second model S and got an Audi EV instead. Which is not a car I would pick. My point is that a model 3 isn't really a luxury car, it's an entry model and has the build quality and options that go with that.

Great to learn today that the model 3 is not a premium car. My whole life has been a lie. How do I refine my tastes to appreciate premium cars like the bmw like you? I never had a mentor who could teach me the finer aspects of premium taste.

I do think the model 3 is a premium car, and I don't understand how you can say the opposite with a strong confidence. But some other cars are better on some aspects, and worse on some aspects.

It's not very important but when you close a door or the trunk on the model 3, it doesn't sound premium. It has this cheap metallic sound. When driving, the sound proofing is not the best either compared to similar priced EVs. About the interior materials, I am not a fan of the fake leather and I prefer the real leather you can find in most premium vehicles but I know it depends a lot on tastes and many like that it's not dead animals skin. The top of the trunk has no cover and someone at Tesla had fun with the hot glue gun on the car I rented, but I heard that the Porsche Taycan has no cover either.

At the same time the model 3 has a great entertainment system, drives super well, and I love the interior design. I would like to replace my old "premium" BMW i3 with a "premium" Model 3.

Re: Tesla Q1 2021 Results

#246

Post by ping_pong »

lumost wrote: post #224
cs702 wrote: post #132

Whatever you may think of Tesla and Musk, you have to agree that they've accomplished something rather incredible. Few would have thought this possible not that long ago: * 185K vehicle deliveries in Q1, +109% versus a year ago [a] * 2.7K supercharger stations, +41% versus a year ago * 24.5K supercharger connectors, +44% versus a year ago * 92 MW of solar generation deployed in Q1, +163% versus a year ago * 445 MWh o…

I had to look it up but for reference in Q1 2021 the big auto makers delivered the following. Ford: 521,334 GM: 642,250 Toyota: 2.46 million VW: 2.5 million If Tesla holds up they'll be larger than Ford in 2 years and be the largest automaker in the world in 4 years.

Tesla has already lost marketshare in almost every market so they won't be bigger than Ford in 2 years. They will likely lose their regulatory credits some time this year because VW, Audi, Porsche and Ford have strong offerings.

Re: Tesla Q1 2021 Results

#247

Post by _ph_ »

rsj_hn wrote: post #229
lumost wrote: post #224

Earlier quoted context omitted.

I had to look it up but for reference in Q1 2021 the big auto makers delivered the following. Ford: 521,334 GM: 642,250 Toyota: 2.46 million VW: 2.5 million If Tesla holds up they'll be larger than Ford in 2 years and be the largest automaker in the world in 4 years.

Obligatory xkcd https://xkcd.com/605/

Not quite to the point, as the growth of Tesla isn't just a single data point, but the growth is pretty constant over many years.

Re: Tesla Q1 2021 Results

#248

Post by _ph_ »

ketzo wrote: post #240
ogre_codes wrote: post #219

Earlier quoted context omitted.

> New S, X, Roadster, Cybertruck, and Semi models on the way There is also a lot of noise around the sub $30k mystery car Musk hinted about at the battery event. He said $25k, but given Tesla’s pricing history, $28-30k is more likely.

To be honest, given Tesla's pricing history and Musk's... claim-making history, $35k is more likely. But I can dream.

The Model 3 is pretty close to $35k, so while the compact car might not hit precisely $25k, it should be distinctively below $30k.

Re: Tesla Q1 2021 Results

#249

Post by markvdb »

tw04 wrote: post #34
asien wrote: post #21

Earlier quoted context omitted.

> I find this to be a major milestone in the transition to BEV. This is an achievement. While I agree it would be great if we had 0 emission vehicles, today EV in US or Germany run largely of coal , hence battery production is anything but green... Thus I still don’t see the point of what’s called « Transition ». Climate change is real , but at the moment without nuclear fusion I fail to see how this is going to chan…

> today EV in US or Germany run largely of coal No? Coal accounts for 11% of US energy production. 7.5% for Germany. https://www.eia.gov/energyexplained/us-energy-facts/ https://www.statista.com/statistics/736640/energy-mix-german...

Unfortunately, you seem to have misread the report you quoted. Germany's not-so-secret is lignite, a dirtier kind of coal supplying 16.8% of its electricity. Lignite together with traditional coal at 7.3% supplied 24.1% of Germany's electricity. [0]

[0] https://strom-report.de/germany-power-generation-2020/

Re: Tesla Q1 2021 Results

#250

Post by yaomtc »

schwank wrote: post #216
soheil wrote: post #189

Earlier quoted context omitted.

Even Ford stopped making the Mustang sedan. There is a move to SUVs across the auto industry. I'm not sure if winning a rapidly shrinking segment is as much of an accomplishment as Tesla wants investors to believe.

That's not accurate in any form. The Mustang was not a sedan, but a coupe, and Ford has not stopped making the Mustang in the current form. You can still order a GT500 with 12mpg city. They added an electric version, the Mach-E, which is more of a crossover format.

I wouldn't call that a version, the Mustang Mach-E is a different product line. Just shares the branding and takes some design cues. It's like an adopted son who gets dressed up like the father, but has different genes
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