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Tesla Q1 2021 Results

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Re: Tesla Q1 2021 Results

#321

Post by Fronzie »

3dee wrote: post #292
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.

Right now Tesla is outperforming competition on three points: * 0-100km/h times * Range * Charging network I believe most people don't care about the 0-100 speed. And most people can live with a little less range. So this leaves the network as a selling point. I believe it depends on the country how important this is. For example in the Netherlands you can cross the whole country on one charge. So you don't need a ne…

The efficiency (miles per kWh) of Tesla's is still quite ahead of the competition. This allows for relatively smaller/cheaper batteries.

Re: Tesla Q1 2021 Results

#323

Post by RobRivera »

pyrale wrote: post #271
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.

And they'll produce more cars than there are atoms in the universe before the end of this century.

this right here. this is a spot data point. momentum, inferential analytics, etc. are beholden to error and volatility

Re: Tesla Q1 2021 Results

#324

Post by AYBABTME »

sharken wrote: post #255
AYBABTME wrote: post #220

Earlier quoted context omitted.

I think the cat is out of the bag for EVs: enough people have tasted them and wouldn't go back, and enough manufacturers got into the game, that even if Tesla was to fail, enough people would be asking for it, and enough manufacturers would already be advanced enough in their plans to keep the ball rolling. Basically, Tesla's mission is 99% accomplished.

In Europe there is still too few charging facilities. Basically an EV only makes sense if you own a house and can get your own charger. The V2 supercharger still needs around 20 minutes for an 80% charge, while the new BMW iX3 needs around 30 minutes for 80%. The Tesla V3 supercharger is promising, but the killer feature will be a unified charging platform and not one for each car maker.

I don't disagree but I think your point doesn't contradict what I'm saying about there being enough momentum already. It's not perfect right now but it's still already good enough to keep going, and the weather forecast shows clear improvements are coming.

Re: Tesla Q1 2021 Results

#325

Post by concordDance »

nikau wrote: post #66
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…

Except most real world tests show Tesla doesn't go any further than competing cars regardless of what their self reported EPA estimates say.

Can we have a source here?

Re: Tesla Q1 2021 Results

#326

Post by audunw »

3dee wrote: post #292
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.

Right now Tesla is outperforming competition on three points: * 0-100km/h times * Range * Charging network I believe most people don't care about the 0-100 speed. And most people can live with a little less range. So this leaves the network as a selling point. I believe it depends on the country how important this is. For example in the Netherlands you can cross the whole country on one charge. So you don't need a ne…

They are perceived to be very far ahead on vehicle assist and self-driving. I can't say if they actually are technologically speaking, but I think the perception they have will give them a significant benefit for years ahead.

A part of that is the frequent software updates, and even options of updating the hardware. It makes customers feel like their car could get full self-driving eventually, even if it doesn't ship with it now. Maybe it'll never happen, but the effect on sales is real.

I would also prefer Ioniq 5 or Kia EV6. But if I cared about self-driving I would probably get a Tesla. And as the other commented pointed out, their software is generally way better than the competition, and that's really what's making me think twice about getting VW or Skoda, even though I like their new EVs otherwise. I will also make sure to go through reviews on the software and updates of Hyundai and Kias new cars before I buy them. I'm happy with my current Kia Soul EV even though it doesn't get OTA updates. They did upgrade to support CarPlay, which I was really happy with, but that's it. That's fine for a car with such simple software. But for a car with more advanced features like the ones coming out now, it's just not.

Re: Tesla Q1 2021 Results

#327

Post by TheTrotters »

jillesvangurp wrote: post #313
habeebtc wrote: post #208

Earlier quoted context omitted.

I have two separate and (mostly) unrelated feelings. Musk has done something remarkable as you say. At the same time, the market cap is nuts and a portent of doom. Bigger than all car companies combined, by market cap? A market crash could take down Tesla and set back electric car adoption by 20 years.

Tesla is not just a car company. They are diversifying their income. Trucks, vans, are things they are planning to do but are holding back on because of a lack of battery to build those and because of continued spectacular demand for very lucrative high end cars. And that's just vehicles. Their solar business is scaling nicely. Grid storage is a growth market as well. And of course they are pairing their solar with d…

Yeah, perhaps it's easier to understand Tesla's valuation if we look at is as a solar energy company, not just a car company.

Re: Tesla Q1 2021 Results

#328

Post by oblio »

judge2020 wrote: post #170
TomVDB wrote: post #81

Earlier quoted context omitted.

Let's not forget impossibly advanced German car user interfaces, such as trackpad to gesture individual characters to spell a word!

For reference: https://youtu.be/_aV91djgwEc I'm astonished this made it to production. Red tape and bureaucracy means nobody is willing to push back against a feature that is bad and potentially dangerous (maybe not any more dangerous than touchscreens though).

Acura is German, not Japanese, you're not replying to the correct comment, I think.

Also, Acura's trackpad or whatever just needs a cursor. I wonder why they didn't think of that.

Re: Tesla Q1 2021 Results

#329

Post by froh »

3dee wrote: post #292
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.

Right now Tesla is outperforming competition on three points: * 0-100km/h times * Range * Charging network I believe most people don't care about the 0-100 speed. And most people can live with a little less range. So this leaves the network as a selling point. I believe it depends on the country how important this is. For example in the Netherlands you can cross the whole country on one charge. So you don't need a ne…

the tesla advanced driver assistance software seems to be fairly top of the line too in terms of outperforming the competition. There isn't much missing in the Wikipedia "ADAS" list of feature examples:

https://en.wikipedia.org/wiki/Advanced_driver-assistance_sys...

Re: Tesla Q1 2021 Results

#330

Post by oblio »

CyberDildonics wrote: post #155
anonymouse008 wrote: post #147

Earlier quoted context omitted.

This is Musk's exact defense - he very cleverly says nothing concretely positive about anything, and very specifically puts it in a public forum with Twitter. It's quite brilliant, although maddening to folks with less of a stomach... which is why he's in the position he's in - he makes those grey-area decisions. Where all of them add up in the future, only time will tell - but for now, results are squarely in his fa…

Cryptocurrency is not a stock and lots of people make predictions and bold statements about other things like gold and silver. Nothing here would be significant if the other side of the equation wasn't people soaking up the slightest drip of nonsense and turning it into a frenzy of something they don't understand.

> Nothing here would be significant if the other side of the equation wasn't people soaking up the slightest drip of nonsense and turning it into a frenzy of something they don't understand.

But people do, and that's why we have laws against crooks and scams. Just because people are stupid, exploiting their stupidity doesn't make you less of a criminal.

In the case of crypto, the laws haven't caught up yet, and they need to do it fast.

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