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Tesla Q1 2021 Results

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Re: Tesla Q1 2021 Results

#381
post #292

Earlier quoted context omitted.

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…

> I believe most people don't care about the 0-100 speed. You say that, but almost every single person I've given a ride to in my Model Y has come away from the acceleration portion of the trip amazed and wanting more. Older men, young kids, soccer moms, teenage girls, all get that breathy expression when you effortlessly pass someone on the expressway. And this is a Model Y, one of the slowest Tesla's on the market.…

Not care is perhaps a bit strong. But pay the price? Most opt out of that.

Re: Tesla Q1 2021 Results

#382
post #304
post #262

Earlier quoted context omitted.

When you sold 1 car yesterday, and sell 2 today, you have doubled your sales. It's misleading to talk about growth in terms of percentage points (or doubling/tripling, etc), if it's somewhat low numbers.

VW has just started selling their first "real" electric cars based on their all new platform. If that platform works out then Tesla is going to compete not against one or two new models, but they'll suddenly compete against two dozen models. Unless VW fucks something up in the next year, I just don't know how Tesla expects to compete with them. Tesla only has a handful of high end cars; they have no family cars, no v…

> they have no family cars

Why can’t you use a Tesla for a family car? Most of them have four seats. What else do you need for most families?

Re: Tesla Q1 2021 Results

#383

Earlier quoted context omitted.

In the European market the range advantage might not be a big deal, but it's a major selling point in the American market. Probably the biggest concern I hear from people about going electric-only is range anxiety - the notion that they might need to drive a long distance on a whim and worry they might be "stranded" with no battery, regardless of the actual likelihood of that. With America's generally poor public tra…

> In the European market the range advantage might not be a big deal, It wouldn't be a big deal if charging time was I do occasionally (once per month or two months) go somewhere that's 800km away. Driving at 180-200km/h avg speed and refueling once that's a 5 hour trip. If I have to drive at 120 km/h and charge multiple times I'm looking at > 8h trip or more. I also drive to some places at 300km distance or so for t…

You may or may not be exaggerating but if you aren't then you are definitely an outlier. Which kind of sucks for you because it's going to be hard to keep doing this when the rest of the world has moved on.

Re: Tesla Q1 2021 Results

#384
post #347
post #291

Earlier quoted context omitted.

If the market expands faster than your market share shrinks, your business still grows. Examples: IBM with IBM PC, Apple with iPhone.

Examples: IBM with IBM PC And we all know how many IBM PCs IBM has sold over the past decade. I think that IBM might actually be the most apt analogy for Tesla. 20 years from now Tesla will be a niche player in the market they built basically from scratch.

I still think they will end up as a subsidiary of one of the laggards.

Re: Tesla Q1 2021 Results

#385
post #292

Earlier quoted context omitted.

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…

> I believe most people don't care about the 0-100 speed. You say that, but almost every single person I've given a ride to in my Model Y has come away from the acceleration portion of the trip amazed and wanting more. Older men, young kids, soccer moms, teenage girls, all get that breathy expression when you effortlessly pass someone on the expressway. And this is a Model Y, one of the slowest Tesla's on the market.…

People feel that way the first time they feel the acceleration of any electric car, even a Nissan Leaf.

Re: Tesla Q1 2021 Results

#386
post #304

Earlier quoted context omitted.

VW has just started selling their first "real" electric cars based on their all new platform. If that platform works out then Tesla is going to compete not against one or two new models, but they'll suddenly compete against two dozen models. Unless VW fucks something up in the next year, I just don't know how Tesla expects to compete with them. Tesla only has a handful of high end cars; they have no family cars, no v…

> they have no family cars Why can’t you use a Tesla for a family car? Most of them have four seats. What else do you need for most families?

A non-touchscreen way to operate windshield wipers. VW makes a car with an electric drivetrain, Tesla makes an electric drivetrain with a place to put people and things.

Re: Tesla Q1 2021 Results

#387
post #386

Earlier quoted context omitted.

> they have no family cars Why can’t you use a Tesla for a family car? Most of them have four seats. What else do you need for most families?

A non-touchscreen way to operate windshield wipers. VW makes a car with an electric drivetrain, Tesla makes an electric drivetrain with a place to put people and things.

I don’t really get what you mean, sorry? Why does a family need different wiper controls to a single person? And obviously you can put people and things in a Tesla.

Re: Tesla Q1 2021 Results

#388
post #292

Earlier quoted context omitted.

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.

This doesn't seem to be true. Hyundai Kona Electric 64kWh gets 3.6 Miles per kWh and the Kia e-Niro 64kWh gets 3.5 Miles per kWh in real world tests.

They are more efficient and have more range than any of Teslas offerings:

https://www.whatcar.com/news/what-car-real-range-which-elect...

Re: Tesla Q1 2021 Results

#389
post #86

"Model 3 was the best-selling premium sedan in the world, outselling long-time industry leaders such as the 3 Series and E Class. This demonstrates that an electric vehicle can be a category leader and outsell its gas-powered counterparts." I find this to be a major milestone in the transition to BEV. This is an achievement.

Even if Tesla eventually failed, this is an achievement. They've fully validated the EV market. I highly doubt that we'd be seeing accelerating EV adoption like this without Tesla.

Nissan deserve some recognition as well, it's not just Tesla.

Re: Tesla Q1 2021 Results

#390
post #29

"Model 3 was the best-selling premium sedan in the world, outselling long-time industry leaders such as the 3 Series and E Class. This demonstrates that an electric vehicle can be a category leader and outsell its gas-powered counterparts." I find this to be a major milestone in the transition to BEV. This is an achievement.

The model 3 really isn't a premium sedan. It's more like a mid range Skoda than an Audi, with a cheap plastic interior and pretty bad build quality. They sell very well because it's cheap and in many countries you get a great tax deal on them making it even cheaper. Which I'm really happy for because EVs help against climate change. But I'm also very happy I cancelled my pre-order and don't have to drive a model 3.

Skoda's have pretty good build quality nowadays.
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