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Tesla Q1 2021 Results

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Re: Tesla Q1 2021 Results

#411

Post by thrwyoilarticle »

brianwawok wrote: post #28
ERD0L wrote: post #23

Earlier quoted context omitted.

Model 3 is a premium sedan ? Oh :/ Where are my paint color options, ventilated seats ? What about parts for my local car shop ? Did they forgot the safety features unique to german cars ?

Now compare 0-60 and infotainment systems. Is premium how fast the car goes, or how many paint colors it comes in? Different people have different requirements. You are likely paying over 100k to get a car as fast as a model 3.

>You are likely paying over 100k to get a car as fast as a model 3.

Define fast

Re: Tesla Q1 2021 Results

#412

Post by nixass »

yuribro wrote: post #395
kozak wrote: post #393

Earlier quoted context omitted.

When you say "in their driveway", you are already excluding everyone who doesn't have a driveway. I can recall maybe two or three people I know who have their own driveways.

If the GP's statistics are correct, how does your anecdote changes anything? More than 70% of all car owners is a very viable market.

"More than 70%" does not mean "More than 70% have their own driveway". Apartments don't have driveways and underground garages are often hard to retrofit.

Re: Tesla Q1 2021 Results

#413

Post by vincnetas »

volta83 wrote: post #378
iainmerrick wrote: post #364

Earlier quoted context omitted.

Buy an electric car for everyday stuff, hire a car for holidays?

That's not really a thing in Europe. Renting a big nice car for a 1 week holiday (so ~10 days) sets' you back 1000$, which is a bit over the average net monthly income over here. You can rent a small shitty car for much less, but then you might as well just use your own car. If money is not an issue, renting a car, picking it up, etc. is a bit of a pain. Since money is not an issue, you might as well spend more on a…

Wow. Thats expensive. I just checked and in LT there is a car sharing network, where you use cars on demand, and here one week rent for VW T-Corss is 125€. 379€ for month. +0.2€/km (fuel is included in price)

Re: Tesla Q1 2021 Results

#414

Post by mupuff1234 »

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…

Most car manufacturers sell trucks, vans, etc as well.

Re: Tesla Q1 2021 Results

#415

Post by andrepd »

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.

Yeah, and yesterday I wrote a line of code. Today I wrote two. This means in about three weeks I will write the linux kernel from scratch.

I expected Musk-hype in this thread but nothing quite so ridiculous as these idiotic "analyses".

Re: Tesla Q1 2021 Results

#416

Post by nixass »

judge2020 wrote: post #164
snoshy wrote: post #163

Earlier quoted context omitted.

> * Four additional gigafactories already in development Where did you see this? Best I can tell, 4 new models (Cybertruck, Roadster, Semi, Unannounced) are in development but only one more gigafactory (TBD) is in the works. Perhaps you misread things? Agree though, astounding rate of growth at this scale.

Berlin and Texas are still under construction, with neither having produced a single delivery car yet. I think they did conflate models with factories as you suspect, though.

Berlin factory is not necessarily behind the corner. Tesla is trying to cut corners there but Germany is not Wild West to let them do whatever they want.

Re: Tesla Q1 2021 Results

#417

Post by yarcob »

chrisseaton wrote: post #382
yarcob wrote: 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?

With "family car" I meant something like the VW Touran. A somewhat affordable car that still has enough space for all the stuff you might want to take along, like strollers, backpacks, scooters, kid bikes, skis, helmets, boots whatever. (Not all of that at the same time obviously)

There isn't really a great EV in that category yet, but I hope it's just a question of time.

Obviously you can use any car as a family car, but my impression is that Teslas are more targeted at commuters (except maybe the Model X, but that's so expensive that it's not really an option for any family I know).

Re: Tesla Q1 2021 Results

#418

Post by dustinmoris »

andrepd wrote: post #415
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.

Yeah, and yesterday I wrote a line of code. Today I wrote two. This means in about three weeks I will write the linux kernel from scratch. I expected Musk-hype in this thread but nothing quite so ridiculous as these idiotic "analyses".

Famous last words.

Reminds me of this:

https://www.youtube.com/watch?v=eywi0h_Y5_U

Re: Tesla Q1 2021 Results

#419

Post by easton »

chrisseaton wrote: post #387
deanak wrote: post #386

Earlier quoted context omitted.

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.

They’re saying that it’s not a real “car” unless there’s physical wiper controls.

Re: Tesla Q1 2021 Results

#420

Post by vincnetas »

Corrado wrote: post #369
3dee wrote: 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.…

I don't like this direction of development. I would like to see cars in future used for transportation and not racing. There is no place for racing on public roads especially in cities. So acceleration should be irrelevant.

It's like building bigger and bigger cars than other ones on the road to "be more safe" but at the end everyone is driving around in tanks (except other traffic participants like pedestrians and bicyclists). Same with "i'm faster than you"...

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