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Tesla Q1 2021 Results

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Re: Tesla Q1 2021 Results

#461

Post by DennisP »

johnyzee wrote: post #385
Corrado wrote: post #369

Earlier quoted context omitted.

> 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.

I've ridden in a Leaf and didn't notice anything remarkable. A Tesla was entirely different.

Re: Tesla Q1 2021 Results

#462

Post by unwind »

andrepd wrote: post #422
volta83 wrote: post #375

Earlier quoted context omitted.

> 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…

Have you stopped to think about the insane infrastructure that goes into supporting car driving? There are millions of gas stations across the planet, that had to be built, then continually supplied. Not to mention the billions (?) of km of asphalt roads. We did all that in the 20th century. What's so impossible about building chargers? I don't get it. As for driving at 200kph, that's just dangerous (unless you're in…

Uh, not to be too much of an Internet nitpicker, but according to [1] there's around 168,000 gas stations in the US. That's a pretty big car-using market right there.

Numbers for China are harder to come by, a quick search yielded [2] which states around 120,000 stations in 2019.

So, extrapolating from those two data points, I still think "millions" is a bit too many-sounding.

1: https://www.fueleconomy.gov/feg/quizzes/answerquiz16.shtml

2: https://www.businesswire.com/news/home/20190226005504/en/Chi...

Re: Tesla Q1 2021 Results

#463

Post by Poiesis »

yarcob wrote: post #417
chrisseaton wrote: post #382

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?

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…

I see plenty of families in Teslas; it turns out there are lots of families who can afford it.

A new Model S was too rich for my blood, so I picked one up used. Great family car. Massive amounts of storage. We're out of the stroller years but it would be great with a stroller.

Re: Tesla Q1 2021 Results

#464

Post by zwily »

deanak wrote: post #386
chrisseaton wrote: post #382

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.

My X has wiper controls on the stalk. Does that make it a real car for you?

Re: Tesla Q1 2021 Results

#465

Post by maxerickson »

mcot2 wrote: post #156
maxerickson wrote: post #134

Earlier quoted context omitted.

Tesla has ~2,000 charging stations (with 20,000 chargers). The stations seems to cost a few hundred thousand dollars. So they have a lead, but it's roughly a billion dollars (or maybe 2) to build out something similar, that isn't going to take decades. There are tens of thousands of places that might install a couple high power chargers (restaurants and similar). Doesn't take that many of them to add a lot of capacit…

I follow the development of the stations pretty closely. It is much much much harder than you think it is. Some stations take well over a year from permitting to lighting them up. Tesla has also made deals with a lot of businesses and states to put them on highway rest stops. The other charging stations are spotty at best. I live one mile from the Electrify America HQ. Even the station at their HQ is iffy and I had i…

Tesla has made approximately 2000 deals. Years aren't decades, and the cost just isn't high enough that it will drag out.

It's sort of neutral that there's more than one manufacturer of the other chargers, if the chargers work well with vehicles it doesn't matter if they come from 15 factories or 2.

Tesla clearly has a lead. My point is that it is unlikely to be durable.

Re: Tesla Q1 2021 Results

#466

Post by deanak »

zwily wrote: post #464
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.

My X has wiper controls on the stalk. Does that make it a real car for you?

https://electrek.co/2020/08/04/tesla-wiper-controls-ruled-il...

Re: Tesla Q1 2021 Results

#467

Post by deanak »

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.

So the person responsible for keeping their family alive doesn't look away from the road trying to perform a very common task. A car is designed around the idea that maintaining the driver's attention on the road is the primary function. I am not sure what is driving the design of Teslas for the newer models.

I like Teslas in general, but their decision to remove things like buttons and stalks from their vehicles is both dangerous and stupid, and people have already died because of it.

Re: Tesla Q1 2021 Results

#469

Post by neximo64 »

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…

Doesn't even still cover enough to justify its current market cap.

If anything these figures are just what the market cap has already adjusted to & why the market is unimpressed by the numbers. So while it is amazing it is not 'wow'

Re: Tesla Q1 2021 Results

#470

Post by 11thEarlOfMar »

nixass wrote: post #444
11thEarlOfMar wrote: post #440

Earlier quoted context omitted.

As noted elsewhere, I've put 70,000 miles on my Model 3. After driving a 328i for 20 years, the Tesla is more fun in every way. As for build quality, my maintenance so far is $850 for a windshield. Cuz... I drive it so fast all the time, pebbles chipped away at it until it cracked down the middle. That's it. I can also attest that operating costs are 1/4 the BMW. Energy costs, yes, but also $0 for brake pads (I'm at…

So reading your comment, what makes it premium? Fun and cheaper maintenance?

For reference, I put 230k miles on a 328i, 80k on an E430, 70k on a 2017 Model 3.

The good:

- Handling. Model 3 is sharper acceleration, flatter and faster curves, 4-wheel active traction control(- Sound System. Model 3 sound system is better than either of the other two. Moreover, it actually improved since I bought it through software upgrades. They even download new firmware into the amplifiers.

- Comfort. The Tesla seat is amazingly comfortable. I drove for 9 hours on Sunday for example. Never felt fatigued, no soreness, no pressure points in my ass. In the other cars, which are also very comfortable, I'd at least have a sore lower back after that amount of time in the saddle.

- Charging: Since Tesla has a captive charge station network, charging is a non-event. Back in to the stall and plug it in. It's fast and getting faster. No credit card input to futz with. Note that I don't have experience using other systems, but I've seen them collocated with Tesla chargers and I've seen users struggle trying to figure out how to get the juice flowing.

The Not Good:

- If the window is rolled down when you close the door, you can hear that it's not secured within the door (not premium).

- The trunk doesn't lift when you unlatch it from the console (not premium).

- Some carpeted seams are overlaid rather than joined. That seemed to be a miss in premium.

Overall, I'd say they focused on the elements that matter most (drive, comfort, sound) and the lesser factors, while important, will be corrected over time (fingers crossed).

FWIW, I did not label it as Premium. I don't know what I'd label it as, cuz I think BEVs are a different enough experience to have their own label. Just trying to offer some objectivity in this thread.

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