Earlier quoted context omitted.
Most car buyers don't actually want minimalistic interiors.
I know you’re coming back in a few minutes to cite your sources. Excited to see the results of this survey!
Investors conclude that Tesla is a carmaker, not a tech firm
141–150 of 463 posts
Re: Investors conclude that Tesla is a carmaker, not a tech firm
#142I have a Tesla and I also hold a short position on TSLA. My Tesla is a great car. The best car that I've ever driven but I'm not sure if it has anything that other car manufacturers can't replicate. I think Apple can make an even better car than Tesla if they build the hardware and software like their phones and computers. The idea that Autopilot has some magic sauce that nobody else can replicate is laughable.
That's just it. I see it as follows. Back in the 2000s, the iPhone came out. Especially with the 3G, it was miles ahead of the competition, and it took Android manufacturers five years to catch up and overtake it. I believe Tesla holds - or, held - a similar position. They had a head start in many areas, but they could not keep it up. One big difference is quality; Apple phones have great build quality, always have -…
> Its owner messing around with the stock price by announcing a privatization, then buying Twitter on what seemed like a whim was another big issue of course. He lost a lot of credibility over the years.
I think this counts for more than people realize. Similar with Facebook/Zuckerberg and Amazon/Bezos. The most effective founder CEO, in my opinion, for a large company is one that stays generally unknown to the public.
Tesla went from cool (I personally thought a Tesla was much more desirable than a traditional luxury car like a lambo) to kinda cringe, in large part because Elon Musk is broadcasting cringe on the daily to anybody who will listen.
Re: Investors conclude that Tesla is a carmaker, not a tech firm
#143Tesla, and even more Uber, were priced as if self driving cars are almost here. The idea that services like Uber without the drivers would make car ownership obsolete drove those valuations. Now that self driving cars are many decades away, instead of less than one decade away, is bring stock prices down. I always questions how fast we would see self driving cars, not because of the technology, but because of consume…
>The idea that services like Uber without the drivers would make car ownership obsolete drove those valuations.
Huh? What? No. That's not where the valuation came from. To be fair to Uber, they created a new type of market for which there was an immense demand for. Their self-driving initiatives were a moonshot and maybe got some people excited and therefore invested in Uber (see Tesla/Musk), but not quite the same as saying it drove their valuation.
>Tesla, ... were priced as if self driving cars are almost here.
Tesla was/is a hype stock based on the personality cult of Elon Musk that stemmed from being first-to-market with EVs. The valuation wasn't really driven by whether or not Tesla cars are self-driving.
Re: Investors conclude that Tesla is a carmaker, not a tech firm
#144I have a Tesla and I also hold a short position on TSLA. My Tesla is a great car. The best car that I've ever driven but I'm not sure if it has anything that other car manufacturers can't replicate. I think Apple can make an even better car than Tesla if they build the hardware and software like their phones and computers. The idea that Autopilot has some magic sauce that nobody else can replicate is laughable.
Actually after having tested a couple of other cars, for instance the Renault Megane, the BMW i4 and the Mercedes EQE have better enhanced drive assistance than Tesla. For instance: * when in full-auto on a single lane road, when there's an exit on the right the Tesla 3 almost always slightly swerve towards the exit before coming back in its lane. None of the Megane, the EQE or the BMW i4 do that. * To overtake a slo…
> * when in full-auto on a single lane road, when there's an exit on the right the Tesla 3 almost always slightly swerve towards the exit before coming back in its lane. None of the Megane, the EQE or the BMW i4 do that.
A minor nuisance. Unless you happen to be at the ready attentively double-checking whatever the assistance is doing - then it must be infuriatingly annoying! Guess what you're supposed to be doing, all the time...
Re: Investors conclude that Tesla is a carmaker, not a tech firm
#145Tesla, and even more Uber, were priced as if self driving cars are almost here. The idea that services like Uber without the drivers would make car ownership obsolete drove those valuations. Now that self driving cars are many decades away, instead of less than one decade away, is bring stock prices down. I always questions how fast we would see self driving cars, not because of the technology, but because of consume…
> There was a survey a few years ago of how much more people would be willing to pay for cars that could drive themself, and the median answer was $0. This is because quite a few people gave a negative number, that is, they would pay extra for a car that could not drive itself. I think there's an inherent distrust (which I share) of giving technology the power to end our lives with one bug. Trust in technology, in ge…
>>with safety statistics better than humans
The problem is that will not be the expectation. It will need to be perfect or near perfect.
full self driving cars can drive a million of miles with no accident, but if on 1,000,001 miles there is a accident with a death it is all over the news, and people proclaiming the technology is terrible, unsafe and not ready. In that same 1,000,001 miles humans have caused far more damange and death but that is just "normal" so....
Re: Investors conclude that Tesla is a carmaker, not a tech firm
#146Earlier quoted context omitted.
The difference seems to be that Tesla was 5-10 years ahead on everything: Minimalistic interiors, modern infotainment, mobile app performance, and of course they lead the way in making electric cars viable by showing that they can both look good and blast off in record time. But you're right that other automakers see Tesla as a threat and are catching up; for example, the range and charging curve improvements on mode…
Being ahead on everything doesn't help if the larger players can pick and choose improvements and learn from your mistakes and adapt. It really doesn't help when the leadership of said car company is erratic and eroding the goodwill of the brand while people generally feel comfortable with more established carmakers. I feel pretty confident that major automakers are going to be around in 10 years. Buying a Tesla alre…
I haven’t checked in a while, but last time I looked Tesla was supply constrained—they couldn’t make cars fast enough to meet demand, so (unless that has changed) they’re probably not too worried about hypothetical demand reduction.
Re: Investors conclude that Tesla is a carmaker, not a tech firm
#147Earlier quoted context omitted.
> The idea that Autopilot has some magic sauce that nobody else can replicate is laughable. Apparently GM's Supercruise is better, and cheaper. I got enhanced autopilot in my first Tesla. Except for changing lanes, things like summon and autopark are just toys. The auto lane chance is so glitchy I decided I was better off saving seven grand on my second Tesla. But if Enhanced Autopilot was 1-2 grand, I'd have bought…
Wait what, SuperCruise better then AP? Any sources?
Well, that's highly subjective based on reviewer.
But, in general, Supercruise is hands-free and doesn't require jiggling the steering wheel every 30 seconds.
From what I understand, Supercruise is a lot more limited in where it'll work, compared to Autopilot.
But, EV market options are so limited that the differences really don't matter, unless that kind of functionality is top on your list. In my case, I bought a second Tesla because of the charging network, and because I needed a 3rd row.
Re: Investors conclude that Tesla is a carmaker, not a tech firm
#148TSLA is a good trading stock. I am buying here at $110. The negativity is a good thing.
Re: Investors conclude that Tesla is a carmaker, not a tech firm
#149Earlier quoted context omitted.
The difference seems to be that Tesla was 5-10 years ahead on everything: Minimalistic interiors, modern infotainment, mobile app performance, and of course they lead the way in making electric cars viable by showing that they can both look good and blast off in record time. But you're right that other automakers see Tesla as a threat and are catching up; for example, the range and charging curve improvements on mode…
> Minimalistic interiors, modern infotainment, mobile app performance None of that is why Tesla was ahead of everyone for so long. It's because their cars have better range, and Tesla is still the range leader. They held four of the top six spots in 2022, and the number one is the Lucid Air (only 3k of them have actually been sold): https://www.caranddriver.com/shopping-advice/g32634624/ev-lo... Also, I just want to…
You mean the range that a major governmental agency declared to be false advertising just a few days ago?
https://www.cnbc.com/2023/01/03/south-korea-fines-tesla-for-...
Re: Investors conclude that Tesla is a carmaker, not a tech firm
#150I have a Tesla and I also hold a short position on TSLA. My Tesla is a great car. The best car that I've ever driven but I'm not sure if it has anything that other car manufacturers can't replicate. I think Apple can make an even better car than Tesla if they build the hardware and software like their phones and computers. The idea that Autopilot has some magic sauce that nobody else can replicate is laughable.
"carmaker" != "electric carmaker" , all other carmakers DO NOT make profitable EV's and require heavy subsidies to be in parity. Tesla has better margins because it is vertically integrated . Apple will NEVER make a car , cars require a totally different supply chain not as simple as moving a low mass objects like phones and PC's , ie cant move them multiple times across different continents. other car makers will ha…
isn't tesla heavily subsidized via carbon credits?