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Tesla stock drops 29% in first quarter as global dominance wanes

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Re: Tesla stock drops 29% in first quarter as global dominance wanes

#71

Post by ta1243 »

peutetre wrote: post #54
ta1243 wrote: post #47

Earlier quoted context omitted.

The lockin is at the charger level. Fill up with petrol? Drive up, tap your card, fill up. At some places you fill up then go into the shop and tap your card. Electric? Drive up, work out which of the dozen of apps there are, try to download it, hold your phone in the other hand to try to get a signal, finally download it, then register, sell your personal data, then finally you can try to work out how to charge your…

More sensible infrastructure regulation in Europe. They're mandating contactless payments on charger. No app required: https://www.fleetnews.co.uk/news/latest-fleet-news/electric-... Even on Tesla's newer dispensers: https://www.youtube.com/shorts/yflZN0dLT8s It's true that North America still has a long way to go on EV infrastructure, but it will get there eventually.

Damn government, making things better for everyday people. How can honest corporations abuse their captive audiences when the government keeps restricting their abilities?

Re: Tesla stock drops 29% in first quarter as global dominance wanes

#72

Post by gerdesj »

atombender wrote: post #63
gerdesj wrote: post #49

"Investors are concerned about auto sales as the company faces increased competition from China and disruptions in Europe." Tesla have practically defined the market so far. They made EVs cool, created a comparatively vast world wide charging distribution network and so on. Now we have competition, proper competition. Mind you some of it is a bit shag, but nonetheless there is competition, and a lot of it is pretty g…

> There is Polestar (from Norway) Minor correction: Polestar is Swedish. It is co-owned by Volvo and Geely, a Chinese car company, which in turn is an owner of Volvo. This year, Volvo stopped funding Polestar and has handed responsibility over entirely to Geely [1], and plans to get rid of their stake. So you could say Polestar is now a fully Chinese brand. Agreed about there being a lot of alternatives now. Other th…

Whoops ... (well Norway did gain independence from Sweden but that's history) ... but not really.

The EV market will be mostly or is already Chinese owned. Nothing wrong with that but they do have rather a lot of cameras and sensors in them which is handy but they also have an always on internet connection too.

Re: Tesla stock drops 29% in first quarter as global dominance wanes

#73

Post by peutetre »

seanmcdirmid wrote: post #70
peutetre wrote: post #44

Earlier quoted context omitted.

NACS is CCS. It's CCS type 3. It's why older Teslas can't charge on NACS chargers without a retrofit. They can't talk CCS without upgrades. Don't get confused by the branding.

They are CCS with a proprietary connector (well, soon to be SAE J3400), so it still means we (CCS1 cars) can’t use their chargers without an adapter, even if they let us.

It won't be proprietary. It is SAE J3400. It is CCS. That's why other manufacturers are willing to support it.

It's true that North America should have standardized a plug and charging standard a long time ago so drivers aren't in a situation where they have to waste money on adapters just to charge their car.

Europe has much better EV infrastructure today in part because manufacturers have been able to build to a common standard and have it work across all brands. That standardization has driven investment, development, and deployment.

Re: Tesla stock drops 29% in first quarter as global dominance wanes

#74

Post by DustinBrett »

viraptor wrote: post #35
DustinBrett wrote: post #13

The company is so far ahead that it doesn't matter as long as they can keep executing on their plans. Not a popular opinion right now because of the Musk hate, but Tesla is not like other companies and Elon is not like other CEO's.

It starts being less likely though. The plan was to make the expensive models fund the mass production. The cheap versions of 3 already happened, meanwhile other expensive brands got higher level driver assist, and other cheap brands got both lower cost and better quality of low end. They're months away from not being ahead at this point and there's nothing announced yet that could change it. What do you think they c…

It's that time of the day again where the doubting begins. I could list things they've said about their plans but it's easier to hate and na-say than believe. We are talking about a company that was nothing a decade or so ago and people are still saying the same tired doubts.

Re: Tesla stock drops 29% in first quarter as global dominance wanes

#75

Post by DustinBrett »

alkonaut wrote: post #40
DustinBrett wrote: post #24

Earlier quoted context omitted.

Building the future.

Last time I checked there is basically zero revolutionary things with Teslas cars, their battery tech, or manufacturing processes. Whatever advantage they had in range, charger network, manufacturing, side-businesses etc at least superficially seems to be pretty marginal. Sure, a marginal advantage can be huge in a competitive market, but building the future sees to be a bit hyperbolic. Oh, in the US they started off…

I don't believe you have the ability to "check". The Cybertruck is their latest move but they always have more. Robots, solar, charging, fsd. This stuff isn't going away.

Re: Tesla stock drops 29% in first quarter as global dominance wanes

#76

Post by DustinBrett »

jug wrote: post #37
DustinBrett wrote: post #24

Earlier quoted context omitted.

Building the future.

All companies and all individuals are part of building our single future and our future is hardly a Tesla dominated one.

I have no interest in them dominating and neither does Elon. It's about building a future.

Re: Tesla stock drops 29% in first quarter as global dominance wanes

#77

Post by DustinBrett »

arcticbull wrote: post #32
DustinBrett wrote: post #30

Earlier quoted context omitted.

Every time I hear one of you haters, I think the same thing, fyi. The difference is I think about things when they come out and you have your mind set on hating.

People will continue to call you out in this way because when asked "what do you think they do better" you replied with some handwaving nonsense. If you replied with some specific points, ideally quantifiable and backed by data, you would get quite a different response.

I've played that game. They will move the goal post. These people don't give a shit about a logical discussion.

Re: Tesla stock drops 29% in first quarter as global dominance wanes

#78

Post by DustinBrett »

samtheprogram wrote: post #45
arcticbull wrote: post #32

Earlier quoted context omitted.

People will continue to call you out in this way because when asked "what do you think they do better" you replied with some handwaving nonsense. If you replied with some specific points, ideally quantifiable and backed by data, you would get quite a different response.

This. "Building the future" is just asking for a similarly lazy retort.

I desire no retort from doubters or haters. Positive comments are welcome.

Re: Tesla stock drops 29% in first quarter as global dominance wanes

#79

Post by DustinBrett »

hervature wrote: post #39
DustinBrett wrote: post #26

Earlier quoted context omitted.

Tesla has no competition. Cars is a small part of what they do.

Tesla's most recent 10-K (numbers in millions of $): """ Automotive sales: 78,509 Automotive regulatory credits: 1,790 Automotive leasing: 2,120 Services and other: 8,319 Energy generation and storage segment revenue: 6,035 """ Which part are you referring to when you say cars is a small part?

Robots, self driving, solar, just engineering excellence alone is enough.

Re: Tesla stock drops 29% in first quarter as global dominance wanes

#80

Post by DustinBrett »

sumedh wrote: post #59
DustinBrett wrote: post #26

Earlier quoted context omitted.

Tesla has no competition. Cars is a small part of what they do.

> Tesla has no competition. Didnt Elon himself say that Chinese EVs are their biggest competition right now.

For cheap cars. Not against Tesla building the future.
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