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Tesla releases Q1 2024 deliveries: disastrous results

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Re: Tesla releases Q1 2024 deliveries: disastrous results

#161

Post by mschuster91 »

ein0p wrote: post #148
rcMgD2BwE72F wrote: post #89

Earlier quoted context omitted.

>even though I disagree with some of his opinions Let me guess, nothing that's part his core believes?

Yes, I do believe our species needs to be multiplanetary, internet should be available everywhere, electric cars need to take over, and paralyzed people should be able to walk again.

We share the same goals (except for electric cars needing to take over - they do, but the real issue is that public mass transit needs to take over!), but the methods / the lengths Elon Musk is willing to go to in pursuit of those goals are disturbing to many people.

Re: Tesla releases Q1 2024 deliveries: disastrous results

#162

Post by afavour »

Ajedi32 wrote: post #152
afavour wrote: post #27

Earlier quoted context omitted.

I’m a “normal person” and I’d love one. But they’re too expensive and the charging situation near me isn’t great.

It sounds like you like the idea of EVs but not the reality. I'm in the same boat; it's a cool technology, just not currently very practical for my situation. Maybe future technology and infrastructure improvements will change that someday, but we aren't there yet, at least not for me.

Right, as much as anything I was addressing the OP's statement "top down government technology mandates never work". Some technologies need top down help to achieve viability and to my mind EVs fit that bill. If the government help bootstrap the industry it could easily achieve viability over the years. It's hardly without precedent: would car travel be the same without the interstate highway system?

Re: Tesla releases Q1 2024 deliveries: disastrous results

#163

Post by JKCalhoun »

sp332 wrote: post #77
matthewfelgate wrote: post #23

Are Tesla sales levelling off? I'm not convinced that electric cars are going to be mainstream, apart at the high end, for a few decades.

It's already around 20% of all cars sold globally last year. And prices are still dropping. https://thedriven.io/2024/01/25/worlds-largest-ev-battery-ma...

Dropping prices are what are going to move EVs IMHO. On paper they are so much simpler than ICE vehicles they should be a fraction of the cost. My understanding is that the battery is the expensive component — and I understand the prices of those keep coming down.

Re: Tesla releases Q1 2024 deliveries: disastrous results

#164

Post by ein0p »

cma wrote: post #155
ein0p wrote: post #126

Earlier quoted context omitted.

It also has much better range than the Mercedes, accelerates faster, costs nearly half as much, and can use Superchargers. I can forgive the slightly less fancy "finish" for all that.

When Tesla gets tight for money they raise the Supercharger price to more than gas, it happened once around 2018 during a cash crunch.

I rarely use it (the vast majority of Tesla owners charge at home), but when I do, I appreciate the fact that it's there, even if the price is higher. It's still cheaper than gas. I actually think that's kind of the idea. One or two long road trips per year become possible. With most other EVs they're a dicey proposition still.

Re: Tesla releases Q1 2024 deliveries: disastrous results

#165

Post by aidenn0 »

PheonixPharts wrote: post #70
toomuchtodo wrote: post #3

Interest rates and vehicle prices too high, must come down to expand TAM. Future benchmark rate cuts should improve affordability (most people finance and buy a payment), but Tesla will need to navigate burn rate until central bank pivots.

> Interest rates and vehicle prices too high, must come down I'm still a bit surprised how many people, even professionals in the lending space, hold this view that "interest rates must fall!" We're still relatively low for federal interest rate[0]. Near zero interest rates are not sustainable long term and have lead to a tremendous asset bubble we're still just figuring out the consequences of. It's a bit frightenin…

> We're still relatively low for federal interest rate[0]. Near zero interest rates are not sustainable long term and have lead to a tremendous asset bubble we're still just figuring out the consequences of.

My house is still likely to go for more than I paid for it in 2018, even after adjusting for inflation. It should be obvious that housing cannot sustainably rise at above-inflation rates indefinitely.

Re: Tesla releases Q1 2024 deliveries: disastrous results

#166

Post by state_less »

PheonixPharts wrote: post #70
toomuchtodo wrote: post #3

Interest rates and vehicle prices too high, must come down to expand TAM. Future benchmark rate cuts should improve affordability (most people finance and buy a payment), but Tesla will need to navigate burn rate until central bank pivots.

> Interest rates and vehicle prices too high, must come down I'm still a bit surprised how many people, even professionals in the lending space, hold this view that "interest rates must fall!" We're still relatively low for federal interest rate[0]. Near zero interest rates are not sustainable long term and have lead to a tremendous asset bubble we're still just figuring out the consequences of. It's a bit frightenin…

I’m not sure why people think interest rates will go down if we’re running 3%+ (50%+ above target) inflation and unemployment is below 5%. I don’t care what the projections are, the rates won’t drop until inflation is below 3% or unemployment shoots up. If they did drop the rates in these conditions, it would signal a failure of the FEDs dual mandate.

My prediction is that rates stay the same or even are raised if inflation continues to run hot while unemployment is down.

Re: Tesla releases Q1 2024 deliveries: disastrous results

#167

Post by jeffwask »

hn72774 wrote: post #73

Could it be that Musk's inflammatory language and behaviors are a turn off for potential buyers? They are a turn off for me. I like the vehicles but I'd never get one.

Honestly, he has been on a tear alienating the primary pool of Tesla buyers and appealing to a group that denies climate change and would never buy an electric car. I used to hear praise of Musk constantly from other folks in software 10 years ago and all that positive buzz is gone.

Re: Tesla releases Q1 2024 deliveries: disastrous results

#168

Post by 2four2 »

alkibiades wrote: post #17

top down government technology mandates never work. the early adopters and rich california folks all already have EVs. normal people don’t want them toyota was right and that’s why i got their hybrid vehicle instead of an EV

I love the rhetoric that simultaneously paints California as rich yet wrong with policy. "Those successful Californians are failures!"

Re: Tesla releases Q1 2024 deliveries: disastrous results

#169

Post by qwerpy »

cqqxo4zV46cp wrote: post #110
hn72774 wrote: post #73

Could it be that Musk's inflammatory language and behaviors are a turn off for potential buyers? They are a turn off for me. I like the vehicles but I'd never get one.

Even if I wanted a Tesla, it wouldn’t pass the partner acceptance test for me. My partner is aware of the quality issues, but beyond that, she (like me) can’t help but cringe at the optics of owning a Musk-mobile. If you want to be a loudmouth dick online and intertwine your persona with that of your companies for #traction, it cuts both ways.

It's funny how different cultures view things so differently. My wife (Chinese) and her circle of friends are pretty much the opposite. They used to all get BMWs/Mercedes but with how practical EVs are, the default choice is now Tesla. I think they're somewhat aware of Elon's shenanigans but it's all chalked up to "silly American politics" so no one cares.

Re: Tesla releases Q1 2024 deliveries: disastrous results

#170

Post by e36 »

kllrnohj wrote: post #131
epistasis wrote: post #29

Earlier quoted context omitted.

I ask owners of other EV vehicles how they like their car, and >50% of my sample size of ~10 bring up "at least it's not owned by that crazy man" as a big reason as they explain the other deficiencies. (Mostly bad controls, UX, etc. stuff that the Tesla gets right.) I have a Tesla Model 3 right now and it's my favorite car ever, by far, but I also will be unlikely to buy another tesla. It's not the same company as si…

> Mostly bad controls, UX, etc. stuff that the Tesla gets right. What? Tesla's controls are ass. They're infotainment responsiveness is great, but the turn signal steering wheel buttons, windshield wipers, drive mode select, etc... are all absolutely horrible. It's literally the reason we passed on the Model 3 & S when shopping for an EV. The extra 20-60 miles of range wasn't worth it to put up with that nonsense.

That's just for the cars with that yoke steering wheel, right? The controls for the more "normal" cars is pretty intuitive. Except for headlights. I don't know why it couldn't just have a switch for headlights.
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