181–190 of 192 posts
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In fairness Norway does have ludicrous levels of hydro per capita which makes electricity very cheap.
Although I guess now Australia has ludicrous levels of solar per capita - they're famously launching 3 hours/day of free electricity to try to soak it all up.
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I think this opinion fails to explain why Tesla is faltering so badly in China. The products aren’t “done.” They’re stagnant. Where is their proper 3 row SUV, not a hacked together half-effort like the YL? Where is their passenger premium van product for China? Remember that this is a company with a huge factory and presence in China, and they were the first mover in that market, but they’re getting eaten alive by co…
> Tesla is faltering so badly in China. Huh? In June the best selling EV in China is Model Y across all price ranges. Model 3 a tie for the 8th with many ~$10k entry level higher up. If you only rank among ~$40k, then it's a tie for the 4th. This is very very far from faltering so badly .
Toyota didn’t start outselling GM until 2021. Honda and Hyundai still sell fewer vehicles than Ford and GM in the US.
Tesla still sells a lot of product and does relatively well for itself, but proportionally to its prior status in the market, it has fallen far.
Tesla’s small model range makes their numbers look better because they can say that their two volume models sell very well. In reality, BYD is shipping hundreds of thousands more BEVs than Tesla and Volkswagen Group is outselling Tesla in Europe.
Another way to put this is to say that it’s really impressive that the Model Y sells number similar to the RAV4 and CRV in the United States. It’s far less impressive when you consider the fact that Toyota has nine SUVs in their lineup.
When you have a small model lineup like Tesla has it skews things a bit. Let's say you have a buyer who really likes the Tesla brand and wants a subcompact city car, or maybe they want a 3-row SUV. Let's say about 40% of them say "you know what, I like Telsa so much, I'll compromise and get a Model 3 even though it's bigger than what I want" or they say "I'll get the Model YS even though it's not a full large sized 3-row SUV I want."
This scenario now pads the numbers for those models and makes it look like the Model Y/YS/3 are incredibly successful, even though they didn't quite fit their buyer demographic and those buyers might not be back as repeat buyers as soon as there's another option available on the market that works better for them.
This hypothetical leaves 60% of potential buyers defecting to other brands right away. They'll say, "Tesla doesn't make what I want, I'll go buy an EV9 or a Renault 5 instead, even though I prefer Tesla."
A lot of those buyers are buyers that Tesla could have had, but they don't have because their model lineup is too thin.
This is exactly why most large volume brands have some kind of badge engineering and sub-brands going on. Toyota doesn't lose any buyers that want a Camry but want it to be more luxurious, those buyers are directed to Lexus. Hyundai doesn't lose any buyers that want more aggressive/sporty/modern styling, those buyers go with a Kia.
Tesla sells far too many cars to not have any of this yet, but they've just under-expanded, IMO.
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> Tesla sells more vehicles than Mazda Isn’t that all that matters ?
> Isn’t that all that matters ? Where the ball is vs. where the ball is heading. Musk (and TSLA shareholders keeping the price where it is) is arguing the ball is heading to robotics and AI; I think we're at least a decade from the robotics+AI vision he's trying to sell the dream of, and in the meantime he may lose the car business by everyone else out-innovating on vehicles with regards to stuff he's either lost int…
It’s not like Tesla runs a Japanese-style corporation with tons of product breadth…they don’t even have product breadth in their primary business.
If they couldn’t maintain market leader status in their primary area of expertise, what makes them likely to gain market leader status in a tangentially related field?
It seems like an incredibly random product opportunity, and it’s highly suspicious of being a stock pump mechanism.
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By features you mean surveillance and spyware bundled with locked down, closed source software aimed at restricting you as much as possible whilst extracting every last cent out of you. Effectively no modern car "looks cute" or good. They are all stupid SUVs for soccer moms brainwashed by car marketing.
> Effectively no modern car "looks cute" or good The Renault 5 is kinda cute.
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Calling it clouded is an understatement. Apart from some Chinese cars (xpeng comes to mind), Rivian, bmw new class (but on paper; practically there are too many issues), other cars don't even come close to Teslas.
I own a 2018 Model 3 and I love it. Plus it's in good shape with limited maintenance. I'm looking to trade it in. But honestly, I don't want to buy effectively the same car but slightly worse, with no turn signals (the recent M3) or an uglier version (the Model Y.) Historically, upgrading from an eight-year old car to the current version of the same model was a pretty big upgrade. Not with Tesla: I'll either keep thi…
The difference between them are subtle but massive. To the point, I will say a good amount of Tesla owners complains about build quality are fully on point.
On the other hand, those same people will be pleasantly surprised if they try out ~2025 models.
I own both. To an external eye, latest Y just has lightbar and more space. But only when you use it, you notice the QoL improvements. I rarely drive the M3 even though it is the more "fun" car...
As for turn signal stalk, it is present in Y. and newer 3 as far as I know.
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We're talking about new cars, which in the US the average price of is $50K. The working class tends to buy used cars, of which 3 times more than new cars are sold each year.
Doesn’t matter the price really. People will lease new cars for a couple hundred a month. Or finance them to about that monthly. No one is paying $50k day one. This makes it so people you wouldn’t expect to afford a 50k asset actually do have one, because they can afford to part with like $200/mo.
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Doesn’t matter the price really. People will lease new cars for a couple hundred a month. Or finance them to about that monthly. No one is paying $50k day one. This makes it so people you wouldn’t expect to afford a 50k asset actually do have one, because they can afford to part with like $200/mo.
You brought up the working class as sensitive to price and now you say they aren't. That doesn't seem like a logically consistent position but maybe I'm not understanding what you are saying.
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I have compared prices in fast-charging stations to gasoline here in Sweden, and a gasoline car get more miles for the money. The price can be up to 100x, or 10000% that of the market price that the fast-charging stations buy their electricity from. And even with that, very few places seems to be willing to build competing charging stations that will undercut those prices. The only way to actually save money is to ha…
I have found fast-charging prices near where I live to be fairly competitive with gasoline per-mile. The lower maintenance costs of an EV are icing on the cake, so to speak. But I actually do most of my charging as trickle-charging from a regular home outlet, despite it being slow; it adds about 40 miles of range per 24 hours of charging. My car sits in my driveway most of the time so that's actually sufficient most…
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I have found fast-charging prices near where I live to be fairly competitive with gasoline per-mile. The lower maintenance costs of an EV are icing on the cake, so to speak. But I actually do most of my charging as trickle-charging from a regular home outlet, despite it being slow; it adds about 40 miles of range per 24 hours of charging. My car sits in my driveway most of the time so that's actually sufficient most…
If it was about reducing lifetime ownership costs, you'd be hard pressed to ever exceed what you pay for an EV with say a couple grand used japanese ice car with a basic 4 banger engine and manual transmission.
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Although I guess now Australia has ludicrous levels of solar per capita - they're famously launching 3 hours/day of free electricity to try to soak it all up.
Hydro has the benefit of being available at night when you're unlikely to be using your car.