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Tesla delivered 83,500 vehicles in the third quarter, more than expected

cnbc.com

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Re: Tesla delivered 83,500 vehicles in the third quarter, more than expected

#111

Post by dang »

MrEfficiency wrote: post #81
iamleppert wrote: post #65

Tesla has a product that people want, and, importantly appeals to the new generation of prospective car owners in a way the other auto manufactures can't come close to even hoping. Youth haven't really been interested in cars in the same way and with the same level of excitement they once were for awhile now until Tesla came along. To put simply, they will eventually figure out their manufacturing and economies of sc…

I used to think HN comments were smart, until you read a thread about Automotive. Then you realize that this board has no Auto experience, upvotes/downvotes based on their cult hero. Since HN rules say we cant hypothesize about Tesla Astroturfing these threads, I'll just say that the information on HN regarding automotive is... questionable.

Please don't break the site guidelines while pretending not to break them.

Please do correct misinformation with facts, especially if you know a lot about a field where most of HN doesn't. As long as you're civil and can back up what you're saying, that adds value.

Re: Tesla delivered 83,500 vehicles in the third quarter, more than expected

#112

Post by Gibbon1 »

Latteland wrote: post #67
iamleppert wrote: post #65

Tesla has a product that people want, and, importantly appeals to the new generation of prospective car owners in a way the other auto manufactures can't come close to even hoping. Youth haven't really been interested in cars in the same way and with the same level of excitement they once were for awhile now until Tesla came along. To put simply, they will eventually figure out their manufacturing and economies of sc…

It's not rocket science of course (hah), they can just keep plugging away at manufacturing and get more and more efficient, eventually being as good as a "real automobile" company. I can't understand the continuing feeling that they can't just make more cars with practice, that people actually want to buy some of them. They aren't for everyone, but they are just fun electric functional cars.

Advantage Tesla has is no legacy products of note. And most of the hard stuff they are trying to do is complex and expensive, but ultimately a solved problem.

Meaning there is no technical, economic, or skills related[1] reason that can't pull this off.

[1] Skills related. There are large numbers of engineers and techs that know how to work out Tesla's production issues. Meaning it's not like Tesla can't find people to fix these issues.

Re: Tesla delivered 83,500 vehicles in the third quarter, more than expected

#113

Post by dpark »

dragonwriter wrote: post #110
dpark wrote: post #98

Earlier quoted context omitted.

> if your car's engine fails after 100,000 miles they are not paying for anything And exactly what car companies will pay for engine if it fails after 100K miles? Come on, 100K miles and you want to complain about reliability? > which has personally affected me. And here you've clearly announced that your condemnation of VW has nothing to do with morals or ethics and everything to do with your personal inconvenience.…

> And exactly what car companies will pay for engine if it fails after 100K miles? Chrysler (incl. Jeep and Dodge) has a standard lifetime powertrain warranty.

Thanks, that's pretty interesting. I wasn't aware of that.

Re: Tesla delivered 83,500 vehicles in the third quarter, more than expected

#114

Post by mikestew »

greglindahl wrote: post #108
mikestew wrote: post #91

Earlier quoted context omitted.

You would imagine correctly. Then you'll understand the value of a fast charging network like Tesla has. I understand the value just fine. And for me, it's not very high; certainly not high enough to pay more than double for the car (had Model S's even existed when the Leaf was purchased).

So, basically, you're saying that the supercharger network has no value for anyone because you own a Leaf? No wonder Tesla-related threads on HN are such high value. Next up: guy complaining that electric cars will never succeed because he lives in an apartment and can't currently charge at home.

So, basically, you're saying that the supercharger network has no value for anyone because you own a Leaf?

I can’t begin to imagine the mental confusion necessary to lead you to that conclusion. To be clear, no, that’s not what I said at all.

Re: Tesla delivered 83,500 vehicles in the third quarter, more than expected

#115

Post by greglindahl »

mikestew wrote: post #114
greglindahl wrote: post #108

Earlier quoted context omitted.

So, basically, you're saying that the supercharger network has no value for anyone because you own a Leaf? No wonder Tesla-related threads on HN are such high value. Next up: guy complaining that electric cars will never succeed because he lives in an apartment and can't currently charge at home.

So, basically, you're saying that the supercharger network has no value for anyone because you own a Leaf? I can’t begin to imagine the mental confusion necessary to lead you to that conclusion. To be clear, no, that’s not what I said at all.

Cool. I'll just remain confused. Thanks.

Re: Tesla delivered 83,500 vehicles in the third quarter, more than expected

#116

Post by kamaal »

threeseed wrote: post #100
SEJeff wrote: post #90

Earlier quoted context omitted.

Tesla has a head start on serious automotive EV technology, and as a result, has: https://patents.google.com/?assignee=Tesla+Inc No matter what happens, anyone wanting to build serious EVs will at some point be licensing patents, especially the stuff they do which really is cutting edge around their battery packs.

Head start is no guarantee of success. History is full of examples of this to be the case. Has Apple ever had a head start on any industry ?

>>Has Apple ever had a head start on any industry ?

No, and that is also why the iPhone is so expensive.

Almost everything in the iPhone has Apple paying some licensing fees to Qualcomm.

Late entry is not free.

Re: Tesla delivered 83,500 vehicles in the third quarter, more than expected

#117

Post by kamaal »

neuronic wrote: post #37
jackhack wrote: post #32

Earlier quoted context omitted.

And just for completeness, Porsche "only" sold 55,000 cars in 2017. Tesla shipped 30%+ more automobiles in one quarter, yet there is debate about whether Tesla is a viable company and no-one is predicting the imminent demise of that tiny car company, Porsche. Bias + old thinking dies hard, it seems.

Did you just compare a subsidiary of Volkswagen to some singular Silicon Valley startup in terms of production capability, available resources, expertise and infrastructure? Also, define Porsche: "Porsche AG is headquartered in Stuttgart, and is owned by Volkswagen AG, which is itself majority-owned by Porsche Automobil Holding SE." - https://en.wikipedia.org/wiki/Porsche I'm a bit skeptical whether Tesla will surviv…

>>I'm a bit skeptical whether Tesla will survive a behemoth like Volkswagen shifting gear towards main focus on electric vehicles.

Its more like the other way. Imagine a behemoth having to toss out all that IP, know how, patents, manufacturing, factories, assets, product lines and what not all to compete with a start up.

Why do you think Microsoft can't compete with Android? Doing so requires tearing the Windows Operating system and there by the whole company.

Imagine somebody like Volkswagen being made to do that.

Re: Tesla delivered 83,500 vehicles in the third quarter, more than expected

#118

Post by codeulike »

MrEfficiency wrote: post #36
codeulike wrote: post #31

Earlier quoted context omitted.

"UBS says Audi's new electric car shows industry has a long way to go to catch Tesla" https://www.cnbc.com/2018/09/18/ubs-says-audis-disappointing... Its not as easy as they thought.

Audi/VW are not considered very good companies. They used to have Best In Class interiors which gave them a boost in the luxury markets, but they are average in 2018.

I dont see how your personal opinion about VW interiors has any relevance to the article I posted.

Re: Tesla delivered 83,500 vehicles in the third quarter, more than expected

#119

Post by mtgx »

wintercharm wrote: post #24
chollida1 wrote: post #3

- accelerating China factory due to tariffs of about 40% into China, they don't indicate what accelerating actually means Numbers: - Q3 production 53,239, - Bloomberg’s estimate: 53,457 - North American deliveries of 55,840 rank the Model 3 among the 10 best-selling sedans in the region--and the only one that's electric - pretty good news in the face of what other car companies are doing - GM sales are expected to fa…

Yeah, there's a clear shift coming in the automotive industry. The auto makers who don't have plans for electrification right now are in big trouble. Thankfully, the VW group will actually be okay - they've tasked Porsche's engineers with electrification of all the companies owned by the group. The Taycan will be built on the J1 platform (Porsche controlled/built). Porsche is developing 3 different packages for other…

And the funny thing is this wouldn't have happened and VW would've likely been one of the bankrupt carmakers in the future if they hadn't been caught cheating on emissions and then forced by both the US government and the public to switch to EVs.

Musk was actually one one of those asking the US government to force VW to build EVs instead of just taking a large(r) fine from them.

If VW hadn't been caught they would've likely continued to be among the very last to switch to EVs because they knew they could rely on the cheating software to pretend that their cars are super efficient and can avoid penalties against new pollution laws longer.

Re: Tesla delivered 83,500 vehicles in the third quarter, more than expected

#120

Post by mtgx »

DesiLurker wrote: post #94
iamleppert wrote: post #65

Tesla has a product that people want, and, importantly appeals to the new generation of prospective car owners in a way the other auto manufactures can't come close to even hoping. Youth haven't really been interested in cars in the same way and with the same level of excitement they once were for awhile now until Tesla came along. To put simply, they will eventually figure out their manufacturing and economies of sc…

Its time for Detroit & Japan to wake up to EVs. I don't own any tesla stock but my bold prediction is IF tesla is not bankrupt by this time next year, its going to wipe-the-floor with GM & the likes.

Japan has fooloshly bet on fuel cells. Not sure because they wanted to be "different" than Tesla like Nokia once thought with Windows Phone, or some other reason. They'll pay the price for that error big time. Toyota actually had one of the first EVs in recent times but they completely abandoned it for 15 years as the elctric RAV4 saw almost no improvement in all this time.
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