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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

#31

Post by codeulike »

MrEfficiency wrote: post #27
sbradford26 wrote: post #8

Earlier quoted context omitted.

Sure it benefits Tesla to produce more cars to compete with the big auto companies. But I do not believe that suddenly any of them will be able crank out a cost competitive electric car with the same range in any large quantity. Sure your existing car companies are better right now at physically building the conventional parts of a car, but the most expensive part of an electric car is the batteries. Tesla's partners…

> But I do not believe that suddenly any of them will be able crank out a cost competitive electric car with the same range in any large quantity. This is ignorant and downplays the companies that have existed for decades. Tesla isnt profitable, the rest of the auto companies are profitable. These auto companies have already developed electric vehicles(see Bolt and Leaf) but demand doesnt cause them to produce Tesla…

"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.

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

#32

Post by jackhack »

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 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.

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

#33

Post by joeyramone »

mikestew wrote: post #23
sbradford26 wrote: post #18

Earlier quoted context omitted.

Oh definitely, so there are plenty of other electric car charging stations. The issue though is that there is no uniform paying experience and also you don't know what kind of charging speed you will get. I have been looking at the new Hyundai Kona Electric and the Kia niro EV which are both competitively priced.... But you don't have the super charger network which might be a deal breaker.

The issue though is that there is no uniform paying experience I grab the appropriate card of the two (Blink and ChargePoint) in the console, tap it, sorted. But you don't have the super charger network which might be a deal breaker. In seven years of Nissan Leaf ownership, I’d bet i could count the number of times I’ve used a public charger on both hands. Electric’s aren’t like ICE where you’re always looking for a…

I can imagine you never took a long road trip (say 600+ miles) with your Leaf. Then you'll understand the value of a fast charging network like Tesla has.

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

#34

Post by Shivetya »

codeulike wrote: post #11
lykr0n wrote: post #4

Impressive, but they are going to need to dramatically increase that number to if they wish to compete when the big car companies wake up.

After seeing the recent Audi and Mercedes efforts, consensus seems to be that making EVs is not as easy as everyone thought and the big car companies still have a long way to go before they catch up "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...

I would be more interested in the Kona and Niro which should have US pricing more in line with typical car buyers pricing ranges.

I have a 3, it is a great car, but it is also proof of how far EVs have to go before they can be the only car for many families. I think an EV is a great second car for all families. If you don't make any long trips then an EV might suffice. I did a long trip recently but I had the luxury to stop for the thirty-fifty minutes needed to get sufficient charge for my next stop or destination travel.

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

#35

Post by onion2k »

jackhack wrote: post #32
wintercharm wrote: post #24

Earlier quoted context omitted.

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 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.

Volkswagen is the world's seventh-largest company by revenue. Porsche isn't going to disappear overnight because they're backed by a massive corporation. They're at "too big to fail" scale; if they have problems the German government will have to bail them out.

Tesla, even with Elon's ability to raise money, does not have that sort of back up.

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

#36

Post by MrEfficiency »

codeulike wrote: post #31
MrEfficiency wrote: post #27

Earlier quoted context omitted.

> But I do not believe that suddenly any of them will be able crank out a cost competitive electric car with the same range in any large quantity. This is ignorant and downplays the companies that have existed for decades. Tesla isnt profitable, the rest of the auto companies are profitable. These auto companies have already developed electric vehicles(see Bolt and Leaf) but demand doesnt cause them to produce Tesla…

"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.

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

#37

Post by neuronic »

jackhack wrote: post #32
wintercharm wrote: post #24

Earlier quoted context omitted.

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 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 survive a behemoth like Volkswagen shifting gear towards main focus on electric vehicles.

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

#38

Post by linsomniac »

joeyramone wrote: post #33
mikestew wrote: post #23

Earlier quoted context omitted.

The issue though is that there is no uniform paying experience I grab the appropriate card of the two (Blink and ChargePoint) in the console, tap it, sorted. But you don't have the super charger network which might be a deal breaker. In seven years of Nissan Leaf ownership, I’d bet i could count the number of times I’ve used a public charger on both hands. Electric’s aren’t like ICE where you’re always looking for a…

I can imagine you never took a long road trip (say 600+ miles) with your Leaf. Then you'll understand the value of a fast charging network like Tesla has.

Agreed. I worried after I got my Tesla 2 years ago that it would just be a toy, only usable for short range trips. But 2 weeks after we got it we went on a 2,300 mile each way road trip, and it worked great. I was sold on the super charger turning the car into a truly useful thing instead of just a toy. And the new ~3.5x faster chargers are going to make it a gas-like experience.

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

#39

Post by wil421 »

jackhack wrote: post #32
wintercharm wrote: post #24

Earlier quoted context omitted.

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 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.

Porsche was in bad shape not that long ago and they were pretty much selling cars to fund racing. Today that is certainly not the case and they are making the most profit per car.[1]

I would like to see what Tesla’s profit per car is in a few years once the Model 3 production lines have settled.

[1]https://www.bloomberg.com/news/articles/2017-03-20/the-porsc...

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

#40

Post by drewg123 »

mikestew wrote: post #23
sbradford26 wrote: post #18

Earlier quoted context omitted.

Oh definitely, so there are plenty of other electric car charging stations. The issue though is that there is no uniform paying experience and also you don't know what kind of charging speed you will get. I have been looking at the new Hyundai Kona Electric and the Kia niro EV which are both competitively priced.... But you don't have the super charger network which might be a deal breaker.

The issue though is that there is no uniform paying experience I grab the appropriate card of the two (Blink and ChargePoint) in the console, tap it, sorted. But you don't have the super charger network which might be a deal breaker. In seven years of Nissan Leaf ownership, I’d bet i could count the number of times I’ve used a public charger on both hands. Electric’s aren’t like ICE where you’re always looking for a…

The supercharger network is one of the main reasons I bought a Tesla, rather than a competing car like a Leaf or a Bolt. Without the Supercharger network, road-trips become charge-seeking adventures. I recall reading a story about somebody who drove their Bolt across a few states, and how they had to stop for hours at Chevy dealers, and scrounge charging wherever they can. With my Tesla, I stop for 30-45min every few hours while I get a snack and use the restroom.

Until there is a widespread, standard high speed charging network available, Tesla is basically the only choice for an EV that can do road trips.

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