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Tesla Q1 2021 Results

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Re: Tesla Q1 2021 Results

#421

Post by Reason077 »

bildung wrote: post #368
Reason077 wrote: post #361

Earlier quoted context omitted.

Sure, but market share should be considered as a percentage of the overall car market, not just electric sales. It's unrealistic to expect that Tesla would continue to dominate the EV market forever. It is realistic to expect that Tesla will become a significant player in car sales globally.

> It's unrealistic to expect that Tesla would continue to dominate the EV market forever. It is realistic to expect that Tesla will become a significant player in car sales globally. How could Tesla become a significant player in the overall market without being much more significant in the EV market, which is a small subset of the former?

EV sales are growing rapidly as a portion of the overall vehicle market, and will continue to do so.

Eventually, virtually all vehicle sales will be electric. This will happen faster in some regions than in others.

Re: Tesla Q1 2021 Results

#422

Post by andrepd »

volta83 wrote: post #375
LordDragonfang wrote: post #343

Earlier quoted context omitted.

In the European market the range advantage might not be a big deal, but it's a major selling point in the American market. Probably the biggest concern I hear from people about going electric-only is range anxiety - the notion that they might need to drive a long distance on a whim and worry they might be "stranded" with no battery, regardless of the actual likelihood of that. With America's generally poor public tra…

> In the European market the range advantage might not be a big deal, It wouldn't be a big deal if charging time was I do occasionally (once per month or two months) go somewhere that's 800km away. Driving at 180-200km/h avg speed and refueling once that's a 5 hour trip. If I have to drive at 120 km/h and charge multiple times I'm looking at > 8h trip or more. I also drive to some places at 300km distance or so for t…

Have you stopped to think about the insane infrastructure that goes into supporting car driving? There are millions of gas stations across the planet, that had to be built, then continually supplied. Not to mention the billions (?) of km of asphalt roads. We did all that in the 20th century. What's so impossible about building chargers? I don't get it.

As for driving at 200kph, that's just dangerous (unless you're in a no-speed-limit autobahn, where at least other cars expect you to go fast), not to mention fuel inefficient. By all means, please go ahead and crash your car, that's your risk, I guess. The snag is that you share the road with other users and you can kill them too. So don't be a selfish prick and please drive safely. Either way let's assume most people just want to go at 120kph.

Re: Tesla Q1 2021 Results

#423

Post by nixass »

11thEarlOfMar wrote: post #2

"Model 3 was the best-selling premium sedan in the world, outselling long-time industry leaders such as the 3 Series and E Class. This demonstrates that an electric vehicle can be a category leader and outsell its gas-powered counterparts." I find this to be a major milestone in the transition to BEV. This is an achievement.

Why is Model 3 even considered as a premium? What makes it premium comparing to established German holy trinity (BMW, Merc, Audi)? It's average car at best, and with its notorious build quality standards it's not even an average.

Re: Tesla Q1 2021 Results

#424

Post by wiz21c »

cs702 wrote: post #132

Whatever you may think of Tesla and Musk, you have to agree that they've accomplished something rather incredible. Few would have thought this possible not that long ago: * 185K vehicle deliveries in Q1, +109% versus a year ago [a] * 2.7K supercharger stations, +41% versus a year ago * 24.5K supercharger connectors, +44% versus a year ago * 92 MW of solar generation deployed in Q1, +163% versus a year ago * 445 MWh o…

But, don't we need less cars ? I'd be happier if Elon would actually be successful at removing cars. Why doesn't he build trains instead.

Re: Tesla Q1 2021 Results

#425

Post by nixass »

oblio wrote: post #328
judge2020 wrote: post #170

Earlier quoted context omitted.

For reference: https://youtu.be/_aV91djgwEc I'm astonished this made it to production. Red tape and bureaucracy means nobody is willing to push back against a feature that is bad and potentially dangerous (maybe not any more dangerous than touchscreens though).

Acura is German, not Japanese, you're not replying to the correct comment, I think. Also, Acura's trackpad or whatever just needs a cursor. I wonder why they didn't think of that.

Acura is luxury division of Honda, and headquartered both from the Japan and USA

Re: Tesla Q1 2021 Results

#426

Post by tenpies »

AlexC04 wrote: post #401
habeebtc wrote: post #208

Earlier quoted context omitted.

I have two separate and (mostly) unrelated feelings. Musk has done something remarkable as you say. At the same time, the market cap is nuts and a portent of doom. Bigger than all car companies combined, by market cap? A market crash could take down Tesla and set back electric car adoption by 20 years.

If you're still seeing tesla as a car company you're missing their home-energy business and their utility business. Look at the australian mega-battery project. They've reduced power outages and normalized the grid. As household solar+battery installs grow, they're going to eat into the massive utility business. They're much bigger than cars because they are not just cars.

> If you're still seeing tesla as a car company you're missing their home-energy business and their utility business.

Tesla Energy lost a little over $100 MM this quarter. Last quarter they lost less money. Solar installs have never recovered from the 2016 peak - they're barely at 50% what they were then.

The economy of scale is working in the wrong way and Tesla is competing in a commodity space against companies who are vertically integrated and specialize in the type of batteries and solar panels in use - in fact Tesla often buys batteries from them.

This is like if Apple were selling iron ore. The fan boy consumer may pay a 100% premium, but 99.9% of the world will just buy the cheapest iron ore around.

Re: Tesla Q1 2021 Results

#427

Post by andrepd »

audunw wrote: post #332
oblio wrote: post #306

Earlier quoted context omitted.

Diminishing returns come much faster and harder for software in cars. Software not being the main focus of a car. Especially now with Android Auto/Apple CarPlay.

> Diminishing returns come much faster and harder for software in cars. Software not being the main focus of a car. That used to be true. With self-driving technology I'm not sure that's true anymore. Tesla has even offered hardware updates to improve self-driving of older models. I haven't heard of anyone else doing that yet. > Especially now with Android Auto/Apple CarPlay. Eh. That's just infotainement, and cars c…

Excuse me, what "self-driving" is that? For all of Musk's grand promises of "self-driving in 6 months time, just you see", nothing has ever happened. Why people take anything that conman says at face value is beyond me.

Re: Tesla Q1 2021 Results

#428

Post by nixass »

brianwawok wrote: post #28
ERD0L wrote: post #23

Earlier quoted context omitted.

Model 3 is a premium sedan ? Oh :/ Where are my paint color options, ventilated seats ? What about parts for my local car shop ? Did they forgot the safety features unique to german cars ?

Now compare 0-60 and infotainment systems. Is premium how fast the car goes, or how many paint colors it comes in? Different people have different requirements. You are likely paying over 100k to get a car as fast as a model 3.

> Now compare 0-60

What is this, kindergarten?

Re: Tesla Q1 2021 Results

#429

Post by andrepd »

dustinmoris wrote: post #418
andrepd wrote: post #415

Earlier quoted context omitted.

Yeah, and yesterday I wrote a line of code. Today I wrote two. This means in about three weeks I will write the linux kernel from scratch. I expected Musk-hype in this thread but nothing quite so ridiculous as these idiotic "analyses".

Famous last words. Reminds me of this: https://www.youtube.com/watch?v=eywi0h_Y5_U

I don't see the connection.

Re: Tesla Q1 2021 Results

#430

Post by tenpies »

yaa_minu wrote: post #184
Plough_Jogger wrote: post #5

One interesting tidbit: they appear to be reporting a $272M in revenue from the sale of Bitcoin holdings

Elon claims they sold the 10% only to prove the liquidity of bitcoin and he himself hasn't sold any of his personal holdings[1] 1. https://twitter.com/elonmusk/status/1386821144037236737

Imagine buying $1.5 BB of something and not knowing if it's liquid.

You're either grossly incompetent and should be kept away from all money, or an ARK investing analyst.

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