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Tesla’s First-Quarter Deliveries Plummet

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Re: Tesla’s First-Quarter Deliveries Plummet

#431

Post by natch »

tzhenghao wrote: post #346
steelframe wrote: post #233

Data point: I'm a current Tesla owner who during Q1 was in the market for replacing my remaining gas-powered car with an EV. Looking at the options available, the direction I'm seeing with respect to charging infrastructure, and the character of the company (yes, there's a touchy-feely part to me), I went with a Jaguar I-PACE instead of another Tesla. I feel that directly contributed to at least one lost potential sa…

This. As much as I'd like my car to have the shiny, futuristic stuff, I think buttons are essential when doing more common stuff without taking my eyes off the road. I don't mind hybrid approaches like the newer touchscreen capabilities on new BMW iDrive systems, but having physical buttons that I can feel and interact with without crashing is good UX design. Fwiw, you don't see high performance cars with an all touc…

You’re being fed false information if you think Tesla cars don’t have buttons. There are plenty of buttons and other physical controls even in the Model 3.

Re: Tesla’s First-Quarter Deliveries Plummet

#432

Post by jhayward »

notfromhere wrote: post #223
cromwellian wrote: post #159

Earlier quoted context omitted.

Isn’t that sorta like what Steve Ballmer said about the iPhone, and then laughed?

Cars don't have network effects like smartphones do

People talk to each other about their cars and whether they like them. That's a network effect.

Re: Tesla’s First-Quarter Deliveries Plummet

#433

Post by natch »

dmode wrote: post #375
steelframe wrote: post #233

Data point: I'm a current Tesla owner who during Q1 was in the market for replacing my remaining gas-powered car with an EV. Looking at the options available, the direction I'm seeing with respect to charging infrastructure, and the character of the company (yes, there's a touchy-feely part to me), I went with a Jaguar I-PACE instead of another Tesla. I feel that directly contributed to at least one lost potential sa…

This data point has no correlation with the headline. As Tesla has no problem selling Model 3s - the car with absolutely no buttons. The market has spoken and there is overwhelming support for no button car. Deliver reduction is primarily due to Fed tax credit expiry, shipping bottlenecks, and slowing S/X sales since they are very old cars. Also, Tesla making ~70k vehicles in a quarter is a remarkable achievement as…

>the car with absolutely no buttons.

The Model 3 has plenty of physical buttons, even not counting the door buttons.

Re: Tesla’s First-Quarter Deliveries Plummet

#434

Post by natch »

xkjkls wrote: post #342
azhenley wrote: post #239

Earlier quoted context omitted.

I tried the Jaguar I-PACE (a friend just purchased one), but the reason it is a no-go for me is the lack of fast charging. I would be effectively stuck in a one-hour radius from my home. My Model 3 can conveniently do cross-country trips. I really wish Jaguar and Porsche adopted the Tesla charging system (I think Tesla tried to get them to).

1 hour radius? The car has a over 200 mile range. How fast are you driving?

The I-Pace is not as efficient as a Tesla so the range is not quite as promised.

As with any electric, Tesla ranges can be below what is promised too, if you drive fast, as you allude to. But the problem is amplified with the I-Pace since the car is not as efficient.

With some margin, a 1 hour radius sounds like about what I would expect from an I-Pace. Whereas with Tesla the radius is effectively unlimited in most of the US for example, due to the density of the network.

Re: Tesla’s First-Quarter Deliveries Plummet

#435

Post by natch »

ntsplnkv2 wrote: post #253
azhenley wrote: post #239

Earlier quoted context omitted.

I tried the Jaguar I-PACE (a friend just purchased one), but the reason it is a no-go for me is the lack of fast charging. I would be effectively stuck in a one-hour radius from my home. My Model 3 can conveniently do cross-country trips. I really wish Jaguar and Porsche adopted the Tesla charging system (I think Tesla tried to get them to).

> My Model 3 can conveniently do cross-country trips. Not compared to gasoline, though.

You might be surprised.

Charging is pretty fast if you run down the battery to say 10 - 20% and then charge only what you need at each supercharger along the way.

Overall it is a bit slower than an ICE car if the ICE car is not taking any breaks, but the other aspects of the car make this a very small price to pay.

Over time as the supercharger network gets faster and with free software updates the gap will narrow as well.

Re: Tesla’s First-Quarter Deliveries Plummet

#436

Post by natch »

cameldrv wrote: post #378
ssewell wrote: post #269

Earlier quoted context omitted.

Would have to mostly agree here, but it's trading time spent at one place for time spent at another. (Disclosure: I'm a Chevy Volt owner, so I have the option of both EV charging and gasoline, on rare occasion). I recently saw someone make a valid point (IMHO) that I hadn't given much thought in the past: The time spent a DC chargers is somewhat offset by lack of stops at a gas station. Assuming you stop for gas once…

Yeah but that's neglecting the time it takes to plug and unplug your car every night/morning. I'd say it takes about 15-30 sec for each action. If you do this once per day to make sure you're topped off, and you drive 30 miles per day, you get about 50 miles of charge per minute of your time. A typical gas pump fills at 9 gallons per minute, plus 2-3 minutes to pull into the pump, swipe your credit card, etc. If you…

More like 3 seconds to plug / unplug.

Re: Tesla’s First-Quarter Deliveries Plummet

#437

Post by natch »

ntsplnkv2 wrote: post #405
jtaillon wrote: post #352

Earlier quoted context omitted.

Disclosure: I'm a Tesla owner; I don't understand the point of this argument. Yes, in a ICE vehicle you can reach your destination marginally faster (we're talking about an hour on an 11-hour trip up the I-95 corridor, in my experience), but is that actually an important factor? For 99.9% of trips that are within a couple hundred miles of home, travel time is the same. If time is such an important factor on a long ro…

A Corolla gets double the range on a tank of gas than a Tesla. > If time is such an important factor on a long road trip, you should probably just be flying instead. This is rather tone deaf. Not surprised. A car designed and priced for rich people, attracts rich people. What a luxury it must be for you to afford to fly. Plenty of people make road trips. Growing up all we did was drive, often times 15 hours, for vaca…

>Servicing is an absolute nightmare.

Not in my experience. It’s been dreamy.

What was your experience? Or are you just repeating stuff you’ve read on the internet?

Re: Tesla’s First-Quarter Deliveries Plummet

#438

Post by natch »

steelframe wrote: post #233

Data point: I'm a current Tesla owner who during Q1 was in the market for replacing my remaining gas-powered car with an EV. Looking at the options available, the direction I'm seeing with respect to charging infrastructure, and the character of the company (yes, there's a touchy-feely part to me), I went with a Jaguar I-PACE instead of another Tesla. I feel that directly contributed to at least one lost potential sa…

Nice try on using that hyperbolic wording, but the Supercharger network is growing like crazy, not on life support as you put it.

And the charging infrastructure is not as closed as you are suggesting, as has been explained here repeatedly.

What does the I-Pace charging network look like right now? Do they have a map of current high speed chargers?

> stop lying to me about fully self-driving capabilities.

This is again hyperbolic and, ironically, dishonest if you understand what Tesla has actually been saying about FSD.

Re: Tesla’s First-Quarter Deliveries Plummet

#439

Post by natch »

spiralx wrote: post #418
credit_guy wrote: post #403

Earlier quoted context omitted.

I remember Tesla saying they are letting anyone use their patents. Was that just some PR stunt?

Pretty much, as it would require the other party to make their own patents available to Tesla, or at least not use them against them - and Tesla just doesn't have anything like the patent portfolio that other manufacturers have, so they would be getting pretty much all the advantage.

Who is getting then advantage is arguable depending on the specifics. Tesla is trying to give sustainability an advantage. It will not benefit from the gasoline tech patents of a traditional ICE manufacturer. This kind of patent sharing is pretty common and is done to advance the state of the art, not to grab PR.

Re: Tesla’s First-Quarter Deliveries Plummet

#440

Post by steelframe »

natch wrote: post #429
rohit2412 wrote: post #364

Earlier quoted context omitted.

https://www.electrifyamerica.com/locate-charger Some of them are for charging at 350KW, current Tesla Supercharger's top out at 150KW, and the next gen targets 250KW..

Real chargers are always better than vaporware chargers though, regardless of promised numbers. And the number of chargers in the network matters.

Here's a screenshot with all the CCS chargers either currently operating or under active construction in the state of Washington:

https://imgur.com/a/JEQv9a2

I don't see how you could consider that coverage in any way inadequate.

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