Tesla Q3 2021 Vehicle Production and Deliveries

Post by lastofthemojito » Sat, Oct 02, 2021, 5:43 PM UTC

CyberRage wrote: post #33

lastofthemojito wrote: post #28

Earlier quoted context omitted.

Henry Ford created a factory "capable of taking in raw materials on one end and spitting out finished automobiles on the other". [0] Not all automakers have done things that way though, and other automakers are able to complete with Ford. Vertical integration can sometimes be an asset, other times the "Not Invented Here" culture proves limiting. Tesla's had incredible success thus far, but we probably need a couple m…

Ford had years of domination, didn't it? It is extremely hard to predict 15 years from now but the next five years? There are no competitors(perhaps besides Chinese battery makers) everyone is still in early R&D\prototype phases.

Post by terafo » Sat, Oct 02, 2021, 5:43 PM UTC

cosmodisk wrote: post #41

terafo wrote: post #29

Earlier quoted context omitted.

That's very impressive indeed and if they can keep growing like this few more years they will definitely have more revenue than any other car company and might be top 1 by cars produced in less than a decade.

But will they? All major car manufacturers bringing in more and more EVs each year and give another 2-5 years and it's all we are going to see. Now why on earth would I buy Tesla, if I could buy Audi or Merc instead?

Post by CyberRage » Sat, Oct 02, 2021, 5:45 PM UTC

judge2020 wrote: post #49

CyberRage wrote: post #24

Earlier quoted context omitted.

Established players can't produce these numbers for their own EV's so you believe a startup will? Do people remember how much shit Tesla went through?

I think Rivian will take the startup approach and pack as much density into their battery, even if it means sacrificing a large chunk of their margin. The r1t is supposed to have a weight of 8500 pounds[0], so I can see a 150-200kwh battery being packed in there on the Max pack to achieve that range. 0: https://insideevs.com/news/536753/rivian-r1t-gvwr-heavy-duty...

Post by CyberRage » Sat, Oct 02, 2021, 5:47 PM UTC

lastofthemojito wrote: post #51

CyberRage wrote: post #33

Earlier quoted context omitted.

Ford had years of domination, didn't it? It is extremely hard to predict 15 years from now but the next five years? There are no competitors(perhaps besides Chinese battery makers) everyone is still in early R&D\prototype phases.

Ford achieved the ore-to-assembly goal in 1927. General Motors become the highest volume automaker in the US starting in 1931. Ford's sold a ton of cars too though. My point is just that Ford did extreme vertical integration and were successful. But GM did things differently and that worked for them too. Looks like some of this has been studied by Harvard Business School: https://www.hbs.edu/faculty/Pages/item.aspx?n…

Post by tlb » Sat, Oct 02, 2021, 5:51 PM UTC

tdhz77 wrote: post #48

hesdeadjim wrote: post #27

Earlier quoted context omitted.

I mean, a Model X with some options hits $110k quick. A fully kitted long range Y is about $65k. That latter number is a lot still, but way, way, way closer in the range of what an above average income earner can afford. There is also the absurdity of spending $100k+ on an asset that depreciates so heavily. My spouse and I make enough money to afford this car without much thought, but there isn’t a chance in hell I’d…

You could nearly double your range by buying two model Y’s it would give you around 600 miles — a much better price, and theoretically you could tow charge one and charge it, so it’s not out of the realm of possible. To be fairrrr, only people that have range anxiety are those that listen to the oil and gas industry.