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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

#91

Post by mikestew »

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.

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).

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

#92

Post by Someone »

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.

For a bit more completeness, Porsche AG group delivered nog 55,000, but 246,375 cars in 2017, and made an after-tax profit of just over €3 billion (https://newsroom.porsche.com/en/annual-sustainability-report...)

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

#93

Post by acct1771 »

kaicianflone wrote: post #86
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…

I will never buy from the VW group again. It's almost like people have forgotten about the whole TDI scandal. They literally lied to the world about dirty diesel. Not to mention the new class action lawsuit for both VW and Audi TSI models where they put bad engine parts into new cars. After the TDI emissions scandal I would never support this corrupt company. Porsche, VW, or Audi - they're all corrupt and in my opini…

If you were going to draw the morality line, you'd think WWII era things would have been plenty for you on VW.

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

#94

Post by DesiLurker »

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.

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

#95

Post by ntsplnkv2 »

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…

We'll see. It seems that this debate has quickly polarized.

The Model 3 is still wildly expensive. The ones being shipped now aren't affordable cars. 35k really isn't affordable for a car either. It's firmly in the luxury market until 35k models ship. Even then, it doesn't make financial sense to buy a Tesla over another car without government incentives.

Charge time is a major issue and will be critical for Tesla to solve.

Durability and reliability for high miles remains to be seen. Batteries are expensive to replace.

As for manufacturing, mechanically electric vehicles are far simpler. I highly doubt there is much more to be gained from manufacturing improvements, and most of the car already benefits from the already existing economy of scale on hardware and metal forming. The issue is 1000% the battery. Everything with Tesla hinges on that battery - making it cheaper, more reliable, longer lasting. That's the hard part - because increasing range decreases efficiency because of the size and weight of the battery.

I'm excited - I think with any changes that can disrupt a business a lot of resistance will be faced. But I hope Tesla succeeds.

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

#96

Post by hwillis »

jaclaz wrote: post #79
jaclaz wrote: post #7

Earlier quoted context omitted.

The 13 weeks by 5,000 per week making 65,000 still seemingly stand: https://news.ycombinator.com/item?id=18094836 https://news.ycombinator.com/item?id=18095198

Hmmm, queer the downvoting on a simple multiplication...

No, not at all, because as the guy below you in your link said, the guidance was 50,000-55,000 and "we expect an average of 5000 Model 3s per week" was a random offhand comment by Musk. He's probably thinking of the operating rate (ie average cars per day) and not the overall rate, since the operating rate is the statistic that he'd actually be capturing. There were 63 work days in Q3, and IIRC there were about 8 days of planned shutdowns, which would put the rate right at 5000.

Countering your nitpick with another nitpick seems inadvisable, but like... you're blatantly ignoring the actual company guidance to focus on a single random remark that was still essentially right. That's just goofy.

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

#97

Post by ntsplnkv2 »

kbob wrote: post #85
derekp7 wrote: post #45

Earlier quoted context omitted.

Couldn't the mainstream auto manufactures install chargers at each of their dealers? It seems that for any major car brand, there are more dealerships than there are Tesla chargers.

Would you enjoy spending several hours of your vacation hanging around auto dealers' showrooms?

How is Tesla any different?

My road trip to the beach would take 4 hours more in a Tesla than a ICE. That time would be waiting at rest stops along the way...

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

#98

Post by dpark »

kaicianflone wrote: post #86
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…

I will never buy from the VW group again. It's almost like people have forgotten about the whole TDI scandal. They literally lied to the world about dirty diesel. Not to mention the new class action lawsuit for both VW and Audi TSI models where they put bad engine parts into new cars. After the TDI emissions scandal I would never support this corrupt company. Porsche, VW, or Audi - they're all corrupt and in my opini…

> 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. Your indignation about the diesel scandal is a front to mask your self-serving agenda.

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

#99

Post by Symbiote »

sbradford26 wrote: post #28
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…

Oh definitely, the charging at in my garage is a main reason that I would like an EV. My issue is that my family lives in Michigan while I am in upstate NY. So the super charger stations would be super useful for that trip when I don't fly. That definitely is a small amount of my total travels but I only have one car, so it is a consideration. Also it is good to hear that it only takes about two cards for charging. I…

An irrelevant question:

Do drive through Canada, or is it too much hassle?

(I live in Europe; within most of the EU a national border is irrelevant to planning a route – there is no check, just a blue sign "Welcome to XYZ". When I visited Quebec, I couldn't drive with the rental car to the USA, so I never saw the border.)

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

#100

Post by threeseed »

SEJeff wrote: post #90
neuronic wrote: post #37

Earlier quoted context omitted.

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…

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 ?

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