OT: Electric vehicles

Jtung230

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Jun 30, 2005
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mdk02

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Aug 18, 2011
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Every EV is one less polluting ICE vehicle on the road.

WSJ reported the Germany is shutting down their last 3 nuclear plants by the end of the year. That's about 50% of their power generation. None in a tsunami zone. None on an earthquake fault line. The top source for power generation now in Germany is coal. Electric costs are up. They will become more reliant on Nordstream. And you're worried about a few ICE vehicles?
 

RUAldo

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OK, one post for the Tesla haters.


Yeah I’m not buying the auto supply chain BS. I’ve been looking at a new car this week because although I have 10 months left on my current lease I’m told there is $7,500 in equity that I’m trying to take advantage of. But a new lease on the same exact model is basically double what I’m currently paying. And dealers don’t care. They’ll happily let you walk and have little interest in real negotiating. I’ve never seen anything like this. How do lease numbers double in 26 months?
 

RUevolution36

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Yeah I’m not buying the auto supply chain BS. I’ve been looking at a new car this week because although I have 10 months left on my current lease I’m told there is $7,500 in equity that I’m trying to take advantage of. But a new lease on the same exact model is basically double what I’m currently paying. And dealers don’t care. They’ll happily let you walk and have little interest in real negotiating. I’ve never seen anything like this. How do lease numbers double in 26 months?
There are supply chain issues for quite a few makes and models. Not sure it's for all. But their markups in pricing are supply-demand curves straight out of micro econ 101.
 

RUAldo

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There are supply chain issues for quite a few makes and models. Not sure it's for all. But their markups in pricing are supply-demand curves straight out of micro econ 101.
I know there are issues at some level, but none that justify doubling the price of vehicle leases in a matter of 2 years or adding $20K-$50K on top of invoice pricing. Dealers are taking advantage of customers because they know they can and now have a believable excuse to fall back on.
 

RUBlackout

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This is why I hate the care buying/leasing process with these shady dealers. I have a car coming up form lease in next 3mths and dealing with the same BS with them thought there is inventory for the cars I am looking at. My car has equity in it but all around just a hassle.

Then I go onto the Tesla website and find it to be the easiest thing ever to order a car though there is backorder until March, which is fine by me. ONLY thing I don't love about the easy process there is I cant test drive it nor can I look at any further modifications beyond the 5 options they give you. I guess this is why they are having success because they are making cars more standard to move through manufacturing.

While I do like the Tesla brand, I do own a good amount of stock, and I am a fan of Elon I am not a groupie.

I was just in a Tesla the other day that my friend owns and have to say I am a HUGE fan now actually having been in one. As I stated above the process of buying/leasing one is much easier than any other dealership outside a few things and looks like I will be diving in to buy one
 

ashokan

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May 3, 2011
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I was reading about some Tesla drivers having issues getting into their cars because of software issues with an app and servers. Yikes.


That issue was supposedly before a "new" exploit that's affecting many products and server. The Apache Log4j Java library exploit can mess with cars. Its wise to look for any app updates, and to turn-on auto updates of they are turned-off (something I usually do)



 
Dec 4, 2010
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This is why I hate the care buying/leasing process with these shady dealers. I have a car coming up form lease in next 3mths and dealing with the same BS with them thought there is inventory for the cars I am looking at. My car has equity in it but all around just a hassle.

Then I go onto the Tesla website and find it to be the easiest thing ever to order a car though there is backorder until March, which is fine by me. ONLY thing I don't love about the easy process there is I cant test drive it nor can I look at any further modifications beyond the 5 options they give you. I guess this is why they are having success because they are making cars more standard to move through manufacturing.

While I do like the Tesla brand, I do own a good amount of stock, and I am a fan of Elon I am not a groupie.

I was just in a Tesla the other day that my friend owns and have to say I am a HUGE fan now actually having been in one. As I stated above the process of buying/leasing one is much easier than any other dealership outside a few things and looks like I will be diving in to buy one
Why can't you test drive?

And 100% correct about buying a Tesla. You can order one in 5 minutes on your phone. The price you see is the price you pay. No negotiations.
 

RUBlackout

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Why can't you test drive?

And 100% correct about buying a Tesla. You can order one in 5 minutes on your phone. The price you see is the price you pay. No negotiations.
I cant test drive as I dont know any dealerships around here that I am aware of. I did test drive my friends car the other day though as he just got one less than a month ago. Have to say it was FAST and loved that everything was controlled by a single screen.
 

Jtung230

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Jun 30, 2005
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It’s almost like they want the orders to be canceled so they don’t have to make them.
I thought this was a good thing. Ford can’t produce them fast enough to meet demand and people are willing to pay double to get them. No one is paying double to get a Tesla.
 
Dec 4, 2010
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I thought this was a good thing. Ford can’t produce them fast enough to meet demand and people are willing to pay double to get them. No one is paying double to get a Tesla.
Ford isn't producing any yet.
Ford has no say in what the dealerships do.
Dealerships want nothing to do with EVs. That's the message here. No service or maintenance.
 
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RUevolution36

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Ford isn't producing any yet.
Ford has no say in what the dealerships do.
Dealerships want nothing to do with EVs. That's the message here. No service or maintenance.
Once the other automakers figure out that Tesla's DTC route is going to be the easiest path to wring out just a bit more profit, they'll follow... eventually. I wouldn't want to be an owner of a car dealership past the next decade or so. Time to diversify the business holdings is now.
 
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Once the other automakers figure out that Tesla's DTC route is going to be the easiest path to wring out just a bit more profit, they'll follow... eventually. I wouldn't want to be an owner of a car dealership past the next decade or so. Time to diversify the business holdings is now.
Easier said than done. Each state has a host of dealerships friendly franchise laws and regulations. Dealerships are very powerful politically at the state level.
 

RUAldo

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Easier said than done. Each state has a host of dealerships friendly franchise laws and regulations. Dealerships are very powerful politically at the state level.
This is true and the franchise structure/relationships and local laws heavily favor dealers. I think the auto manufacturers would have to spend a fortune buying out dealers in order to evolve to a DTC model. Plus, the warranty/service crap makes it even harder. Although, I did see that Polestar took over the old Tesla space in the Short Hills Mall.
 

RUevolution36

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This is true and the franchise structure/relationships and local laws heavily favor dealers. I think the auto manufacturers would have to spend a fortune buying out dealers in order to evolve to a DTC model. Plus, the warranty/service crap makes it even harder. Although, I did see that Polestar took over the old Tesla space in the Short Hills Mall.
That brings up an interesting possibility... creating new sub brands to sell EVs in a DTC model. I.e., selling Mustang DTC rather than thru Ford dealers.
 
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mildone_rivals

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only a matter of time the S and X get phased out. Looks like demand is not there and competition in that segment is the greatest. Tesla can really use a full size SUV in the 80k range And any style in the 20-25k range.
I think the future of the S depends on how Tesla wants to position itself in the market. They enjoyed having minimal competition for a little while. Now they will be forced to adapt as the competition continues to ramp up across the different segments.

The S is kind of a tweener, right? An offering priced at the low end of the luxury segment, but not competitive in terms of actual luxuriousness, based on what the well heeled customers in that segment expect.

Tesla has some time and plenty of funding to adapt and thrive, IMO. But will they adapt or will they actually believe their own BS and behave like IBM once did, getting overtaken quickly as competition heated up, then having to reinvent itself to stay alive?
 

Letitrip

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I think the future of the S depends on how Tesla wants to position itself in the market. They enjoyed having minimal competition for a little while. Now they will be forced to adapt as the competition continues to ramp up across the different segments.

The S is kind of a tweener, right? An offering priced at the low end of the luxury segment, but not competitive in terms of actual luxuriousness, based on what the well heeled customers in that segment expect.

Tesla has some time and plenty of funding to adapt and thrive, IMO. But will they adapt or will they actually believe their own BS and behave like IBM once did, getting overtaken quickly as competition heated up, then having to reinvent itself to stay alive?
You keep saying "the competition is coming" - That is not happening in any volume - it is all press releases and internet banter. Just look at the data - the legacy companies are struggling big time. They waited too long.
 

RUevolution36

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You keep saying "the competition is coming" - That is not happening in any volume - it is all press releases and internet banter. Just look at the data - the legacy companies are struggling big time. They waited too long.
Lucid Air? Mercedes EQS? Audi etron GT?
 

RUAldo

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You keep saying "the competition is coming" - That is not happening in any volume - it is all press releases and internet banter. Just look at the data - the legacy companies are struggling big time. They waited too long.
How do you figure? while Tesla is still the EV leader in the US with 66% of the market in 2021, it’s down from 79.5% in 2020. And that decrease comes with what I consider piss-poor fragmented competition. That number will only continue to drop. The first mover advantage will disappear quickly so Tesla will have to rely on its margins.
 
Dec 4, 2010
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only a matter of time the S and X get phased out. Looks like demand is not there and competition in that segment is the greatest. Tesla can really use a full size SUV in the 80k range And any style in the 20-25k range.
Wrong X 2

S and X production lines are still ramping. New production lines on both, remember? Deliveries have increased on both since Q1. Expect 100K combined in 2022.

Tesla could announce 10 different models but they wouldn't be able to make any of them. They're cell constrained.
 

Jtung230

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Wrong X 2

S and X production lines are still ramping. New production lines on both, remember? Deliveries have increased on both since Q1. Expect 100K combined in 2022.

Tesla could announce 10 different models but they wouldn't be able to make any of them. They're cell constrained.
Doesn’t look like a production problem. They didn’t sell all the cars (S and X) produced. it will be interesting to see if Tesla is willing to change to grab marketshare or do they think their way is the only way.
 
Dec 4, 2010
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You keep saying "the competition is coming" - That is not happening in any volume - it is all press releases and internet banter. Just look at the data - the legacy companies are struggling big time. They waited too long.
And in all of those fluff articles, do they ever compare battery production and supplier contracts?
 
Dec 4, 2010
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Doesn’t look like a production problem. They didn’t sell all the cars (S and X) produced. it will be interesting to see if Tesla is willing to change to grab marketshare or do they think their way is the only way.
Can you read? It's a new production line. Like producing 2 new cars. You don't magically get to full production capacity instantly. Manufacturing is hard. Same reason why Rivian and Lucid are only spitting out 10 units/week.

2021 Model S and X combined production

Q1 0
Q2 2,340
Q3 8,941
Q4 13,109

100K for 2022
You've been wrong so many times on this company. Trust me...Demand isn't a problem.
 

RUAldo

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Lol... because Tesla wasn't making model S.
Come on.
Nothing against Tesla because I generally like their body styles, I’ve just always been enamored with the Porsche brand. IMO Most Porsche models have unique lines and styling that stand out on the road. IDK it could be a millennial thing.