Tesla only sold high end cars with a huge government incentive. The design is very old at this point. The production process has many flaws. As soon as EV cars get smaller and cheaper, Tesla will be pushed out.
It's easy to build an expensive car. It's a lot more challenging to build cheap cars with a low margin. Toyota, Volkswagen Group and Ford know how to do just that.
Tesla only sold high end cars with a huge government incentive. The design is very old at this point. The production process has many flaws. As soon as EV cars get smaller and cheaper, Tesla will be pushed out.
It's easy to build an expensive car. It's a lot more challenging to build cheap cars with a low margin. Toyota, Volkswagen Group and Ford know how to do just that.
Your lack of understanding (and that of the OP) is truly profound.
Tesla only sold high end cars with a huge government incentive. The design is very old at this point. The production process has many flaws. As soon as EV cars get smaller and cheaper, Tesla will be pushed out.
It's easy to build an expensive car. It's a lot more challenging to build cheap cars with a low margin. Toyota, Volkswagen Group and Ford know how to do just that.
Your lack of understanding (and that of the OP) is truly profound.
Tesla only sold high end cars with a huge government incentive. The design is very old at this point. The production process has many flaws. As soon as EV cars get smaller and cheaper, Tesla will be pushed out.
It's easy to build an expensive car. It's a lot more challenging to build cheap cars with a low margin. Toyota, Volkswagen Group and Ford know how to do just that.
Your lack of understanding (and that of the OP) is truly profound.
Unless, of course, your true intentions here are to simply bait Fat Hurts into wasting his time on this thread. In that case, who know? You may or may not succeed (up to the Fat dude).
Your lack of understanding (and that of the OP) is truly profound.
Entertain us with your wisdom then.
Why would I waste my time? You will see reality unfold over the next few years, whether I explain it to you or not. And you will completely forget that you ever made such a ridiculous statement as you did here. I am happy to let you be happy in your ignorance.
Why would I waste my time? You will see reality unfold over the next few years, whether I explain it to you or not. And you will completely forget that you ever made such a ridiculous statement as you did here. I am happy to let you be happy in your ignorance.
Why would I waste my time? You will see reality unfold over the next few years, whether I explain it to you or not. And you will completely forget that you ever made such a ridiculous statement as you did here. I am happy to let you be happy in your ignorance.
I have always thought it would be the case that the toyotas, fords, gms, etc would take over and TESLA would shrink to a niche brand. I don't really understand how it's not the case, but a lot of smart people don't see it that way. I have something like a dozen shares of TSLA. It's my one real roll of the dice gamble in the stock market.
my gut says it's not a good play, but it's a low risk roll.
Why would I waste my time? You will see reality unfold over the next few years, whether I explain it to you or not. And you will completely forget that you ever made such a ridiculous statement as you did here. I am happy to let you be happy in your ignorance.
What advantage does Tesla have?
Tesla has the advantage of many years of real world development above the big guys, and maybe more importantly, a much better charging system.
However, I think the infrastructure will catch up, and I’d bet a share of Tesla that Ford will beat then in annual EV sales units by in less than 5 years. The F-150 Lightning is already sold out (200K units). Once they develop an Explorer and/or Escape EV, Ford will win. I think VW will surpass Tesla as well, especially if you count Audi and Porsche.
Tesla isn’t going anywhere and will likely continue to have a cult following, but not everyone can afford a Tesla.
Your lack of understanding (and that of the OP) is truly profound.
Unless, of course, your true intentions here are to simply bait Fat Hurts into wasting his time on this thread. In that case, who know? You may or may not succeed (up to the Fat dude).
Why would I waste my time? You will see reality unfold over the next few years, whether I explain it to you or not. And you will completely forget that you ever made such a ridiculous statement as you did here. I am happy to let you be happy in your ignorance.
I have always thought it would be the case that the toyotas, fords, gms, etc would take over and TESLA would shrink to a niche brand. I don't really understand how it's not the case, but a lot of smart people don't see it that way. I have something like a dozen shares of TSLA. It's my one real roll of the dice gamble in the stock market.
my gut says it's not a good play, but it's a low risk roll.
That’s what I see happening — tesla becoming a market. That’s what they are now. I think once the big manufacturers start getting involved, they will quickly overtake Tesla. I’ve a few articles recently where others see the same thing happening.
One other advantage that Tesla has (I think) is that the legacy automakers are paying lots of expensive health benefits for their retirees, of whom there are many because it used to take more people to build a car than it does now. They didn't include those costs in the prices they charged for the cars those people built, so they will have to take them into account in the prices they charge for current and future cars (electric and non-electric). Tesla doesn't have that problem. On the other hand, the legacy automakers are unionized and Tesla isn't, so the Biden administration is more likely to favor policies that help the legacy automakers.
Tesla only sold high end cars with a huge government incentive. The design is very old at this point. The production process has many flaws. As soon as EV cars get smaller and cheaper, Tesla will be pushed out.
It's easy to build an expensive car. It's a lot more challenging to build cheap cars with a low margin. Toyota, Volkswagen Group and Ford know how to do just that.
Your lack of understanding (and that of the OP) is truly profound.
No. This is actually correct. While Tesla currently has about a 20-25% market share for EVs, SAIC-GM (joint venture between GM and Chinese EV maker) is catching up very quickly. It is selling lots of mini EVs that are hugely popular in China and are very cheap (starting at around $4,500 for a bare bones EV). These EVs could take over the market in Europe where people are already used to driving tiny diesels in cities due to extremely high gas prices and limited parking. These vehicles should be popular in the US, but we are dummies and will keep driving F250 diesels from our 4,000 sq ft McMansion in the sprawl suburbs 35 miles to a cubicle job in the city. Maybe a few more years of $5+ a gallon and things will change in the US.
On the other hand, I don't see the other majors moving very quickly on EVs. Most of the EVs that are in the pipeline are SUVs that cost $50k+. And the current US charging infrastructure is not ready for a huge increase in EVs, which puts a cap on near term market growth. And as much as people like to bash on Tesla, they do have very strong owner loyalty and will get return buyers.
Tesla is actually betting the farm on self driving vehicles and really only exists as a manufacturer in order to have vehicles on the road collecting data for future self driving vehicle platforms. If that bet pays off, then Tesla will rule the world. If it does not, then Tesla will end up the Yugo of EVs and either get sold off to a major or collapse and disappear.
Why would I waste my time? You will see reality unfold over the next few years, whether I explain it to you or not. And you will completely forget that you ever made such a ridiculous statement as you did here. I am happy to let you be happy in your ignorance.
What advantage does Tesla have?
At this point in time, Tesla has more vertical structure than the major manufacturers, that is, they make more of their own componentry. They have weathered the recent global supply line shortages better than anyone else. That's not to say that the majors won't catch up, but Tesla isn't going to go away.
Also, I don't think most posters appreciate how effectively Tesla has penetrated the international market.
Tesla has done nothing new in years now. Their pricing fluctuates wildly and has jumped out of the range of most buyers. Once they use up their quota of federal subsidy dollars, they will have no models attainable to the average buyer.
Tesla also faces problems with its auto driving tech, with increasing federal government scrutiny after a high number of deadly crashes involving Teslas in self-driving mode. Their super chargers are fantastic but their policies about who pays what for them has been unpredictably fluid and is now often very expensive. The larger charging infrastructure will catch up. Mush has also become frighteningly erratic and engaged in polarizing political issues and accusations of worker mistreatment at their facilities.
There are plenty of other power players in both battery tech and its scaling, and in auto manufacturing, such that Tesla cannot possibly maintain a lead over the others. It doesn't help that Mush has become so aggressively antagonistic toward the federal government, the actual source of his fortune and the entity that made his cars attainable at all in recent years. Unfortunately, some of the most promising battery platforms are being developed by the authoritarians in China, which is good for none of us. Tesla has become something of an automotive cult. Look up any of Sandy Munroe's (or a number of other Tesla cheerleading YT types) a-s-kissing videos and it becomes clear that Tesla fans are oddly, irrationally devoted.
VW is coming. The Koreans are coming. Ford is coming. GM is trying. The effing Chinese are grinding away. Tesla is going to become a niche 'look at me' rich bro car in the next ten years, something akin to a techie-focused Jaguar, while most of us choose cars like the id.4, F-150, Mach-E, models from Hyundai/Kia, and other platforms.