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OT: Electric vehicles

I am (sort of).

Biotech/Genome sequencing (for example) clearly out paces Moore's law. BUT battery tech is reliant on chemical reactions so it could be on the complete other side of the spectrum and far underperform Moore's law.

Again time will tell. But (imo) Musk is the best when it comes to auto tech in 2021 and I tend to respect and bet on those I think have the ability to generate huge paradigm shifts (Jobs, Bezos, Watson/Crick, etc.).

Remember, battery technology has been developing for at least 120 years and has shown no tendency to follow Moore's Law . The computer chip for only 50 and sequencing for 25 and they have. .
 
Yeah just like Model 3 will cost $35,000 right?
It did when it first came out. Throw in the $7500 tax credit when Tesla was eligible and it was less. Current price is $39,900 for a vehicle they can't make fast enough to satisfy demand. Fed credit should be coming back soon + many states offer tax credit or rebate. Do you need a lesson in how price is effected by supply and demand?

This is really the best you can come up with? Well played.

Tesla's automotive gross margin was 28.4% in Q2. Companies built on "a pile of sand", as you claimed, don't do that. Compare that # to other autos.
Arrogant and ignorant. Not a good look for you.
 
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Musk’s pro-China comments will only help Ford and other domestic car companies.
 
Musk’s pro-China comments will only help Ford and other domestic car companies.

It also puts pressure on them to kow-tow to demands of Chinese on technology sharing. Wonder if Musk thought of that,
 
Didn’t someone here claim that “legacy auto” doesn’t care about EVs and battery tech? I don’t want to mention any names. 😉

An $11B investment kinda sounds a little like maybe Ford cares.

I know. I know. I know nothing about EVs. LOL
 
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It’s silly to think that Tesla will dominate for eternity. With this latest move Ford is pushing all their chips to the middle.
 
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Didn’t someone here claim that “legacy auto” doesn’t care about EVs and battery tech? I don’t want to mention any names. 😉

An $11B investment kinda sounds a little like maybe Ford cares.

I know. I know. I know nothing about EVs. LOL

Hey, a billion here, a billion there and pretty soon you're talking real money,
 
It did when it first came out. Throw in the $7500 tax credit when Tesla was eligible and it was less. Current price is $39,900 for a vehicle they can't make fast enough to satisfy demand. Fed credit should be coming back soon + many states offer tax credit or rebate. Do you need a lesson in how price is effected by supply and demand?

This is really the best you can come up with? Well played.

Tesla's automotive gross margin was 28.4% in Q2. Companies built on "a pile of sand", as you claimed, don't do that. Compare that # to other autos.
Arrogant and ignorant. Not a good look for you.

So it needs government money to maybe meet the price target? How about factoring in 5x more expensive insurance because that price tag you quote includes "SAVING ON GASOLINE"

LOL what a joke
 
So it needs government money to maybe meet the price target? How about factoring in 5x more expensive insurance because that price tag you quote includes "SAVING ON GASOLINE"

LOL what a joke
LOL I’m paying slightly more each month for my Model 3’s insurance than I was for my ‘05 Prius at the same age. You guys sure do eat up all the mis and dis info out there.
 
Problem with Tesla is styling. Need a refresh.
Agreed, but I think the latest and greatest have been tweaked a bit and the styling is moving in a better direction. And the new roadster, should it ever actually get produced, is really good looking. The Tesla truck prototype however..,. fugly.

The yoke thing - that is an example of really, really bad design over function. It not only looks dumb, it IS dumb from a usability standpoint.
 
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I don’t think Polestar is getting enough attention. Could be major player as Volvo’s EV arm.
 
Can’t say the Polestar design excites me but the current model has nice clean lines that may appeal to folks that prefer a more conservative look.
 
LOL I’m paying slightly more each month for my Model 3’s insurance than I was for my ‘05 Prius at the same age. You guys sure do eat up all the mis and dis info out there.
"Of the 25 most popular cars in the U.S., the Tesla Model 3 is the most expensive to insure, on average"

 
Problem with Tesla is styling. Need a refresh.
Logical fallacy. It's not about you. So Tesla should halt production and retool production lines while demand is at an all time high? Come on dude. Think.

A modern woman can wear a Coco Chanel suit from the 1940s and still look stylish. Some designs are timeless. Credit to the designer. Just because the other guys have to constantly update their shitty cars to make them appealing doesn't mean Tesla has to also.
 
LOL I’m paying slightly more each month for my Model 3’s insurance than I was for my ‘05 Prius at the same age. You guys sure do eat up all the mis and dis info out there.
"Of the 25 most popular cars in the U.S., the Tesla Model 3 is the most expensive to insure, on average"


Maybe you're both right. Maybe in New Jersey insurance is so expensive it really doesn't matter what you drive.
 
It’s silly to think that Tesla will dominate for eternity. With this latest move Ford is pushing all their chips to the middle.
We've been hearing about the next "Tesla killer" for 5 years....literally. Still waiting. Never mind the fact that Tesla is a moving target. Never mind the fact that legacy auto is dragging a huge anchor called their ICE business.
 
Didn’t someone here claim that “legacy auto” doesn’t care about EVs and battery tech? I don’t want to mention any names. 😉

An $11B investment kinda sounds a little like maybe Ford cares.

I know. I know. I know nothing about EVs. LOL
Bold plans for the distant future has been the legacy auto playbook. Keeps the shareholders happy and gives executives a little more time to cash in on their golden parachute before passing the buck to someone else.
 
We've been hearing about the next "Tesla killer" for 5 years....literally. Still waiting. Never mind the fact that Tesla is a moving target. Never mind the fact that legacy auto is dragging a huge anchor called their ICE business.
i can hear the slurping thru the screen here. get off your knees man. it ain't worth it.
 
We've been hearing about the next "Tesla killer" for 5 years....literally. Still waiting. Never mind the fact that Tesla is a moving target. Never mind the fact that legacy auto is dragging a huge anchor called their ICE business.
I appreciate your Tesla conviction and you are definitely knowledgeable in the area of EVs. But it’s only within the last year that just about every auto manufacturer on Earth has prioritized EVs on their product roadmaps, not to mention the slew of start-ups/IPOs. There will be winners and losers. I’m sure Tesla will be a winner in the end but won’t be dominant. In actuality, no auto manufacturer will dominate just like none of them truly dominate today.
 
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I appreciate your Tesla conviction and you are definitely knowledgeable in the area of EVs. But it’s only within the last year that just about every auto manufacturer on Earth has prioritized EVs on their product roadmaps, not to mention the slew of start-ups/IPOs. There will be winners and losers. I’m sure Tesla will be a winner in the end but won’t be dominant. In actuality, no auto manufacturer will dominate just like none of them truly dominate today.
it's been more than the last year. they have just kicked it into overdrive this past year and a half.
 
Logical fallacy. It's not about you. So Tesla should halt production and retool production lines while demand is at an all time high? Come on dude. Think.

A modern woman can wear a Coco Chanel suit from the 1940s and still look stylish. Some designs are timeless. Credit to the designer. Just because the other guys have to constantly update their shitty cars to make them appealing doesn't mean Tesla has to also.
Ok, it’s timeless. LOL

eta: just for perspective, two cars that catch my eyes in town are Porsche Taycan and MB GT 4 door coupe.
 
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We've been hearing about the next "Tesla killer" for 5 years....literally. Still waiting. Never mind the fact that Tesla is a moving target. Never mind the fact that legacy auto is dragging a huge anchor called their ICE business.

Much like NJ.com putting "Rutgers" in a headline, "Tesla killer" (or iPhone killer, Bugatti killer, Wrangler killer) is just a way of pulling in eyeballs. Simultaneously ropes in Tesla fanboys and haters, all at once. People eat that shit up.

At this time, there are at least three brand-new EVs that do certain things better than any Tesla. And that's about all a "killer" ever actually does.
 
Bold plans for the distant future has been the legacy auto playbook. Keeps the shareholders happy and gives executives a little more time to cash in on their golden parachute before passing the buck to someone else.
Ah, there you are. To be honest, I was kind of hoping you'd get irritated at my post and lob some gratuitous insults at me. 😃

Legacy auto is coming down the EV highway and most of the majors are gonna do quite well. Just a matter of time now.

I've said it before and I'll keep saying it... The people who get the timing right for dumping their Tesla stock while it's high, then sit on the holdings while it crashes, then buy back in when it bottoms out (because I'm pretty sure it'll go way back up again pretty quickly) are gonna make a killing.

If I cared about money enough to pay attention to individual stocks, I'd buy in when it bottoms out myself, ride the climb, then sell. But money sucks. Is the root of all evil. I just can't be bothered to give it that kind of attention.
 
Why do they do it?

Updated design language - designs get stale. See previous comments re: Tesla's designs.

Tesla has no need to update powertrain components, although I suspect as time goes by they'll need to make periodic, physical modifications to the platform to accommodate new electric motors or battery pack configurations.

They will need to update things like brake and suspension components, as "state of the art" changes. Ditto lighting systems, climate control systems, etc.

Typical manufacturers will bundle all the various changes into a single refresh cycle so that they can gain all of the planning and execution efficiencies associated with a single, model year-based change.

You may think there's no reason for Tesla to adhere to a model year update cycle because they're just so damn popular, but in the interest of fairness and objectivity, you should ask yourself what kind of sales they might be leaving on the table by basically producing the same exact car for half a dozen years. I know when I look at a Model S, I see the same car that was introduced nearly 10 years ago. Ask yourself - how easily can you, at a glance, distinguish between a new S and one that's half a dozen years old? You might say it doesn't matter, but consumerism is all about The Joneses and if Mr. Jones' car isn't immediately recognizable as "new" and "different" compared to his neighbor Jones' car, he's not going to be happy. He's going to buy a car that everyone can clearly see is new.
 
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Don’t talk about breaking. A big no no to the fan club. You can only discuss 0-60 time.
 
i can hear the slurping thru the screen here. get off your knees man. it ain't worth it.
Depends on how he means "Tesla killer". If he means, sells more volume, then it could be a while, obviously. In that regard, Tesla's kind of like a Toyota has been in the consumer ICE market, right? They're gonna be tough to overtake in selling relatively inexpensive consumer car EVs.

But if he means, producing high-end luxury model EVs, then Tesla was killed long enough ago that the body's no longer warm.

Once Porsche, Audi, and Mercedes started pumping out their actually luxurious luxury EVs, Tesla lost the money-is-no-object luxury car buyer EV market overnight. And those brands are selling at the kinds of ridiculous prices that they are (in)famous for. Huge profit margins, low production costs and effort. Show me the money!

Based on numerous reviews I've read, Tesla isn't really even playing in the true luxury market anyway, despite Tesla's marketing hype that says otherwise. Perusing car forums, plenty of wealthy folks bought Teslas initially because they were the only game in town and, what the heck, it's super cheap, so why not get one to play with, right?

Now those same folks from the forums are selling their Teslas and buying the luxury brand EVs. Specs be damned. Luxury doesn't show up on a spec sheet. You need to sit in something like a Mercedes GLS550 to understand luxury.
 
Updated design language - designs get stale. See previous comments re: Tesla's designs.

Tesla has no need to update powertrain components, although I suspect as time goes by they'll need to make periodic, physical modifications to the platform to accommodate new electric motors or battery pack configurations.

They will need to update things like brake and suspension components, as "state of the art" changes. Ditto lighting systems, climate control systems, etc.

Typical manufacturers will bundle all the various changes into a single refresh cycle so that they can gain all of the planning and execution efficiencies associated with a single, model year-based change.

You may think there's no reason for Tesla to adhere to a model year update cycle because they're just so damn popular, but in the interest of fairness and objectivity, you should ask yourself what kind of sales they might be leaving on the table by basically producing the same exact car for half a dozen years. I know when I look at a Model S, I see the same car that was introduced nearly 10 years ago. Ask yourself - how easily can you, at a glance, distinguish between a new S and one that's half a dozen years old? You might say it doesn't matter, but consumerism is all about The Joneses and if Mr. Jones' car isn't immediately recognizable as "new" and "different" compared to his neighbor Jones' car, he's not going to be happy. He's going to buy a car that everyone can clearly see is new.
the model S used to look really forward thinking and eye catching. now...its meh. like it or not, people like shiny new things.
 
the model S used to look really forward thinking and eye catching. now...its meh. like it or not, people like shiny new things.
2022-audi-rs-e-tron-gt-109-1615819912.jpg
 
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Depends on how he means "Tesla killer". If he means, sells more volume, then it could be a while, obviously. In that regard, Tesla's kind of like a Toyota has been in the consumer ICE market, right? They're gonna be tough to overtake in selling relatively inexpensive consumer car EVs.

But if he means, producing high-end luxury model EVs, then Tesla was killed long enough ago that the body's no longer warm.

Once Porsche, Audi, and Mercedes started pumping out their actually luxurious luxury EVs, Tesla lost the money-is-no-object luxury car buyer EV market overnight. And those brands are selling at the kinds of ridiculous prices that they are (in)famous for. Huge profit margins, low production costs and effort. Show me the money!

Based on numerous reviews I've read, Tesla isn't really even playing in the true luxury market anyway, despite Tesla's marketing hype that says otherwise. Perusing car forums, plenty of wealthy folks bought Teslas initially because they were the only game in town and, what the heck, it's super cheap, so why not get one to play with, right?

Now those same folks from the forums are selling their Teslas and buying the luxury brand EVs. Specs be damned. Luxury doesn't show up on a spec sheet. You need to sit in something like a Mercedes GLS550 to understand luxury.
also - when the model S was fairly exclusive in terms of rarity...the rich folks were drawn to it. now that tesla's are becoming the everyman EV...it's too proletariat to be exclusive and cool anymore.
 
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