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OT: Electric vehicles

Teslas, the Toyota Camrys of EVs.

What's funny is that, I virtually never bash automakers or cars. But you keep bringing on the bashing responses with your childish fanboy posts. And then you wonder why people keep making fun of Tesla and Tesla owners.

It's not us - it's you. But you aren't gonna understand that, are you?

You know if you were in a Catholic elementary school the nuns would do a number on your knuckles with a ruler for saying that.
 
Stupid Fanboi Chart is Stupid.

The VW ID.4 only became available in Q3. The eTron GT and Mach-E not much before that, if at all.
When it comes to stocks, I do everything in my power to maintain a realistic perspective of the situation, with heavy doses of skepticism built in, giving me the best chance to make smart decisions with my money.

But I guess another way to go is to focus entirely on only positive news and positive projections, ignoring and/or dismissing everything else. Surely a wise approach to investing.
 
they tried to make them look too aggressive and sell the sexiness of the underpowered generic family sedan. need to dress more modestly and have good family values.
To be fair, the Camry engine is used in Lotuses to good effect. So while they're underpowered in the Camry perhaps, they're capable of a lot more.

But yes, they probably should dress the Camry more modestly and work on it's values. If Toyota works hard enough, it could possibly one day overtake the Honda Accord as the official car of the RU football forum. Maybe. Probably not.
 
I fully admit that Tesla’s deliveries are impressive but that chart can be interpreted in an entirely different way. It shows how many manufacturers are chasing Tesla and if the market is truly forward looking it must realize that Tesla’s market share cannot possibly grow at the current rate. Those competitors are just getting started and even moderate success will negatively impact Tesla.
 
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I fully admit that Tesla’s deliveries are impressive but that chart can be interpreted in an entirely different way. It shows how many manufacturers are chasing Tesla and if the market is truly forward looking it must realize that Tesla’s market share cannot possibly grow at the current rate. Those competitors are just getting started and even moderate success will negatively impact Tesla.
if the complete dataset was sliced a different way...could accurately say that Tesla is losing in ROW sales.
 
I fully admit that Tesla’s deliveries are impressive but that chart can be interpreted in an entirely different way. It shows how many manufacturers are chasing Tesla and if the market is truly forward looking it must realize that Tesla’s market share cannot possibly grow at the current rate. Those competitors are just getting started and even moderate success will negatively impact Tesla.
I think the Teslas are great (despite my taunting replies to the fanboys). I expect Tesla will do well for the foreseeable future.

However, I also think that the various competitors will catch up eventually and quite possibly overtake Tesla, if not one v one, via combined effort across different segements. They've mostly all been in business a long time and as the ICE market dries up, will be strongly motivated to be a big presence in EVs - just when EV sales are taking over from ICE sales.

I also think that, unless Tesla decides to up their luxury game, and their prices, the luxury market will wind up dominated by the same luxury auto-makers that dominate luxury auto sales today. That market has lower sales volume, but also has people for whom 200K for a car is not a big deal.

Anything can happen. But all this seems likely to me. A head start is great but it doesn't ensure limitless market dominance. There was a time when Toyotas were considered crap and now look at them.
 
I think the Teslas are great (despite my taunting replies to the fanboys). I expect Tesla will do well for the foreseeable future.

However, I also think that the various competitors will catch up eventually and quite possibly overtake Tesla, if not one v one, via combined effort across different segements. They've mostly all been in business a long time and as the ICE market dries up, will be strongly motivated to be a big presence in EVs - just when EV sales are taking over from ICE sales.

I also think that, unless Tesla decides to up their luxury game, and their prices, the luxury market will wind up dominated by the same luxury auto-makers that dominate luxury auto sales today. That market has lower sales volume, but also has people for whom 200K for a car is not a big deal.

Anything can happen. But all this seems likely to me. A head start is great but it doesn't ensure limitless market dominance. There was a time when Toyotas were considered crap and now look at them.
Palm Pilots were ahead of their time too
 
"Tesla leads global EV sales with 386 000 units (all BEV) delivered during H1, followed by the Volkswagen Group with 332 000 units, thereof 172 700 BEVs and 159 400 PHEVs. GM comes in 3rd with 227 000 units (221k were BEV), including over 180k of Mini-EVs from their SGMW joint venture in China. Growth was robust in all product segments except for sportscars. In the product segment mix, the trend is from sedans and compacts into SUVs. Most striking, though, is the re-bound of mini-EVs in China, now at ultra-affordable prices of 30-60 000 RMB. Read Wuling Hongguang Mini EV, Great Wall Ora R1, Chery eQ, SAIC Roewe Clever, Baojun and others. Around 300 000 units of them were sold during H1, a quarter of all NEV sales in China. They offer a long due improvement over countless, dodgy Low-Speed Vehicles from the earlier days, which are now banned by regulators. The new breed is exempted from some M1 vehicle requirements, often receives no subsidies but is, nevertheless, counted in the Chinese NEV tally."


you want to make it sound like they're so far ahead. they're not.

Gotta love the moving goalposts.
 
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I fully admit that Tesla’s deliveries are impressive but that chart can be interpreted in an entirely different way. It shows how many manufacturers are chasing Tesla and if the market is truly forward looking it must realize that Tesla’s market share cannot possibly grow at the current rate. Those competitors are just getting started and even moderate success will negatively impact Tesla.

Tesla will continue to grow rapidly (two new plants coming on line soon make this a virtual guarantee) and at the same time see eroding market share.
 
So true. An upstart may come along in 10 or 20 years and clean Tesla's clock. Whatever, that new firm produces, it will likely be a killer app that Tesla ignored.

OTOH, Microsoft and Apple keep staying on top, so that's a possibility, too.
Microsoft and Apple were the upstarts.

Tesla is more analogous to the Electronic Controls Company. Surely you’ve heard of them? No?

https://en.wikipedia.org/wiki/Eckert–Mauchly_Computer_Corporation
 
Until recently I was a total Tesla Skeptic. (check my posts). But no Longer. The Id4 and and Mach E are just not competitive. And that does not even consider the horrible charging network they are strapped with. Once the new Tesla factories open and the efficiency of the Mega Presses are realized game over for the followers. They waited too long.
 
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I miss the Geneva Motor Show.

Nowhere else do you see such a collection of random, flashy cars with little expectation of seeing them ever again.
 
Until recently I was a total Tesla Skeptic. (check my posts). But no Longer. The Id4 and and Mach E are just not competitive. And that does not even consider the horrible charging network they are strapped with. Once the new Tesla factories open and the efficiency of the Mega Presses are realized game over for the followers. They waited too long.
Gross automotive margin was 28.4% in q2. That number is unheard of for a car company. Wouldn't be surprised if we see >30% this quarter.

You're correct about the giga presses and Tesla's manufacturing advantage. Everyone knows about Tesla vehicles, not everyone is aware how Tesla builds a vehicle. What other automaker is eliminating the body shop from production lines? Hundreds of robots, parts, and manufacturing steps....Gone. A model 3 is built in 10 hours; a VW ID.3 more than 30 hours. It's this reason VW CEO Herbert Diess called a crisis meeting last week. With Giga Berlin set to start production, Diess is pleading for rapid changes to keep VW competitive. Giga Berlin and Austin will be the 3rd generation Tesla factory with even greater efficiencies. They've won the decade. It's really not close.

Yeah, yeah.... fanboy, fanboy.... #'s don't lie. Btw.. the VW CEO seems to agree with my assessment of the current situation.
 
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