Announcement

Collapse
No announcement yet.

Tesla

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • StarTrekDoc
    replied
    They definitely had growing pains and poor management decisions as many companies.   I see it as not staying with a repeated problem and moving forward from them, jettison the wrong, and make it better.

    Autopilot - coop with mobileeye went to its limits and Tesla moved on -- it took nearly 1.5 years to parity, but now the product is arguably significantly improved on where mobileeye is and a lot cheaper too to deploy at scale and capabilities.

    SolarCity - poor purchase/investment, but leveraging batteries to stabilize that division and making inroads now with jiggering the business model

    Model 3 - mechanized too aggressively; retooled and redesigned and built another line in the parking lot --- oh snap, they didn't -- yes they did.

    Stores - costly stores?   going online -- let's see how this plays out -- never thought grocery shopping online would happen either

    Profitability is clearly happening despite the solarcity debt payments.  Continues to ramp volume and haven't tapped other potential levers like lease -  Model Y next week and timing will be interesting.  If anything early 2020, the industry is gonna have another schizm

    Leave a comment:


  • Tim
    replied
    Remains to be seen. Of course that can be said for anyone. The primary concern is not the growing pains.
    The volumes communicated for profitability were 500,000. The burnout of the production management is not a sign that builds an organization. Growing on a faulty model isn’t wise. Innovation is fine, but it takes organizational talent.

    Leave a comment:


  • Panscan
    replied
    ya I feel like the fact they have made it this far bodes well

    Leave a comment:


  • StarTrekDoc
    replied
    Tesla's gone through their curve 2 growing pains and survived it===now gearing up for Model Y while expanding Model 3 overseas build out with China primary target and experience on quick line setups--even in parking lots!.

    All the while rest of industry continues to struggle with launching anything : Mazda, Toyota, Ford, VW - or ramp up volume to compete : Volvo, Audi, BMW.

    Model X+S continues to eat the premium market's lunch.

    Model 3 will hit 300k; and Model Y launches in end 2019-early2020 --  expect $40k entry level.  They may not even force upgrades and still be profitable and cheaper than anyone.  Niro is the closest Y competitor and severely production hampered.

     

     

    Leave a comment:


  • beagler
    replied
    When the company goes bankrupt might be a good time to buy a Tesla.

    Leave a comment:


  • White.Beard.Doc
    replied




    Can’t wait until I can afford a Model X. Ha!! Hopefully next year.

     
    Click to expand...


    Maybe the smaller Tesla SUV?  A lot less costly?  The Model Y has a big reveal next week. The consensus is for the base model to come in at less than $40k.

    However, you never know how long you will need to wait for delivery....

    Leave a comment:


  • Jarpee
    replied
    Can't wait until I can afford a Model X. Ha!! Hopefully next year.

     

    Leave a comment:


  • Molar Mechanic
    replied
    Twice as much to go wrong.  All the maintenance of an ICE car with half the benefits.  Gas is better for road trips.  Battery is better for every other mile driven, at 1/4 to 1/10th the cost.  Unfortunately, nothing comparable in size to a 450h right now, so it's not a bad choice in that class.

    Leave a comment:


  • tennis serve
    replied
    believe hybrids more practical ,looking at lexus 450h,thoughts please

    Leave a comment:


  • burritos
    replied











    So 35K Tesla (“standard”) model is here.  Does this change anyone’s calculus? 
    Click to expand…


    It’s close. We want a wagon, not a sedan, so it’s still a hard no. (dog, ski’s, bikes, don’t fit inside).

    35k is getting to a really vialble price point for many folks. I’m excited to see the market continue to change.

    We love the EV we have, and not going to a gas station is amazing. What horrible dirty places. I get home, plug in the car, and done. So obvious it’s a better solution (at least for us).
    Click to expand…


    Volvo V60 PHEV with European delivery?  (it was high on the list, along with XC40)
    Click to expand…


    I’d have loved that… Should have.

    Picked up a new Nissan leaf for $7500 from the dealer 2years ago.
    Click to expand...


    What? How do you get a new leaf for $7500?

    Leave a comment:


  • Lordosis
    replied




     

    The one thing I hate, the tires do need replacement… just like on a regular car.  I wish Tesla would come up with a solution for that pesky issue.
    Click to expand...


    Hovercar?

    Image result for hovercar

    Leave a comment:


  • White.Beard.Doc
    replied
    I own 2 Teslas.  I got the first one back at the end of 2012.  Now in my 7th year of ownership, the car is almost as good as new.  Unfortunately though, my first Tesla has no autopilot.  The battery has around 90% of the original range.  There is virtually no maintenance cost.  It appears this vehicle will likely last me 20 years without worry.

    And once the cost of the solar panels is fully amortized, the annual marginal cost of the vehicle is getting pretty darn close to nothing.  Just think if this were happening with a Model 3 for 35k upfront cost.  Seems like a no brainer if the vehicle meets your transportation needs.

    The one thing I hate, the tires do need replacement... just like on a regular car.  I wish Tesla would come up with a solution for that pesky issue.

    Leave a comment:


  • Molar Mechanic
    replied
    I've had my model 3 just under 6 months and 14,000 miles.  (It has replaced my wifes Explorer for all road trips...Autopilot is amazing, and the cost of travel is 75% less.)

     

    The paint is great.  No panel gaps to speak of, though I cannot say I ever really looked on any other car I've owned.  I've had a couple of slight trim rattles, but Tesla has sent a tech to my office parking lot and fixed it while I was making money inside.  One issue that I had to drive to the service center for.  They did lose some points for crappy communication during that, but they did provide me with a $125,000 loaner Model X with ludacris mode.  HOLY CRAP that was fun.  I think I sold a couple of Teslas terrorizing the elementary school parking lot one Friday night with some neighbors.

     

    Far and away the best car I've ever had.  Road trips slightly slower with charging, and occasionally inconvenient (Charlotte's charger is on the far side of the city, and I don't travel there on the interstate).  Other than that, I haven't been to a gas station except to pee in 6 months.  The car is just simply fun, and just simply works.  Tesla is doing to our other cars what the iPhone did to Nokia.

    WRT the Tesla killers, unfortunately (and I mean that) the other manufacturers are so far behind Tesla on tech that it isn't even funny.  The Jaguar iPace Volvo Polestar 2 both require about 30% more electricity per mile than Tesla, which unfortunately plays right into the electric vehicle critics.  I wouldn't take either on a road trip until they either fix the range or build out a high speed charging network.  This quote yesterday from VW chairman is telling.
    “I think Tesla is doing a good job. They don’t have to care about the legacy. They don’t have to care about the next generation of gasoline in motors and so they can really focus on the future. It’s an advantage.”  https://insideevs.com/volkswagen-ceo-tesla-doing-good-has-edge/

    The large manufacturers are somewhat slaves to their legacy.  It's a lot like Amazon vs. Wal-Mart.  Wal-Mart had too much to lose to adapt, and became #2.  Don't count them out yet, but they gave up the advantage.  Same goes for VAG.

     

    Edit: The Rivian truck looks like a bad mamma jamma.  I'd drive the crap out of that.  I'm looking forward to seeing what they actually sell vs what they can show as a concept.  (See Porsche Taycan for how pedestrian production vehicles can become compared to their concepts.)  Tesla could be selling a truck as early as next year.

    Leave a comment:


  • StarTrekDoc
    replied
    We enjoyed the days of our cheap leases -  Fiat 500e and Spark EV.  Both were a lot of fun and essentially paid to drive those commuter cars.

    We've had the Model 3 for nearly a year now  and 21,000 miles later -  still rocking it without any Fit/Finish issues.   Time will tell on whether it's going to match up with our 2004 Odyssey beater that's still hanging around.

    We're still in the market for the replacement for our CR-V and have been anticipating the Niro EV as it; but we may actually hold out for the Y if that's going to announce for 2020.

    The key issue on EV is your typical daily/monthly range.   We take our Model 3 up to LA downtown routinely from San Diego and back without recharge and still roll in with 40+ miles left.    That wouldn't happen on the standard range -- so really know your needs with all the options that they have now on the batteries.

     

    I use the Autopilot-steer/Autonav nearly close to 90% of the time on the freeways now.  It's so nice.   And I'm a roady person too -- loved driving my old G37 around, but sadly she's not getting the love anymore on the weekends.

    Leave a comment:


  • adventure
    replied




    Wow, great deal on the Leaf.  So it was 15K, post electric company and federal tax rebate, down to 7.5K, right?  Still 7.5K new car, that’s hard to beat.
    Click to expand...


    Yeah, more back on page 10:

    https://www.whitecoatinvestor.com/forums/topic/tesla/page/10/

    33k new

    - federal, state, electric company, and negotiation from the dealer.

    Yeah, hard to beat. Should have bought 2!

     

    Leave a comment:

Working...
X