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Bernstein: Germans disrupt $TSLA, $TSLA too slow to fight back

Discussion in 'Tesla Motors' started by rage_777, Dec 8, 2015.

  1. rage_777

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  2. MikeC

    MikeC Active Member

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    Written by the guy who made an unsolicited bet with the internet that he would eat his hat if autopilot could change lanes on its own, then failed to do so. Zero credibility, if that wasn't already obvious from the title of this piece.
     
  3. Johan

    Johan Took a TSLA bear test. Came back negative.

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    Sign me up for the [Mercedes product (unnamed)]. Sounds like marvellous competetition!

    Also gotta love this by-line from the author of the article, referencing the joker's report:


    :wink:
     
  4. mspohr

    mspohr Active Member

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    The Porsche in the photo will never make it down that large drop to pavement. Probably just a clay model anyway.
     
  5. Spidy

    Spidy Member

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    Source? Can't find anything about it.
     
  6. Zextraterrestrial

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  7. S'toon

    S'toon Knows where his towel is

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  8. Spidy

    Spidy Member

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    Ah oops I looked for Bernstein :redface: So that guy actually has nothing to do with the quotes and research.
     
  9. Discoducky

    Discoducky Active Member

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    Agreed, he banned folks for calling him out on Twitter, anything this guy writes is filled with FUD
     
  10. brianman

    brianman Burrito Founder

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    It's difficult to take them seriously with:
    To my recollection, Elon has never spoken about Tesla delivering Autonomous anything publicly.

    - - - Updated - - -

    Cool, where do I buy one?
     
  11. Spidy

    Spidy Member

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  12. brianman

    brianman Burrito Founder

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    These are the only two references to "Autonomous" in the story, and they support my point:
    If the OP article is accurate in the portrayal of the statements of "the Germans", then the Germans are either "slow" or are intentionally mislabeling Tesla's current autopilot features as "autonomous" and then comparing that with their proposed future "autonomous" offerings. In at least 2 ways, that's an invalid comparison.

    It's like comparing an abacus to an IPad. Different time periods and different technology family.
     
  13. dirkhh

    dirkhh Middle-aged Member

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    I think it would be wonderful if the German car makers start getting serious about electric cars.

    And no, the i3 is not being serious. And the i5 is once again styled to be not serious.
    The Mission E sounded reasonably interesting. Audi's eTron SUV, allegedly coming by 2018 (so only two years after the Model X) would be great (the pics so far show standard Audi design language).
    Mercedes is also talking about a late 2018 introduction.

    So assuming they don't kill these cars again, we might have some actual competition and some alternatives in a few years.

    But until that time, until we see pricing, specs, design... yeah, nothing but FUD.
     
  14. brianman

    brianman Burrito Founder

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    Open challenge to all non-Tesla automakers:
    Ignore acceleration and top speed for a moment. Make an electric car that beats the Model S in range and feature set at the same price point. Do it before Model 3 deliveries. Please. We beg you.

    No one will meet that challenge. I stand a better chance winning all the prizes in Pollux's drawing with only 6 tickets.
     
  15. dirkhh

    dirkhh Middle-aged Member

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    Frankly, the bar is even lower than that. You don't need to "beat" the Model S. You need to be in the same ball park. Give me a comfortable, somewhat luxurious car that looks like a car, has 200+ mile range and is in the same ball park price point.
    I'd pay $100k for an actual 5 series BMW with 7sec 0-60 acceleration, 200 mile range... and decent equipment level.
    Or for an X5 for that matter.

    I still am NOT holding my breath :-(
     
  16. FrankOT564

    FrankOT564 Member

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    These people keep thinking Tesla is like a typical car company from Detroit. It is not, if you compare what kind of people work there, its more like Google/Facebook. Tesla with 14,000 employees and counting.. what 1600 jobs are posted, this company is just going to go out control (growth wise). Tesla might not be able to react to hardware changes quickly (yet), but they can react to software changes at super speeds (people are already testing version 7.1 software). What other car maker does it this fast? 0

    These people are just in denial. Yes there are risks but you could say the same thing about any other company. Remember when Steve Jobs left and people said Apple will fade away? It is even stronger now. Long term is questionable for me, but for the next 5 years they should be safe.
     
  17. WMAC

    WMAC Member

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    Tesla is built to last. Look at the mission: To accelerate the advent of sustainable transport by bringing compelling mass market electric cars to market as soon as possible. That mission is very different than the BMW mission: "BMW Group is the world's leading provider of premium products and premium services for individual mobility."

    GM doesn't even have a mission statement - just a loose set of corporate speak:
    “Making the world’s best vehicles can only happen with the world’s greatest employees. We take great pride in our work, and take great care to deliver exceptional cars and a positive ownership experience to our customers around the world.At the new GM, we make a strong commitment to our customers, employees, partners and other important stakeholders. We state proudly our five principles that guide us in everything we do:

    • [*=left]Safety and Quality First
      [*=left]Create Lifelong Customers
      [*=left]Innovate
      [*=left]Deliver Long-Term Investment Value
      [*=left]Make a Positive Difference”

    Tesla has rabid fan base because it offers people something to believe in. It offers products in several categories to help those people achieve a dream. BMW, GM, and the rest offer - cars - a way to get from point a to point b. No emotion. No vision. No dream.

    I believe Tesla will, for a very long time, be THE company that all the others are trying to catch. Over at least the next decade, they will be the ones willing to push the boundaries beyond what the others can, or even be willing to, do. IF they ever stop making cars, (which I doubt), they've got the Super Charger Network and Powerwall as supporting technologies.

    Globally, we currently consume 100 million barrels of oil a day. At $40 a barrel, that's $3.8B A DAY and $1.4T A YEAR in transportation related energy revenue. BEVs are enevitable. Who and how to provide the energy for that transport is key. Why stop at cars. Cargo trucks and boats along with aeronautics is also possible.

    Who knows what's next.
     
  18. aija SigX 649

    aija SigX 649 Winged Lion

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    Well Said! GM, VW (and Toyota to a lesser extent) mission statements and recent corporate behavior demonstrate an automotive industry culture ripe for disruption! ..across the globe!
     
  19. Rafael

    Rafael Member

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    I agree. Musk is a perfectionist who pushes innovation and design to new avenues. The other automakers will probably always be one step behind (at least when it comes to innovation).
     
  20. renim

    renim Member

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    does anyone have a copy of the report?
     

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