acoste
Member
Anecdotal comments are worthless.
If you clicked, there is a video inside. Blindness is your choice though.
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Anecdotal comments are worthless.
I would not expect even a bright 16 year old to have all of this figured out. Those actually in power, and the “experts” they listen to, are the ones who really need to figure things out, with help from us as voters of course.
If FUD is a true story, what's wrong with it?
It's not just cannibalization, people who used to buy 75D (weren't these 50% of S/X sales?) can no longer afford their only option of 100D and are forced into 3. It's not their choice, it is by design.S,X sales in Q3 and Q4 2018 were 27k average. Assume some YoY increase due to EV market penetration trends, say at least 30k. If Q3 comes in at ~15k, do you believe that an approx 50 percent drop can be explained by M3 cannibalization? I think it is unlikely, but without more hard granular data on customers purchase intentions, I suppose it is hard to say.
You mean that they are saying "We're production constrained, so let's reduce the number of models so that we become demand constrained"? They actually do do that, by discontinuing short range models of the more expensive cars, and reducing the number of options, and (as Musk has said) anti-selling. But they do it carefully, trying to reach balance.i straight up do not buy this. If it were true, they'd 1) be delivering primarily Performance models, 2) not pulling demand levers all the time and 3) selling way more S/X cars.
If FUD is a true story, what's wrong with it?
If FUD is a true story, what's wrong with it?
Why ? Afterall the cannibalization would only account for ~ 15% of Model 3 sales.If Q3 comes in at ~15k, do you believe that an approx 50 percent drop can be explained by M3 cannibalization? I think it is unlikely, but without more hard granular data on customers purchase intentions, I suppose it is hard to say.
Easiest way to identify FUD is to ask yourself "would this article be written about any other vehicle?"
Musk seems pretty dedicated to robotaxi. That may be the last accomplishment on his personal surface transportation to-do list.SpaceX is about to test their space ship. He's taking a huge step in the Mars mission, I think Tesla is soon to be in the rear-view camera for him.
Once Model Y, pickup and semi are released there's not much left to do on the automotive side other than expand. I expect Elon to move on from the CEO role and jump back in the chairman's seat once the SEC nonsense ban has passed in 18 months. Exciting times.
Because someone can pick & choose what they want to push a story. They are not reporting a story - they are pushing a narrative (often false).If FUD is a true story, what's wrong with it?
Ok. I like this definition.
However EV space is small and new, they write about every little thing.
Disagree. Tesla gets all the press. If something happens to a Chevy Bolt or BMW I3 it won't make mainstream news.
I thought we weren’t going to rehash this?
Tesla chose to withdraw the 75D. It was ~60-75% of S sales.
They will have lower Model S sales.
Great post, if I may add-
1. The Model S design has been around for 7 years, its been the face of Tesla for four of those seven years, In car years, that's old (even the Euro makers have seven year design time frames). Could it be the "market" wants something new? Buying a car is mostly an emotional one, not rational, start looking stale and there goes the emotion.
2. Are the rumors of a new gen Model S based on the 3 platform real? Would definitely yield higher efficiencies in production, higher profit margin per unit. However, that is a lot of cash to spend on a shrinking segment or niche segment. From the looks of the "plaid", it will be the seven........errrrrr......eight year old Model S platform with new motors and interior. But may be the smarter move money wise. But will it be enough to garner the market's attention?
A little perspective is perhaps in order here. Those of us that understand the benefits of EVs and realize that the future is electric are often quick to blow off or ridicule the arguments of the ICE public. I will put it this way, I was a total gearhead not too long ago. I loved the auto ownership experience. Changing my own oil, getting my hands dirty, and maintaining my own machine was truly a joyful experience. I rebuilt, from the ground up, two different ICE classics. It was tremendously gratifying to take every nut and bolt off the car and put it back better than new. There is a pride of ownership that goes into the maintenance of your own ride and many many folks see EVs as a threat to that experience. In some ways they are TOO good. TOO reliable. TOO maintenance free. They kind of cut to the core of what a great number of people feel is there joy in life. To these people, EVs are going to be a tough sell.How much fun is a tractor pull when the gas and diesel tractors don't stand a chance against the electric ones?
I guess that's possible that some people will want that. Mostly a few old men that can't let go and that don't care about others. But judging by the low number of freaks still shooting photographic film, I expect that number to be really low.
i straight up do not buy this. If it were true, they'd 1) be delivering primarily Performance models, 2) not pulling demand levers all the time and 3) selling way more S/X cars.
It looks like the pipeline was also flushed in The Netherlands: just 6 Model 3 deliveries yesterday. But expecting really big things in the last two months of the year.*
* Besides us moving to our new climate neutral house.