this has quite disturbing thesis near the end.New video from Munro on OEM competition:
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this has quite disturbing thesis near the end.New video from Munro on OEM competition:
Lets be honest, doesn‘t the Cybertruck deserve it’s own company?Elon has a plan... he will split into 10,000 car companies each delivering 100 EVs each
Wow… based on that, Tesla is going to pass Ford, Chevy, and maybe Honda all next year.California Q3 Sept 21 YTD Registrations
Tesla passes Nissan!!!
Brand............CA 2021 YTD.............................. % Share
Toyota........275,193 ...........,..........................18.5
Honda........165,633.........................................11.2
Ford...........113,066..........................................7.6
Chevrolet...104,123..........................................7.0
Tesla.........82,040..............................................5.5
Nissan........78,030..........................................5.3
KIA.............61,321............................................4.1
Hyundai......57,254...........................................3.9
Merc Benz..57,074..........................................3.8
Subaru......54,465............................................3.7
BMW..........50,207............................................3.4
Lexus..........45,308..........................................3.1
Jeep............43,710..........................................2.9
RAM.............38,696.........................................2.6
Mazda..........38,187.........................................2.6
Volkswagen..35,152........................................2.4
Audi..............31,442.........................................2.1
GMC.............27,339..........................................1.8
Dodge..........19,115.........................................1.3
Acura ...........14,459.........................................1.0
Porsche........13,595...........................................0.9
Land Rover ..13,037.........................................0.9
Volvo.............11,674..........................................0.8
Chrysler........8,543..........................................0.6
Cadillac.........8,528..........................................0.6
Infiniti............6.478..........................................0.4
Buick.............5,543..........................................0.4
Mitsubishi.....5,057..........................................0.3
Mini...............4,381.........................................0.3
Lincoln..........3,774..........................................0.3
Genesis.........3,738.........................................0.3
Alfa Romeo....2,499........................................0.2
Jaguar...........2,454.........................................0.2
FIAT................124...........................................0
Other..............2,655.........................................0.2
Total.........................1,484,862 ..................................100
California Sept YTD Market Share.
Model 3 40.8 segment market share
Model Y 40.9 segment market share
Model S is low and Model X is not on the board due slow refresh rampup.
California Sept YTD Market Share.
Model 3 40.8 segment market share
Model Y 40.9 segment market share
Model S is low and Model X is not on the board due slow refresh rampup.
Shhhh.. that's called reverse sliding scale ; DNice, but damb that’s about 2x what the P car folks charge for such an upgrade - not including wheel alterations.
Tesla Model S Plaid Carbon Ceramic Brake Kit added to online shop
Tesla has announced a Carbon Ceramic Brake Kit for the Model S Plaid, making it the most expensive item in the Shop, and by a wide margin.driveteslacanada.ca
View attachment 736938
That'll make a niceChristmasSummer Stock(ing) stuffer... for MARGINS!
Cheers!
Or use the Firefox add-on "Bypass Firewall" to read the NYTimes, WSJ etc the old fashioned way (works great).He’s Steering Volkswagen, With His Eyes on Beating Tesla
Herbert Diess, the chief executive, seeks to cast VW as a dynamic, modern company, but his style risks the ire of its powerful works council.www.nytimes.com
Good article if you can get through the paywall. Tesla is the benchmark! What Tesla does in 2 years takes VW 5 years.
Wow… based on that, Tesla is going to pass Ford, Chevy, and maybe Honda all next year.
Maybe even all of GMs sub brands combined. Looks like Ford and it’s sub brands as well. California only, but still crazy.
Is there some hidden reason to offer something like this with a likely low take rate?
That Tesla will run around settings records using these and say hey it’s stock? You can order it from our website.
I'll go on record and say Tesla holds the top spot this time next year.California Q3 Sept 21 YTD Registrations
Tesla passes Nissan!!!
Brand............CA 2021 YTD.............................. % Share
Toyota........275,193 ...........,..........................18.5
Honda........165,633.........................................11.2
Ford...........113,066..........................................7.6
Chevrolet...104,123..........................................7.0
Tesla.........82,040..............................................5.5
Nissan........78,030..........................................5.3
KIA.............61,321............................................4.1
Hyundai......57,254...........................................3.9
Merc Benz..57,074..........................................3.8
Subaru......54,465............................................3.7
BMW..........50,207............................................3.4
Lexus..........45,308..........................................3.1
Jeep............43,710..........................................2.9
RAM.............38,696.........................................2.6
Mazda..........38,187.........................................2.6
Volkswagen..35,152........................................2.4
Audi..............31,442.........................................2.1
GMC.............27,339..........................................1.8
Dodge..........19,115.........................................1.3
Acura ...........14,459.........................................1.0
Porsche........13,595...........................................0.9
Land Rover ..13,037.........................................0.9
Volvo.............11,674..........................................0.8
Chrysler........8,543..........................................0.6
Cadillac.........8,528..........................................0.6
Infiniti............6.478..........................................0.4
Buick.............5,543..........................................0.4
Mitsubishi.....5,057..........................................0.3
Mini...............4,381.........................................0.3
Lincoln..........3,774..........................................0.3
Genesis.........3,738.........................................0.3
Alfa Romeo....2,499........................................0.2
Jaguar...........2,454.........................................0.2
FIAT................124...........................................0
Other..............2,655.........................................0.2
Total.........................1,484,862 ..................................100
Good post. I have a lot of knowledge of GM’s plans due to my current occupation. With that said, I wouldn’t drive any of their EVs (or any GM vehicle actually) if you gave it to me. I COULD be paid to take it so I could put the money into TSLA and then drive the car off a cliff for a fantastic YouTube video, but I digress…After leaving consulting and moving back to forestry (best decision ever) I no longer have inside knowledge of Ford's strategy. In 2007 I was fairly impressed with the organization recognition of risk and the decisions they were already making to stay out of bankruptcy.
In a similar vein I was less than impressed by Chrysler and GM in 2007. Fast forward to today and GM's EV strategy is the sort of thing of wonder for a harvard business case on strategy and operational failure- it is not just the Hummer. It is getting in bed with Trevor Milton, it is the pouch battery from LG, it is the Hummer, and on and on. Chrysler is clearly without hope, Dodge pickups are great. They will be dead products in 10 years. The minivans are great. Dead in 10 years.
In the USA this leaves Ford and I am cautiously optimistic that Ford will survive. The 10% stake in Rivian is worth $10 billion today. The Mustang, the very first EV for them, is a much better product than the second gen product from VW BMW or GM. The Ford Lightening looks to be a decent popular truck. I met a logging company owner with one on order and that to me says Ford could survive if they run hard.
Rivian will survive. Lucid looks interesting. More car companies in California than Midwest. Crazy but I think I see a pattern.
Then you guys bring up the lease risk issue and ...I confess I don't know quite what Ford risk is in this case. Do the incredible resale values right now bail them out? Will Ford ratchet back lease options with rising rates? Not sure.
The German Unions have only begun to sense demise. The middle industry in Germany relies heavily on the auto industry. What there? Germany is in the EU and the EU's member states aren't so happy about Germany crushing all the other automakers so they may not have much support to slow EU rules. Talk about uncertainty. Brilliant to put Tesla right in Berlin. Brilliant. Barcelona would have been nice but Berlin...knife in the gut.
Japan- nobody doing less with more and auto industry is so much more important to Japan than Germany. Ironically local consumption that kept the auto industry in excellent financial health for years may be what kills the Japanese auto industry. Talk about turmoil. If I was a long term short seller I'd find a way to short Japan inc...be about 10 years out in the future but holy cow.
All this gets back to @jbcarioca recent post on the need for an open and active discussion and on the risk on tunnel vision in an uncertain time. If tunnel vision were appropriate than there would be no need for this thread. The thread is important and provides value due to the enormous uncertainty.
I'll go on record and say Tesla holds the top spot this time next year.
Why? Fremont will be cranking out for California exclusively. Wonderful domination
Indeed.Their growth comes from adding breadth to their offerings. The Apple Watch, AirPods, Apple Music, Apple TV+… etc etc. They just keep cranking out additional products that work in their ecosystem and making their fundamental products better so people buy more of their base products (The recent improvements to the Mac come to mind).
Yes Rob, I get it. But what you might not get is Elon wants to be at the top. You know, the whole mission thing. #TimeWillTellFremont will continue to make S and X for the entire world.
Fremont will continue to make 3 and Y for western North America even after Austin is fully ramped.
Is there some hidden reason to offer something like this with a likely low take rate?
That Tesla will run around settings records using these and say hey it’s stock? You can order it from our website.