-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Can confirm, just got on our model 3 and model y this morning
dhrivnak
Active Member
Cyber truck would be great. But you think they could even outfit a Model X. It shows they do not believe in their mission.
My last 2 mobile services in past year were Tesla vehicles. Just to provide a counter.
dhrivnak
Active Member
Glad to hear it. Our area is now 110 miles from the service center with no SuperChargers between. Which may play into it. But both issues can be easily solved.
So? Is this the EoQ recognition push to smooth the numbers?
it does, though i hope they would add leg room as well and remove that housing in the foot well for that seat. Clearly, this is very early days with lots of testing going on.
UkNorthampton
TSLA - 12+ startups in 1
What advantages/disadvantages does the Apple approach (coming in 2024) have over Google's currently available offering?
Polestar/Volvo are main users of the full suite now, so best ones to search for videos. Renault & others soon.
Randomly chosen videos (but look ok) -
and
Polestar/Volvo are main users of the full suite now, so best ones to search for videos. Renault & others soon.
Randomly chosen videos (but look ok) -
Mine too. But really not sure we go that low again before the split.
Anyone have any thoughts?
Artful Dodger
"Neko no me"
In macro-economic news, here is a sign that Retail inventory is high (one goal of the FED raising int. rates is 'demand destruction')
Target says it's cutting prices to reduce inventory glut | Marketwatch.com
Target unveils aggressive steps to optimize inventory levels, control costs | CNBC TV on Youtube
Predictably, Target (TGT) is down substantially in the Pre-market, leading a drop in Retailers:
Tesla? Retail, don'cha kno?
Cheers to the Longs!
Target says it's cutting prices to reduce inventory glut | Marketwatch.com
Target unveils aggressive steps to optimize inventory levels, control costs | CNBC TV on Youtube
Predictably, Target (TGT) is down substantially in the Pre-market, leading a drop in Retailers:
Tesla? Retail, don'cha kno?
Cheers to the Longs!
Last edited:
Artful Dodger
"Neko no me"
Technical traders will look to retest the recent lows (the standard move on their part). Big money on the sidelines will move in swiftly if that occurs.
My mobile tech came in old model S last time.
Got 20 shares pre market yesterday
Live with a Volvo XC40 Recharge. I do. Google maps works well but has limited display choices, mostly North is up, that’s it! Drivers screen is driving direction up, that’s it! Google maps anywhere links well.
Anything else, not so much.
Tesla is vastly better organized. Of course you don’t have three physical choices for volume or selection with Tesla. Volvo has enough buttons and switches to serve everybody!
OTOH, Volvo OTA is better than Tesla in that one simply locks the car, leaves and the car updates. No external connection needed, just like Tesla was back in 2015.
systems integration? Volvo knows nothing about the concept. Lane keeping? Don’t count on it.
Google/Android have maps, but not much else. Of course that does NOT imply the cr can follow the maps. It is just like Tesla in 2015. Not better.
I would not lose sleep over Google or Apple ever challenging Tesla auto OS. IMHO it is highly improbable they will be able to conquer BMS and all the other components of a BEV OS.
Probably somebody will get there, but neither of those.
Note: I am an Apple fan, and a Google maps fan.
I did miss having Android Auto when I got a Tesla. But really, the only app I wish I still had is Waze.
Android Auto will catch up to Apple Car Play. The OEMs don't want to be locked into the Apple ecosystem. They don't want Apple to take over their business. So they will make sure Android Auto is able to catch up.
I see this as a three-horse race between Apple, Google, and Tesla. Tesla will always be able to have the best integration, but that doesn't guarantee success.
The big winner will be the one who has that "killer" app that drivers can't live without. If it keeps improving, FSD is obviously going to be the killer app. But if FSD fails, the others at least have a fighting chance.
Unless I'm vastly missing something, this new CarPlay stuff is basically just adding ODB2 data and being able to display to multiple screens/form-factors. It still needs the phone, meaning there will still be a crappy legacy UI behind the scenes. It does allow a person to have a more consistent UI in their car instead of whatever shlock the OEM tosses in there which is cool, but it's ultimately a nothing-burger to Tesla.
It will likely make all of those odd-ball long screens that auto makers have started tossing into their vehicles remotely usable at least instead of just being a marketing gimmick.
It will likely make all of those odd-ball long screens that auto makers have started tossing into their vehicles remotely usable at least instead of just being a marketing gimmick.
It doesn't always matter which one is better. People who are used to the Apple or Android car interface will want to stick with the software environment they already know. Most people are not interested in learning a new way to do things. It's just human nature.
So there will be some resistance to Tesla for that reason.
Tesla has to offer something significantly better to make people switch. I'm confident that Tesla will do just that, even if that something is not FSD.
thankfully Tesla has no inventory and moreover has pricing power given high demand.In macro-economic news, here is a sign that Retail inventory is high (one goal of the FED raising int. rates is 'demand destruction')
Target says it's cutting prices to reduce inventory glut | Marketwatch.com
Target unveils aggressive steps to optimize inventory levels, control costs | CNBC TV on Youtube
Predictably, Target (TGT) is down substantially in the Pre-market, leading a drop in Retailers:
View attachment 813641
Tesla? Retail, don'cha kno?
View attachment 813642
Cheers to the Longs!
Costco probably has no inventory issues Either.
UkNorthampton
TSLA - 12+ startups in 1
Pessimistic headline from insideevs UK: Plug-In Car Sales Growth Stalled In May 2022 (owned by Motorsport Network - Wikipedia)
No mention of Tesla in the article at all (virtually no deliveries in May due to covid/China lockdowns)
Comments better than the article (as is often the case)
My take is a bit different (but covers other things too) - Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
InsideEVs article is by Mark Kane Profile | InsideEVs (not someone I've taken notice of before).
Luckily Ford is leading us all to an electric future (same author) - US: Ford EV Sales Surged In May 2022 - Mach-E, E-Transit And F-150 Lightning
Edit: according to insideEVs - there were 3000+ Tesla Model 3 (no Y,S,X IIRC) in November 2021 (2nd month or quarter) and Feb 2022 had 2500+ Model Y/3 (March & September are highest months because of plates/resale, so people often delay until March).
tesla Model 3 was UK's 2nd most popular car in 2021. Jan-Apr 2022 avg was something like 4000/month. This makes 6000 Fords across 3 models in whole of USA seem pretty minor so far.
insideevs.com
No mention of Tesla in the article at all (virtually no deliveries in May due to covid/China lockdowns)
Comments better than the article (as is often the case)
My take is a bit different (but covers other things too) - Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
InsideEVs article is by Mark Kane Profile | InsideEVs (not someone I've taken notice of before).
Luckily Ford is leading us all to an electric future (same author) - US: Ford EV Sales Surged In May 2022 - Mach-E, E-Transit And F-150 Lightning
Edit: according to insideEVs - there were 3000+ Tesla Model 3 (no Y,S,X IIRC) in November 2021 (2nd month or quarter) and Feb 2022 had 2500+ Model Y/3 (March & September are highest months because of plates/resale, so people often delay until March).
tesla Model 3 was UK's 2nd most popular car in 2021. Jan-Apr 2022 avg was something like 4000/month. This makes 6000 Fords across 3 models in whole of USA seem pretty minor so far.
UK: Two Teslas In Top 5 As Plug-In Car Sales Doubled In February 2022
According to the official data, passenger plug-in electric car registrations in the UK more than doubled last month to 15,094 (up 127% year-over-year).
insideevs.com
Last edited:
I'd suggest that most people buying a new car don't have experience with any of the car software options, coming from older/dumb cars without any real infotainment.
Yup. Maybe Carplay is amazing on it's own, but my rental BMW last fall made the entire thing pointless with it's crappy controls, laggy screen and penchant for fighting me for control.
Similar threads
- Locked
- Locked
- Locked
