Buckminster
Well-Known Member
Seeing how many ICE vehicles are still being sold reminds me of the opportunity. This couldn't be unfolding any better for Tesla.
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Seeing how many ICE vehicles are still being sold reminds me of the opportunity. This couldn't be unfolding any better for Tesla.
FSD 12.3 drive from Tesla&us
See 44:40 mark or so. The FSD cuts into the packed lane like a good human driver would. Just amazing.
Hardly exactly.Looks like AJ missed the memo about the wave having been unwound.
This is at least the 3rd time it's being explained here- but those numbers are essentially indicating no growth at all in the EU YoY for Q1.
Q1 2023, only 1/3rd of deliveries was Jan+Feb due to the wave dumping 2/3rds of deliveries into March.
Since mid-2023 the distribution of deliveries was much nearer 1/3rd each month in the EU.
Meaning you'd expect 2/3rds, not 1/3rd, of all Q1 deliveries in Jan+Feb this year....and only 1/3rd of deliveries in March.
Which is exactly what those #s show thus far.
2023: 28k Jan-Feb is 31%, basically 1/3
So I’ve been hearing for a decade how Tesla needs to, has to, is responsible for educating people about EVs.Tesla and this community need to educate and inform people about it.
The last week-ish has been pretty good for Mr Musk. First Starship had a 90% success and test 4 is on the horizon. Second the rollout of V 13 has been getting rave reviews . Third Tesla is beginning to hire for Optimus production. Fourth, the interview with a quadriplegic who has had a Nuralink implant. I doubt if anyone else has had this level of success in the last week.
So I’ve been hearing for a decade how Tesla needs to, has to, is responsible for educating people about EVs.
First, no they do not, no they are not, but yes they have been all along - they just aren’t educating people in the traditional OEM way.
Secondly, ‘we’ (the community) have been educating people since the start about EVs and Tesla quite specifically. No other company remotely of Tesla’s type, that I’m aware of, has ever grown via word of mouth like Tesla.
There have been thousands of posts on this forum alone about people speaking with family, friends, coworkers, neighbors, and complete strangers about Tesla, about EVs - numerous times. My spouse walked into a podunk, middle of nowhere, small country business store yesterday that’s doing a quote for The Mountain, and spent the first 15 minutes answering questions about our 3, Tesla, charging, range, etc… That was educating people who wanted to learn. Turned out the office manager’s brother in-law is getting a Y. Also was revealed nobody had heard about CT. They have now. While that was going on, I spent 8hrs on the road with my GC going to and from another business quoting for The Mountain - guess what we talked about for a good chunk of that time.
Here we are on a forum of far more EV educated people and still people arguing Tesla needs to have a SC on every corner. Next they’ll be arguing Tesla needs a Supercharger on every corner. Neither are close to being true, but we’ll just have to wait for more time to pass to prove it out, though I’m sure a new argument will surface along the way.
Factually, you can’t teach people who aren’t ready, willing, and able to learn no matter how correct, logical, or reasonable you are. They cannot hear. They can not learn.
Looks like AJ missed the memo about the wave having been unwound.
This is at least the 3rd time it's being explained here- but those numbers are essentially indicating no growth at all in the EU YoY for Q1.
Q1 2023, only 1/3rd of deliveries was Jan+Feb due to the wave dumping 2/3rds of deliveries into March.
Since mid-2023 the distribution of deliveries was much nearer 1/3rd each month in the EU.
Meaning you'd expect 2/3rds, not 1/3rd, of all Q1 deliveries in Jan+Feb this year....and only 1/3rd of deliveries in March.
Which is exactly what those #s show thus far.
At 47, it inexplicably does not take the empty right turn lane for the impending right turn coming up just a few feet away. But then, like a bad selfish driver cuts everyone at the last minute and takes a turn from the wrong lane... and gets a ton of honk from pissed off drivers
FSD 12.3 drive from Tesla&us
See 44:40 mark or so. The FSD cuts into the packed lane like a good human driver would. Just amazing.
This is really incredible news! Some serious eye candy too! I was never into semi trucks, but I think this video just popped my cherry!Zangler is out with a very informative video on the Semi.
His main point is that unlike the other cars the Semi is dependent on external suppliers. And they are not much interested in small numbers like the Semi has needed until now. So Tesla got to ramp it up to get decent supplies.
Another point is that the Semi only need a short assembly line with about 5 stations. And he belive the current prototype building have room for 4-5 lines. Where Tesla can start a modest production while waiting for the main new building to get operational.
Apart from that - many pretty pics from inside the Semi factory - well worth a look:
The only reason to worry about resale value is if you're selling to buy a non-Tesla. So why would Tesla care if they made the value of your car decrease? Sure your car is worth less, but it also costs less to replace it with a new one. If they changed their mind and want a Porsche, who gives a ****? Besides the woman that changed her mind.I do think that the price cuts for Tesla's did shock a bunch of people. There are probably a wave of people who are wary of buying a Tesla because they focus (too much IMHO) on the potential resale value. Even a small increase in 3/Y prices over time is likely to reduce the impact of that, and should prove a bonus to demand.
I still think concerns about demand are unfounded though. There are so many drivers of demand without further impacts to prices and margins. More supercharger locations, more visibility of Tesla's on the road, more service centers, and opening up entirely new markets... all this can continue for some time. I also think people underestimate the extent to which the cybertruck opens up a whole new demographic to considering a Tesla. It would be interesting to know how 3/Y sales change in geographic areas where trucks are especially popular. I'm sure in some parts of the US, especially rural areas, 3 and Y are still poor sellers, and probably associated with californian tree-hugging .
Good progress in Europe. Looks like if Europe disallows BYD to go in, then that is a good thing for Tesla.Seeing how many ICE vehicles are still being sold reminds me of the opportunity. This couldn't be unfolding any better for Tesla.
A couple more articles on it:This news affects the market Tesla sells in.
EPA issues new auto rules aimed at cutting carbon emissions, boosting electric vehicles and hybrids
The Biden administration announced new automobile emissions standards Wednesday that officials called the most ambitious plan ever to cut planet-warming emissions from passenger vehicles. The rules come as sales of electric vehicles, which are needed to meet the standards, have begun to slow...www.yahoo.com
The final rules present a timeline to wind down gas-powered vehicle purchases, making most US auto sales fully electric, hybrid, plug-in hybrid or advanced gasoline by 2032
The last week-ish has been pretty good for Mr Musk. First Starship had a 90% success and test 4 is on the horizon. Second the rollout of V 13 has been getting rave reviews . Third Tesla is beginning to hire for Optimus production. Fourth, the interview with a quadriplegic who has had a Nuralink implant. I doubt if anyone else has had this level of success in the last week.