PeoplesElbow
Well-Known Member
So am I for or against?
Electric Car News
- Thread starter Kyle
- Start date
Flip flopper, depends on the day!
PeoplesElbow
Well-Known Member
My opinion has never changed, I don't think they are inherently bad, but I think there is work to do with the infrastructure and they are not good as an only vehicle the way a plug in hybrid could be.
SUVs became popular because they are somewhat of a single vehicle that can do everything somewhat. Can put a large item in them without the need for a truck, but has enclosed cargo room for people and stuff you don't want to get wet or stolen.
I have stated numerous times that they are a not ready for prime time tech and the hybrids are a better tech. EVs may have their day in the sun but right now the sun ain't shining on them too many negatives!
glhs837
Power with Control
No. It's your claim that sales data from someone vested in EV sales is BS, you name that group.
The EV industry itself just like YOU stated, must be a bitch when you cannot remember what YOU posted !
glhs837
Power with Control
Giga Shanghai happened. And that was the high, true. But I expect we will see yet higher highs. People keep saying that they cant do things that they end up doing. Can't make money selling EVs. Done. Can't build a Chinese factory in a year, done. Can't get a factory built in Germany, done. Can't make the Cybertruck, done. Canr scale energy storage and make money selling large batteries, done. Can't get everyone using their Supercharger standard, done. Things still to come.
1. The inexpensive car
2. The robot
3. More battery plants for storage
4. Continued vertical integration - Lithium processing plant in Texas will be complete this year and lowering production cost of batteries.
5. Maybe FSD and Dojo make money, not counting on that though.
Tesla Shanghai becomes world's largest production volume Gigafactory
US automaker Tesla's Gigafactory in Shanghai has become the world's largest factory by annual production volume, exceeding that of its California plant, news outlet The Paper reported.
www.chinadaily.com.cn
One item of note. The above list of "Can't do X or Y, or Z, or if you do, you cant make money at it", that same attitude has been common towards SpaceX forever as well. And SpaceX keeps delivering. If Starlink IPOs, I might take some of my Tesla stake over there.
PeoplesElbow
Well-Known Member
My sell basis wasn't really based on anything they can or did do, just my experience with growth stocks. I made the mistake before of hanging on too long with Yahoo and JDS Uniphase.Giga Shanghai happened. And that was the high, true. But I expect we will see yet higher highs. People keep saying that they cant do things that they end up doing. Can't make money selling EVs. Done. Can't build a Chinese factory in a year, done. Can't get a factory built in Germany, done. Can't make the Cybertruck, done. Canr scale energy storage and make money selling large batteries, done. Can't get everyone using their Supercharger standard, done. Things still to come.
1. The inexpensive car
2. The robot
3. More battery plants for storage
4. Continued vertical integration - Lithium processing plant in Texas will be complete this year and lowering production cost of batteries.
5. Maybe FSD and Dojo make money, not counting on that though.
Tesla Shanghai becomes world's largest production volume Gigafactory
US automaker Tesla's Gigafactory in Shanghai has become the world's largest factory by annual production volume, exceeding that of its California plant, news outlet The Paper reported.
One item of note. The above list of "Can't do X or Y, or Z, or if you do, you cant make money at it", that same attitude has been common towards SpaceX forever as well. And SpaceX keeps delivering. If Starlink IPOs, I might take some of my Tesla stake over there.
glhs837
Power with Control
You know, that since the EV centric blogs and such report these numbers, they tend to float to the top of the search results. But they dont generate the sales numbers reports.
Another Quarter, Another Record: EV Sales in the U.S. Surpass 300,000 in Q3, as Tesla Share of EV Segment Tumbles to 50% - Cox Automotive Inc.
Cox Automotive publishes a quarterly Kelley Blue Book new-vehicle sales report enumerating electric vehicle sales.
www.coxautoinc.com
EV sales slowed this year, but U.S. still bought record numbers of them - Autoblog
EV sales slowed this year, with multiple factors possibly contributing to it. But the U.S. still bought a record number of electric cars.
www.autoblog.com
Topic: Electric vehicles in the United States
Find the most up-to-date statistics about the U.S. electric vehicle market
www.statista.com
Giga Shanghai happened. And that was the high, true. But I expect we will see yet higher highs. People keep saying that they cant do things that they end up doing. Can't make money selling EVs. Done. Can't build a Chinese factory in a year, done. Can't get a factory built in Germany, done. Can't make the Cybertruck, done. Canr scale energy storage and make money selling large batteries, done. Can't get everyone using their Supercharger standard, done. Things still to come.
1. The inexpensive car
2. The robot
3. More battery plants for storage
4. Continued vertical integration - Lithium processing plant in Texas will be complete this year and lowering production cost of batteries.
5. Maybe FSD and Dojo make money, not counting on that though.
Tesla Shanghai becomes world's largest production volume Gigafactory
US automaker Tesla's Gigafactory in Shanghai has become the world's largest factory by annual production volume, exceeding that of its California plant, news outlet The Paper reported.
One item of note. The above list of "Can't do X or Y, or Z, or if you do, you cant make money at it", that same attitude has been common towards SpaceX forever as well. And SpaceX keeps delivering. If Starlink IPOs, I might take some of my Tesla stake over there.
484130 what is the Chinese market penetration like 0.00001%Giga Shanghai happened. And that was the high, true. But I expect we will see yet higher highs. People keep saying that they cant do things that they end up doing. Can't make money selling EVs. Done. Can't build a Chinese factory in a year, done. Can't get a factory built in Germany, done. Can't make the Cybertruck, done. Canr scale energy storage and make money selling large batteries, done. Can't get everyone using their Supercharger standard, done. Things still to come.
1. The inexpensive car
2. The robot
3. More battery plants for storage
4. Continued vertical integration - Lithium processing plant in Texas will be complete this year and lowering production cost of batteries.
5. Maybe FSD and Dojo make money, not counting on that though.
Tesla Shanghai becomes world's largest production volume Gigafactory
US automaker Tesla's Gigafactory in Shanghai has become the world's largest factory by annual production volume, exceeding that of its California plant, news outlet The Paper reported.
One item of note. The above list of "Can't do X or Y, or Z, or if you do, you cant make money at it", that same attitude has been common towards SpaceX forever as well. And SpaceX keeps delivering. If Starlink IPOs, I might take some of my Tesla stake over there.
glhs837
Power with Control
Not sure, but that's not what that was about, PE asked what happened in 2021 that al.oar doubled Teslas production. And I won't be bothered talking about penetration. That's not a metric anyone else uses. New sales don't compete against all the old cars out there.
NO ,new EVs CAN,T compete ! That is what is becoming apparent . Even the big three have caught on, but not admitting it yet. But their actions say otherwise .
PeoplesElbow
Well-Known Member
I think to be fair the big 3 are just sort of half-assing it just enough to get government money. It's what they do.
glhs837
Power with Control
They can, ask the folks making good ones. You say "even" the Big Three, as if them not being able to do it means nobody can. They are only ones who cant seem to figure it out. That's like saying if Deputy Fife cant make a shot, nobody can shoot. Fords had quality issues across ICE and EV so bad that the CEO has publicly said they need to fix it. GM cant do software, and decided that a uniquely named battery system was the saving grace before they even finished the contract with the real company that was going to make it for them. Stellantis ignored it for too long and might be too late to the table. Toyota, Honda, they are the same way.
Oddly enough, Hyundai and Kia get it. Maybe you need to NOT be a 100 year old monolith. "Buggy whips, damnit, we sell buggy whips here!!!!! Not silly horns for stinky gas burning noisemakers!!!!! Get me my handsome cab, Smithers!!!!!!!!!!"
Ford didn't say it, but that doesn't mean it doesn't have applicability. "If I asked my customers what they wanted, they would have said faster horses. "
Not sure how many times we need to cover the fact that the Big Three have not figured this EV thing out. And if it hadn't been done right in front of them, I might cut them some slack. Every single thing Tesla did was right out in the open. Do that. But nope, we gotta try some conversion platforms, let those fail. Hold off five years while we get the govt to give us billions to build battery factories. And lets keep this crazy supply chain and stovepiped engineering that cripples us.
And this isn't me, I seem to keep personally running into engineers who did time in the Vehicular Industrial Complex. Ford, Chrysler, GM. And the story is the same.
PeoplesElbow
Well-Known Member
Chevy and Chrysler can't seem to get a hybrid right either. Fords fusion was actually good, but it had a Toyota drive system in it.
glhs837
Power with Control
Because their hybrid solutions are not really integrated, but tacked on. Toyota made a damn good car that happened to be a hybrid. Baking that system into the car at the start was crucial. Tossing some extra batteries under the backseat, not the way to go.
OK Cleopatra, the big three are not the only ones having trouble. But you just keep your head in the sand and ignore the findings Tesla has had a huge head start but even their numbers are starting to wane. The low hanging fruit has just about been picked and the negatives are coming out in full force, hold on to your Tesla shares its going to be the best ride of your life. I think Musk is smarter than Gates or Jobs, or Bezos but I think even he is going to have his hands full with Tesla.
That is possible I agree, but don't think so. The problem here is this, when you are building something that is a want instead of a need you better have your crap together and be able to sell the sizzle with the steak, Tesla is the only one so far that has been able to do that to a large degree.
glhs837
Power with Control
Oh, no, they are not, others do have problems. I generally refer to them because the sky is falling articles posted here usually refer to the issues the big three are facing.
Tesla only had a huge head start because the others all refused to put the work in instead deciding to keep doing things the dinosaur way. GM in particular did a lot of work them pissed it away. But here's the thing about head starts, that also lets the other guys see your mistakes.
Do you know how many automakers are buying gigapresses? Its quite a few.
You always refer to this low hanging fruit. When do you think that ends? It's been 12 years. Which negatives are you referring to? I agree the noise to signal ratio has been pretty bad lately, but I attribute that to everyone gunning for Musk. The liberals cannot stand that he kicked them to the curb politically and bought X. The conservatives like that but cant stand anything "green" so Evs got crapped on. Fox News is generally horrible, promoting BS like the snowstorm BS and costs 100K malarky.
Oh, I forgot two more things coming that will help Tesla sales. The Model 3 Highland (the refresh that added features and refined both NVH and handling) has been a huge hit in Europe and will be made in Fremont shortly. Not long after that the Model Y refresh (Juniper) will be coming along.
Give up and just pray for his soul.
In the name of the Elon, the Musk and the Holy Model S... Bless us O' Greta, for thee's Green Gifts which he is about to recieve from thy bounty....