Tesla the Company

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BLADEMDA

BLADEMDA

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Tesla is gearing up to produce millions of cars each year. But, the cost of a Tesla is very high and the quality not the best. Is Tesla's production goals sustainable over the next 5 years with all the competition out there? Again, the cost of a Tesla EV is very high vs a typical IC car. There are no tax incentives when you buy a Tesla but they exist for other manufacturers like Kia.

www.cnbc.com

Elon Musk breaks out the dance moves as he opens new Tesla factory in Germany

Elon Musk officially opened Tesla's first manufacturing facility in Europe as the company looks to take pressure off its other factories in the U.S. and China.
www.cnbc.com www.cnbc.com
 
I can't discuss hard details but I think Tesla is going to remain a small player. Without discounting the huge leap in technology it ushered in, I think it's been primarily a success of being the only game in town. Elon pathologically overpromises and under-delivers. Plus the army of Elon and Tesla fanbois that vociferously strike back against any potential negative comments will only turn a large portion of buyers towards other manufacturers.
 
Hard to predict where $TSLA will go. Other automakers are getting into the EV game and making more affordable EV options. More competition can see a decrease in teslas market share. No idea where it will go from here
 
sevo00 said:
Hard to predict where $TSLA will go. Other automakers are getting into the EV game and making more affordable EV options. More competition can see a decrease in teslas market share. No idea where it will go from here
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I agree with your aasessment. Tesla is ahead because they have brand recognition and Elon Musk is a larger than life showman. Unfortunately TSLA often overpromises and under delivers, ans QC seems to be a big issue with their cars. Lots of other players jumping into the EV market and including the luxury EV car market. NIO is a big one in China and was recently reported to be very reliable. I hear Apple is going to jump in also?
 
Tesla will always be there. Won't be a major player in the car arena except for diehard fans. It's advantages and where it's going to shine is. The super charger network and when it leases it to other manufacturers. They're already doing this in Norway and Sweden.

The other advantage is you can get a plaid S for $150k versus the taycan which is not as quick and costs over $200k with options.

The lucid and eqs from Mercedes are better competitors.
 
it will take a LONG time for other players to catch up. they need to ramp up production and charging. so yes i think tesla will continue to be a major player

even if you get a tax break for other companies. how many years do you think it'll take them to build 500k ev cars a year? look at whats happening to rivian and lucid. stocks getting crushed. who knows if they'll run into funding issues later or not
 
anbuitachi said:
it will take a LONG time for other players to catch up. they need to ramp up production and charging. so yes i think tesla will continue to be a major player

even if you get a tax break for other companies. how many years do you think it'll take them to build 500k ev cars a year? look at whats happening to rivian and lucid. stocks getting crushed. who knows if they'll run into funding issues later or not
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Exactly my reason for owning this stock and so far it’s been my biggest gainer. I def don’t know what the future will be but having the dominant player in the market seems to work.
 
Maybe it’s a regional California thing but Teslas are extremely popular here.


www.thedetroitbureau.com

Tesla Sitting on Top of U.S. Luxury Sales Segment - The Detroit Bureau

Tesla has emerged as the top-selling luxury brand in the United States, surpassing German and Japanese brands that have been the top-selling luxury marques in recent years and American brands such as Cadillac and Lincoln, according to a review of recent sales figures by IHS Markit. Find out more...
www.thedetroitbureau.com www.thedetroitbureau.com


insideevs.com

Tesla Beats BMW In 2021 US Luxury Car Sales: Report

Elon Musk continues to insist that Tesla's competition isn't other EVs, but rather, gas-powered cars. Tesla is achieving its mission by outselling top rivals.
insideevs.com insideevs.com


www.cbsnews.com

Tesla jump stunt sparks anger in L.A.

Viral LAPD video compiled from some taken by resident shows a Tesla flying through the air past onlookers after launching itself just after midnight. Police say the rented Tesla was left at the scene.
www.cbsnews.com www.cbsnews.com
 
nimbus said:
Maybe it’s a regional California thing but Teslas are extremely popular here.


www.thedetroitbureau.com

Tesla Sitting on Top of U.S. Luxury Sales Segment - The Detroit Bureau

Tesla has emerged as the top-selling luxury brand in the United States, surpassing German and Japanese brands that have been the top-selling luxury marques in recent years and American brands such as Cadillac and Lincoln, according to a review of recent sales figures by IHS Markit. Find out more...
www.thedetroitbureau.com www.thedetroitbureau.com


insideevs.com

Tesla Beats BMW In 2021 US Luxury Car Sales: Report

Elon Musk continues to insist that Tesla's competition isn't other EVs, but rather, gas-powered cars. Tesla is achieving its mission by outselling top rivals.
insideevs.com insideevs.com


www.cbsnews.com

Tesla jump stunt sparks anger in L.A.

Viral LAPD video compiled from some taken by resident shows a Tesla flying through the air past onlookers after launching itself just after midnight. Police say the rented Tesla was left at the scene.
www.cbsnews.com www.cbsnews.com
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I think a Tesla makes a ton of sense in California. My friend drives from Orange County to the bay and only has to make a couple quick stops for charges, with abundant charging stations available. The temperature also ensures that the battery is working at top efficiency and the sunshine means you can use solar to charge it - same friend pays $30/mo for household electricity, including daily charging, due to his solar panels.

Sadly where I (currently) live we don’t have any of these advantages. On cold days your range is abysmal, although if you turn on the car early to warm it up while still plugged in this improves somewhat.

Even in cold climates, I think Tesla has a bright future. Everyone under 50 who can afford an expensive sedan in my circles seems to pick Tesla over Mercedes, 5-7 series BMW, etc. SUV still tends to favor Audi, BMW, Lexus likely for kids and road trips and because the Tesla SUVs are so expensive. That advantage will have some staying power.
 
ambiturner said:
I think a Tesla makes a ton of sense in California. My friend drives from Orange County to the bay and only has to make a couple quick stops for charges, with abundant charging stations available. The temperature also ensures that the battery is working at top efficiency and the sunshine means you can use solar to charge it - same friend pays $30/mo for household electricity, including daily charging, due to his solar panels.

Sadly where I (currently) live we don’t have any of these advantages. On cold days your range is abysmal, although if you turn on the car early to warm it up while still plugged in this improves somewhat.

Even in cold climates, I think Tesla has a bright future. Everyone under 50 who can afford an expensive sedan in my circles seems to pick Tesla over Mercedes, 5-7 series BMW, etc. SUV still tends to favor Audi, BMW, Lexus likely for kids and road trips and because the Tesla SUVs are so expensive. That advantage will have some staying power.
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Why the drive? That's a long drive.
 
Tesla, is a big leap a head of the rest. I also believe full self driving (FSD) will be a huge event in five or ten years. Tesla batteries, artificial Intelligence, software. Tesla has a lot going for it. Compare that to GM, lol
 
LivetoTell said:
Tesla, is a big leap a head of the rest. I also believe full self driving (FSD) will be a huge event in five or ten years. Tesla batteries, artificial Intelligence, software. Tesla has a lot going for it. Compare that to GM, lol
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If Toyota/Lexus would lease the technology for EV from Tesla and then build the actual cars the sales would go through the roof. The biggest issues with Tesla are Price and quality Control.
 
BLADEMDA said:
If Toyota/Lexus would lease the technology for EV from Tesla and then build the actual cars the sales would go through the roof. The biggest issues with Tesla are Price and quality Control.
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Yes except get rid of msrp, traditional dealerships, and all that jazz.

Sure have cars on the lot to test drive and service centers, but the entire negotiate a price or options is silly. I called 15-20 dealerships to get the deals I got. Worth it in terms of cost, but still annoying.
 
BLADEMDA said:
If Toyota/Lexus would lease the technology for EV from Tesla and then build the actual cars the sales would go through the roof. The biggest issues with Tesla are Price and quality Control.
Click to expand...

Why would Toyota lease the technology from Tesla? Toyota has been developing battery tech for decades in their hybrids. They are notorious for rolling out small incremental updates in order to maintain their reputation for reliability and ease of ownership. Toyota spent a lot of money developing their hybrid technology, which is probably better for our current moment in time when compared to full EVs. Once the infrastructure improves over the next decade, you’ll see more full EV options from Toyota.
 
BLADEMDA said:
If Toyota/Lexus would lease the technology for EV from Tesla and then build the actual cars the sales would go through the roof.
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What do you mean?

Tesla was able to start mass producing EVs because they built gigantic high output battery factories that packaged commodity batteries into chunks that fit into their cars. The actual cars aren't anything special, even when the QC goes right.

Electric motors have been a solved problem for decades. Batteries have always been the issue with EVs. I'm sure Tesla lawyers have probably patented a thousand things right down to the color of the paint, but they didn't really invent anything.

I guess they've done some original research developing their autopilot thing, but I don't know if that's worth licensing in its current state of non-function. What other tech do they have sole rights to that they would license?
 
GravelRider said:
Why would Toyota lease the technology from Tesla? Toyota has been developing battery tech for decades in their hybrids. They are notorious for rolling out small incremental updates in order to maintain their reputation for reliability and ease of ownership. Toyota spent a lot of money developing their hybrid technology, which is probably better for our current moment in time when compared to full EVs. Once the infrastructure improves over the next decade, you’ll see more full EV options from Toyota.
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I think Toyota is pretty innovative, the hybrids being a good example of that. They were essentially first on the scene with a reliable high volume solution. They also were the first in hydrogen, though that seems to be a dud for a lot of reasons.

The main reason Toyota delayed their EVs (and didn’t invest too much in hydrogen) is they have the best hybrid tech. The longer the transition to EV the more $ they make, especially if automakers were to license their tech to meet emissions regulations. Instead they are mostly bypassing hybrids and going straight to EV.

Toyota recently announced 30 all-electric vehicles by 2030, so they finally are investing in the switch…but I bet they’re not happy about it.
 
<(^_^)> said:
I think Toyota is pretty innovative, the hybrids being a good example of that. They were essentially first on the scene with a reliable high volume solution. They also were the first in hydrogen, though that seems to be a dud for a lot of reasons.

The main reason Toyota delayed their EVs (and didn’t invest too much in hydrogen) is they have the best hybrid tech. The longer the transition to EV the more $ they make, especially if automakers were to license their tech to meet emissions regulations. Instead they are mostly bypassing hybrids and going straight to EV.

Toyota recently announced 30 all-electric vehicles by 2030, so they finally are investing in the switch…but I bet they’re not happy about it.
Click to expand...

I think Toyota has the luxury of playing the long game. EVs are mainly a novelty for people with money at this point. Hybrids have actual real world use benefits and costs savings. EVs are not quite ready for mass use yet because the infrastructure is just not there. I have no doubt that as the infrastructure develops, Toyota will roll out more EVs because they already have the tech and have been refining it for decades. The leap from hybrid technology to EV is not a far one to make. Hybrids just make more sense right now, so why would they not continue to sell them?
 
GravelRider said:
I think Toyota has the luxury of playing the long game. EVs are mainly a novelty for people with money at this point. Hybrids have actual real world use benefits and costs savings. EVs are not quite ready for mass use yet because the infrastructure is just not there. I have no doubt that as the infrastructure develops, Toyota will roll out more EVs because they already have the tech and have been refining it for decades. The leap from hybrid technology to EV is not a far one to make. Hybrids just make more sense right now, so why would they not continue to sell them?
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Toyota is in an excellent position financially and can afford to be a follower, but 2020/2021 was a wake up call, hence their pivot. In 2017 they said 1M annual EV sales by 2030. In may 2021 they said 2M. In December 2021 they said 3.5M. Don’t be surprised if that’s revised upward again.

Non plug-in Hybrids are a different game honestly. Toyota didn’t even use lithium batteries in their hybrids until last 5 years, and still don’t liquid cool any except the relatively low volume of plug-in hybrids they’ve sold more recently. The size of a hybrid battery is roughly 1/50th to 1/70th the size of an all electric vehicle.

A hybrid battery will undergo far more cycles of charging/discharging than a regular battery pack, can be air cooled, is never a structural component of the vehicle, and doesn’t have particularly stringent density requirements (neither volume or weight matter that much). The smooth handoff between the electric motor and the gas engine is key.

That’s one reason Toyota’s new EV is behind most automakers by many metrics, including charging speed (note that Tesla no longer leads on this, possibly due to complacency).

None of this means Toyota/hybrids are bad. I actually drive one, and may buy another or their BZ4X if the price is right. Hybrids make a lot of sense still in the US, but given that it takes about 5 years to go from concept to production it shouldn’t be a surprise other automakers are just going straight to EV. You won’t beat Toyota, and in 10 years hybrids won’t matter much anyway. That’s the thought process at least.
 
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www.autoweek.com

Lexus Gives a Better Look at Its Electric RZ 450e

The first electric Lexus is headed stateside later this year, and the automaker has just shared more images of the model. Here’s what it’ll look like.
www.autoweek.com www.autoweek.com

The new RX is coming out later this year as an all electric version. HP is 400 but the range is poor at 250 miles per full charge. That means this will be a daily commuter car as real world range will be about 150 miles. I guess Toyotal/lexus had to sacrifice range and some power to keep the MSRP around $55,000-$60,000.
 
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This phenomenon isn’t just seen in academic research, a recent study conducted by AAA found that cold weather can temporarily reduce the range by reducing the capacity of a Tesla by 40%!24

You may have heard that charging a cold battery can negatively impact or even permanently damage a Li-ion. Even though this statement is true, you shouldn’t worry too much. Tesla’s on-board computer system is constantly monitoring the system state of your Tesla and simply put, your Tesla is going to prevent you from inadvertently heating the battery too quickly in cold conditions. This is one reason you are seeing decreased range in those colder months, as your relative range per charging session is also being reduced since the battery takes longer to heat and charge efficiency drops in cold weather.
 
The real world range is a lot less than the EPA or manufacturer's claim. The EV battery should NOT be allowed to go below 20% (minimum) meaning you need to subtract 20% from the claim. In addition, the typical maximum charge is 90%.

So, if the Lexus has a maximum range of 250 miles the real world range is the following: 100-20% -10% x 250= 175 miles.


If you are using your car regularly, then keeping the car within the daily range bracket is beneficial. The range bracket starts from the lowest at 50 percent and goes up to 90 percent.

According to Tesla, it is best to charge up to a hundred percent only when you plan to go on a long road trip. You can view the car’s daily range bracket on the car’s screen and Tesla’s application.

How Much Time to Fully Charge a Tesla?​

It depends on the type of charger you are using. A standard Tesla charger takes 10 hours to fully recharge. The Supercharger takes 30 minutes to an hour max.

Is It Bad to Let Tesla Battery Run Low?​

It's wise not to let your Tesla battery run too low. Keep the battery anywhere between 20% and 90% if possible.

getoptiwatt.com

To What Percentage Should I Charge My Tesla? | Optiwatt

To what percentage should I charge my Tesla? does not have a similarly simple answer. Instead, there are complexities when you dive into Tesla’s charging capacity.
getoptiwatt.com getoptiwatt.com
 
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