It just doesn't work: Tesla

Tesla sold more cars than Audi this year. In 7 days. The thread is over. Tesla - it just works.

I know, the cars haven’t been delivered so we’ll count it as a 0.

Why don’t you commit to a metric that would make Tesla successful in your opinion? You keep moving the goal post every time they blow out expectations.

Tesla haven’t sold shit this year except promises, and Model X is late due to problems with suppliers and all 2700 jf them are now affected by a recall

Meanwhile Audi has sold 450K cars
http://fourtitude.com/news/Audi_News_1/audi-achieves-strongest-starting-quarter-with-over-450000-deliveries/

Sold as in Delivered cars is the industry standard measure of automobile sales, so no Tesla has not and will not for a long time if at all. They do not have the manufacturing ability of large REAL auto makers.

Fixed that for ya.

Audi builds a nice self powered car that you can drive to work for 100,000 miles. Tesla builds charged transportation that drives you to work for 1,000,000 miles.

Audi is like the Space Shuttle. Tesla is like the reusable rocket that lands itself. Categorically different cost propositions for both the manufacturer and the consumer. It’s why the stock market knows Tesla is worth more than VW AG.

I’m confident in their ability to scale up the robots and knock out 300,000 cars in calendar year 2018. They have access to the capital markets to raise equity and debt up to $10 billion to fill the orders. It will happen. Saying otherwise now is about as foolish as saying in 2009 that the iPhone would not be material.

How’s that Blackberry sakimono? Do you have any old gems on the Internet defending Research in Motion?

Go eat shit westwest888. You’re intellectually bankrupt.
And use that 1000 bucks to get your teeth fixed for fucks sake. Ever heard of invisilign?

Let’s just uh talk about cars. I have no interest in personally getting to know you. If I thought about you even once I’d look up your hockey videos.

I recommend you take a large short position on American innovation. I have some close friends at Goldman that will take the other side of the trade (to let you win).

Recently met my first Tesla owner. Great dude. Works for Microsoft, from home. lol.

lol quite apples to oranges. comparing $1000 deposits on a car that may get built in the future to cars that have been assembled and paid for in full.

Dude you’re forgetting a vital part of the equation. Tesla is a car manufacturer, and they do the exact same thing Audi does, which is make more cars every year.

Electric vs ICE is irrelevant. Who is going to pay $60 for a 10 year old when a 9 year old is available. And an 8 year old. And a 7 year old. And a 6 year old. And a 5 year old. And a 4 year old. And a 3 year old. And a 2 year old. And a 1 year old.

By the time all of those cars are on board the 10 year old is worth dick.

With high certainty, we can say Tesla will be #3 in US luxury auto sales in 2018, beating out Audi and Porsche. BMW and Mercedes will be slightly ahead at 400,000 sales each. Tesla could be the #1 luxury auto sales company in the US within 5 years.

based on deposits by a bunch of deliusional 27 year olds who think they’re getting a TEsla P90D for $35,000…and a company that hasn’t delivered a car within a year of their goal yet.

The only thing we can say with certainty is that you’re a fucking idiot.

400,000 pre-orders announced. Maybe they will be bigger than Mercedes. Anyone in America with a pulse can get a $35,000 car loan. You literally need a $52,000 income. Minimum wage is now $30,000.

Good reality check regarding the Tesla 3: http://driving.ca/auto-news/news/here-is-teslas-biggest-challenge-with-the-model-3

[quote]This cult-like devotion may not transfer to more proletarian segments. It’s easy for the fabulously well-to-do to shrug off even terminal reliability issues, since a Model S is likely to be the second or even the third car in a family. Most potential Model 3 owners – indeed, all of the ones I have spoken with – will have but one car, their Model 3 to be not only their primary, but their singular, mode of transportation. Their expectations, therefore, will be of Toyota-like, not Land Rover-like, reliability.
[/quote]
A previous article by the same blogger: http://driving.ca/tesla/model-s/auto-news/news/motor-mouth-why-im-not-drinking-the-tesla-kool-aid-just-yet

[quote]What Mr. Musk didn’t mention is that the same MIT study says the American electricity generating industry, much of it coal-fired, accounts for almost as many premature deaths — 52,000 — as road transportation (which, by the way, also includes PM 2.5 nano-particle-spewing diesel trucks). Does Mr. Musk have a point in warning of the dangers wrought by internal combustion tailpipe emissions? Indubitably. Is he the unadulterated “truth teller” his acolytes claim to seek? I fear not.
[/quote]

It’s going to be hard for Tesla to beat Toyota reliability. It’s going to be easy for Tesla to match or beat German reliability. Of course, Toyota has had some nasty defects in their throttle system, braking system, and airbags.

I pay between $0.18 and $0.23 per kWh for power. It starts with the cheaper power, and as the month goes on if I use more than other people in the neighborhood I have to pay the higher rate. If I was charging my car at home, I’d be eligible for the PG&E Electric Vehicle rate of $0.10 per kWh.

It takes 0.3 kWh to move a Tesla 1 mile. In a given year most 12,000 mile drivers will use 4800 kWh in their Tesla, which is the same energy consumption of most homes. So if your power bill is $80 a month, increase it by 50% to $120 and you’ve charged your car. This assumes you don’t use the supercharger network or any complimentary charging stations (public or private).

Here is a typical home energy use:

http://i65.tinypic.com/2wegfis.png

Here is the profile of California energy production in 2014, which approximates use but some power is imported from other states:

https://www.nrdc.org/sites/default/files/styles/full_content--retina/public/media-uploads/2014_state_generation.jpg?itok=NRUdieG_

3000 people a year die in California from auto wrecks. I’m not sure if CO2 from natural gas kills 3000 old people prematurely? My feeling is no.

  1. Audi was ranked the number one most reliable automaker by consumer reports (aka the only measure of reliability that matters as it is owner based research by a magazine that accepts zero advertising and zero test cars etc) a couple of months ago and they’ve been top 5 for a while.

  2. Tesla on the other hand is too small to rank but the brand has similar reliability to other American brands like Chrysler and Jeep. Aka PISS POOR

  3. nobody cares that the California energy profile supports the Tesla business case. The rest of the world is not california. Don’t be so ego centric.

The funniest part about fracking getting stomped on by the liberals is that it means middle America will need to resort to more coal for energy. Aka the worst environmental choice.

  • if it’s minus 10 degrees F out?
  • if you’re a spirited driver?

You’re equating an energy rate to a mileage as though it’s an absolute, which it is actually far from.

It takes 60 litres of gas to move my car 450km.

That statement is going to vary like crazy depending on all kinds of stuff. Same for the Tesla.

The good thing about Tesla is we don’t need to guess. They literally have all of the fleet data. Unlike a gasoline car where you EPA certify it and then call that your fleet average, regardless of how people drive it.

The main ingredient in the battery is nickel so it’s not as temperature sensitive. The heating coolant runs constantly to make sure the cell doesn’t get -10F or whatever.

lol

why not just say ‘you’re right thenewbruno, my statement makes a load of assumptions that are just frankly not applicable. I’m trying to ball park it’

In any event, even if you were right when people are paying $135,000 for a ‘Cadillac quality’ (your words) car, they’re basically putting out an extra $50,000 for the car. When that car depreciates 50% over 4-5 years, that’s an extra depreciation cost of $25,000. That’s $5,000 a year, or $417 a month. So that $80 in electricity vs. $150 in gasoline is actually not that cheap. More like $497 a month. Make all your guesses on maintenance costs etc., it never works (hence the thread title).

Want to make an assumption that the $50,000 extra DOESN’T depreciate? So you just have to lay out an extra $50,000 which you will get back in 5 years. OK?

The time value of that $50,000 is about $750/year at a 1.5% rate . That’s about $62.50 a month. So now the Tesla’s cheap fuel goes from $80/month to $142.50 a month. Vs. $150 a month. We all know that doesn’t exist, but even if we pretend, it doesn’t work. That’s a pretty shitty model. And this is all to get a ‘Cadillac quality’ car…that breaks down at prodigious rates to the point Consumer Reports yanked any and all recommendations for the TEsla brand.

Again, it just doesn’t work.

It’s pretty weird that they became the #1 selling luxury brand in 7 days with something that “just doesn’t work”. At $100k, it’s hard for most people to make it work. At $50k it works for about 10 million US households. At $30k it works for about 30 million US households.

Imagine for a moment that an Audi could take you to work long after the ICE motor and its associated complexity had died. Literally a car with no engine that still provided utility. That’s what a Tesla is on day 1. Old Audi’s end up in the junkyard because their service life is much lower than their chassis life. There is nothing wrong with the chassis. It just can’t pull itself any more. When you reduce that to a battery and a 1,000,000 mile motor, the economics change.

The only way Audi could compete is if the dealer would drop a new DSG and 3.0TFSI in my car at 12 years old for about $7500. Tesla has a big incentive to do this. VW group could not operate on that model.