Tesla Talk

I think you’re being hopelessly optimistic to think that every taxi driver in the worlds job would be gone in 10 years.

indeed it’s that optimism that’s keeping the Tesla SP afloat for years and the doubts creeping into that optimism is what’s causing the slow deflation in the SP. “Everything returns to the mean-line eventually”, so they either deliver on FSD at level 3 levels on all cars soon, or not at all. Even if they could achieve it, the take-up rate on a $15k option will be low, relatively speaking.

heck, even in Ireland, we have (I think) about 20,000km of roads, and I’m going to stick my neck out and say that, we’ll still be steering down 80-90% of our roads in 20-30 years time, never mind, and the ‘non-car’ agricultural etc transport.

(and bear in mind the Tesla statement that FSD is all about saving lives - motorways are already the safest roads by a considerable margin)

motorways and cities first, over the coming decades.

I think the jobs of taxi drivers in every 2nd and 3rd world country (majority of the 8bn people) will be safe for many decades.

Ignore the Tesla bull twitter handle, This guy’s analysis has always been excellent over the past few years. Huge amount of effort to analyse and compile.

in terms of accuracy, he’s off by very low single digit %’s every quarter, if not bang on target.

well worth following if you follow $TSLA.

the handle name also hides how level-headed he appears to be in his commentary. No time for BS from either side.

Don't know if I'd hold much esteem for a survey that gives Lieota as the most reputable car brand. A lot of people feel threatened by EVs, even more so in the US than here

They did at the start. It changed when the M3 started shipping (badly). They couldn’t do enough for their owners, starting with the mobile service and carrying through to upgraded loan cars for all service work (not just warrantee) and complementary roadside assistance even for customer-fault items like dead HV battery and flat tyres. They also included premium connectivity and free SuC for life although you could easily argue that those were sales tactics, not customer care.

Current focus is volume and a move from expensive niche cars to an EV for the masses (akin to what the toyota corolla was in terms of ICE cars)

Cars out of the Fremont factory also have the highest number of quality control issues compared to the MIC vehicles which have supplied the RHD market since 2021, so its not unreasonable to expect more complaints on a per capita basis out of the US.

I know they planned to manufacture mass cars from the beginning, it is just unusual to de-premium brand. Other brands try to be more premium (see VW Phaeton) over time. They could have introduced a new mass market brand with cheaper cars and less customer service.

Almost every 'premium' brand has something which defines or has defined them previously them in their respective class. Mercedes has comfort, bmw has driving experience, volvo has safety. Tesla has class leading performance, efficiency, and software experience. They have transparent pricing, what you see advertised is what you pay with no unexpected delivery charges or dealership fees. Sure they've made some poor hardware decisions recently but they're still highly desirable and class leading in some areas

That's something

That's super cool.

And an interesting note, that must be the first EV sold with 2 DC connectors neither of which work in europe.

Fremont cars are very reliable according to the Germans, each column is a build year. First one is 2020, second is 2019. Looks like you'd have grounds for a class action against the best built cars in the world though 😬

big drop off in FSD sales since Q2 2019, to be expected.

of note though, the zero interest in China and RoW and just 6-8% in Europe. Self driving cars outside of Europe and US cities is literally decades away still

id expect an uptick since Q4 with the FSD beta release