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Tesla Talk

1676870727376

Comments

  • Moderators, Society & Culture Moderators Posts: 39,938 Mod ✭✭✭✭Gumbo


    Jaysus, did I upset you again. Bless you back. Go have a Kit Kat and take a tablet to reduce your blood pressure. You’ll be healthier.



  • Registered Users, Registered Users 2 Posts: 7,673 ✭✭✭maidhc


    No, you didn’t upset me at all. I think you are very odd though.

    I was hoping posting a link about Tesla’s sales contracting would prompt some discussion about their share price and future plans, but no. We are on about rav4s being thirsty. Again, you seem to debase every thread you comment on.



  • Moderators, Motoring & Transport Moderators, Regional East Moderators Posts: 8,071 Mod ✭✭✭✭liamog


    That's what usually happens when you post an article comparing the sales of two cars (Rav4 and Model Y), people start comparing the two cars.



  • Registered Users, Registered Users 2 Posts: 7,673 ✭✭✭maidhc


    Tesla’s sales are the more interesting and on topic issue here. It seems like a company that the walls are closing in on it.



  • Moderators, Society & Culture Moderators Posts: 39,938 Mod ✭✭✭✭Gumbo


    I also think you are very odd. Of the many posts that ridiculed your post, you still choose mine (I must have done something to deserve that) to attack. So yeah. Odd 🤪

    You posted a comparison between 2 cars. People posted about the 2 cars. But now you’re upset that they are not talking about share prices and crap like that? As I said. Odd.

    If you want to discuss share prices and future plans, maybe mention that and maybe learn that not everyone agrees with you, or me. Just because I don’t agree with you doesn’t mean I am debasing the thread 👍👍



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  • Registered Users, Registered Users 2 Posts: 913 ✭✭✭3d4life




  • Registered Users, Registered Users 2 Posts: 14,218 ✭✭✭✭josip


    Not a surprise when Toyota gave the aerodynamics team 3 months off when designing the RAV4. The front of it is as bad as a cyber truck.



  • Registered Users, Registered Users 2 Posts: 7,673 ✭✭✭maidhc


    I think you should go back to posting memes with foul language.



  • Moderators, Society & Culture Moderators Posts: 39,938 Mod ✭✭✭✭Gumbo


    I think you should ……

    Because if someone posting a meme with the word f@@k in it upsets you that much, enough for you to carry grudges across multiple threads, you really should stay off the internet. It’s quite odd behavior at this stage.



  • Registered Users, Registered Users 2 Posts: 2,375 ✭✭✭allinthehead


    Blast you anyway, I've got that song in my head now🤣

    ☀️



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  • Moderators, Society & Culture Moderators Posts: 39,938 Mod ✭✭✭✭Gumbo


    It’s a choice of that or “it’s coming home” 🏴󠁧󠁢󠁥󠁮󠁧󠁿 , I think I’d rather suffer the frozen theme than the alternative!



  • Registered Users, Registered Users 2 Posts: 7,673 ✭✭✭maidhc


    ^^^ it’s this stuff directed to me and others that don’t agree with you that’s problematic. Anyway, trying to steer back, I just do think it’s a pity Tesla seem to be going down the path they are. All the cool news about gigacasting, new cells, and engineering breakthroughs are being replaced by silly robotaxi stuff and getting rid of wipe stalks and it actually is sad to see a very conservative car like an elderly model rav overtaking Tesla rather than constant new stuff.




  • Moderators, Society & Culture Moderators Posts: 39,938 Mod ✭✭✭✭Gumbo


    As I said. Let it go.

    You were the one that jumped at me with your silly childish comments “bless you”. So don’t go trying to shift the focus now. So if you can’t take it, don’t dish it out.

    Can we move on now please?



  • Registered Users, Registered Users 2 Posts: 215 ✭✭Exiled Rebel


    One possible reason (and I'd give it a lot of weight) the MY has been overtaken by the RAV4 is that it has a lot more competition in the EV market. Only this week a report came out showing Tesla's EV market share in the US dipped below 50% for the first time. While EV sales are below forecast, American, European and Asian manufacturers have seen strong sales in their EV's which has eaten into Tesla market share.

    FTR Q1 broke the US record for the most EV's sold in a quarter.



  • Moderators, Motoring & Transport Moderators, Regional East Moderators Posts: 8,071 Mod ✭✭✭✭liamog


    Looking at US sales where your linked article is from, I think it's more a sign of a maturing market than any particular failure of Tesla. They're still the market leader by a huge amount but there's a lot more choice from other manufacturers.

    Anybody who expected to see Tesla maintain a 50% market share is in for a reset as reality sets in. More choice is good for consumers as it will spur innovation and price reductions.

    https://www.coxautoinc.com/wp-content/uploads/2024/07/Q2-2024-Kelley-Blue-Book-Electric-Vehicle-Sales-Report.pdf



  • Moderators, Society & Culture Moderators Posts: 39,938 Mod ✭✭✭✭Gumbo


    This is it. Tesla got the jump start, they dragged the legacies with them.

    Now the choice is there for people to buy. BYD, Tesla, Hyundai, they have be reinvigorated by their EV lineup. Hyundai were laughed at years ago, now they are one of the best EV’s available.

    The legacies lost the plot and buried their heads in the sand but that’s changing now too.



  • Registered Users, Registered Users 2 Posts: 9,592 ✭✭✭Padraig Mor


    I'd agree that Tesla are likely to be in serious trouble soon. At the end of the day it seems to be an almost entirely share price driven company who've been reduced to extreme cost cutting and price slashing on their 1.5/2 mass market models (with added pie in the sky bullshit talk) in a desperate attempt to keep the share price up. And I own a Tesla so can hardly be accused of being biased against them!



  • Registered Users Posts: 887 ✭✭✭JOL1


    A bit of an extreme view to say "game over". Everyone can, and should, have a view but not all views align. The collective "views" are best expressed by the market reflecting the sum of all views and in the last month Tesla share price is up 45% (last 3 months something similar). Am purposely choosing comparative periods to align with the stats that you circulated re Toyoto. So I guess the view you expressed is not commonly held.

    The Model Y (which is due a refresh) was the worlds best selling car for 2023. One swallow doesn't make a summer!



  • Registered Users, Registered Users 2 Posts: 28,434 ✭✭✭✭TitianGerm


    I see there's mentions that the Robotaxi announcement that was scheduled for August is to be pushed back now. I'm shocked to be honest because Elon normally meets the deadlines he sets.



  • Registered Users, Registered Users 2 Posts: 7,673 ✭✭✭maidhc


    The robotaxi is sounding more and more like vapourware. It would seem self driving is an irresolvable conundrum, so it’s hard to see how they can leverage a second product on top of it.



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  • Registered Users, Registered Users 2 Posts: 6,417 ✭✭✭positron


    Why is robotaxi so improbable? I thought some companies already have some robotaxi service running in San Francisco. Of course, that doesn't mean it will go everywhere at once, especially with legal hurdles but the technology doesn't sound too far fetched or unachievable anymore, does it?



  • Registered Users, Registered Users 2 Posts: 7,813 ✭✭✭CMOTDibbler


    They're operating in a very limited area afaik. And only Waymo are being allowed to continue after a very tragic incident involving Cruise robotaxis. And Waymo recalled all their robotaxis for the second time in June after one of them hit a telephone pole.

    So they may work in cities and other closed areas but the problems seem to still pop up even in these limited tests.



  • Moderators, Society & Culture Moderators Posts: 39,938 Mod ✭✭✭✭Gumbo


    Ageee. Some people just want to see certain companies/individuals burn to the ground unfortunately.

    Personally, I’m not into any of the FSD/Taxi stuff. Adaptive cruise control is enough machine control for me so I don’t know if I ever want to get into a driverless car tbh.



  • Registered Users, Registered Users 2 Posts: 6,417 ✭✭✭positron


    Fair enough. Teslas L2 Vs waymo's L4. Tesla must be betting heavily on AI and making advantage of data all of their cars on the road. Yep, risky, yep, hype. Let them at it, better than not making any progress.

    Truth to be told, if it wasn't for Tesla we would all be still he driving Passats and listening to radio debates on diesel Vs CNG Vs chipper-waste etc



  • Registered Users, Registered Users 2 Posts: 7,813 ✭✭✭CMOTDibbler


    If they can get them working safely in cities, well and good. Just can't see them outside that environment when you move into poorly marked roads and higher speeds. And the US road network is abysmal. Poorly maintained and very old.

    I would say if it wasn't for the Nissan Leaf. People seem to forget that although the Tesla was first to hit the road, it was in a very limited number, whereas the Leaf, despite its issues was produced in large numbers and is still ubiquitous.



  • Registered Users, Registered Users 2 Posts: 30,076 ✭✭✭✭Wanderer78


    its looking like ev is in trouble, with many countries now experiencing a fall off in up take, some significantly so, yes its been great to see companies such as tesla enter the market, giving traditional companies a run for it, but it also seems many of these companies are now quickly catching up with tesla. we may have jumped the gun here, and we ve seriously underestimated how critical support infrastructure is for ev's, chargers etc, and have been completely unable to provide it, its gonna take a miracle to move us off ice towards alternatives…..



  • Registered Users, Registered Users 2 Posts: 7,813 ✭✭✭CMOTDibbler


    The charging infrastructure has been growing a lot over the last couple of years. There are now over 2,400 around the country from about 1,600 a couple of years ago.

    Pretty much every main route has multiple options now. I personally have never had to queue for a charger nor encountered an inoperative one. I don't even consider it an issue when taking a long journey, most of which I haven't even had to stop en route due to my battery capacity.



  • Registered Users, Registered Users 2 Posts: 30,076 ✭✭✭✭Wanderer78


    im aware of this, but this completely pales in comparison to traditional fuel pumps, effectively, its too little too late, the vast majority simply arent changing, and probably wont until certain conditions occur, mainly, when we re forced to change when ice cars simply become too difficult to source. theres too much uncertainty surrounding ev's, charge time, range, battery life, resale value etc etc, this is simply too much for many drivers, so we re just defaulting to what we know, i.e ice, and thats the way its gonna stay until…..



  • Registered Users, Registered Users 2 Posts: 4,775 ✭✭✭MojoMaker


    You may just be projecting a bit there. An EV isn't for you, and that's ok.



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  • Registered Users, Registered Users 2 Posts: 7,813 ✭✭✭CMOTDibbler


    Comparison with fuel pumps is not in any way valid since 90% of charging is done at home. And there are still an estimated 1.5 million+ homes that can install chargers which is 1.425 million more than the current EV fleet.

    And how is charge time uncertain? It's very simple maths. A 150kW charger is going to charge 50kWh in a third of an hour or 20 minutes. People put their phones on charge and know how long it's going to take. It's not hard.

    Battery life is much less of an unknown now since the technology is mature and improving all the time. I'll grant resale value is all over the place due to factors that (in the main) have less to do with EVs and more to do with the post Covid shortages and manufacturers getting greedy and then dropping prices to encourage demand. The same uncertainty will hit ICE cars in the not too distant future as manufacturers stop bringing new models to the market. Audi have stated that this (for them) will be as early as 2026.



  • Moderators, Society & Culture Moderators Posts: 39,938 Mod ✭✭✭✭Gumbo


    If that’s your concerns. Fair enough. Plenty of petrol and diesel to go around for now.

    I don’t agree with them, I think they are FUD and what you hear in the pub from non WV owners unfortunately but everyone has the choice. No wrong choice.



  • Registered Users, Registered Users 2 Posts: 30,076 ✭✭✭✭Wanderer78


    …take a look at ev purchasing figures, and not just from ireland, theres clearly a falling trend with ev's, we have failed to convince the public to change over, and its completely understandable why, due to the uncertainties it presents, manufacturers will continue to create ice cars for sometime, therefore purchasers know that resale values will remain reasonable, therefore supports will remain in place as long as this dynamic remains…..

    …im actually all for ev's, i think many look stunning, including most teslas, and the tech is impressive, and the rate of advancement in the tech has been incredible, but……

    …again, its the overall uncertainties with ev's thats actually preventing significant change over, yes theres enormous 'potential', but only a relative small proportion of drivers have actually truly changed, with now some even changing back to ice

    …again, yes, there will be another surge in ev when manufactures end ice production, but that actually wont be for some time, so that probably wont occur well into next decade, or beyond, by that stage many of the issues with ev's presented will be ironed out, so the ev market more than likely will remain fairly stagnant for a few years



  • Moderators, Society & Culture Moderators Posts: 39,938 Mod ✭✭✭✭Gumbo


    Now we know you’re a liar 😆😆

    “i think many look stunning, including most teslas”

    Most are like your own children. You love them because they are yours 😆



  • Registered Users, Registered Users 2 Posts: 30,076 ✭✭✭✭Wanderer78


    i take great offence to that, again, many ev's are truly stunning, filled with great advancement in technology, i spend a lot of my time around people that are extremely environmentally aware, and have been their whole lives, this actually includes myself, ive actually studied environmental matters for some time at third level, most of these individuals have not converted to ev, most have very little intention of, i.e. theres a serious problem in regards conversion…..

    …policy makers also dont seem to understand why people are not converting, their projections of conversion are not realistic, they are unable to understand why, i.e. there is a significant disconnect on why so…..



  • Registered Users, Registered Users 2 Posts: 2,569 ✭✭✭Bobson Dugnutt


    Does anyone actually believe Musk when he says there will be Robotaxis this year? He’s been promising it for years now. Same as hyperloops, colonising Mars this year, fully autonomous driving.

    Meanwhile Tesla struggle with basic reliability issues, panel gaps, massive depreciation.

    I genuinely believe they are in a lot of trouble. Dated designs, no new model (apart from the laughably awful cybertruck), EV sales down, resale values turning people off EV, other manufacturers launching new models, the Chinese launching EVs to beat the band.

    Being young is a great advantage, since we see the world from a new perspective and we are not afraid to make radical changes - Greta Thunburg



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  • Moderators, Society & Culture Moderators Posts: 39,938 Mod ✭✭✭✭Gumbo


    Ok. Maybe sarcasm doesn’t come across well in text. I was pulling your leg 👀



  • Registered Users, Registered Users 2 Posts: 7,813 ✭✭✭CMOTDibbler


    It's not at all surprising to me. There is a significant and very powerful lobby that is dedicated to maintaining our reliance on the ICE and oil. And as the day of obsolescence draws nearer and nearer, the rhetoric and FUD about EVs is increasing in tone and ubiquity. Pretty much every non-EV driver I've met since I've got mine has trotted out all the canards that have done the rounds, some of which you've repeated above.

    Battery life

    Charging infrastructure inadequate

    Fires

    Range too short

    Too expensive

    Lithium is rare

    More harm to environment from production than ICE

    Grid infrastructure will collapse

    There are many more, but that's enough to get the idea. And this lobby is getting more and more vociferous and the lies are flying around the world before the truth can get its boots on. The advantages and refutations have been drowned out in the minds of the general populace. Yet there are outliers. Norway put a lot of effort by way of grants and incentives in the early years of EVs and that has resulted in over 70% of new car sales last year being EVs. Our government has decided that because EVs have got cheaper, they can cut back on these incentives. That was a mistake. The Green Party has a policy of pushing against the private car in favour of better public transport. EVs have become a victim of that policy. Even Italy has pushed more incentives into the market and has already seen the benefits of that. In France, 24% of car sales this year are EVs. So it's not across the board that there's been a slump, just enough to make sales in Europe flatten year on year.



  • Moderators, Society & Culture Moderators Posts: 39,938 Mod ✭✭✭✭Gumbo


    You need to separate your dislike for the ceo as an individual and decide if you like the cars or not. Most of your posts seem to be dragging the CEO into the gutter or ridicule the man himself instead of the products.

    I don’t believe in any of the taxi, mars stuff , although you can’t argue what he has done for the space transport industry with Space X.

    Your opinion of the Tesla cars also seems to be outdated as the go to argument seems to be panel gaps from the EVHaters. There are plenty of panel gaps in the German cars, both ice and EV. Post a picture of your personal car and I guarantee there’s panel gaps.



  • Registered Users, Registered Users 2 Posts: 7,813 ✭✭✭CMOTDibbler


    Yeah. I don't particularly like the man, but that's only relevant to the cars if he goes off the rails a la Twitter and makes a pig's mickey of it. That may happen yet, but we'll have to wait and see.

    I think the cybertruck was a mistake. Lots of fans of it out there (I'm not one of them), but the problem seems to be production not being able to match demand at present. That could be down to the design as it doesn't seem very practical from a manufacturing point of view. Stainless steel is a bitch to work with and an even worse one to maintain.

    Dropping the model 2 might have been a pragmatic decision because of intense competition from other manufacturers including Chinese ones. But I'm not sure. A Tesla mini could have been a huge seller in the US and Europe and there's scope in that bracket for performance and high end variants too.

    A mercurial CEO might be fun from a customer point of view, but maybe not so much from an investor one. You'd wonder how much that affects sales all the same.



  • Moderators, Society & Culture Moderators Posts: 39,938 Mod ✭✭✭✭Gumbo


    I think the removal of stalks effect more sales than he does, in Ireland at least. In the US, they maybe more militant in who they support and think they associate him with Trump.

    I genuinely don’t follow him or give a toss what he does. The day I like a car better than the M3P, I’ll swap it. The day a better car becomes affordable, I’ll swap. If that day doesn’t come then so be it!



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  • Registered Users, Registered Users 2 Posts: 3,426 ✭✭✭sk8board


    As suspected when he said it, it appears this robotaxi day next month is being postponed - in fairness he only said it the day the share price tanked because the model 2 was canned, and now the SP is up again, so he can kick this down the road with the other litany of projects



  • Registered Users, Registered Users 2 Posts: 6,908 ✭✭✭zg3409


    Thinking of getting this for my Tesla. Slots into the cup holder. Only 31 euro. Stops the car being boring to drive...5 stars..



  • Registered Users, Registered Users 2 Posts: 4,775 ✭✭✭MojoMaker


    Had to check the date for a moment.



  • Registered Users, Registered Users 2 Posts: 3,426 ✭✭✭sk8board


    has there ever been a brand new car the price of an M3 that so many owners want to give the Halfords/China treatment to right from delivery?

    I can’t think of any.

    It usually happens with the 3rd or 4th owner or whatever - cheap cars. I’ve never seen happen with a brand new €40-60k car before, and let’s face it the Tesla doesn’t need fake speed stuff, and the standard spec is already fantastic.



  • Registered Users, Registered Users 2 Posts: 7,813 ✭✭✭CMOTDibbler


    See similar for the BYD Seal. Spoilers and other such frippery.



  • Registered Users, Registered Users 2 Posts: 3,674 ✭✭✭wassie


    Yep - common enough in Asia to accessorize your ride from the go-get. Just look on Aliexpress to see what you can for the likes of the Asian brands.



  • Registered Users, Registered Users 2 Posts: 1,624 ✭✭✭Conar


    There were so many white teslas in my work that I just had to do something to make mine look a bit different.



  • Registered Users, Registered Users 2 Posts: 509 ✭✭✭gossamerfabric


    4680 cells giving trouble. headline is clickbaity but scaling production is obviously challenging.

    https://electrek.co/2024/07/17/elon-musk-might-give-up-tesla-4680-battery-cell-end-of-the-year/

    even in China self-driving is taking time.

    https://carnewschina.com/2024/07/18/robotaxis-make-friends-and-enemies-on-the-streets-of-wuhan/

    the fares of the self-driving taxis is attractive though.

    economics in China of self-driving taxis aren't looking great. this report and the comments suggest it is a low profit business unless someone corners the market and can prevent competition.

    https://cleantechnica.com/2024/07/18/will-baidu-apollo-be-the-1st-profitable-robotaxi-service/

    Elon appears to have got bored of being in Automotive industry which is capital intensive and low margin. He'd prefer to re-position Tesla as a Tech Company where retail Investors can over*estimate the future value of the company.



  • Registered Users, Registered Users 2 Posts: 3,426 ✭✭✭sk8board


    the primary role of the CEO is to deliver shareholder value.
    if 80% of your revenue comes from 2 car models first released quite a few years ago, and falling YoY sales, you need other projects, and if you’re operating a car company with the forward P/E of Tesla, you need those projects to be large scale and delivered asap.

    When you look through the projects Tesla have, there’s almost none that appear to have any future, never mind the scale that would grow the SP of a $700bn MarCap company.

    if this was the dotcom days you’d strip out the car revenue and call the rest a Ponzi scheme build completely on forward-looking hope :)



  • Registered Users, Registered Users 2 Posts: 509 ✭✭✭gossamerfabric


    A fleet manager for a blue chip company was invited to talk to employees of our company about their sustainable goals with regard to fleet management.

    They refuse to supply Tesla cars to employees of their company as the aftersales is lacking and sales strategy of dictating when cars are delivered along with yo-yo pricing make it impossible for the fleet to manage their risks.

    Our company don't supply Tesla either for similar reasons.



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