Telsa has 2% of the US car market and does not crack the top in the US. Just this year telsa’s market share of EV has fallen from 75% of US market in Q1 of 2022 to 64% in Q3. Most Telsas are bought by rich democrats. Republicans hate EVs. Musk is now thought of like Trump, Hannity, jan6th’ers, white nationalists …basically a republicans who hates democrats. Democrats will go to other car makers and republicans are not going to buy a Telsa. Telsa will go bankrupt or get bought out for a few cents on the dollar. |
Tesla has a moat. It is called the Tesla supercharger network. If you use precondition the battery during long road trips it is significantly quicker and more reliable than any other network in USA and Canada. Some of the newer cars can charge faster that’s a Tesla on a roadtrip but the competing Electrify America charger network is not nearly as reliable. |
Tesla has already opened the network to non-teslas in Europe and says it plans to do so in the US. |
I don’t think it’s much of a moat. 99.2 percent of US daily car trips are under 100 miles. There are very few long trips and very few of the people who make them choose to drive EVs and of that set fewer are buying Teslas. Sell. |
Plus when it's every other carmaker, plus the federal government, the VW settlement funds, and the electric utilities on one side vs Tesla on the other, the "moat" isn't going last long. |
| At this point, the early adopters and their followers have already bought their Teslas. The cheaper adoptees have opted for other EVs. The remainder (late adopters/ value seekers) will slowly trickle in as the unit price of these cars trends towards that of equivalent ICE cars. My next car (within the next year) will likely be an ICE (or maybe a hybrid if the price is right). This will replace my 20 y.o. minivan. It has to make financial sense and be convenient. |
Very true. We've had a Tesla for 3 years now and I think we've used a public charger 3 times. It is true that we don't usually use the Tesla for longer trips because it's kind of a pain to recharge on the way. It's our commuter car. |
That's exactly my fear! Unless battery technology gets way more efficient so i can go from here to, say, Chicago in one charge, EVs will continue to be glorified, expensive golf carts. |
We just drove 800 miles round trip and decided to take our 2017 CRV instead of my Model 3. Why? because we rather not look for a place along to way to wait/charge. I used a supercharger once in the 4 years of owning the model 3 just to see how it works, always charged at home for use within a 150 miles radius trip. From my experience as an EV owner for 4+ years, I would probably will buy a plug in hybrid (PHEV) as my next car. An ideal car for me is a PHEV with 80-100miles battery. I predict major investment in our electrical grid a necessity to handle the ramp up of EVs in the near future. |
While I agree that batteries need to get better before mass adoption, DC to Chicago is a ridiculous standard. No ICE car can go anywhere near that far on a tank, and very few people would do it without stopping for bathroom and meal breaks. I think something like 400 mile range will be enough. That gets you 5-6 hours of driving at highway speeds, which is what most people will do without stopping anyway. There are a few EVs out there already that can do this, but most are stuck somewhere in the 200-250 range. That makes them great for commuting to work, running errands, etc., but not great for long trips. |
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Well, here's a good plug for Tesla's safety. A Tesla fell off a cliff in California, and landed over 250 ft below. All four passengers (2 adults and 2 minors) survived, were rescued and are in the hospital. That's a pretty good safety stat.
https://www.nbcnews.com/news/us-news/two-children-two-adults-survive-tesla-plunges-250-feet-california-clif-rcna63999 |
If one incident now qualifies as a stat, remember the guy who got decapitated when his Tesla thought a white semi was open road? |
| Down another 12% in one day. Ouch. |
I think that 600-700 mile range would be ideal as the range drops by as much as 50% during very cold weather. |
| We road trip in our Tesla and it is really not hard. The East Coast is already very easy to charge on and even the South (South Carolina) is getting to be better. We can get from DC to North Carolina on one charge and then to mid-South Carolina so that we only have to stop once. We eat lunch, which we would do anyway on a 500 mile trip. The cold poster overestimates the loss of charge in cold weather by a lot (in fact we did that trip as the cold weather was rolling in before Xmas). Tesla is our only car, so have to use if for road trips and once you get the hang of it, it really is a small negative. Sometimes when we are on the Jersey turnpike we can do our charge before we get done with our lunch stop and get to skip the ridiculous gas lines there! |