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I like the fjord blue interior
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Supra is getting a manual
And just like Apple, Tesla has the first mover advantage.The issue is this is an (understandable) automotive enthusiasts POV which is distinctly different then the mainstream car buyers viewpoint. Tesla has a lead in UI/UX and battery efficiency along with overall weight (again efficiency) as most automakers are effectively using modified ICE platforms as starting points for EVs.
From a balance sheet perspective, Tesla has far more money to spend on development and as you noted-may have not spent that extra $500 on interior parts, vs $1500 on electronics.
But the critical question in the ‘once the OEMs show up’ thesis is ‘Does the mainstream buyer even care?’
Tesla now has a 10 year (two product cycle) lead in the EV space. That’s HUGE historically -it’s very difficult to displace ‘EV=Tesla’ in the mindset of mainstream auto buyers.
Just as Honda/Toyota pretty much dominated the midsized sedan sector after domestic OEMs fell asleep at the wheel-and after they recovered and introduced some fine products-it was an uphill battle.
Same with the BMW 3 series sector (A4 just got its footing sales wise after three generations-others such as Cadillac-not so much).
It’s going to be intriguing to watch-but if Tesla has changed the conversation-much as Apple did with its iPhone vs the rest of the mobile phone sector that was pushing ‘luxury’ coverings and presentation-then I don’t see this as a forgone conclusion.
don't think they are comparable to appleThe issue is this is an (understandable) automotive enthusiasts POV which is distinctly different then the mainstream car buyers viewpoint. Tesla has a lead in UI/UX and battery efficiency along with overall weight (again efficiency) as most automakers are effectively using modified ICE platforms as starting points for EVs.
From a balance sheet perspective, Tesla has far more money to spend on development and as you noted-may have not spent that extra $500 on interior parts, vs $1500 on electronics.
But the critical question in the ‘once the OEMs show up’ thesis is ‘Does the mainstream buyer even care?’
Tesla now has a 10 year (two product cycle) lead in the EV space. That’s HUGE historically -it’s very difficult to displace ‘EV=Tesla’ in the mindset of mainstream auto buyers.
Just as Honda/Toyota pretty much dominated the midsized sedan sector after domestic OEMs fell asleep at the wheel-and after they recovered and introduced some fine products-it was an uphill battle.
Same with the BMW 3 series sector (A4 just got its footing sales wise after three generations-others such as Cadillac-not so much).
It’s going to be intriguing to watch-but if Tesla has changed the conversation-much as Apple did with its iPhone vs the rest of the mobile phone sector that was pushing ‘luxury’ coverings and presentation-then I don’t see this as a forgone conclusion.
Not really. GM (EV-1) had a head start on electrification. Ford couldn’t wait to broom out the CEO after he wanted to prioritize UX/EV development. (C-Max-and the Mustang Mach E was sitting in design studios for 6 years prior to its release) I think the magnitude of what Tesla has achieved cannot be underestimated here.And just like Apple, Tesla has the first mover advantage.
Apple has become stagnant with the iPhone in the smartphone space. Tesla is in danger of following that path.
I’m only referencing the introduction of the iPhone specifically vs other mobile phones at the time.don't think they are comparable to apple
i personally think one of the main reasons tesla is so successfuly besides having a solid car is their marketing via elon musk
he has inlcuded tesla into the american dream and the affinity for people to look up to white people .
many immigrants who think white people are the best associate elon with being a genius and aspire to be just like him by buying his car
just how we associated jordan as the goat and wanna be like mike by purchasing his shoes.
thats something that the big car companies don't have
I’m only referencing the introduction of the iPhone specifically vs other mobile phones at the time.
I worked for a producer at the time-the level of integration was talked about conceptually, among other manufacturers, but it was more cost effective to produce higher end phones with materials and brand collaborations.
I’m more of a product person due to my profession, so I’ll defer the marketing aspect, but I can say that having witness tear downs of Teslas it’s apparent that being more vertically Intergrated from a parts sourcing perspective gives it a huge advantage in designing components vs OEMs outside of Ferrari (most cars under $100K use common suppliers and that has its advantages/disadvantages) when it comes to electronics modules and the integration/design of such.
My greater point is if Tesla has changed enough customer focus to want that over the OEMs traditional strengths (i.e. panel gap alignment-and that is somewhat overblown as media never seems to mention that the S550 Mustang has always been sloppy in that regard) then the future of the EV segment isn’t a foregone conclusion.
I’ll link a of a tear down by one
of the more respected automotive process consulting firms. This video is a breakdown and comparison of a few brands EVs. There are tear downs of everything from motors to the body to batteries and suspension components on is YT page.
Eeh the EV-1s were an afterthought. It was more a niche product for hobbyists. Even the Tesla roadster suffered the same fate.Not really. GM (EV-1) had a head start on electrification. Ford couldn’t wait to broom out the CEO after he wanted to prioritize UX/EV development. (C-Max-and the Mustang Mach E was sitting in design studios for 6 years prior to its release) I think the magnitude of what Tesla has achieved cannot be underestimated here.
As far as Apple-it’s always been a ‘late but within the ecosystem’ OS since Cook came into power-and I don’t blame them-it’s absolutely working.
The difference here is I don’t see the ‘lead’ (Charging, software) Tesla has in any danger. The charging network which isn’t insignificant as public chargers still aren’t as well Integrated is an advantage . My pause having sat in the new (and very laggy) UI in the Hummer EV, as well as the Google based system in my own Polestar.
I haven’t seen any loss in lead in OTA updates, software, nor-potentially crucially- the ability to source EV parts for production. There is going to be a gridlock for EV parts-not everyone is going to have things launched on time.
i think where the germans shine is quality plus interiors compared to teslaEeh the EV-1s were an afterthought. It was more a niche product for hobbyists. Even the Tesla roadster suffered the same fate.
It wasn't until the introduction of the Model S that EVs gained mass appeal and were seen as a viable alternative to ICE cars.
I'm not even thinking about what GM and Ford are doing with EVs at the present. They are nothing to worry about at the moment.
What Tesla should be worried about is the Germans. Porsche and Mercedes are making strides and closing the gap at a rapid pace. Mercedes just broke the record and completed 600+ miles on a single charge. That alone offsets the advantage of Tesla's charging infrastructure.
Mercedes-Benz's Vision EQXX EV Does Over 600 Miles On a Charge In Real-World Driving
Oh, and it still had enough juice to go nearly another 100 miles.www.google.com
And there’s the crux of my point!Crazy we’re even having this conversation with a player that entered the game so recently.
I think since Tesla entered we have so many EV companies being started in garages trying to ride their coattails.
TBH it isn’t the Tesla vehicle that will dethrone them. It’s their customer service.
am currently on my fourth, and am not a fanboy by any means—but I have owned so many different types of cars. Tesla really does stand out to me looking back.
The Tesla 3/Y are some of the most impressive cars on the road, despite people finding them boring. They really spoil you at the price point. I feel spoiled every time I drive mine.
Best daily driver I’ve ever had.
Maybe I’m missing something but this was what I’ve been taught from a business POV:Eeh the EV-1s were an afterthought. It was more a niche product for hobbyists. Even the Tesla roadster suffered the same fate.
It wasn't until the introduction of the Model S that EVs gained mass appeal and were seen as a viable alternative to ICE cars.
I'm not even thinking about what GM and Ford are doing with EVs at the present. They are nothing to worry about at the moment.
What Tesla should be worried about is the Germans. Porsche and Mercedes are making strides and closing the gap at a rapid pace. Mercedes just broke the record and completed 600+ miles on a single charge. That alone offsets the advantage of Tesla's charging infrastructure.
Mercedes-Benz's Vision EQXX EV Does Over 600 Miles On a Charge In Real-World Driving
Oh, and it still had enough juice to go nearly another 100 miles.www.google.com
i feel like half of the startup ev companies don't even have real products and just wanna get bought up by larger companiesCrazy we’re even having this conversation with a player that entered the game so recently.
I think since Tesla entered we have so many EV companies being started in garages trying to ride their coattails.
TBH it isn’t the Tesla vehicle that will dethrone them. It’s their customer service.
am currently on my fourth, and am not a fanboy by any means—but I have owned so many different types of cars. Tesla really does stand out to me looking back.
The Tesla 3/Y are some of the most impressive cars on the road, despite people finding them boring. They really spoil you at the price point. I feel spoiled every time I drive mine.
Best daily driver I’ve ever had.
Im gonna assume thats a 560sel (i could be weong) i could do that interior imo, change out those wood inserts to maybe a more subtle wood color or a brush aluminum would finish it off .Never was a fan of the burgundy and navy interiors from the 80s and 90s
Dealers got very limited allocations. Any Raptor at MSRP is spoken for at this point. Most def paying an ADM at this point.The Ford Bronco was such a disappointment. No chance I could leave it stock.
I had high hopes.
You guys think Tesla will ever open up it's software? As impressive as the Plaid numbers are, I don't for a second believe that it's anywhere close to what it's capable of. It's a full size sedan with all the creature comforts you could ask for and still runs low 9s. If you were able to approach that car the way you would a drag car, things could get downright silly.