Everything posted by balthazar
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Will Competition Destroy Tesla?
No idea why Tesla would bring out a cheaper car than the $39K Model 3, especially if they are trying to paint a 'luxury brand' image. Plus, it'd torpedo their ATP.
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Will Competition Destroy Tesla?
• Starting MSRP price is immaterial. GMC Sierra starts at $31,795 but the bulk of them sticker for over 50% higher than that, and reach to over 150% of that. Are we going to only talk about the nearly non-existent $31K ones like that's what's out there selling? Tesla's ATP is only a few thousand higher than all of General Motors, Ford, Stellantis and VW.
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Will Competition Destroy Tesla?
EDIT :: sorry, bum math. Tesla stock is down 33%, not 50% - from $900 to $600/share.
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Will Competition Destroy Tesla?
• A 50% decline absolutely is time for alarm. And that's not over 5 years, it's over 6 months. • Looking at stock market cap vs. total valuation is like looking at BE market share vs. all vehicle's market share. • Tesla, like all brands short of the top tier, are a mixed bag. One can slot the Model S in the 'luxury' category, but the Model Y & 3 don't fit the bill. Not enough options, colors, features, no unique detailing, starting price in the upper $30's.... they're not luxury. And the Model 3 is the only thing keeping the lights flickering; "if you eliminate that, Tesla goes under". [<- echoes the argument on the F-Series at Ford]
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Random Thoughts Thread
I don't know who Gabrielle Union is, but I don't find ANY celebrity endorsement to carry any weight unless they're actively involved in the industry to some capacity... and then with a shaker of salt.
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Will Competition Destroy Tesla?
Tesla stock is down 50% off it's 52-wk high.
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Will Competition Destroy Tesla?
• The quickest production RPO V8 is quicker than the quickest Tesla to date. 'course; it's basically a production drag car... but it's quicker. • Tesla's not really a luxury brand... other than the pricing. • Tesla has raised pricing 5 times this year and has issued 2 recalls last month alone. They don't have the quality where it should be. • Tesla does still have advantages, such as huge presence in the BE segment... but I'm reminded right here about how just talking about BE market share is a "horrible" metric, so by extension so too must it be horrible to say 'Tesla has BE's but Cadillac, genesis, etc do not'. Are we going to use the motive power as a 'wall' or not? Lyriq looks really good from what they've shown so far... but we have to wait until the production unit is revealed. But to date, it blows the Model X out of the water as a luxury vehicle.
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Item: 1964 Pontiac Grand Prix
Motor/trans pull imminent...
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Will Competition Destroy Tesla?
It's interesting. Tesla came in to a relative barren & new segment, sold more & more vehicles with no advertising, but spent years and years losing billions doing it. Now, competition is ramping up from all quarters, with Tesla never getting past being a relative boutique automaker and relying on ZE credits for profit. Did Tesla actually have 'hey days'? ?
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Alternative Fuels & Propulsion RANDOM
Looks like a 3/4 million dollar bus up there, were I to guess. ?
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Random Thoughts Thread
Rip the powertrain out, slap a 350 SBC in & hit the demo derbies.
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Alternative Fuels & Propulsion RANDOM
'Buzzforks'. ?
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Musk loves Texas (No Income Tax), Texas Loves Tesla, Maybe!
It has nothing to do with what the Dealer Association says. There's very tangible reasons to have dealer franchises. First is; once a manufacturer becomes a volume one, it reduces the OEM's workload/overhead, but more importantly, it fosters competition. Once a manufacturer handles ALL sales directly, there's no more price competition to benefit the consumer. No competing dealers, just one, full, factory MSRP price. I read Tesla has raised its prices 5 times this year already.
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Will Competition Destroy Tesla?
I don't disagree with this, but much of the industry reporting looks at it the other way (as BEV sales).
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Item: 1964 Pontiac Grand Prix
There's always been a bit of nebulous info out there RE P-64s; it's said that in GTO's the starter is mounted to the block, enabling transmissions changes at will. I've further heard this was the same for Grand Prixs... but my car is an early build (4th week of October '63), and via direct observation; my car's starter is mounted to the transmission bellhousing. That's 'one more straw' against changing out the trans, so I'm going to stick with the original Roto HydraMatic.
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Will Competition Destroy Tesla?
It was also 'designed to have bullet-proof glass', and we saw how that worked out. cybertruck brings no paint options, the world's largest blind spots and the world's most inaccessible bed to the table. Not sure very many people are actually 'going to see' by paying any money for one. Incorrect- they are gaining VOLUME, they are losing MARKET SHARE.
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Musk loves Texas (No Income Tax), Texas Loves Tesla, Maybe!
I e-mailed my sales dude a couple of times; no responses. But dealer is less than 2 miles up the road from me, and every time I stopped in, he was there, and the service was immediate & great. Why would you go to a Tesla store, test-drive a model, then say 'OK, bye!', drive back home to sit at your laptop, creating accounts and passwords, logging in, clicking thru 2 dozen links to 'e-sign' everything, HOPING all the forms & numbers were right, having no one to ask any questions of... why— just so you could be near your own toilet? I don't get it; you were RIGHT THERE at the store, just buy it RIGHT THERE. I told my sales dude 'no dealer ID sticker on the truck'. He said 'no problem'. When I went to pick it up, the sticker was on there, NBD; I mentioned it, it was right outside the detail bays and they took care of it in seconds. If I bought it online & say it got delivered... there'd the unwanted sticker would be and I'd have to drive back to the Tesla store. I mentioned paying full MSRP, right? Is it really worth thousands and thousands of dollars to avoid an hour at the dealership? What are you doing buying a shitty Tesla if you have that kind of money to waste?
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Will Competition Destroy Tesla?
There’s no way to legislate a ban that’s going to be massively counter to the market’s actual demographic. A 2035 IC ban in passenger vehicles will not stand.
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Musk loves Texas (No Income Tax), Texas Loves Tesla, Maybe!
^ Have fun paying full MSRP.
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Will Competition Destroy Tesla?
^ Why- they only have 1 volume seller.
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Car spotting in the first month of summer - June 2021
I don't think of it as 'mimicking' as much as it's 'variations of the same body substructure sitting on the same frame'.
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Car spotting in the first month of summer - June 2021
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Musk loves Texas (No Income Tax), Texas Loves Tesla, Maybe!
How’d you come up with “5 hours”?? ? Oh; and how does one “drive a vehicle online”?? ?♀️
- Item: 2021 GMC Sierra 1500 Duramax
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