Tesla and Uber Unlikely to Survive...

Tesla and Uber Unlikely to Survive...

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jamoor

14,506 posts

217 months

Friday 16th August 2019
quotequote all
98elise said:
jamoor said:
Some Gump said:
jamoor said:
Couple of things
1) everyone that needed one probbably has one by now, you can expect it to grow forever
2) apple still are the highest end manufacturer with features noone else has, Pixel 4 may get faceid this year, so apple are 2 years ahead of the game. Noone else has facial unlock.
What is the benefit of facial unlock?
Is it when you forget to bring both thumbs and your password to the office?

It's a gimmick, not a game changer.
Same with the fingerprint scanner, why not just use a passcode or pattern on the screen?
Easier than a passcode, and both (patterns especially) can be seen. Fingerprint is great for mobile banking.

I wouldn't buy a phone without a fingerprint scanner now.
And FaceID is a evolution of the fingerprint scanner, except its more secure apparently...

Heres Johnny

7,270 posts

126 months

Friday 16th August 2019
quotequote all
Dave Hedgehog said:
Heres Johnny said:
Never stops amazing me how loyal people are to their brand - if Apple solved world hunger and Google didn't the Google crowd would simply state they weren't hungry - and to be fair vice versa

Apple and the like needs the next big thing, The smart phone is done. The tablet is done. People buy due to failure of the old one more than the desire for a few extra pixels on the built in camera.
its nothing to do with being a fanboi, apple make very good, reliable, secure and private, high quality finish products with an eco system nobody else can match

its not all good of course, their pricing is a total piss take (although the stuff does last and have a high resale value) and their repair and parts practises are morally bankrupt outside of warranty

Apple like Microsoft are moving heavily into subscription services because of the limited growth for hardware products. They are also moving heavily into financial services with apple pay (a joy to use with apple watch) and their new credit card



Edited by Dave Hedgehog on Friday 16th August 11:01
I certainly agree annuity revenues from services are the way to go - Rolls Royce started it 50 years ago when they stopped selling airplane engines and started selling hours of thrust. Its a model I don't like for personal purchases, I'm not sure why, maybe its my childhood and radio rentals where you feel you pay for the goods 3x over and its connotations of buying something on the never never. But its the future so I guess I need to get used to it.

dmsims

6,596 posts

269 months

Friday 16th August 2019
quotequote all
Dave Hedgehog said:
its nothing to do with being a fanboi, apple make very good, reliable, secure and private, high quality finish products with an eco system nobody else can match
Says the fanboi


gangzoom

6,403 posts

217 months

Friday 16th August 2019
quotequote all
T-195 said:
Apple Smartphones are in decline because Samsung came along and showed them how to do it properly, for less money. Same will happen with Tesla.
Humm, you might want to check out how much a Note 10+ costs!!!

Wasn't it also Note that were exploding in peoples pockets a few years ago.

I've got a S9, but lets not pretend Samsung is in any way not overpriced just like Apple, or have never made bad hardware.

jjwilde

1,904 posts

98 months

Friday 16th August 2019
quotequote all
Tesla's insane sales in Norway just published:

https://cleantechnica.com/2019/08/16/tesla-model-3...

That's not a list of just EV sales, that's Tesla at the top of ALL car sales.

Wonder what will happen here with the 0% BIK rate...

p1stonhead

25,805 posts

169 months

Friday 16th August 2019
quotequote all
jamoor said:
98elise said:
jamoor said:
Some Gump said:
jamoor said:
Couple of things
1) everyone that needed one probbably has one by now, you can expect it to grow forever
2) apple still are the highest end manufacturer with features noone else has, Pixel 4 may get faceid this year, so apple are 2 years ahead of the game. Noone else has facial unlock.
What is the benefit of facial unlock?
Is it when you forget to bring both thumbs and your password to the office?

It's a gimmick, not a game changer.
Same with the fingerprint scanner, why not just use a passcode or pattern on the screen?
Easier than a passcode, and both (patterns especially) can be seen. Fingerprint is great for mobile banking.

I wouldn't buy a phone without a fingerprint scanner now.
And FaceID is a evolution of the fingerprint scanner, except its more secure apparently...
FaceID is a million times better than fingerprint. I was skeptical but it just is.

hyphen

26,262 posts

92 months

Friday 16th August 2019
quotequote all
p1stonhead said:
FaceID is a million times better than fingerprint. I was skeptical but it just is.
It is an essential, make or break, a sale feature? Or a nice to have.

Would someone upgrade their current perfectly good phone, for this feature?

As if not, then it's fine for a highly profitable company like Apple to invest in such niche niceties, but not loss making Tesla.

p1stonhead

25,805 posts

169 months

Friday 16th August 2019
quotequote all
hyphen said:
p1stonhead said:
FaceID is a million times better than fingerprint. I was skeptical but it just is.
It is an essential, make or break, a sale feature? Or a nice to have.

Would someone upgrade their current perfectly good phone, for this feature?

As if not, then it's fine for a highly profitable company like Apple to invest in such niche niceties, but not loss making Tesla.
I didn’t upgrade for it, but would not have a phone without it now. Would just feel like going backwards too much.

I guess people get spoilt with tech rather than wanting to upgrade specifically a lot of the time.

hyphen

26,262 posts

92 months

Friday 16th August 2019
quotequote all
jjwilde said:
Tesla's insane sales in Norway just published:

https://cleantechnica.com/2019/08/16/tesla-model-3...

That's not a list of just EV sales, that's Tesla at the top of ALL car sales.

Wonder what will happen here with the 0% BIK rate...
1) Prices of petrol and diesel are artificially inflated/EV's subsidised so clearly Tesla would do well in Norway.
2) No one gives a st about Norway, as its a tiny market.
2018 new cars sold in Norway - 148 thousand.
2018 new cars sold in UK - 2.36 Million
3) Model 3, the car with the lowest margins is in the top 20. where are S and X??
4) Etron and ipace both in top 10. So Tesla is looking over its shoulder.

jamoor

14,506 posts

217 months

Friday 16th August 2019
quotequote all
hyphen said:
1) Prices of petrol and diesel are artificially inflated/EV's subsidised so clearly Tesla would do well in Norway.
2) No one gives a st about Norway, as its a tiny market.
2018 new cars sold in Norway - 147,929
2018 new cars sold in UK - 2.36 Million
3) Model 3, the car with the lowest margins is in the top 20. where are S and X??
Isn't point 3 the same with every manufacturer?

I'm sure Jaguar Make alot more on an XF than an XE but which is the top seller? We can't expect the XF to be at the top spot.

For point 1 isn't it the same in the UK?

Petrol is very expensive, clean air zones are popping up all over the place, petrol cars have to pay road tax (not the luxury tax) 0% BIK etc etc.

hyphen

26,262 posts

92 months

Friday 16th August 2019
quotequote all
jamoor said:
Isn't point 3 the same with every manufacturer?
Have you seen his link?

Ipace and Etron are in top 10.

X is right at the bottom of that top 20 list and S doesn't feature.

So Norwegian premium customers have shunned expensive Tesla's for the mainstream brands instead. Which indicates no love-in for the Tesla brand, and when audi and co launch a Model 3 alternative, Model 3 wont be able to rely on its brand strengh to stay on top.

Heres Johnny

7,270 posts

126 months

Friday 16th August 2019
quotequote all
jamoor said:
Isn't point 3 the same with every manufacturer?

I'm sure Jaguar Make alot more on an XF than an XE but which is the top seller? We can't expect the XF to be at the top spot.

For point 1 isn't it the same in the UK?

Petrol is very expensive, clean air zones are popping up all over the place, petrol cars have to pay road tax (not the luxury tax) 0% BIK etc etc.
Point 1, Norway has loads of benefits

No purchase/import taxes (I think this is 20%)
Exemption from 25% VAT on purchase (in addition to the import duty free price) - so that’s best part of 40-45% off the price
No annual road tax
No charges on toll roads or ferries
Free parking
Access to bus lanes
Company car tax reduction reduced to 40%





UnderSteerD

241 posts

184 months

Friday 16th August 2019
quotequote all
hyphen said:
jamoor said:
Isn't point 3 the same with every manufacturer?
Have you seen his link?

Ipace and Etron are in top 10.

X is right at the bottom of that top 20 list and S doesn't feature.

So Norwegian premium customers have shunned expensive Tesla's for the mainstream brands instead. Which indicates no love-in for the Tesla brand, and when audi and co launch a Model 3 alternative, Model 3 wont be able to rely on its brand strengh to stay on top.
The "no love-in for the Tesla brand" would result in the cannibalisation of the sales of their other models, once Audi and Co launch a model 3 alternative...

Witchfinder

6,250 posts

254 months

Friday 16th August 2019
quotequote all
UnderSteerD said:
The "no love-in for the Tesla brand" would result in the cannibalisation of the sales of their other models, once Audi and Co launch a model 3 alternative...
It's a bit of a Marmite brand isn't it?

The first real Model-3 rivals will be the VW ID.3 and (albeit in lower volumes) the Polestar 2. This will be the true test.

Dave Hedgehog

14,634 posts

206 months

Friday 16th August 2019
quotequote all
dmsims said:
Dave Hedgehog said:
its nothing to do with being a fanboi, apple make very good, reliable, secure and private, high quality finish products with an eco system nobody else can match
Says the fanboi
not at all i use the products that most fit my requirements, if something better comes along i will happily move over to that

i have a PC gaming rig because no other solution can touch it for performance, i change car manufacturers pretty much every time i get a new car, if lenovo launched there own secure smart device OS that didn't build a massive personality profile on you like google does and had the same sort of eco system as apple for half the price i would move over to it in a heart beat


jamoor

14,506 posts

217 months

Friday 16th August 2019
quotequote all
Witchfinder said:
It's a bit of a Marmite brand isn't it?

The first real Model-3 rivals will be the VW ID.3 and (albeit in lower volumes) the Polestar 2. This will be the true test.
The problem with "Tesla Killers" is the issue with the business model of the competitors.

VW and Volvo have a massive dealer franchise network to look after. Dealers make their money on servicing and parts not selling cars.

When they are asked to sell these electric cars that require no regular maintenance they aren't going to be best pleased. They are killing their own revenue stream. In addition they want to make a profit on the sale, increasing the selling price of the vehicle. They really are stuck,

UnderSteerD

241 posts

184 months

Friday 16th August 2019
quotequote all
Witchfinder said:
UnderSteerD said:
The "no love-in for the Tesla brand" would result in the cannibalisation of the sales of their other models, once Audi and Co launch a model 3 alternative...
It's a bit of a Marmite brand isn't it?

The first real Model-3 rivals will be the VW ID.3 and (albeit in lower volumes) the Polestar 2. This will be the true test.
I agree. If a consumer wants a Tesla, they'll buy a Tesla. If they want an EV from an alternative brand, then that's what they'll buy.

They won't necessarily be competing just with eachother though, but with every other comparable vehicle on the market, regardless of drive train.

The result will be more EV sales, rather than significantly less sales of the Model 3 - especially considering that we've got no idea how good or how available any specific EV will be at whatever point in time we're referring to.


Edited by UnderSteerD on Friday 16th August 14:11

Dave Hedgehog

14,634 posts

206 months

Friday 16th August 2019
quotequote all
Witchfinder said:
UnderSteerD said:
The "no love-in for the Tesla brand" would result in the cannibalisation of the sales of their other models, once Audi and Co launch a model 3 alternative...
It's a bit of a Marmite brand isn't it?

The first real Model-3 rivals will be the VW ID.3 and (albeit in lower volumes) the Polestar 2. This will be the true test.
it would be interesting to know what the drivers are for the average tesla buyer

the ID3 may steal some M3 buyers from those who stretched to buy one, i doubt anyone after the LRM3 would give one a second look

the polestar 2 is defiantly charging the model 3 head on, interesting times

DonkeyApple

56,276 posts

171 months

Friday 16th August 2019
quotequote all
Some Gump said:
jamoor said:
Couple of things
1) everyone that needed one probbably has one by now, you can expect it to grow forever
2) apple still are the highest end manufacturer with features noone else has, Pixel 4 may get faceid this year, so apple are 2 years ahead of the game. Noone else has facial unlock.
What is the benefit of facial unlock?
Is it when you forget to bring both thumbs and your password to the office?

It's a gimmick, not a game changer.
It is a game changer. You can now only unlock the phone when it is in one position instead of any position. That’s amazing.

At the same time, removing the button was a game changer as accessing stuff and moving around now takes longer. That’s a huge game changer. Who else has thought of reversing years of improvement in access speeds through one simple change?

Getting phones up to £1000. That’s another game changer. Plenty more people on the planet with £1000 burning a hole in their pocket than people with just £500.

But, one saving grace is that very many people need a smartphone, whereas there still isn’t a single person on the planet who needs an EV.

anonymous-user

56 months

Friday 16th August 2019
quotequote all
Makes me chuckle. how angry Tesla enjoying, even moderate success, makes some people.

I'm sure Freud would have a field day with it.

Being angry that a niche car company is selling a few cars!





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