Tesla and Uber Unlikely to Survive (Vol. 2)

[Burwood]

ZesPak said:

If what we see of early Evs now is a trend, one thing is for sure eople will buy less new cars.
Why would you if they run 500000km with minimal costs?

new car sales aren't driven by existing car age per se. many people just feel like an upgrade or when the warranty expires. I really wanted to get a hybrid or an EV to replace my wife car but there isn't anything that excites me. All the VAG offerings are a bit st. The ID-4 will not be 4WD initially. The Q4 will be Macan money as will the X3-e. Looks like another Diesel. Until the pricing meets ICE equiv it's going to be a long slog, which I guess is what they want otherwise their 100b is up in smoke.

[Cheeses of Nazareth]

ZesPak said:

If what we see of early Evs now is a trend, one thing is for sure eople will buy less new cars.
Why would you if they run 500000km with minimal costs?

Because car buyers are dick wavers.. People buy out of want not need, same as watches and jewelry.

They buy because they can, end of. Nobody is buying a car to own for 15 years as a daily drive.

So going for the half-million mile market is as dumb as hell.

[Heres Johnny]

So what’s the point of the million mile battery everyone is getting excited about if nobody actually wants to own a car that’s done a million miles ?

[ZesPak]

Cheeses of Nazareth said:

Because car buyers are dick wavers.. People buy out of want not need, same as watches and jewelry.

They buy because they can, end of. Nobody is buying a car to own for 15 years as a daily drive.

Maybe on here, but the general population will disagree with that. What happens to the second hand market if electric cars continue to prove themselves more reliable and cheaper to run?

If people are as vain as you put them out to be, why are the vast majority of cars in some sort of resale gray?

Second hand value is one of the biggest factors in affordability. If your choice is between a diesel golf or a Model 3/Polestar 2, it's not really a choice imho.

If you can't sell your 4 pot 3 series second hand, people will stop buying them new immediately.

[RobDickinson]

I keep saying on here you are mad to buy diesel now with your own money...

[jamoor]

Heres Johnny said:

So what’s the point of the million mile battery everyone is getting excited about if nobody actually wants to own a car that’s done a million miles ?

Would you if it drove like new and it could make you money operating as a robotaxi?

[Heres Johnny]

jamoor said:

Would you if it drove like new and it could make you money operating as a robotaxi?

That’s a massive if

They’d also need to make the million mile seat, rubber seals, steering wheel, paint, suspension, wheels, air con, heater, carpet, door hinge, door handle, the list goes on and on.... what was once known as triggers broom will hence forth be known as Musks Car

[jamoor]

Heres Johnny said:

jamoor said:

Would you if it drove like new and it could make you money operating as a robotaxi?

That’s a massive if

They’d also need to make the million mile seat, rubber seals, steering wheel, paint, suspension, wheels, air con, heater, carpet, door hinge, door handle, the list goes on and on.... what was once known as triggers broom will hence forth be known as Musks Car

All of which are probably worth repairing because the car should have much better residuals if its rated to 1,000,000 miles.

[Heres Johnny]

jamoor said:

Heres Johnny said:

jamoor said:

Would you if it drove like new and it could make you money operating as a robotaxi?

That’s a massive if

They’d also need to make the million mile seat, rubber seals, steering wheel, paint, suspension, wheels, air con, heater, carpet, door hinge, door handle, the list goes on and on.... what was once known as triggers broom will hence forth be known as Musks Car

All of which are probably worth repairing because the car should have much better residuals if its rated to 1,000,000 miles.

Battery costs are heading under $100 kWh - under $10k for a 100kwh battery, $5k for a M3 battery - you’d throw it away and buy a new one if it failed, just like you do with the MCU. Why the fixation on one component?

[Tuna]

jamoor said:

All of which are probably worth repairing because the car should have much better residuals if its rated to 1,000,000 miles.

A bit of man maths going on there. By a million miles of most normal car ownership, your vehicle will be utterly outdated, repairs will be a specialist job, upholstery and plastics won't be matchable, electronics won't be available... I've had a couple of quarter of a million mile cars and getting them up to scratch would cost more than just buying a new car (or one half the age).

The battery thing is the same as the range thing - it needs to be way above reasonable usage to convince people that EVs have the same longevity as the better made ICE cars. For any reasonable usage, it doesn't need to be that high, but the psychological barrier remains for some drivers.

[Tuna]

jamoor said:

Would you if it drove like new and it could make you money operating as a robotaxi?

Even if they sort out the technology, robotaxis are going to make - at best - marginal rates.

[RobDickinson]

Tesla bigly pivots into clothing hard and shares stonks.

$1388 in after market today

are they bust yet?

[gangzoom]

Sums up how Tesla view their customers these days.

https://insideevs.com/news/432561/tesla-mcu-warran...

[Tuna]

gangzoom said:

Sums up how Tesla view their customers these days.

https://insideevs.com/news/432561/tesla-mcu-warran...

A million mile car with a warranty that covers parts for slightly more than 1 percent of that lifetime? Hmmmm...

[hyphen]

Tesla enters the UK battery market. Selling batteries to a project based in Dorset, and also applying to Ofgem to register as a energy provider.


https://www.telegraph.co.uk/business/2020/07/06/gi...

[hyphen]

gangzoom said:

Sums up how Tesla view their customers these days.

https://insideevs.com/news/432561/tesla-mcu-warran...

Im guessing otherwise they would have to set aside a large amount of cash for expected repairs in their company accounts? Hence why they are saying its goodwill basis rather than customer rights.

[Heres Johnny]

Tuna said:

gangzoom said:

Sums up how Tesla view their customers these days.

https://insideevs.com/news/432561/tesla-mcu-warran...

A million mile car with a warranty that covers parts for slightly more than 1 percent of that lifetime? Hmmmm...

It’s all part of the physiological game Tesla play and some people repeatedly fall for

While talking loudly about the upcoming battery day then delaying it which seems to encourage fevered speculation even more, and talk of million mile batteries, meanwhile they actually quietly dropped the unlimited mile MS and MX battery warranty to something like 120k, and added the rider they can do what they want with capacity through software updates. It’s almost as if battery day and the million mile battery was a deflection from the truth.. ie promise the opposite of what you’re actually doing,

The roadster is the another never ending promise, FSD the same, some people confusing “look what they’ve promised’ for ‘look what they’ve delivered’. I can’t believe people get excited when their auto wipers start working as good as the 10p rain sensor cars have used for years especially as it’s 4 years after Tesla promised. That’s not to say Tesla don’t do good stuff, but they sure as hell promise an awful lot more than they deliver, and Teslas biggest asset and skill by far is the way they manipulate people’s thinking and the nurture the fanboy. If that flips, and people become very impatient having paid out 8k for FSD on a promise, be interesting to see how fast things can change, except Musk is already pumping out dodgy stats on autopilot safety and blaming the authorities for holding him back.

[ZesPak]

Heres Johnny said:

The roadster is the another never ending promise, FSD the same, some people confusing “look what they’ve promised’ for ‘look what they’ve delivered’.

I agree with most of your post, and the constant changing of warranty terms is at best questionable practice, but people believe the promises because Tesla has time and again delivered where all the naysayers said they wouldn't.
I believe it's the constant opposition that creates the die hard fanboys as well.
For myself, the belief in FSD is more optimism that it can change our way of life for the better than a blind belief in Tesla. As does making good EVs.
And the roadster, I don't see why I wouldn't believe it'll come? Tesla have yet to announce a car that they wouldn't built eventually. Them focusing on a fast car rather than a family sedan is quite exciting knowing what the S can do. I do believe it'll be capable of showing just about anything a clean set of heels.

[CheesecakeRunner]

gangzoom said:

Sums up how Tesla view their customers these days.

https://insideevs.com/news/432561/tesla-mcu-warran...

That story appears to be making a big deal about nothing. It’s the warranty on replacement parts it’s talking about, and a quick google suggests the times are in line with most other car manufacturers.

[RobDickinson]

What's BMW warrenty like on upgrading your car to the latest idrive hardware like?