It's funny that you make up this reality in which:

• trips to the gas station are a good thing
• everyone always drives multiple hours
• charging at home is irrelevant (when it is the most pleasant way to "fill up" your car)

Long distance trips are not the use case and someone who has done them multiple times tells you that he doesn't mind stopping for a bit of time. This has been the experience with most early adopters. Let's see, how it plays out with the later buyers, but presumably it won't matter at all.

What are the sales numbers of those models? TS also tried to make the Bolt a Tesla killer before it came out. I haven't heard him mention the Bolt ever again. Reality never lines up with the bears.

Gas stations aren't a good thing. They suck. Getting gas sucks.

BUT... its way better than charging stations because:

1. They're faster.
2. They're way more prevalent.
3. 1 + 2 means you never have to stress about actually getting a spot or planning a route around them.

Charging at home is awesome. Electric cars are awesome. But the point that started this digression is how the Tesla network was some big advantage. And IF you think that's the case, its just as clear that Hybrid Plug-Ins have a WAY bigger advantage because existing gasoline infrastructure kicks the living **** out of any charging infrastructure and consumers still get the benefit of charging at home for the majority of time (aka no gas stations).

One person's opinion of how he felt about the frequent trips / charging experience is irrelevant when we agree on the facts of what the experience was made up of (covered above).

Whenever someone is claiming that a lot of people will really like this experience that they could already have but choose not to, they're probably delusional. There's no big group of gas car drivers stopping every 2 hours to hang out in strip malls, rest stops, and fast food restaurants. You know why, because nobody wants to. Even if you want to stop that often, you can pick parks, scenic lookouts, friends' houses, tourist sites, a wide selection of restaurants, and so on...

Tesla is clearly kicking the crap out of the electric car market right now. But that in no way means its going to continue - especially as they keep trying to move into cheaper and wider markets.

I like the idea of an EV for daily driving but I do two long car trips yearly and my hybrid is great for that. Stopping for a half an hour every two hours sounds unbearable.

Ya the claim the 30 min breaks are nice was ridiculous


EV as commuter car does sound pretty great

Still waiting for a response...

If anyone else wants to chime in, feel free.

I drove two different 600 mile road trips in the western US in the last year or so. One in a Telsa Model S and one in a Toyota hybrid. It surprised me that they they took almost the same amount of time. The Tesla has a Navigator that auto-maps your route and supercharger stops for you so that wasn't all that time consuming. We stopped every 3-4 hours. The supercharger stops were at decent places with restaurants and often had a security guard around as well. We ran into a huge traffic slowdown on I-10 in a rural area in the southern california desert. There want many gas stations or EV stations nearby so everybody was at risk. We were able to re-route off the planned main route and made it around the blockage and did fine.

The Toyota hybrid trip was through the Rockies and we could have driven for longer intervals than we did with the Tesla but we didn't, because we felt a need to stop for restrooms and food and a break anyway. We tried to be choosy about our stopping places but we ended up at places no better than with the Tesla. We still spent time checking google and waze for the best routes and stops.

I expected the hybrid road trip to be a lot faster and less stressful but the difference wasn't that much. We primarily use the Tesla as a commuter car but it did pretty darn well at long distance. I guess if I was driving by myself or if I was in a big rush I could have gone longer intervals and fewer and shorter stops with the hybrid, but we weren't . Of course the total fuel cost for the trip was lower (supercharging costs zero cents) with the Tesla.

Super charging wasn't free. You prepaid for it when you purchased the car.

The problem w/ the bear thesis, when it comes to long distance trips, is you're arguing with bulls who think it's perfectly normal to pay in full before seeing their new car, budget time & money to buff out the paint, glue the mirrors on, & get the car detailed when purchasing a new car. Obviously a demographic w/ that mind set isn't going to see the trip issues that have been pointed out as inconveniences

They also live in a Tesla bubble because they spend all this time on trips together waiting for their cars to charge.

September 2017: I've been studying Tesla and have spent about 80 hours looking thru income and delivery statements as well as transportation logistics

September 2018: I've been studying Tesla and have spent about 80 hours looking thru Azelia Banks social media, Grimes disappearance, Joe Rogans podcast, and a healthy amount of memes

You see idiots.

I see a dedicated customer base.

Yes. "However, if the courts cancel the shares, whereby common shareholders receive nothing, calls will become worthless and an investor who exercises a put would receive 100 times the strike price and deliver nothing."

https://www.optionseducation.org/ref...s-bankruptcies

History books are littered with dead businesses that had dedicated customer base. Tesla makes nice and exclusive cars at this price point, so yes, they have a dedicated customer base.

The second they go mainstream or someone else makes better electric cars, the dedicated customer base will disappear just as it disappeared for Blackberry/etc.

Why does the bull market matter to Tesla? It doesn't. They raised equity at better prices, but even this only impacted the speed of ramping up to get to the Model 3. The company would have survived anyways, it just wouldn't be producing Model 3s currently if we had a recession like 2 years ago.

The bull market impacts the shareholding of Musk and he would have a lesser percentage of TSLA stock. The company would still be alive. The company certainly wouldn't be worth as much, but the stock market is completely detached from the real economy at this point.

They are currently selling the most cars in the price category. What do you base your argument on?

Apple still sells the most profitable phones despite being worse than competitor phones, because the word better doesn't matter as much as people think.


For the past 3 years, the bears have presented thesis after theses why TSLA is doomed and every reality check that occurred, they were proven wrong. What is going to be the done that makes it right?

Something is up, insideevs has become a blatant pumper of tesla now and electrek almost seems to be turning on them

Semi timeline postponed which surprises absolutely no one with a functioning brain

Why does the timeline matter, everyone and their mother knew that this was going to be postponed like everything else. Whether or not it matters will be determined if Tesla has competition in this space that will move first. The assumption here is that this will be the case and Tesla has a weaker brand there.

Man, its weird you dont see the issue with intentional deception.

The route planning, hotel choice and 30 minute breaks was surreal.
Can't wait to spend 30 mins in a garage forecourt this cold, wet, windy Scottish winter. I've not got an EV, I just heard it's a pleasant way to spend time!

Anyone following the #whereisgrimes stuff?


This company is unreal

I have a hard time following that argument. Those are obviously estimates, but everyone knows that it's impossible to say with certainty what happens in 1.5-2 years.

reshort 291.9

Um

No


Its very possible to know that one cant build out a line to produce production ready semis in 2 years


Its almost impossible not to know that

it takes the real car companies about 3 years to build a factory and get the production lines running. we have already established, with the 'hell' that is model 3 production - quoting the ceo here -, that they are not as good at this as the real car companies.

so semi in 2020? no sir.