What is going on in Europe ? Why are Tesla’s competitors hardly selling anything ?

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BestInTESLA

BestInTESLA

Күн бұрын

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@mongus451
@mongus451 3 жыл бұрын
Dealing with a dealership is one of the big reasons why I bought a model 3, and I Love it!
@KJSvitko
@KJSvitko 3 жыл бұрын
People hate going to a legacy auto dealer. They always walk out feeling cheated. Purchase or repair it is the same :(
@bobfognozzle
@bobfognozzle 3 жыл бұрын
I bought a 2015 M3..the delivery experience in Munich was beyond belief…excellent customer care, etc. Re-delivery in the states was at the eastern performance delivery center. Again it was the experience of a lifetime…..then the dealer service experience….I felt like an inconveniencé…no information, no details….no list of maintenance requirements….they literally told me to just bring it back when the message appears in the gage cluster…….so i decided to stop being a pain in the a$$…I do my own maintenace and go to a great old school independent for the big things…. The car is fine…it is a thrill to drive ans yes the Teslas pull away from me at traffic lights…. Bottom line is MY NEXT CAR WILL BE A TESLA.
@kathleenchilds2837
@kathleenchilds2837 3 жыл бұрын
@@bobfognozzle And you’ll love it!
@jnonne
@jnonne 3 жыл бұрын
GM and Ford are f*cked because they are beholden to the tragically outdated dealership model. Ford dealers are already jerking around their customers by charging $10K above MSRP for the Mustang Mach E.
@steevee1945
@steevee1945 3 жыл бұрын
One reason Tesla is beating all of the competition is their massive sales force. Nearly every person who buys one becomes a sales person to everyone they know. They give demonstration rides and occasional test drives.
@showrrlife8101
@showrrlife8101 3 жыл бұрын
As a member of a family that owns a tesla, i testify that this is the truest statement i’ve ever heard
@qinby1182
@qinby1182 3 жыл бұрын
_"One reason Tesla is beating all of the competition "_ Well TESLA is NOT beating the competition, eventually they probably will once the Berlin factory is up and running. But the issue was NOW. First 6 months TESLA was No 4-5 with 68.000 cars, VW was No 1 with 135.000 cars. So why is TESLA beating the competition??? Well they are NOT. In the USA TESLA have 70-80% market share, in Europe 10%??
@kathleenchilds2837
@kathleenchilds2837 3 жыл бұрын
Exactly!! Tesla’s rabid fan base!
@lachlanB323
@lachlanB323 3 жыл бұрын
@@qinby1182 Within one week of the Model y being sold in norway it took the number one spot! The Model Y only had the last week if August while the ID.4 had the entire month yet still sold less! Tesla's quickly taken over norway.
@qinby1182
@qinby1182 3 жыл бұрын
@@lachlanB323 _"Within one week of the Model y being sold in norway it took the number one spot!"_ Well the issues was not Norway or one month The Issue was Europe... Particularly the headline _"Why are Tesla’s competitors hardly selling anything ?’"_ and since VW sell more than TESLA that headline is very misleading/False. That is the issue.
@inber
@inber 3 жыл бұрын
True story: We got our Model 3 smashed by a truck driver and had a VW ID.3 as a rental car for two months. That is a long time, so we really have a chance to get used to the VW. I had expected it to be almost as good as the Tesla. Of course, the specs of the Tesla are better, and the charging network is fantastic. But I expected the VW ID.3 to be a fun car to drive. But it is not. The ID.3 is not a bad car, but it is a bit boring. It is simply inferior and feels old, compared to the Tesla. The VW takes you from A to B and it is electric. But it lacks the joyful acceleration and the fine software or our Tesla Model 3. You never heard me laugh in the VW, but the Tesla is a joy to drive, and I keep pushing the acceleration pedal down to the metal quite often. I never get tired of it and me and my wife are fighting over who should drive when we use it. Lars, you say that the VW ID.3 does not have the tech that a Tesla has. That is correct, and it might be a reason why it is not selling as good as it deserves. The navigation system is…well, I used my iPhone instead. And the menu system is confusing at first, then you realize that there is not much you can do. We have only the standard range version of the Tesla Model 3, but it still wipes the floor with the VW ID.3. VW's CEO Herbert Diess seems to make a fine job transforming Volkswagen to the EV era, but his technicians are not there yet.
@koma-k
@koma-k 3 жыл бұрын
I've not had many cars, and not really tried that many, but of the ones I've tried I've only really felt at home in two: My long-gone Citroën XM Break (turbodiesel), which was very comfortable, spacious and predictable, even on slippery winter roads without ESP/anti-spin or even ABS; and now our Model S 90D. They're not comparable at all, save for a few factors: They're both spacious, comfortable and behave predictably in difficult conditions. The Mondeo we had in between I never learnt to trust, even after driving it for nine years - it was a decent car in other respects, but that was all. We've also had a LEAF (1st gen, early version) which was well built and all, but I was not sad to see that one go either. Same could be said for its replacement, an Opel Ampera-e: It's a massive improvement on the LEAF in all respects, and while it lacks OTA updates that doesn't matter much since it supports Android Auto, so decent nav is available when needed as well as music streaming etc. - it does a great job as our #2 car, and even accelerates decently (FWD only being the real limit) but I will not mourn its departure when that day comes. The Model S, which we bought used, I felt at home in pretty much right away. I love the minimalistic interior, the GUI is well thought out and easy to navigate, and even though it's the "pedestrian" version (non-performance) it has got more than enough power and very good anti-spin/stability control (to the point that even flooring it on icy/"slushy" winter roads it stays controllable). Nice touches like the air suspension offering to remember places where you raise it makes it feel well thought-out and "smart". I got the chance to try the i-Pace for two and a half weeks after an encounter in a roundabout scratched the entire right side of the S, and that was interesting... to drive it's not that dissimilar to the S (though less efficient), and while slightly shorter and narrower it's also taller, so I expected somewhat comparable space to the S... ah well: The boot was quite a bit smaller, and when I first saw the "frunk" I actually LOLed. Then it's the buttons and screens: It's like the designers went amok in the interface store, adding anything short of air gestures. There are buttons of course - quite a few of them; there are dials, of which the climate control ones are about the one component I wouldn't mind seeing again (nice, chunky metal dials with a screen, and push/pull to change dial function), and there are screens, where the GUIs incorporates so many different concepts it becomes a sorry mess. It's so incoherent it's almost impressive - a bit like how I felt when I borrowed my sister's 2nd gen LEAF: It took me several minutes while driving figuring out how to activate cruise control. I'm an IT guy and general electronics/tech nerd - I probably have an easier task figuring these things out than most, so if prospective buyers actually try out how these cars' interfaces work when shopping around I think this too is a plus for Tesla - if you're used to a smartphone it shouldn't take you long to become familiar with Tesla's GUI. Tesla is not a legacy automaker, and it shows - mostly in good ways.
@TheAefril
@TheAefril 3 жыл бұрын
@@koma-k Comprehensive and excellent analysis there Ketil. Thank you for your opinion, and due to your background, it is exactly the perspective I take notice of.
@pwells2389
@pwells2389 3 жыл бұрын
Thanks for sharing. Very helpful.
@jonpetter8921
@jonpetter8921 3 жыл бұрын
But many would find ID 3 are more pleasant to drive than Model 3: smooth ride, robust frame, also quieter than Model 3 Not everyone likes Model 3 harsh suspension, rattling interior and poor lighting features.
@m1kcan1
@m1kcan1 3 жыл бұрын
The VW costs significantly less than a Model 3, so not really a fair comparison.
@FutureSystem738
@FutureSystem738 3 жыл бұрын
My 2 year old Model 3 is perfect except for one thing: It has TOTALLY ruined my other car, an ICE SUV. The only reason I drive it now is for heavy towing- and it feels like it’s last century. I still look for excuses to drive my Model 3 even after 2 years, always brings a smile to my face.
@m1kcan1
@m1kcan1 3 жыл бұрын
Try taking cross country trip in the Tesla, lol.
@Reddylion
@Reddylion 3 жыл бұрын
Nice....
@kathleenchilds2837
@kathleenchilds2837 3 жыл бұрын
Exactly- we really “liked” our giant, comfortable ICE SUV, bought for hauling, etc…and now we just don’t like driving it anymore compared to our M-Y
@kathleenchilds2837
@kathleenchilds2837 3 жыл бұрын
@@m1kcan1 we love road-tripping our MY! There are KZbin guys out there doing “cannonballs” In Teslas!
@FutureSystem738
@FutureSystem738 3 жыл бұрын
@@m1kcan1 Easy! No problem, and so much more pleasant and relaxing than in our SUV. (I’m away in the SUV at the moment as I’m towing a caravan, can’t wait to get back in the Tesla.)
@peterbeattie3805
@peterbeattie3805 3 жыл бұрын
Hey Lars, love your show and opinions and especially the Tesla! I can tell you there are 3 main reasons people pick Tesla over anyone else. 1) No more dealership funhouse to navigate. 2) Supercharger network infrastructure. 3) Sex appeal.. the look, over the air updates, acceleration and all round fun. The others are just lip service, expensive, untrustworthy and in-fun. Time for a change.
@josephj6521
@josephj6521 3 жыл бұрын
Exactly. As well, no need for pesky yearly servicing. It’s a time waster and costs money. Over the air updates are crucial for every EV and other manufacturers’ insistence for regular servicing is, well we know, a scam. An EV engine is basic, simple. People are voting with their wallets.
@mrviridi8698
@mrviridi8698 3 жыл бұрын
Don't forget...the acceleration and engineering and acceleration! :)
@Viking7771
@Viking7771 3 жыл бұрын
In the top 3 reasons for me , built on a commercial platform with most parts in it the same 1,000,000 mile commercial platform including the new. 4680 cell!, best tech and no dealerships
@daviddrake6875
@daviddrake6875 3 жыл бұрын
Exactly lip service with crossed fingers behind their back.
@daviddrake6875
@daviddrake6875 3 жыл бұрын
@@mrviridi8698 Just took on a brand new Porsche with my monster Lightning Bolt EV in sport mode all the way down the mountain. Feather the L mode accelerator with paddle regen into the curve, and power out of it gaining all the time. No down shifting playing Tina Guo “The Gael Promontory Last of the Mohicans” traveling music driving bass. Like James Bond Woo Hoo! Exhilarating! He pulled over at the bottom as I flashed by thumb up. He could not believe such a dorky looking crossover could take him on. Did not catch fire once, but it was HOT.
@andyonions7864
@andyonions7864 3 жыл бұрын
The reasons for Tesla's dominance is all of the above. Range, safety, OTA, software, entertainment, autopilot, charging network, performance, price, tech, comfort, space, reliability, build, value, efficiency, quality, engineering, etc.
@billhanna2148
@billhanna2148 3 жыл бұрын
AND people are getting aware of the difference between an EV and a SMART EV
@andyonions7864
@andyonions7864 3 жыл бұрын
@@billhanna2148 this is the most important thing. Few want to switch ICE to EV. Really they want autonomous EVs. Tesla looks like the only company that can deliver.
@oxide9717
@oxide9717 3 жыл бұрын
@@andyonions7864 True True
@davidbeppler3032
@davidbeppler3032 3 жыл бұрын
But all cars are exactly as safe as any other car! 5 stars = 5 stars and they all get 5 stars. That is the BS the NHTSA demands we believe. I do not.
@andyonions7864
@andyonions7864 3 жыл бұрын
@@davidbeppler3032 Tesla make the 4 safest cars ever tested.
@LightSpirit24
@LightSpirit24 3 жыл бұрын
I do not own an EV but I want to get one. If I am buying an EV, I will want a charging network, the bigger the better. And I want good range and autopilot, and finally reliability and long lastability. While looking for these things, I see Tesla is the only choice, they provide all of the above and more.
@youmakeitreal
@youmakeitreal 3 жыл бұрын
Exactly why I bought a model Y last year. The changing network. You are 100% correct.
@ronaldlenz5745
@ronaldlenz5745 3 жыл бұрын
When the 3 and Y start rolling out of Berlin, the prices will drop compared to imported Tesla. Legacy will really have problems.
@austrobok2958
@austrobok2958 3 жыл бұрын
This is what terrifies german legacy carmakers: Hence all the delaying tactics preventing the factory ramping up..
@robburrows2737
@robburrows2737 3 жыл бұрын
And the tactics will fail in the long run. I'm going for a Y in 2-3 years
@jackgoldstein9297
@jackgoldstein9297 3 жыл бұрын
Lars: You are correct. People have become more savvy with research on the Internet and can see the differences between Automakers and their offerings. Range, safety, Over the air updates, charging speed and performance, relative price and build quality are all factors.
@nilsfrederking62
@nilsfrederking62 3 жыл бұрын
Maybe some also start to realize that there is an incoherence between build quality and what is written about it, you still find all that panel alignment nonsense but when you actually see a Model 3 you cannot see any difference in build quality compared to the established German brands.
@kathleenchilds2837
@kathleenchilds2837 3 жыл бұрын
@@nilsfrederking62 I agree- think Tesla’s build quality is definitely going to improve on the near horizon-especially with Berlin opening soon. But our 2020 MY is fine in build quality and ….ing amazing in drive quality!
@sonicliberation
@sonicliberation 3 жыл бұрын
I feel many potential buyers of EVs in Europe are steered by dealerships towards higher profit ICE offerings that will require lots of expensive maintenance performed by the dealership down the road. This is their bread and butter.
@Deathwalker666666
@Deathwalker666666 3 жыл бұрын
Not realy its mostly because in some countries the charging station infrastructure is not ready for this so they wait till 2023 when all countries in the EU will have sufficient charging network and by that time the EV's will also be a lot cheaper.
@wamnicho
@wamnicho 3 жыл бұрын
@@Deathwalker666666 maybe 2030, 2023 is too soon
@doreeneeason4324
@doreeneeason4324 3 жыл бұрын
Received my Best In Tesla t-shirt today and I love it. Also purchased more $TSLA and $AEI. Happy lady. 😊👍🏽
@KJSvitko
@KJSvitko 3 жыл бұрын
Tesla just keeps advancing the electric vehicle technology. Mega castings, better AI, better software, better motors, better batteries, better sound system, better range, better performance, better entertainment system, better noise abatement, better build quality. They are years ahead of all other auto makers. Being an informed buyer makes for a purchase that you are happy with.
@nilsfrederking62
@nilsfrederking62 3 жыл бұрын
These thing will slow down a little as there are limits to efficiency and other only need to copy Tesla, but what most will miss is that Tesla already changed its focus on lowering production cost and innovating factories. Purchase price us a very important factor! I doubt VAG will have much margin on their EV´s except for the ridiculously overpriced Etron GT - being far inferior compared to the Plaid and costing more
@kathleenchilds2837
@kathleenchilds2837 3 жыл бұрын
I think innovation is where the legacies always hit snags- always a bean counter in the mix to muck things about…and I think there is a desire on the engineers’ part to really design something from the ground up… but will they be allowed? Love the KZbin review of an eTron where the driver gets a “time to change your oil” message on the dash. Crazy! Plus, I’m definitely not the sharpest when it comes to UI’s… but the eTrons’ is completely “UNUSABLE”! That makes it “UN-BUYABLE” in my book.
@nilsfrederking62
@nilsfrederking62 3 жыл бұрын
@@kathleenchilds2837 A few months ago on a flight to Teneriffa I talked with a passenger who told me that he had leased an Audi Etron and returned it after half a year because for him the software problems were unbearable, he then went fort the Model 3 and was very happy..... When I saw a KZbin video from a German KZbinr about the Porsche Taycan navigating with a manual knob and having to confirm every choice with a push, I felt really bad only by looking at it. Why did they do that, would they like to have their iPhone work the same way?
@cisco6926
@cisco6926 3 жыл бұрын
My favorite Tesla channel! Always positive, informative, and fun. Thanks
@keilder8543
@keilder8543 3 жыл бұрын
Lars, you nailed it (again). It's everything you mentioned. The Tesla buyers are better informed. I also believe that a good number of the people who buy their EV's from the ICE manufacturers will come to understand that Tesla would have been the better decision as they become aware of what their cars lack when compared side by side.
@gregbailey45
@gregbailey45 3 жыл бұрын
Particularly when they discover that the 2nd hand sale price difference between theirs and a Tesla is huge.
@tommilks3043
@tommilks3043 3 жыл бұрын
I think those that buy an EV are buying a car they can hang on for a well and won’t be outdated. Teslas are future proof. We all know about autonomous and knowing your new Tesla will self-drive in the near future makes a difference in a buyer’s decision. And lastly, test drive a Tesla. Decision is made.
@gregbailey45
@gregbailey45 3 жыл бұрын
You can always trade up to a newer one if it has improved features. Teslas retain their value like crazy.
@michaelfink64
@michaelfink64 3 жыл бұрын
I agree that the big problem with the "big boys" is: 1. The manufacturers have invested for decades in ICE cars and have to keep producing ICE and hybrids at the same time that they roll out their EVs, 2. The dealerships have always made most of their profit on servicing, which is minimal with an EV, so there is a disincentive for them to push their EV models.
@chrisheath2637
@chrisheath2637 3 жыл бұрын
Big auto have been thrown a life-line with hybrids - we will see everything hybridised - from a push cart to an excavator, and everything in between, so that they get the rebate...they still have their beloved ICE engine, dealerships pride and joy ( oh, and the bottom line, on servicing and maintenance..)
@michaelfink64
@michaelfink64 3 жыл бұрын
Agree. Hybrids were a good idea in the early 2000s but now they are an impediment to the rapid transition to sustainable transportation.
@daviddrake6875
@daviddrake6875 3 жыл бұрын
True words.
@wamnicho
@wamnicho 3 жыл бұрын
@@michaelfink64 problem is those batteries contain rare earth metals, so imagine demand for those rising to 2 billion cars.
@michaelfink64
@michaelfink64 3 жыл бұрын
Rare earths are used more for the magnets in the motors than the batteries, but there are elements in the batteries that are problematic, such as cobalt. There is a lot of research into other battery chemistries, including use of more common, less expensive and less ethically problematic elements. Tesla made in China Model 3s have lithium-iron-phosphate batteries, which are less energy dense, but cheaper and use more abundant elements.
@wertigon
@wertigon 3 жыл бұрын
Lars, I actually think you are spot on, the big auto competition is clearly not there yet, they still have a couple of iterations to sort it all out, but by 2027 it is time to pay the piper or go home - at the latest. There *will* be competition - there always is. The question is only from where? I thought some of big auto could at least pull through, but that is increasingly unlikely now. I think Chinese BYD will be one of Teslas biggest competition in five years time, but BYD will primarily be competing in the low-end segment. Is cheap chinese or expensive Tesla all we can choose between?
@j.pgoodwin9020
@j.pgoodwin9020 3 жыл бұрын
Check out the Electric Viking. Australian Site and Tesla fan and investor and also BYD but very closely follows what is happening in China and there are some really impressive vehicles that will be coming, GAC for example which is huge and will be selling under a couple of brand names.
@wertigon
@wertigon 3 жыл бұрын
@@j.pgoodwin9020 Yep, I also started following him, he's great for explaining just how much China and Chinese auto is building a great and massive EV fleet to flood the west with. :) See, big auto has two options; go electric or get flooded by Chinese Auto EVs. Meanwhile Tesla will do just what Apple does; scoop 90% of the top end profits. :)
@tilted8
@tilted8 3 жыл бұрын
Honestly the charging network was the number one reason I got my model Y. I am fortunate to live in a place where I can charge at home, but the mobility and convenience the charging network offers is invaluable
@johnbailey2933
@johnbailey2933 3 жыл бұрын
I'm going to be a conspiracy theorist here. Tesla is a pure EV company selling EVs. The primary competitors are still ICE companies selling ICE's with a side hustle in EVs (as a percentage of their sales). How hard are they really trying to make that transition despite Euro goals for EV sales?
@MichaelGreenLagos
@MichaelGreenLagos 3 жыл бұрын
Hi just got to your comment total agree Tesla only makes EV
@FaithlessDeviant
@FaithlessDeviant 3 жыл бұрын
I don't think the legacy car makers are a threath to Tesla I'm more concerned about Chinese EV's. I actually think the legacy automakers EV sales are probably customers that they for the most part just cannibalised from their own ICE vehicle sales. As a dane my experience is a huge chunk of the Tesla owners in denmark was cannibalised from Audi customers. Doesn't seems like they are looking back at all. I sometimes think annalysts are stupid. I'm pretty sure they all have iPhones, from smart phone to smart phone there isn't much difference in hardware. They wouldn't even consider to replace it with anything else because they understand that it isn't the hardware it self that is so great it is the software package and user experience. With EV's it's suddenly all the same, it got a battery and an electric motor so the same thing.
@peters972
@peters972 3 жыл бұрын
It is become clearer and clearer why the EV1 was mysteriously squashed. It was a Pandora’s box in reverse. However, the cat was out of the bag, and Tesla is just a bit too far ahead to catch up with using the normal techniques. It will take extraordinary effort and quite a bit of luck to catch up now!
@gregbailey45
@gregbailey45 3 жыл бұрын
It'll take more than luck. It's impossible! The conventional car companies have to each find a niche market and concentrate on that. Tesla has the mainstream tied up with a big ribbon!
@chrisheath2637
@chrisheath2637 3 жыл бұрын
The guy who invented the Nickel metal hydride battery (Stanford Ovshinsky) a genius allrounder, knew what the future needed, and really wanted this new battery to power EVs. He sold the patent to GM, who made the EV1. For whatever reason ( read - they realised EVs would decimate their business model) they crushed almost all EV1s - literally. They sold the patent , with the proviso that it was NOT to be used in EVs. The original inventor, was mortified that his vision had been thwarted. If history had been different, EVs would have been common years ago...Jack Rickard wrote about the various connivances that Big Oil and Big Auto get up to slow EV development...
@peters972
@peters972 3 жыл бұрын
@@chrisheath2637 Yes! I saw Stanford in a documentary. Some years ago I saw a video of people testing a yellow Ev with crazy acceleration that left me scratching my head. I had always been told they would be pretty slow, heavy, golf-cart like due to the “science”. You would be surprised at how many StILL believe this lie. But things are changing fast.
@kevinmills5293
@kevinmills5293 3 жыл бұрын
I think politics will ultimately put the brakes on Tesla’s success. They are embarrassing too many established car makers and that won’t be allowed to continue.
@alexrechsteiner5773
@alexrechsteiner5773 3 жыл бұрын
@@peters972 y
@sergeirybakov1655
@sergeirybakov1655 3 жыл бұрын
Lars, good one! We are still waiting for competitors to come.
@mmalegendstips6877
@mmalegendstips6877 3 жыл бұрын
Love what you're doing Lars ! keep it up man!
@airheart1
@airheart1 3 жыл бұрын
Wow.. that explanation of Audi's ordering and idiotic options pages vs the ease of buying a Tesla is really eye opening. I mean we all know it.. but I haven't been to a dealership or dealt with that nonsense for almost 6 years now.. and I forget how horrible that mess is
@JIYkp
@JIYkp 3 жыл бұрын
Legacy Auto: And now we present to you, the mobile phone! Tesla: Been selling smartphones for over 10 years already.
@Curacars
@Curacars 3 жыл бұрын
Hi Lars, I think one of the major reasons is that the others all seem old fashioned while sitting in the driver's seat. Have you counted the number of buttons, knobs, dials and switches in the Audi? People have become used to a smartphone with maybe 3 buttons. Tesla has got rid off almost all and put everything in their big center screen.
@DialM4Microcontrollr
@DialM4Microcontrollr 3 жыл бұрын
Maybe that, and Europeans know what they want. Won't buy a car until they can get exactly what they want
@EinzigfreierName
@EinzigfreierName 3 жыл бұрын
Unfortunately even Audi slowly moves away from physical buttons which is bad.
@Curacars
@Curacars 3 жыл бұрын
@@EinzigfreierName physical buttons are expensive and mostly never used. Buttons for lights and whippers are no longer necessary, the rest is just for gadgets. They just create clutter. You probably stayed using a blackberry long after the rest changed to Android or iPhone.
@EinzigfreierName
@EinzigfreierName 3 жыл бұрын
@@Curacars My first smartphone actually was an iPhone and I never owned or liked the Blackberry :-). But still I prefer using the laptop for most things because keyboard & mouse are just much more convenient. The main reason for going touch is cost and design but the better solution often is individual keys, especially in a car.
@Curacars
@Curacars 3 жыл бұрын
@@EinzigfreierName I don't see why it's a better option, name one of those buttons you use every trip.
@robinholmes785
@robinholmes785 3 жыл бұрын
Great video. Sandy said something that got me thinking on this when he was testing the VW ID4, Is its nice looks but boring acceleration and poor range, designed to bring in an EV customer into the dealership, only to sell them a "Better Value" ICE vehicle?? " Performance Ev's are Boring". "Ev's are only ok for commuting". Are EV's to legacy manufacturers still a necessary evil to allow them to continue to make good profits on ICE?
@koma-k
@koma-k 3 жыл бұрын
I think to legacy automakers, EVs are a dilemma. They've seen the writing on the wall, but also the pain involved in switching - GM, to my knowledge, took years before making a profit from the Bolt, and I suspect it's still less than what ICE cars make (and now thoroughly obliterated thanks to the LG production issues) . Then it's the sheer headache of the reorg, with entire departments becoming redundant and what to do with the affected employees - thanks to their size it's not only an HR issue but becomes political. Add to this the current trouble of sourcing enough batteries to get to decent scale required for profitability. The current semiconductor shortage is just the decorative cherry on the top. So there are probably a wide variety of thoughts in the legacy leadership, from the head-in-the-sand thinking that it can all be postponed till after I retire, to Diess' "let's do this!"-attitude (I've never been a VW/VAG fan, but it looks like Diess may have started them down the right track).
@robinholmes785
@robinholmes785 3 жыл бұрын
@@koma-k, You have made some really great points! I would like to add a couple of other reason's why it may be impossible for traditional auto to change over to all EV production: Tesla has shown that it is not just possible, but desirable, to sell vehicles globally without a dealer network. All companies with dealers will never be cost-competitive. They CAN'T get rid of the dealer networks, legally, financially, and structurally. They are in a no-win situation! Nearly ALL their intellectual property about how to build, sell, and maintain, a vehicle is out of date and has to be scrapped! Tesla's Mega-Factory concept has reinvented how vehicle manufacturing is done. ALL traditional vehicle manufacturing plants need to be completely redesigned (that includes Fremont eventually)! What do you think?
@koma-k
@koma-k 3 жыл бұрын
@@robinholmes785 I think I agree with respect to dealer networks: It adds another link in the chain from raw materials to customer, and with each link needing a portion of the profits to exist it only adds to the headache of making EV production profitable. One could argue that Tesla still needs service centres, and those usually have a showroom attached, but there's no separate organization requiring a profit, nor do they tend to keep a stock of cars for customers to walk in and buy, so both operating costs and capital tie-up is lower. Legacy auto production has been a fairly stable industry for decades, and one central tenet (in almost all production) is to specialize in a few key areas and outsource the rest - thus legacy automakers have largely become good at forming metal sheets and building engines, and buying everything else from suppliers. Sure, this adds links in the chain, including transport/logistics, but the thinking seems to be that this is offset by the difficulty of controlling many disparate departments in one organization - that the top management couldn't possibly understand so many aspects of the business efficiently. Another side effect of course is that product development cycles get longer, as developing a new model involves lots of external parties, with each design change needing contract updates etc., making rapid iteration very hard, especially after entering production. With Tesla vertically integrating pretty much everything it removes a lot of bureaucracy and speed bumps, though I suspect part of their agility comes from rethinking the whole development cycle and project organization, possibly taking ideas from the software industry. It would be interesting to see a comparative study on the organization of Tesla compared to legacy auto - it's not my field of expertise by any means, but it would be one I'd read.
@robinholmes785
@robinholmes785 3 жыл бұрын
@@koma-k Bang on again!! Mega-castings, Structural batteries, Computers on wheels, Bent hardened stainless steel, all Vertically integrated!! Un-beatable!!
@MichaelGreenLagos
@MichaelGreenLagos 3 жыл бұрын
@@koma-k your right just to add the cherry on the top they don't have unions
@rowenagrinsam8261
@rowenagrinsam8261 3 жыл бұрын
You forgot to mention about the resale value. It's going crazy now.
@davidbeppler3032
@davidbeppler3032 3 жыл бұрын
Yep, a used 2020 Tesla Model 3 is more expensive than a new one. My guess is because the wait time is December for delivery (if nothing goes wrong).
@casperhansen826
@casperhansen826 3 жыл бұрын
It is the good old demand and supply, it works every time. It is the reason why Tesla raises the prices on new cars to make that profit instead of others making the profit by reselling them.
@jellyd4889
@jellyd4889 3 жыл бұрын
No it's not. Resale value is high, but cars almost always have 3 to 6 months waiting list. Not just Teslas. So your argument would apply to all Cars over the last 15 years, and that is not the case
@mcarpenter2917
@mcarpenter2917 3 жыл бұрын
@@jellyd4889 Guess that just proves that Tesla is such a game changer that people are not willing to wait 3-6 months for a Tesla.
@wamnicho
@wamnicho 3 жыл бұрын
@@davidbeppler3032 why would I buy a used car ev or not for more money than a new one, doesn't make sense
@PAULSWorld131
@PAULSWorld131 3 жыл бұрын
Here in the Netherlands, when i look out on the streets to spot an EV, 9 out of 10 times, it's a Tesla.
@-A-c
@-A-c 3 жыл бұрын
Tesla came onto the stage with a mission. To not just convince people that switching to an electric car is a necessary and practical switch from combustion engines to serve the environment, but to say: “Choose electric because these will be the best cars PERIOD. Best performing, best experience…and if we can’t make that happen, people will not choose electric and we have failed as a company.” And when you have an ethos that shoots for the moon like that, you tend to be on a level that makes it embarrassing for legacy automakers to even be called “competitors.”
@gregbailey45
@gregbailey45 3 жыл бұрын
When the CEO is literally 'shooting for Mars', turning out the best cars in the world is a bit of a doddle.
@kathleenchilds2837
@kathleenchilds2837 3 жыл бұрын
Shooting for the moon! Yup!
@ncc746561701e
@ncc746561701e 3 жыл бұрын
There are two things that Tesla has that the competition does not have. One is the passionate community around Elon and one that maintains an excitement about everything a Tesla has. And secondly associated with that is that you buy a Tesla and from that moment a story of improvements and constant improvements begins with updates, while the others do not start a story, the story of the others ends with the sale.
@dzerres
@dzerres 3 жыл бұрын
Other people just don't understand the excitement of software releases. When we get the notification we immediately Google the "release notes" to see what's what. Sad when we find out that the release is only to include Lithuanian as a new operating language. Really looking forward to FSD 9.3 and the new cellphone app.
@Tetrathegod
@Tetrathegod 3 жыл бұрын
@@dzerres Yes I've had such an amazing feeeling my car being completely different after an update for example my cameras won't work or my sensors or maybe I will have other problems with seats and etc.. Its an amazing story every time with tesla .. JUST WONDERING WHATS GOING TO BE YOUR NEXT PROBLEM hah .. OR HEY MAYBE your key won't work that happened too.
@nicodo56
@nicodo56 3 жыл бұрын
Also other cars have OTA updates. I just returned a leased BMW X1. During the three years of driving this excellent car the software got better and better. I noticed the last update a few days before returning the car.
@SafepathUS
@SafepathUS 3 жыл бұрын
Lars, Great information always and sharing your videos with other EV groups. 😃👍🙏
@Bostonrain420
@Bostonrain420 3 жыл бұрын
Tesla has no competition because of the level they are on. All those other companies are many years behind. If they choose to stay behind, the only thing they will end up doing is complaining about how they are so behind. They need to step it up or back out of the game. Thanks for the video.
@mortenravnsns8439
@mortenravnsns8439 3 жыл бұрын
Lars, Volkswagen group actually outsold Tesla in Norway for the month of August. VW group sold 2300+ cars to Tesla's 2000+. And the Model Y has 2 years worth of preorders to fulfill.
@stefanbaartman5893
@stefanbaartman5893 3 жыл бұрын
We'll see how the numbers look by year's end, yes?
@mortenravnsns8439
@mortenravnsns8439 3 жыл бұрын
@@stefanbaartman5893 Who cares? I'm just pointing out that Tesla Uber Bulls neglect to mention, that VW, BMW, Daimler and GM are made up of several different brands. So telling viewers that Tesla is outselling the competition everywhere every time isn't factually correct, because Tesla only markets its products under one name.
@ShadowCabalist
@ShadowCabalist 3 жыл бұрын
I think that one major reason that Tesla is outselling the others might be due to perceived dependability. Normally I, and I assume others, feel that a new car might have faults that will come back to cause the owner problems. Now you have Tesla that has been around for a few years and would have these issues resolved by this time. So basically you can choose a known reliable car in a Tesla or take a gamble on an unknown vehicle.
@davidbeppler3032
@davidbeppler3032 3 жыл бұрын
Not only unknown but also with tiny production numbers. How do you expect to get parts for a car that the company only builds 500 a month? Production matters.
@googadisbeotches9360
@googadisbeotches9360 3 жыл бұрын
@@davidbeppler3032 agreed shoddy non Tesla EVs like id4 and such sell so few cars it's not worth taking a chance with those cheap point a to point b nonsense EVs. Except for the Chinese EVs which have better sales since they're the better non Tesla EVs, but if you want the best you still have to buy Tesla.
@prestontucker1687
@prestontucker1687 3 жыл бұрын
Also larger dependable charging network.
@qinby1182
@qinby1182 3 жыл бұрын
_"What is going on in Europe ? Why are Tesla’s competitors hardly selling anything ?"_ Pretty simple... They do. Best selling EV in Europe is VW, TESLA is at No 4 or No 5 Europe is NOT like the USA where TESLA have 70-80% market share, in Europe they have 10% or so.
@prestontucker1687
@prestontucker1687 3 жыл бұрын
@@qinby1182 It's the tax incentive. Has nothing to do with being European.
@charlesrovira5707
@charlesrovira5707 3 жыл бұрын
@14:25 That cockpit is just a bunch of buttons, knobs, and dials that don't do much, are only used once or twice, add to the visual clutter, and _detract_ from the user experience. People are used to *Smart Phones* that are much sleeker and hide all of the complexity _until it's _*_needed._*
@tonylegge7261
@tonylegge7261 3 жыл бұрын
I use a 2003 Mercedes E500 - It is more or less the same as the Audi... Lots of buttons, tech you don't need etc. Why on earth would I replace it with something like the Audi? Tesla is the way forward...
@ragnargreystoke3271
@ragnargreystoke3271 3 жыл бұрын
Great content as always Lars. I think people in Europe, and the US, want the better product. That’s Tesla. Tesla’s lead will become insurmountable by the end of next year. And your stats don’t include brand new cars coming from Giga Berlin and Texas. TeslaP!
@garymunson2493
@garymunson2493 3 жыл бұрын
Hello Lars! Spectacular effort! Look forward everyday to watching your show! With Europe, particularly Norway, pivoting so fast to EVs, has anyone been compiling data to what is happening to used ICE car prices there? I've seen predictions in the US of a drop in value similar to what happened to high end tube-type TVs when flat screens finally developed traction (think of trying to sell a one year old $3K Sony Trinitron in the early 2000s!). Can you query your sources about this? Thanks! Gary.
@grahambrown42
@grahambrown42 3 жыл бұрын
Looks like the buying public is smarter than we gave them credit for 😀
@Barskor1
@Barskor1 3 жыл бұрын
Free capitalism is the best democracy no violence or coercion is involved just sellers and buyers.
@slavko321
@slavko321 3 жыл бұрын
This is a quite specific group, (early adopter) ev buyers. They don't care about brand names, but the best car.
@grahambrown42
@grahambrown42 3 жыл бұрын
The early adopters have now built one of the most valuable brands on Earth. Ongoing.
@grahambrown42
@grahambrown42 3 жыл бұрын
@@slavko321 It never stops at the 'early adopter' stage does it? Next stage?
@ΘεόδωροςΝτούσης
@ΘεόδωροςΝτούσης 3 жыл бұрын
This is an excellent video! I am tired of explaining all these to my friends who still do not understand, the obvious.. Next time I will definitely send this video to do the job for me 😝
@charlesrovira5707
@charlesrovira5707 3 жыл бұрын
@3:50 Wow... That's not even a _pretense_ at an *_S-Curve._* 🤓 Straight from nothing to the top. 👍
@grizzlymartin1
@grizzlymartin1 3 жыл бұрын
Probably the simplest answer is that people simply don’t trust the other car makers to be around when they need them a year or two down the road.
@EinzigfreierName
@EinzigfreierName 3 жыл бұрын
They do. 27% EV buyers in Europe bought VW group cars this year - despite the bad reputation after "Diesel Gate". People buy Hyundas and Kias, Renaults and others. Tesla is just 11% of the market.
@frankhoffman3566
@frankhoffman3566 3 жыл бұрын
I think you missed one aspect of this, and it's the one that caused me to invest in Tesla. With its association with SpaceX, Tesla has a partnership with the highest technology in the world, bar none - NASA. SpaceX is now regularly ferrying supplies and astronauts to the ISS, and making routine soft landings of its first stages. Europeans also see this. People everywhere want the latest technology. No other car company is so connected with successful space travel. People buy AUDI for where it's been. They buy Tesla for where it's going.
@nseybert
@nseybert 3 жыл бұрын
Volkswagen group sold 770k cars in the EU in Q1 2021, BMW sold 220k, even just JEEP sold 35k. Tesla sold 30k. Tesla is such a small fraction of EU car sales as to be completely irrelevant UNLESS you compare solely to other EV sales, which, again is such an esoteric corner of the market as to be useless.
@budgetaudiophilelife-long5461
@budgetaudiophilelife-long5461 3 жыл бұрын
🤗I THINK 🧐 YOU PRETTY MUCH NAILED IT 👏👏👏😍😍😍
@ToneGuruLA
@ToneGuruLA 3 жыл бұрын
Lars, if and when you visit Santa Monica CA... hit me up for a burger n brew at the new Tesla Diner (soon to be built:-) ... oh yeh... keep up the good work. Long BYD and lil ole Tesla too,
@titanispi1998
@titanispi1998 3 жыл бұрын
That'll be a cowless burger Lars. You know how Kimball is.
@mk500
@mk500 3 жыл бұрын
It is because it is Tesla vs. ICE cars. Basically once a customer makes the choice to go EV it doesn’t make so much sense to them to buy from the guys that still sell their EV cars as a bit of an afterthought. So people are either: “I want ICE so I’ll buy an Audi.” OR “I want EV so I’ll buy Tesla”.
@davidbeppler3032
@davidbeppler3032 3 жыл бұрын
I agree. My mom did not know Legacy Auto builds EVs. She though they were all Tesla. I am guessing there are a lot of people like that. This came up with the Bolt EV fires in the news. She warned me, "Those Tesla cars keep burning peoples houses down and I should not get one." I had to point out those were GM cars.... she was dumbfounded.
@chrisheath2637
@chrisheath2637 3 жыл бұрын
The Gaps are too big ! Yes, correct, the gaps between Tesla and "the competition" are growing...
@josephm.gracia2948
@josephm.gracia2948 3 жыл бұрын
THESE DAYS IF YOU'RE NOT SPENDING TO RECOVER,THEN STOP SPENDING👌👌
@ninadietz7170
@ninadietz7170 3 жыл бұрын
Investment are the stepping stones to success 🏷️😊
@mathiasroth829
@mathiasroth829 3 жыл бұрын
Most schools don't teach about this. It's sooo sad.
@matthewrichmond5533
@matthewrichmond5533 3 жыл бұрын
The Rich become richer by spending like the poor and investing non stop , while the poor stay poor by spending like the rich yet not making any investment..
@darwinpolat8109
@darwinpolat8109 3 жыл бұрын
Most intelligent words I've heard today, Crypto is the future.
@jasonmoore2698
@jasonmoore2698 3 жыл бұрын
Trading crypto has been a lurcrative way of making money.
@charlestraylor7760
@charlestraylor7760 3 жыл бұрын
Here in the USA people hate dealerships, not only do the dealerships have overbearing pushy sales people they charge an arm and a leg for any maintenance, Legacy ICE makers have little to no idea how to repair an EV should something go wrong. Case in point is the Mustang E owners who waited for 3 days to have their car fixed only to have Ford tell them they couldn't fix it,, Another great show Lars ,,
@paulstubbs7678
@paulstubbs7678 3 жыл бұрын
In the 'new era' sales are moving online, with backup from old school retail as needed, However the 'old school' auto industry is the exact opposite, the dealerships are all the worst aspects of bricks and mortar retail, times 1000. With Tesla, you sit back in your lounge chair and peruse the info at you leisure, commit when YOU are ready. With all the rest your in a dealership, with a capital B.S. artist breathing down your neck trying to make a sale NOW, then when you look 'ready' (actually more like a chicken in a microwave oven) they move you into the accessories department, then finance... it's all down hill. You choose.
@daviddrake6875
@daviddrake6875 3 жыл бұрын
Nailed it!
@charlesrovira5707
@charlesrovira5707 3 жыл бұрын
@9:00 *_Nobody_* and I do mean *_nobody_* wants to put up with a dealership. *_Nobody!!!_* A dealership has *no reason and no place* to exist in an internet-connected world.
@MrMarkwill62
@MrMarkwill62 3 жыл бұрын
You don't need to be a Tesla fan boy to understand the value of Tesla vs everyone else - faster charging - more miles - speed - self driving - updates Do I keep going
@davidbeppler3032
@davidbeppler3032 3 жыл бұрын
SAFETY!!!!
@lengould9262
@lengould9262 3 жыл бұрын
Resale value.
@michelbruns
@michelbruns 3 жыл бұрын
you dont need.. ANY of that to get to work and back, which is what most people use their cars for, and in europe people want to drive their cars not the other way around
@cloudbudget
@cloudbudget 3 жыл бұрын
As always, super insightful. I think you hit on all the reasons. When people are going to invest in an expensive purchase they will research and in the case of Tesla's competition, people notice all or many of the factors you mentioned and in aggregate the answer is to invest in a Tesla and all that comes with it.
@dr-k1667
@dr-k1667 3 жыл бұрын
Let's not forget Lars that availability/demand is also different between brands. While everyone has to wait months for their Tesla... they are producing more than anyone else! Tesla makes it worth the wait and you are getting more for your bucks than anyone else STANDARD. Now add in the gem, as you did of NO STERLERSHIPS and you have your very own "Christmas Day Feeling" any month of the year. Who is counting down for their Audi? LOL. It's great that we have choices, but when you you look at your choices, which one is the best? Tesla comes up first again. Wait until we get Q3 deliver numbers. LOL LOL
@daviddrake6875
@daviddrake6875 3 жыл бұрын
Absolutely right. Tesla again sets the bar.
@ulthre
@ulthre 3 жыл бұрын
I can relate my experience as a prospective buyer. I currently live abroad and won't be back to Europe before next spring. I intend to buy an electric car when I return home and, being an engineer, I made quite a comprehensive research to decide what would be best for me. Currently Tesla model 3 LR is topping the list, one of the main reason is detailed hereafter. I used ABRP to simulate several long range travels I do on a regular basis. Here are the results for one of them (from a main city in SW France to an Alps ski resort, winter time conditions, about 700 km) for several available cars. I put 2 entries for Tesla (with and without using the SUC, the second enables a perfect "apples to apples" comparison). The results show : number of charging stops / total duration of charging stops. Tesla model 3LR (w SUC) 4 stops / 58 min Tesla model 3LR (w/o SUC) 3 stops / 65 min Tesla model Y AWD (w SUC) 4 stops / 78 min Tesla model Y AWD (w/o SUC) 4 stops / 78 min VW Id3 ProS 4 stops / 87 min Hyundai Ioniq 5 5 stops / 111 min VW Id4 Pro77 4 stops / 122 min Audi etron Q4 6 stops / 152 min A pretty compelling argument IMHO. I am not "into cars", all I ask it that it does the job, reliably and safely. Based on the above, at the moment, Tesla cars just do it better than the rest.
@mugpitz
@mugpitz 3 жыл бұрын
Hey Lars, I love your show. Explaining the numbers and drawing the right conclusions. Keep on!
@tobiasmmueller
@tobiasmmueller 3 жыл бұрын
Model Y just got introduced to Switzerland. Booked a test drive session next week. I‘m so pumped. I know I will buy a tesla, no car from an other OEM car maker. Question is only wheter it’s going to be model y or model s. 🧐
@tobiasmmueller
@tobiasmmueller 3 жыл бұрын
@Bestlńtéslâ oh, thank you, fake bestintesla-fake-account!
@ScottRawdin
@ScottRawdin 3 жыл бұрын
The answer my friend is rolling in the wind : Etron in French means "Molded excrement (of man and certain animals)... in other words, a turd."
@amushi4844
@amushi4844 3 жыл бұрын
And you can't polish a turd.😁
@daviddrake6875
@daviddrake6875 3 жыл бұрын
And they did not know that? Ha ha ha great research. Must be really scrambling.
@ScottRawdin
@ScottRawdin 3 жыл бұрын
@@daviddrake6875 They were being honest.
@BartSchrijvers
@BartSchrijvers 3 жыл бұрын
étron =/= e-tron
@ScottRawdin
@ScottRawdin 3 жыл бұрын
@@BartSchrijvers it's the polished version.
@leoleydekkers7024
@leoleydekkers7024 3 жыл бұрын
Lars I think YOU contributed a HUGE amount to people's knowledge about Tesla and the volume of comparisons you do are unmatched on any other channel
@grantguy8933
@grantguy8933 3 жыл бұрын
Mark S burned his own money his reputation and his clients life savings. Too stubborn to recognize facts.
@mcconlogue1898
@mcconlogue1898 3 жыл бұрын
Ego.
@chrisheath2637
@chrisheath2637 3 жыл бұрын
Jack Rickard - Big Oil funded these shorters , to slow the adoption of EVs. The money lost is peanuts compared to the unbelievable amounts that BO makes per day...
@j.pgoodwin9020
@j.pgoodwin9020 3 жыл бұрын
@@chrisheath2637 RIP a Great Man
@jimtonimarin
@jimtonimarin 3 жыл бұрын
It's the COOL choice! In a Tesla you look smart, because you are!
@mohammadwasilliterate8037
@mohammadwasilliterate8037 3 жыл бұрын
*I think people realize how advanced the Tesla cars are, packed with tech, efficient, good quality, fast acceleration, they have the whole package I think.*
@EinzigfreierName
@EinzigfreierName 3 жыл бұрын
People realize that there are other good EVs on the market also. Why else did 9 out of 10 EV buyers in Europe not buy Tesla this year?
@janh.7557
@janh.7557 3 жыл бұрын
@@EinzigfreierName 😂😂😂😂😂😂
@michelbruns
@michelbruns 3 жыл бұрын
@@EinzigfreierName tesla does built the best evs by far, but most people simply dont care, they just want to get from a to b, i hate this over exaggerating they do in these videos of like "EVERYONE wants a tesla" no.. lol
@EinzigfreierName
@EinzigfreierName 3 жыл бұрын
@@michelbruns People care what is the best car for their personal needs. They don't care so much if one is 5% more efficient than the other if they don't like the look or the price tag or the interior or something else.
@hellcat1988
@hellcat1988 3 жыл бұрын
Tesla triggered the Osborne effect....on the other manufacturers.
@GC-rv2vp
@GC-rv2vp 3 жыл бұрын
One point in the UK not discussed is the lack of Audi Q4s due to parts/chip supply problems - I ordered a Q4 back in July for October delivery, then it was November, and last week it was possibly February 2022, but not confirmed!!! Today I gave up and ordered a Tesla Model 3 (confimed delivey- November). No wonder Tesla is dominating the EV business.
@nox5555
@nox5555 3 жыл бұрын
Well the factory is down to 300 cars a day or so between 4 models. It was at 1400 a day last month, the chip situation is not good. Tesla did just some downgrading and used different parts. that could be a problem in the long run, if you need some part replaced.
@PMI551
@PMI551 3 жыл бұрын
If you have the money, it’s an easy buy.
@tomich20
@tomich20 3 жыл бұрын
Defently first. Amazing Haha. Thanks Lars for the videos, great info.
@michaelfranco1312
@michaelfranco1312 3 жыл бұрын
I’m no expert but I think that word is spreading about quality. And those more knowledgeable understand the commitment to innovation. To always be the best.
@bilgyno1
@bilgyno1 3 жыл бұрын
I chose the Ioniq 5, because even fully loaded, the RWD LR is at least €9k cheaper than the Model Y in Holland. Yes, the LR AWD is faster etc, but I don't care about that. €65k plus options is a whole different class. If Tesla had a Model Y LR RWD available here right now at the same price as the Ioniq 5, I would have chosen that (I ordered back in May). Probably my next car after that will be a Tesla, provided they change their extortionate pricing here in Holland.
@d_ken
@d_ken 3 жыл бұрын
Formal education will make you a living; self-education will make you a fortune, investing puts money to work,the only reason to save money is to invest it.
@d_ken
@d_ken 3 жыл бұрын
Wise spending is part of wise investing. And it’s never too late to start.
@d_ken
@d_ken 3 жыл бұрын
Anyone who is not investing now is missing a tremendous opportunity, i really fear for a future without an investment
@denise7085
@denise7085 3 жыл бұрын
@@d_ken A friend suggested i should invest for the long haul, i shouldn't get too greedy and don't get too scared, but the problem is that i don't really have any clue on investing.
@denise7085
@denise7085 3 жыл бұрын
The person who starts simply with the idea of getting rich will succeed also you must have a larger ambition,every once in a while, the market does something so stupid it takes your breath away
@kenjay3564
@kenjay3564 3 жыл бұрын
@@denise7085 That's so true, investment saves.
@ronaldlenz5745
@ronaldlenz5745 3 жыл бұрын
Lars, you nailed it! However, there are still people out there that are stuck in the past. I got a Tesla S. Neighbor got an e-Tron because the Mrs. like the stitching on the seats. 🤣🤣. Now it’s their “city car” because of the crappy range and even worse charging network. We drive all over Arizona, Utah, New Mexico and Colorado. It charges so fast we can barely gulp breakfast. We stay at hotels with superchargers. And mountain driving in the S is beyond fantastic. No more screaming engine and hot brakes.
@kevincrady2831
@kevincrady2831 3 жыл бұрын
And this is before that little factory in Germany starts ramping up production. 😃😃😃😃
@_hrlt
@_hrlt 3 жыл бұрын
🇩🇪
@C4H6As
@C4H6As 3 жыл бұрын
Besides the driving performance it´s stunning, what entertainment equipment you get even in the SR+ model. Comparisation to german standard models is like a discoteque to a portable radio. You simply get it, no chance to feel sorry later for not choosing an upgrade. That gives you a good feeling. Looking at the endless addon pricelists of german cars you almost think that you have to build the car by yourself...
@charlesvanderhoog7056
@charlesvanderhoog7056 3 жыл бұрын
To start with, the legacy brand cars all look duller than dull. They look typical for the endless compromises that are made because all these silo's and little kingdoms with these idiotic big ego bosses that the boards of direcctors do not dare to adress. Also, the legacy car makers simply put batteries in their boring ICE cars and juice it a bit up in design but do not do anything really fancy. They still do not understand that a BEV is not an ICE car and need NOT have the same look and same idiotic specs. There are NO explosions that need to be contained, no exhausts that are 250 degrees Celcius, stuff like that. It is like the silo masters and the boards are totally paralysed or have gotten dumbified by drugs or suddenly gotten zombies. I see nothing coming from the legacy car makers that is special, except the Renault concept car. Everything else, everywhere, is boring and dull as hell, even the BMW concept car that SUpercar Blondie had to be enthused about. The point is that BMW could not even get their car to drive electrically, it was just nonsense. If they would have put their concept car in production, it might have sold, but the Brandt siblings and the BMW board did not dare to do it.
@austrobok2958
@austrobok2958 3 жыл бұрын
A factor Lars didn't mention is Elon. He has a huge following around the world. EVs are still not available in many countries so instead of buying a Tesla I bought Tesla stock. My best move ever, now I can afford a cybetruck or even a model Y if it was available.
@KaiHenningsen
@KaiHenningsen 3 жыл бұрын
Turns out, in the EV space, Tesla is _the_ old, established automaker, and most of the others (especially those coming from ICE cars) are the newcomers, with all the _new guy in an established field_ problems. All they said about the competition to Tesla is actually true in the opposite direction. Now I don't know why at least _some_ legacy automakers can't do this right - I think maybe the problem is that they just expect ICE tactics will work for EVs, and that turns out to just not be true. And that is how they developed their models. I think they are beginning to see their mistake (those terrible sales numbers are hard to not notice), so maybe their next generations will come closer. But again, ICE culture (or just established business culture) problem: those first models haven't come close to the usual expectations of how their cars will do in the market, and the next generation should be a number of years away. And now they don't really have these years they expected to have, and have to also explain to their shareholders why after investing so much money into these models, they have to invest even more money in different models. That can't be easy. And there's the pandemic, and the microchip shortage, and the battery shortage ... imagine starting to build ICE cars just when the oil crisis hit, only worse!
@Acer3859
@Acer3859 3 жыл бұрын
I bought a Model Y and Model 3 this year. Both are amazing and I can see why people love them so much. There’s no competition.
@tomgray971
@tomgray971 3 жыл бұрын
Some excellent comments here! But surely Jack Goldstein and I can't be the only Members? Come on, folks, at least a few of you can afford a couple of bucks a month to help Lars out. Be a Patron!
@jzman6330
@jzman6330 3 жыл бұрын
Best video ever, I own a Model Y. Was looking into XC40 Electric and saw how tiny the gas power were and didn’t even bother going inside. Went to look at the Mustang Mach-E small for my family and a ridiculous MSRP of $70,000 for the basic. Walked away and schedule a test drive at Tesla. They sold me when they said to come back in 30 min. I looked puzzled and drove it home to show my wife which was unable to make it. 3 months later my Model Y came in🤘🏼27AUG2021. Best $60,000 I’ll ever spend.
@MG-gg9dh
@MG-gg9dh 3 жыл бұрын
I wonder if legacy dealers will be able to fix their EVs and how much it will cost when the warranty expires.
@davidbeppler3032
@davidbeppler3032 3 жыл бұрын
HaHaHa you sell it and buy a new car when the warranty expires. Difference is Tesla lasts 3x longer and has a higher resale value.
@viveviveka2651
@viveviveka2651 3 жыл бұрын
Part of it is the aura of both the brand and Elon Musk, who is a tech superstar. Magic by association. People get a piece of it, a representation and an example of it. They feel it.
@jrb_sland5066
@jrb_sland5066 3 жыл бұрын
Tesla is the only EV brand that has a broadly available, & growing, supercharger network. Tesla has a growing reputation as a solid, quality car with all mod cons. The "Tesla Killer" competition is turning out to be a joke. Just my opinion, of course.
@jasonwidegren
@jasonwidegren 3 жыл бұрын
I think you're right--the Tesla cars are the total package for a surprisingly reasonable price. The overall value is hard to beat.
@SteveBakerIsHere
@SteveBakerIsHere 3 жыл бұрын
It's simple: Non-Tesla EV's are either (a) junk, (b) horrifically overpriced or (c) computer renderings of something you can't buy anyway... and mostly (d) all of the above. I hate having to come across all fan-boi-ish about this, and I'd *REALLY* like for there to be some serious competition - but there just isn't any. Then you add in the self-driving, the super-charger network, the over-the-air updates...it's just not a contest. I recently parked my Model 3 in a Walmart parking lot and a guy in his wife parked next to me in an ID-4. They guy asked me about my car - and his wife asked about comparisons. His ID-4 was actually a little cheaper than the Tesla - and had pretty comparable range. The ID-4 looked OK to me - but for a large SUV, it has very little trunk space - and no frunk. It's acceleration and speed are kinda pathetic. The guy's wife didn't know about the "Summon" feature - so I hauled out my phone and told the car to drive over to the far corner of the parking lot...and then I had it drive back and stop right next to me. You could see their jaws drop. I mentioned the joys of the SuperCharger network - and how I could pretty much recharge in 15 to 20 minutes...he said "That's OK, The VW dealership showed me where I could buy an adapter on Amazon - I have it on order so I can charge at Tesla chargers"...It was my turn to be surprised and confused - and I said that I didn't think that was actually possible - although Tesla have just begun to talk about allowing it. He showed me the Amazon page for the thing he'd ordered - and right there, in the teeny-tiny small print - it said "Allows you to charge at any Tesla *_DESTINATION_* charger"....I had to break the news to him that this meant he'd still need HOURS to charge - and that destination chargers aren't usually conveniently situated for road trips...he'd be better off looking for Electrify America chargers. By this point, the guy's wife was getting very anxious - and walked off into WalMart saying "I told you we should have bought the Tesla". The conversation dragged on a bit - the poor guy was trying to find SOMETHING his car was better at - and I just told him that I quite liked the styling - and it was cheaper. He said that VW had told him that the finish and panel gaps on the Tesla were awful...but then he looked at mine and said "They look good to me.". But when you go through the two vehicles, point-by-point, it's completely obvious that nobody should even consider buying a VW electric car...the are junk. Most of the promising Tesla-competitors are still vaporware - you can't buy a Rivian or a Nikola. The Electric Hummer doesn't exist. The Ford F150 Lightning is crazy expensive (and not that great) - the Chevy Bolt has to be charged in your driveway, just in case it bursts into flames and burns your house down! I've been a MINI Cooper fan all my life - but the electric MINI Cooper has a 110 mile range (Eeek!) and has a tame (by EV standards) 0-60 of 7 seconds and top speed of just 93 mph. Urgh! Truly, I hate monopolies - but Tesla's lead over the competition is AT LEAST 5 years - and when the FSD beta is fully released - that lead goes out to 10 years.
@walthooker1434
@walthooker1434 3 жыл бұрын
Best story I've heard! ;-)
@honesty_-no9he
@honesty_-no9he 3 жыл бұрын
I want Clint Eastwood to play you in the movie of that scene. He maybe 91 but he has new film out kzbin.info/www/bejne/n6bWpn9oadaGmM0 .
@honesty_-no9he
@honesty_-no9he 3 жыл бұрын
Summon part would suck in Europe thanks to EU and even non EU nanny state busybodies restricting the distance to the length of your arm. OKAY 3 or 4 arms but you get the point.
@honesty_-no9he
@honesty_-no9he 3 жыл бұрын
It was 5 years a year before BATTERY DAY then it became 15 years then they did AI DAY now it is 30 years. TESLA have entered the zone of STAR TREK manipulation of creases in the space-time-continuum. The rest are back when Thomas Edison and Nikola Tesla were still in high school.
@SteveBakerIsHere
@SteveBakerIsHere 3 жыл бұрын
@@honesty_-no9he To be honest, I hardly ever use the summon feature from a distance anyway. It's a party trick that mostly conveys to onlookers just how advanced the AI is. I'm not about to take some random stranger for a 10 minute freeway drive to show off the USEFULNESS of the AI...but summoning the car across a busy parking lot conveys the message in 30 seconds or less! If it can do that...then it can do the much easier thing of overtaking a big truck. I do use summon to back the car out of my garage when I need some space for my DIY project...it's very convenient for that.
@foley.elec.services
@foley.elec.services 3 жыл бұрын
I'm in France, I bought an Opel Corsa-e last year, and used the 10k euro difference to buy Tesla stock. I might sell my stock and buy a Y for cash. The supercharger network is the deal maker.
@austrobok2958
@austrobok2958 3 жыл бұрын
So how is the Corsa-e? My wife drives an ICE Corsa, no EVs in SA yet. Good move buying TSLA, I've made quite a bit of money on it.
@foley.elec.services
@foley.elec.services 3 жыл бұрын
@@austrobok2958 The car is quite good (for a non Tesla ). Range about 250km, 100kw DC & 7kw AC charging, holds the road well, same skateboard as the e208 & DS3. No OTA updates, Opel autopilot is the same as Fords blue cruise (disengages without warning) - watch the Sandy Monro video
@andypcguy1
@andypcguy1 3 жыл бұрын
For me I trust Tesla and their technology more than the legacy auto. Once the legacy autos build their own giga factories and have more than 1M vehicles in circulation, then I'll consider them. Building their own giga factory would signal some confidence in their design and technology.
@MichaelGreenLagos
@MichaelGreenLagos 3 жыл бұрын
And there own super charging network
@kathleenchilds2837
@kathleenchilds2837 3 жыл бұрын
@@MichaelGreenLagos Now, now, play nice-ELON says we have to share…all that’s going to do is drive home to “other -than -Tesla” owners that they should have bought a Tesla in the first place.
@sakupitkanen7574
@sakupitkanen7574 3 жыл бұрын
My biggest obstacle for buying a Tesla was built and ride quality. However, after driving the MIC version of M3 this summer, I noticed that these two areas are pretty much fixed. Fit&finish is way better than previously and ride is fine with 18” wheels. Thay are improving so fast.
@CHMichael
@CHMichael 3 жыл бұрын
You have to ad the VW brands together. Combined they have a similar lineup. Tesla is better but VW ( Audi posche etc. ) offer a wider range of designs. In the end, if you want the best ev you have to buy Tesla.
@davidbeppler3032
@davidbeppler3032 3 жыл бұрын
Good luck getting parts for all those models. Mass production = lower prices. Diversification = higher prices.
@CHMichael
@CHMichael 3 жыл бұрын
@@davidbeppler3032 they all use the same parts. They are all built on the same base, using the same battery etc.
@davidbeppler3032
@davidbeppler3032 3 жыл бұрын
@@CHMichael lmao no. not how that works. You can't take the rear fender from a BMW and put it on a Porsche.
@CHMichael
@CHMichael 3 жыл бұрын
@@davidbeppler3032 BMW is not part of vw and a rear fender is not part of the the base ( it actually works some times between golf and a4) I wouldn't know where to start explaining to how it works after this comment.
@davidbeppler3032
@davidbeppler3032 3 жыл бұрын
@@CHMichael Give me a tail light that is interchangeable between multiple models. Any car company. I know parts are interchangeable, but you are only paying attention to the details and not defending your point. I know BMW and Ford are not the same company. Also Porsche and Mazda are not either... does not change the point. Parts are not interchangeable.
@philliptemple4534
@philliptemple4534 3 жыл бұрын
The exclusive Supercharging network. You can drive from anywhere to anywhere and be guaranteed easy and quick charging using their network reserved for Teslas. After that, the OTA updates that means your car will be like new for years to come. Phillip.
@peterp4753
@peterp4753 3 жыл бұрын
Like I said long time ago, when comes to purchasing EV, people wants the best for the money they will spend. Everyone will be looking at the price, performance, charging speed, and charging network availability. People are not stupid. Tesla cars are just MUCH better, stand out on every level.
@EinzigfreierName
@EinzigfreierName 3 жыл бұрын
Yes, not all people are stupid and believe all the hype around Tesla. Look at the REAL sales numbers for a longer period of time and not just one month. 90% of EV buyers in Europe do NOT buy a Tesla but some other brand.
@peterp4753
@peterp4753 3 жыл бұрын
@@EinzigfreierName Hahaha...said German who works for Volkswagen.
@EinzigfreierName
@EinzigfreierName 3 жыл бұрын
@@peterp4753 So you say people should NOT look up the real numbers ? Because that's all I'm asking for :). And no - I have no links or ties to any automaker at all.
@tomgray971
@tomgray971 3 жыл бұрын
Headed for 60K subscribers. Go, Lars!
@jameslobosco36
@jameslobosco36 3 жыл бұрын
An educated consumer is TESLA's best customer.
@mundotesla8524
@mundotesla8524 3 жыл бұрын
The lead is accelerating in ways I did not think could. It is amazing what Tesla is and will accomplish. Thanks so much for the video!
@philliptemple4534
@philliptemple4534 3 жыл бұрын
Love the looks of a normal Audi, except the ugly eTron. BMW also think they have to make it ugly if electric. I don't understand it. Why are they sabotaging themselves? Of course inside Tesla blows them all away, they never stood a chance, but a lot of people are swayed by looks. The Hyundai is a great car. I thought if I was in my early 20s then the Ioniq 5 would be tempting. Lots of unique features, especially the "snogging bench" by retracting the front console. But the price point is too high for young people. If they can knock 1/3 off the price I think it will be a best seller. Phillip.
@gregbailey45
@gregbailey45 3 жыл бұрын
Buy one 2nd hand if you want it cheap.
@MichaelGreenLagos
@MichaelGreenLagos 3 жыл бұрын
What about the unsafe battery they use LG
@titanispi1998
@titanispi1998 3 жыл бұрын
I think the analysts have been wrong from beginning because of classifying Tesla as just a car company. But I also think it is a mistake to compare brands to a company. For example, Hyundai and kia are two brands in the same company so you need to add their figures together then compare at company level to Tesla. Same for VAG, Stellantis, etc.
@100_percent_bs8
@100_percent_bs8 3 жыл бұрын
Tesla’s give new meaning to “mobile device.”
@rudyroedling188
@rudyroedling188 3 жыл бұрын
I like the detail explanation of what and why, thars exactly what I needed, thanks!
@samuelgahlinger99
@samuelgahlinger99 3 жыл бұрын
Tesla is just miles ahead!!!
@gregbailey45
@gregbailey45 3 жыл бұрын
'Smiles' ahead!
@darrellshirar4411
@darrellshirar4411 3 жыл бұрын
Hey man good to hear from you old friend. I’m your first like this fine Friday afternoon have a great weekend ☝️
@Le0Lp
@Le0Lp 3 жыл бұрын
Long $TSLA
@st-ex8506
@st-ex8506 3 жыл бұрын
Lars, you have a great point when you say that people are ready for a fully new kind of car, not an EV which looks and feels like an ice car!
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