SciFrog:

You phone analogy is not on point imho, Nokia and Moto are the Volt and Prius, Tesla is Apple, the rest are Samsung and Android...

OTA updates and even more so constant car updates is critical for an appliance like a Tesla. They don’t have to wait 4 or 3 years to make improvements. I have always hated the fact that Porsche always refused to make improvements after the fact. Bluetooth for example could not be added, or DVD based navigation and such, what a shame, just because they want to force you to buy a new car instead. People here are downplaying the response Tesla can have ONCE competitors really show up. You don’t really think Tesla doesn’t have plans to improve whatever they need to, do you? angry And they are not held by inventory and dealer scams like others are. They can just turn the knob as needed, that is a massive advantage down the road. Everyone here paper benches the vaporware Taycan with no price tag vs a 3 year old (at least) model S. Let’s just wait and see what happens when the cars are readily available in numbers.

And Tesla has not even produced their killer car yet with the model Y. Sedans are dead, people buying them now is mostly because they have to (cheaper price). People buy model 3 because that’s the entry ticket to Tesla and solid EV experience (Volt and Leafs are in a much lower segment).

 

Hmm, 

Tesla is first to the market, so even if you use Apple vs Samsung, then it would be Tesla being Samsung, the one that comes in the market first with 'smart phones'.

Elon has a shit load of plans in his mind of course, but Tesla the company is extremely short of cash to execute any of them, that's the problem, they simply cannot maneuver  Model whatever down the line is a moot point when they can't even make a Model 3 profitable. Actually for the matters both the Model S and Model X too.

Elon is refusing to produce any low price Model 3 simply because they would lose too much money on each. Right now they are only making fully loaded top spec ones. All those 400k+ deposit holders? In another year or so they will all disappeared, not that they got their cars, but the tax break will disappeared and the ones lining up for a cheap version will be priced out of the market. 

Porsche is not short on cash, and if they are, the plans for listing the company is already drawn up, using Ferrari valuations the potential listing will be worth 80 big if not more. That's another big chest of war ammo. 

It was a nice story, David vs Goliath as Tesla takes on the big boys, but reality is quite different at times than what people dream up.

 


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