Whoopsy:
SciFrog:

Tesla will move to 800V when it will make sense. Same as Apple, only offer a new tech when seasoned and ready. The huge advantage they have is they can introduce it whenever they are ready and feel they have to without having to wait for update cycles.

Anyhow, most people charge at home and homes don’t have the amp capacity for supercharging and 800V. I know I can swing 40 amps but probably not 60 amps. And if one day I have another EV, it might be even worse. 800V is great for supercharging on a trip however, but that’s not the main use of an EV or any car for that matter.

Today the Tesla X has no real threat as a 7 seater. Suburban and large American SUVs are tanks, and the GLS 63 AMG is ugly (subjective), 30% more expensive and with outdated (10 years behind) tech and infotainment. The other 7 seater SUV have jump seats in the back. That leaves minivans that are not AWD, they are fat, ugly, slow, boring, outdated tech and without a sense of luxury or coolness factor.

 

There lies the obvious problem.

Tesla does't have a update cycles cause they are still on versions 1.0, sort of like Aston Martin still using the VH platform  or McLaren using the 12C platform.

Tesla is WAITING for enough money to do version 2.0.

And Tesla is married to the dinosaur, there is no arguing about it, it's also painfully obvious. They started off with the then current 400V system, and built out around it. Was a good choice as there wasn't an 800V system,. But the tech has moved on ad left Tesla behind. 800V means less amperage on wires and lighter wires and faster charging. Tesla cannot simply 'move on' without abandoning their supercharger network and legacy cars. They are stuck there.

Apple is the first mover, they are the first to ditch legacy ports and create new ports that fits their needs. Most of the time Apple don't pick wrong. Tesla is also a first mover, but they picked wrong, twice, already. First the 400V system and then the camera based navigation system, when everyone else moved onto the better lidar scanning system.

 

Tesla is not Apple, even Barclays new memo wrote that today. They are more like Samsung, low profits but push the tech out and leave the luxury and slow update cycles to Porsche and stuffs. To own equity of this company, you have to be very brave since it is becoming clearer that they do not care for the short terms profits whatsoever.