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Old 10-25-2018, 02:54 AM   #11 (permalink)
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Watch this 20 minute Now You Know video and you will come to understand why Tesla is shaking up the legacy car makers and just how much trouble they are really in.

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Old 10-25-2018, 12:26 PM   #12 (permalink)
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I agree that Tesla is shaking up the industry and scaring the old school manufacturers. However we know that the model 3 had a back order level of approximately 400,000 vehicles. What remains to be seen is will the demand still be there after all the back orders are filled. How many vehicles are they producing per week now? I though I read 8000 but that may have been total vehicles. Regardless, the current waiting list should be cleared in a year or so and then we can see if the staying power is there. And I for one certainly hope so. JJ
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Old 10-25-2018, 01:01 PM   #13 (permalink)
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I've said it before, but Tesla has lots of ways to keep production output at full. Once they clear out the reservation backlog, which will take about a year and a half, they can open up international markets gradually, to take up the weakening domestic demand. Then it will be a couple years to fulfill that backlog of demand.

Within 4 years, the Model Y will be production ready. That will create the whole demand backlog again, and the whole cycle repeats, which keeps production capacity at nearly full speed the entire time, maximizing profit margins.

4 years from now, EVs will likely account for more than the current 1% of new sales.
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Old 10-25-2018, 02:21 PM   #14 (permalink)
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Old 10-25-2018, 02:37 PM   #15 (permalink)
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What remains to be seen is will the demand still be there after all the back orders are filled.
There have to be a good number of people like me, who wouldn't go on a reservation list to get a car (or anything!) some years from now, but who might buy one if it was available right away.
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Old 10-25-2018, 02:54 PM   #16 (permalink)
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A Tesla might be in my future, but it would be a used one, at least 4 years old. I'm thinking with the federal tax credit phasing out over the next year for both Tesla and GM, now might be the low price point to jump in, with used EVs perhaps slightly appreciating in value once the credits expire.

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Old 10-25-2018, 04:55 PM   #17 (permalink)
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I've had a reservation down on an Arcimoto FUV for two years now. It would be the first new vehicle I'd have ever boughten.

All because it falls into the chasm between a bicycle and a car.
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Old 10-26-2018, 12:17 AM   #18 (permalink)
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A Tesla might be in my future, but it would be a used one, at least 4 years old.
Only if someone reverse-engineers the system, and figures out how to get ride of all the self-driving stuff, and replace the touch screen with physical controls.

Though what I'd prefer (given enough time & money) is to take the battery & motors from a wrecked Tesla, and put them in either in something like a Miata, or a vehicle of my own design. I'm just not a 4-door sedan kind of guy :-)
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Old 10-26-2018, 08:11 AM   #19 (permalink)
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You’d think that Tesla would concentrate on filling orders that it has for the 3(even at a loss) before expanding to a crossover... but of course, a crossover would be much more profitable than a sedan, soooo...
I don't think throwing the designers and developers onto the factory floor is going to speed up production.
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Old 10-26-2018, 12:51 PM   #20 (permalink)
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Though what I'd prefer (given enough time & money) is to take the battery & motors from a wrecked Tesla, and put them in either in something like a Miata, or a vehicle of my own design.


The most utilitarian and versatile vehicle is the double-cabin VW. The Vanagon variant has a wheel bolt pattern the same as the Tesla so the wheels bolt right up to the suspension. FYI — same as Mercedes-Benz. You can put Mercedes wheels on a Vanagon.

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