Uber or Lyft could be the reason. My local EA with 4 new 350kW chargers is constantly occupied with Bolts and Kiaās (Niro + EV6) day/night. Some drivers are cool, but most arenāt. Itās a real problem in my area.
How many dealers own their inventory? I have to assume it does cost them. Itās likely they are hoping for amendments to the IRA rules and QE in 2024.
I wonāt debate the fit and finish. Upcoming refreshes of 3/Y (Highland + Jupiter) will surprise many when they are available here. CT seems to be well received in that area though. Buyers of Tesla are looking for the best technology available today. If Tesla wanted to make a truck that...
Not worked up, just dispelling Tesla FUD. Sell the stock if your investment thesis has changed. If you really think the company is on a downward trend, that would be a smart move. Automotive legacyās canāt compete with Tesla at price points that are required to move BEVs now. My Ford dealer...
Activating with App or RFID works has worked for me. The bigger problem with EA is charger availability and maintenance. Itās totally unacceptable after 2 years since launch, that the discount pricing isnāt working with P&C. On top of the fact that it sucks charging at EA, you have to pay...
How do you determine losing market share? Tesla will likely sell 1.8 million BEVs in 2023. Tesla still sells more BEVs than all US manufacturers combined. They also have positive margins. They lowered prices primarily to offset higher rates. Itās an affordability crisis that is affecting...
I think it will launch without P&P initially. The current implementation with magic hat works fine and requires no co-implementation of software. EA & Ford had issues with P&P. Is it even functioning now? The EA app has worked for me and so does the Tesla app (TMY owner). Maybe there are...
Tesla makes software defined vehicles using zonal centralized computing. Automotive Legacies are not there. They are doing little bits and pieces and trying to bring the entire legacy supply chain along with them. Don't expect those Tesla features you mentioned until Ford's Gen 2 BEV's. How...
Cool, he is one of the Tesla OG's. His early TM3 videos motivated me to purchase an early 2018 TM3. You are correct about crazy money, but I don't think they want another lessen of equity destruction via Tesla. Tesla vehicles were not supposed to lose money, that's what the leader said! Rich...
I should have prefaced it being a vehicle that ends up looking like the concept. What nobody expected was the innovation. Tesla could have put their current technology in it and shipped. What they did instead was very very hard. The CT price is the only deterring factor at the moment. I...
Tesla is content selling CT at a mark up to wealthy or YOLO buyers. So much for rewarding the faithful or āaccelerating the worldās transition toā¦. blah blah blah šā. It is prudent to wait and buy when your price target is hit. The CT is the real deal and the 4 years of development seems to...
For the same reason the housing market is stagnant. Most purchasing vehicles are payment buyers and higher prices + financing rates make Foundation Series an impossibility for many. This is a polarizing vehicle and its buying pool is initially limited despite the # of reservations. $100 was...
I can justify 2x the cost of my Lightning but not 3. I have seen FOMO play out too many times with Tesla vehicles and stock. I am pretty confident I will be accepting delivery of an AWD CT that qualifies for the tax credit in 2024. In the interim I will continue to invest in the stock when...
After watching this video, itās hard not to be impressed with what Tesla has created. It looks even better dirty and I could definitely see this on jobs sites and back roads. Sandy likes both Lightning and CT, but he just gushes over what Elon has been able to accomplish that he couldnāt due...
No doubt competition is healthy and opens up opportunities for bargains. I am a lucky owner of a 2023 Pro with 9.6 Pro Power and Tech package. With all incentives applied, OTD cash it was $39k. I feel like I won the EV lottery. Lightning is easily the best BEV sold today under $60k.
The economics of larger battery EVs donāt make sense at prices sub $60k or even $70k. This is why Tesla reduces costs elsewhere: eliminates parts, use shared parts, focuses on efficiency to reduce battery size, and use giga castings to lower manufacturing costs. Donāt plan on Tesla delivering...
The CT is a revolutionary product that has demand, but affordability is an issue for many reservation holders. Tesla smartly priced it accordingly to keep supply and demand in check. When the government starts QE in 2024, expect more qualified buyers. Tesla is very fluid in its price changes.
Musk definitely influenced Ford to produce and price the Lightning accordingly. The F150 platform is so good that electrifying it only added to its appeal. As far as innovation, there isnāt any. If you can get beyond the CT looks, there is innovation that will change the industry. The...
Tesla should use the Hagerty review for marketing. Itās edgy like the truck and itās Teslaās style. Itās the best review of the CT in my opinion. I want one as well and will happily pay sticker for the AWD. This will be the first time I have ever done that. Iām happy that Tesla priced the...