I have wondered how much gas Costco sells on a daily basis.

RE the petroleum industry. There will be 2 billion ICE vehicles around the globe in 2035, up from about 1.3 billion today, I think they will be fine. They have time to build EV charging networks and services because at the end of the day they are energy companies and they don’t really care about what form it is delivered in.

I just ordered a Panamera Turbo S E-Hybrid Sport Turismo and the fast charge at the dealer is suddenly very interesting to me. The car is build to order so I won’t have it until the end of the year, but my local dealer is Carlsen and they are going through a major renovation that will include the fast chargers.

Range is range, I’m not sure that anything above 350 miles is worth the added cost in battery weight but the game changer certainly does seem to be the fast charging that Tesla is actually downplaying. If you can give me an 80% charge in 15 minutes, I’m happy. It takes me 15 minutes to get gas given the wait for the pump, credit card processing, and fill time. My Panamera is a hybrid so I’ll only get a taste of what an EV is like but if it works for me, I’ll order a Taycan in the second model year.

I am not a Tesla fan, don’t like the styling (getting a little dated, IMO) and the interiors are crap but I will say this, Tesla is winning right now and if anyone is facing an existential threat, it is the Germans. They are way behind on technology development despite the crown jewel that is Bosch and organizationally these companies don’t seem equipped to deal with more Tesla-like competitors. More significantly, buyers are voting with wallets and great mechanical engineering and quality is losing. Ring times get people on these forums excited, the bread-and-butter luxury car buyer doesn’t care.

good approach, I might be weird but I am more excited about the turbo s hybrid technology now and into the future. I think going 800-1000+ miles on a tank at some point in a high performing hybrid will be fun and still meet Amos there peoples requirements.

I don’t use the super chargers regularly - only on distance trips. But many T owners (especially new ones) love to use them as parking spots. Tesla started to monitor and the 3s have limited free supercharging, but they’re still over crowded too often.

Got the call yesterday- my model 3 dual motor will be ready for pickup Tuesday. I have yet to drive the dual motor, I have driven the regular 3 as has a friend (and ex F1 engineer). We were both impressed, far more so than with the S, though we both prefer smaller cars. We’ll see how the Dual (not performance) does. The garage will now be Tesla M3D daily, GT3 Touring weekend/ autocross, 1969 912 rally car, 1969 911(ish) competition.

The most recent equivalent car to the model 3 I’ve had was an Audi S3, BMW M3 before that. The Tesla makes the S3 in particular feel two decades dated.

I also realize this is my first American car. I’ve had Japanese, Italian and German (1x VW, 2x BMW, 2x Audi, 10x Porsche) but I’ve never been tempted by something American before.

I see Tesla as a challenge for Porsche in particular. Porsche’s “value based” pricing model charges more for performance, and Tesla’s making performance cheap. If Porsche follows suit and prices its electrics to win they will undercut their own ICE models, speeding their demise. Their cost structure also means they can’t make their target margins if they try to compete on price (something I discussed with a Porsche engineer in Germany). Will brand, quality and feel be durable enough advantages? Ideally for them Tesla focuses on self driving and leaves them the “driver’s electric” market, but it will be interesting to see...

I also appreciated this given the imminent doom predicted elsewhere in this thread, and the 1+ billion short sellers lost betting against Tesla earlier this week. More amusing for some than others I’m sure...
https://m.youtube.com/watch?v=HkvYvk8vxuw&feature=youtu.be

Long term it’s a bit early. Short term it’s pretty obvious if you follow the math. OPEX is decreasing due to recent 10% layoffs and reduced CAPEX spend for production tooling. M3 per-vehicle COGS and production costs leaves over 30% profit by independent analysis. Given the increase in production already largely realized from Q2 you can expect another ~$5 million per day coming in with the recent ramp (and significantly less going out), closing the gap you mention. Or at least that’s what those that put their money where their mouth is have concluded, which is why short sellers have lost a billion dollars in the last week as the stock has gained 16%.

But of course you’re right: it’s not over until it’s over, and the shorts are welcome to double down if they’ve got any money left. When will it be over, by the way, any dates?

I fully believe Tesla’s overpriced, and long term a correction is due. Short term those that have bet against it have consistently looked like fools and paid in blood. So far it hasn’t stopped them trying to turn up the volume.