Tesla existential threat?
#1741
Instructor
Porsche's plan is now crystal clear.
Sell 40,000 units at $170k each (average price) to our core market that doesn't know any better - $6.8 billion revenue, 30-40% margin (Porsche normal) - play up the performance angle (something people rarely use) and see how this whole EV thing plays out - because based on that I saw today they clearly didn't go for the best EV possible.
Sell 40,000 units at $170k each (average price) to our core market that doesn't know any better - $6.8 billion revenue, 30-40% margin (Porsche normal) - play up the performance angle (something people rarely use) and see how this whole EV thing plays out - because based on that I saw today they clearly didn't go for the best EV possible.
Audi has only sold 2000 e-tron and that is sort of affordable. This will be MUCH lower volume.
#1742
Instructor
Its about physics - all cars, including EVs have to deal with roll, pitch and yaw - this especially applies to heavy cars e.g. M3P to Model S ~4,100lbs to 4,900lbs. Somehow, I don't think I'll be taking your advice on suspension set up. lol
Thats funny seriously, Model 3 P a better drivers car than a Cayman. How so?
Thats funny seriously, Model 3 P a better drivers car than a Cayman. How so?
2) Because it’s now $120,000 for a 718 that goes 0-60 in 4.5 seconds.
#1743
1) You have linear thinking about how cars with tall engines sitting over an axle handle. They roll on center. Battery cars sort of yaw on axis when you wiggle the steering wheel, front axle fighting the rear axle. It’s different. You don’t need a damn dynamic swaybar! I mean you could, but anyone who wants to build a car for less than $250,000 would just use a stiffer spring.
2) Because it’s now $120,000 for a 718 that goes 0-60 in 4.5 seconds.
2) Because it’s now $120,000 for a 718 that goes 0-60 in 4.5 seconds.
#1744
More data to support the view that U.S. M3 demand indicates basically no growth:
Rolling 3 month M3 U.S. sales in 2019;
1-3, 23K, 2-4, 26K, 3-5, 34K, 4-6, 45K, 5-7, 48K, 6-8, 48K
Still no three month period that is close to Q4 (63K) of 2018 for U.S. deliveries of the M3! It appears that Tesla will fall short of 200K U.S. M3 deliveries for 2019.
Very likely Tesla's Q3 will indicate another loss.
https://insideevs.com/news/368729/ev...d-august-2019/
Rolling 3 month M3 U.S. sales in 2019;
1-3, 23K, 2-4, 26K, 3-5, 34K, 4-6, 45K, 5-7, 48K, 6-8, 48K
Still no three month period that is close to Q4 (63K) of 2018 for U.S. deliveries of the M3! It appears that Tesla will fall short of 200K U.S. M3 deliveries for 2019.
Very likely Tesla's Q3 will indicate another loss.
https://insideevs.com/news/368729/ev...d-august-2019/
#1745
More data to support the view that U.S. M3 demand indicates basically no growth:
Rolling 3 month M3 U.S. sales in 2019;
1-3, 23K, 2-4, 26K, 3-5, 34K, 4-6, 45K, 5-7, 48K, 6-8, 48K
Still no three month period that is close to Q4 (63K) of 2018 for U.S. deliveries of the M3! It appears that Tesla will fall short of 200K U.S. M3 deliveries for 2019.
Very likely Tesla's Q3 will indicate another loss.
https://insideevs.com/news/368729/ev...d-august-2019/
Rolling 3 month M3 U.S. sales in 2019;
1-3, 23K, 2-4, 26K, 3-5, 34K, 4-6, 45K, 5-7, 48K, 6-8, 48K
Still no three month period that is close to Q4 (63K) of 2018 for U.S. deliveries of the M3! It appears that Tesla will fall short of 200K U.S. M3 deliveries for 2019.
Very likely Tesla's Q3 will indicate another loss.
https://insideevs.com/news/368729/ev...d-august-2019/
#1746
Think about the naivete of your post! Don't consider ever applying for the Tesla corporate communication director's position, investment bankers would have a field day with your
responses at the quarterly reports. Luckily Elon is not relying on your sales analysis to corroborate his 2019 M3 guidance. Maybe do a little more thinking before posting.
#1747
Pro
If they stay at around 50K cars sold per quarter, that's pretty amazingly successful. Amy other car maker would be delighted with those volumes. Sure it's less than forecast and they need to find a path to profitability, but this is a brand new market and they are generating demand for a new type of car. I would expect to see more variability in forecasts. I hope they find a way to become profitable.
Overall, Tesla should be proud of that they have accomplished.
Signed: I hope to own a electric car someday soon, just haven't found one that suits me yet. (what I really want is M3 with a different interior)
Overall, Tesla should be proud of that they have accomplished.
Signed: I hope to own a electric car someday soon, just haven't found one that suits me yet. (what I really want is M3 with a different interior)
#1748
Instructor
If they stay at around 50K cars sold per quarter, that's pretty amazingly successful. Amy other car maker would be delighted with those volumes. Sure it's less than forecast and they need to find a path to profitability, but this is a brand new market and they are generating demand for a new type of car. I would expect to see more variability in forecasts. I hope they find a way to become profitable.
Overall, Tesla should be proud of that they have accomplished.
Signed: I hope to own a electric car someday soon, just haven't found one that suits me yet. (what I really want is M3 with a different interior)
Overall, Tesla should be proud of that they have accomplished.
Signed: I hope to own a electric car someday soon, just haven't found one that suits me yet. (what I really want is M3 with a different interior)
#1749
Rennlist Member
need to normalize the numbers to compare Tesla Model S P100 range to Taycan range…
Tesla P100D has 370 mile range for 100 kWh battery - that means 3.7 miles per kWh or 270 wh/mile efficency
_IF_ the Tesla had a 93 kWh battery like the Taycan - it would be 3.7 * 93 = 344 miles of range vs. the Taycan's 256 miles range
at 256 miles range that 2.75 miles/kwh - or 363 wh/mile consumption (about the same efficiency as the Tesla Model X)
363 - 270 = 93 wh difference efficiency - or 34% less efficient for the same amount of power
still however way way better efficiency than the 28 mpg Panamera.
Tesla P100D has 370 mile range for 100 kWh battery - that means 3.7 miles per kWh or 270 wh/mile efficency
_IF_ the Tesla had a 93 kWh battery like the Taycan - it would be 3.7 * 93 = 344 miles of range vs. the Taycan's 256 miles range
at 256 miles range that 2.75 miles/kwh - or 363 wh/mile consumption (about the same efficiency as the Tesla Model X)
363 - 270 = 93 wh difference efficiency - or 34% less efficient for the same amount of power
still however way way better efficiency than the 28 mpg Panamera.
#1750
Totally laughable! So it's not a demand problem but a production problem? Then what's going on at GiGA and Fremont, can't get enough tent material or enough 20 hour shift works.
Think about the naivete of your post! Don't consider ever applying for the Tesla corporate communication director's position, investment bankers would have a field day with your
responses at the quarterly reports. Luckily Elon is not relying on your sales analysis to corroborate his 2019 M3 guidance. Maybe do a little more thinking before posting.
Think about the naivete of your post! Don't consider ever applying for the Tesla corporate communication director's position, investment bankers would have a field day with your
responses at the quarterly reports. Luckily Elon is not relying on your sales analysis to corroborate his 2019 M3 guidance. Maybe do a little more thinking before posting.
#1751
Burning Brakes
Huh? My daily driver is a 17' 718 Boxster S. We/wife just got a Model 3 performance a few months ago. I do drive it frequently too. Sorry having to say it but the Model 3 is a better driver's car in pretty much every way. (Body roll? Are you kidding me? BMW M3 is a stiff car but not a stable car in comparison.)
What are your experiences with any Porsche or Tesla cars?
What are your experiences with any Porsche or Tesla cars?
Your comments show you haven't. Nor have you driven a BMW M3. not a stable car ....
need to normalize the numbers to compare Tesla Model S P100 range to Taycan range…
Tesla P100D has 370 mile range for 100 kWh battery - that means 3.7 miles per kWh or 270 wh/mile efficency
_IF_ the Tesla had a 93 kWh battery like the Taycan - it would be 3.7 * 93 = 344 miles of range vs. the Taycan's 256 miles range
at 256 miles range that 2.75 miles/kwh - or 363 wh/mile consumption (about the same efficiency as the Tesla Model X)
363 - 270 = 93 wh difference efficiency - or 34% less efficient for the same amount of power
still however way way better efficiency than the 28 mpg Panamera.
Tesla P100D has 370 mile range for 100 kWh battery - that means 3.7 miles per kWh or 270 wh/mile efficency
_IF_ the Tesla had a 93 kWh battery like the Taycan - it would be 3.7 * 93 = 344 miles of range vs. the Taycan's 256 miles range
at 256 miles range that 2.75 miles/kwh - or 363 wh/mile consumption (about the same efficiency as the Tesla Model X)
363 - 270 = 93 wh difference efficiency - or 34% less efficient for the same amount of power
still however way way better efficiency than the 28 mpg Panamera.
P100D has 325 mile range for 100kWh with 21 inch wheels (width 245/265)
Taycan's usable battery size will be around 80kWh.
Tire size 20 inch (width 245/285)
Last edited by acoste; 09-04-2019 at 10:23 PM.
#1752
1) You have linear thinking about how cars with tall engines sitting over an axle handle. They roll on center. Battery cars sort of yaw on axis when you wiggle the steering wheel, front axle fighting the rear axle. It’s different. You don’t need a damn dynamic swaybar! I mean you could, but anyone who wants to build a car for less than $250,000 would just use a stiffer spring.
2) Because it’s now $120,000 for a 718 that goes 0-60 in 4.5 seconds.
2) Because it’s now $120,000 for a 718 that goes 0-60 in 4.5 seconds.
The problem faced by all EVs is they are heavy - weight kills performance generally, you can mask it for a time but you can never hide it and ultimately weight kills tires and tires control performance. For example the lightest Model 3 Performance is around 1,000lbs heavier than my GT3 RS and 981GTS - and you always feel weight in fast transfers.
For me, the Taycan has delivered on driver engagement married with genuine performance capability, fast charging (objectively) - the range will be a let down for some and to others it will be a shoulder shrug. Likewise on price some prefer quality over quantity.
Last edited by groundhog; 09-04-2019 at 10:45 PM.
#1753
There is nothing linear about my thinking, its called physics and you clearly have no idea about performance cars or suspension set up - to control yaw you trade off spring rates, ARB thickness and suspension geometry - 0-60kmh is not a relevant metric, thats what kids in high school discuss, in contrast laptimes are as they reflect the sum of the parts.
The Taycan has delivered on driver engagement married with genuine performance capability, fast charging (objectively) - the range will be a let down for some and to others it will be a shoulder shrug.
The Taycan has delivered on driver engagement married with genuine performance capability, fast charging (objectively) - the range will be a let down for some and to others it will be a shoulder shrug.
This car has delivered on being an overpriced joke that the majority of Porsche owners on Rennlist are laughing at. Imagine what Tesla fan boys are saying...
#1754
I drove friends' cars from both.
Your comments show you haven't. Nor have you driven a BMW M3. not a stable car ....
P100D has 345 mile range for 100kWh with 19 inch wheels (width 245 mm)
P100D has 325 mile range for 100kWh with 21 inch wheels (width 245/265)
Taycan's usable battery size will be around 80kWh.
Tire size 20 inch (width 245/285)
Your comments show you haven't. Nor have you driven a BMW M3. not a stable car ....
P100D has 345 mile range for 100kWh with 19 inch wheels (width 245 mm)
P100D has 325 mile range for 100kWh with 21 inch wheels (width 245/265)
Taycan's usable battery size will be around 80kWh.
Tire size 20 inch (width 245/285)
#1755
Burning Brakes
BFD. So it's got better "sustained performance".
The fact is, it's a sedan. And therefore used as daily transport. A 280 mile WLTP should be about 230-240 EPA which means a real world range at high speed highway driving of about 200 or less.
Range = fail.
Price = huge fail. The figures do not really beat a Model S Performance. Can you do them more repatedly? Sure. How often do you crack off 0-124 on a daily basis. Not more than once I would think. Model S or Model 3 is more than capable of keeping up in daily driving. And at a much lower cost.
Yeah, this won't bother or impact Tesla sales one iota.
The fact is, it's a sedan. And therefore used as daily transport. A 280 mile WLTP should be about 230-240 EPA which means a real world range at high speed highway driving of about 200 or less.
Range = fail.
Price = huge fail. The figures do not really beat a Model S Performance. Can you do them more repatedly? Sure. How often do you crack off 0-124 on a daily basis. Not more than once I would think. Model S or Model 3 is more than capable of keeping up in daily driving. And at a much lower cost.
Yeah, this won't bother or impact Tesla sales one iota.
Porsche is only likely to challenge Tesla in any meaningful way with its forthcoming Macan EV in 2-3 years, in terms of presumably lower price that should lead to many purchases.