Completely agree with the aircraft carrier analogy. That said the ICE corporations are not standing still, we are seeing Ford eliminating multiple long standing name plates, GM closing obsolete and under utilized plants etc. Mercedes announcement may speed the end for conventional ICE engines over the next decade but like Ford and others I see them moving to PHEV's as a bridge to the future. Overall, the ICE corporations are getting leaner and meaner. With a 98% market share and good profits, there is no need to plunge into the BEV market full force. No one is making money in that space at the moment.

3 years ago the ICE manufacturers had their toe in the water with a few "compliance vehicles" just to keep the greenies at bay. Now we are seeing legitimate Gen 1 vehicles coming into the market. I see these as longer term rolling experiments and lessons to be learned steps. These Gen 1 vehicles are money losers at the moment. If you were running an ICE company would you want to sell more than 5-15K money losing vehicles in a niche market? In the mean time the ICE vehicles are still making money and allowing R&D and new BEV manufacturing facilities to be built as steps along a transition road.

In very simple terms, the ICE manufacturers due to continued profits, have the luxury of time on their side. Their execution does not have to perfect to survive as they will take the lessons learned and put them into the next Gen BEV's.

 

+1

 

https://finance.yahoo.com/news/tesla...203938571.html
https://finance.yahoo.com/news/tesla...181843827.html
https://finance.yahoo.com/news/tesla...152003025.html
https://finance.yahoo.com/news/tesla...152003025.html

yeah - lack of demand - sooo much lack of demand.

 

Did not say lack of demand. Said plateau of demand. The pie is only so big and even the M3 is going to be pushed to meet 2018 sales targets.

Take a look at the chart. - https://insideevs.com/news/368729/ev...d-august-2019/

 

Tesla doesn't report quarterly sales figures - they report ends of quarter - the numbers in that chart are SWAGs (Scientific Wild *** Guesses) - eMails have leaked showing a 100,000 79,000 unit quarter for the Model 3 - we'll have to see how much lying that is or if it's true.

Tesla should report unit sales for the quarter next week.

 

Being the magnate that I am... I fly my G650, and have in tow inside a cargo plane a classic 911.

 

From the WSJ:

 

https://www.yahoo.com/finance/news/m...180000246.html

efficiency is the key metric is the Thesis of this article.

 

I expect we will see many multi-car owners (families) with at least one EV (200+ mile range) as a daily driver. As long as you have a good place to plug one in (garage) and maybe have another car (or two) to use for longer drives and "other activities", the plug-in convenience and savings offered by EV's is pretty hard to ignore...

 

That is the exact reason my family is about to have two BEV daily drivers.

Gas stations only for road trips in an ICE.

 

most people I've seen transitioning into a BEV get one - thinking they'll mix ICE and BEV, but they quickly no longer want to drive the ICE, tend to want another BEV for their 2nd car also…keeping only "interesting" gasoline cars around for specific purposes or recreational driving.

it's a natural outcome.

 

Tesla opened the gates. Now we have a concerted effort by large car companies to get in the game, so to speak. The Taycan is the first BEV I've seen that I would actually buy, it's a nice looking car, with Porsche engineering and quality behind it. I'm just waiting for the prices to come down from the stratosphere...

 

Those people do not do 500-mile-day, multi-day trips in whatever roads they please. They conform to Agenda 21 with concentrated urban living and depopulation of the countryside. Sad!

 

While we are making comparisons between Taycan and Tesla in the merit of "BEV" don't forget there is another very significant difference between the two. Porsche is a traditional car company but Tesla is defining tech cars of the future. That's why younger generation is all drawn upon Tesla but not Porsche. At least that's what I see in my neck of wood.

https://electrek.co/2019/09/27/tesla...rise-features/

 

https://insideevs.com/news/373339/ne...-model-3-rust/