Tesla existential threat?
Nordschleife Master
Joined: Jun 2011
Posts: 6,491
Likes: 4,887
From: Santa Cruz, CA
Tesla's Full Self Driving is a joke and a lie
Tesla's auto-pilot is the best incarnation of this technology available in production if used properly
the Model 3 for 60k or less is best mid-sized sedan on the market.
Tesla's auto-pilot is the best incarnation of this technology available in production if used properly
the Model 3 for 60k or less is best mid-sized sedan on the market.
Rennlist Member
Joined: Aug 2006
Posts: 3,078
Likes: 1,516
From: Vancouver, BC
I think much of the brouhaha about the price was Porsche's bait and switch. They had always maintained a price point "between the Cayenne and the Panamera". Well that landed right on top of the Panamera. And they priced it all the way up to the Turbo S level to boot. Personally I don't think the Taycan holds up well as a $200k car in the same way a GT3 RS does. I think if the 4S had started where they had said and the top of the line was a Turbo priced close to the Panamera Turbo, it'd be a lot more palatable. The second hysteria was about the range but thankfully that proved to be a bit of much ado about nothing.
As for the driving, you've got way more seat time than I do so I'll certainly not doubt what you say. My back to back driving with my 911 (literally got out of one into the other and back) left me with a different impression.
Of course, our roads around Houston are an enthusiast's purgatory nightmare, lol.
As for the driving, you've got way more seat time than I do so I'll certainly not doubt what you say. My back to back driving with my 911 (literally got out of one into the other and back) left me with a different impression.
Of course, our roads around Houston are an enthusiast's purgatory nightmare, lol.
But I don't see any value in buying the Taycan turbo S. All 3 trims basically look the same on the outside and the inside, whatever is offered on the turbo S trim wise can be optioned on a 4S.
Heck I didn't even order a car, I just pluck one off the showroom. Already have the Panamera so didn't need another sedan, this car is my extended test drive until the Taycan Cross Turismo. Which, by all accounts I would order in the 4S trim, don't even need turbo trim.
Race Car
Joined: May 2003
Posts: 4,224
Likes: 102
From: SoCal
Elon Musk's Tesla Battery Day Reveal Event - Totally Booooring!
https://www.youtube.com/watch?v=pwBiBpzIBdUElon - Promises, promises, and more promises!
Last edited by Lorenfb; Sep 23, 2020 at 07:41 AM.
Instructor
Joined: Sep 2019
Posts: 128
Likes: 34
From: Austin,Texas
No, what was boring was last year's Full Self Driving show. At least this year gave a glimpse of a new gen Model S coming. Why else talk about new production techniques, new batteries, show a prototype Plaid in present body and then give less to two minutes to it, unless you did not want to tank present Model S sales. He did the same when the Y debuted. Elon stated he toned the show down so as not to tank 3 sales.
Racer
Joined: Nov 2017
Posts: 279
Likes: 76
Tesla Model S Plaid is online to order. 60 mph in under 2s. 200 mph top. $155k fully loaded. 520mi range. Supercharging and FSD included.
Porsche better come up with something soon ‘cause the Americans are getting ready to hand them their asses...
Porsche better come up with something soon ‘cause the Americans are getting ready to hand them their asses...
Burning Brakes
Joined: Aug 2014
Posts: 1,051
Likes: 423
From: Manitou Springs, CO
The ID.4 seems really competitive. Destroys the Bolt and Leaf. Only EV that competes is the Model Y, but this starts $10k less plus will qualify for the $7500 tax credit. That's pretty huge.
https://www.theverge.com/2020/9/23/2...ce-range-specs
https://www.theverge.com/2020/9/23/2...ce-range-specs
Race Car
Joined: May 2003
Posts: 4,224
Likes: 102
From: SoCal
Tesla suffers complete network outage, internal systems and connectivity features down
Breaking: Tesla is currently having a complete network outage. Internal systems are down according to sources.
On the customer side, I can't connect to any of my cars and website is not working.
On the customer side, I can't connect to any of my cars and website is not working.
Too much technology and integration with Tesla systems and reliance on it?
Race Car
Joined: May 2003
Posts: 4,224
Likes: 102
From: SoCal
No, what was boring was last year's Full Self Driving show. At least this year gave a glimpse of a new gen Model S coming. Why else talk about new production techniques, new batteries, show a prototype Plaid in present body and then give less to two minutes to it, unless you did not want to tank present Model S sales. He did the same when the Y debuted. Elon stated he toned the show down so as not to tank 3 sales.
Rennlist Member
Joined: Oct 2003
Posts: 3,728
Likes: 700
Stepping back it's interesting what's played out since some of the earlier comments on this thread. Despite the recent stock price drop Tesla's stock has still grown at a 250% annual rate since this comment from October 2018, for example:
I still think their stock price is nuts, but they now have a market cap greater than all the German car companies put together.... And at one point were approaching that of all other automotive companies put together period. In spite of (or perhaps in part because of?) the hate.
The bubble's gotta pop sometime, but for now I think we've answered the original question: no, the Taycan did not represent an existential threat to Tesla. If anything it's proving to be the opposite: Telsa and the era it has ushered in are actually the existential threat to more than one legacy manufacture who failed to react early enough.
Race Car
Joined: May 2003
Posts: 4,224
Likes: 102
From: SoCal
Haters gonna hate...
Stepping back it's interesting what's played out since some of the earlier comments on this thread. Despite the recent stock price drop Tesla's stock has still grown at a 250% annual rate since this comment from October 2018, for example:
Seems they've done ok since then.
Stepping back it's interesting what's played out since some of the earlier comments on this thread. Despite the recent stock price drop Tesla's stock has still grown at a 250% annual rate since this comment from October 2018, for example:
Seems they've done ok since then.
I still think their stock price is nuts, but they now have a market cap greater than all the German car companies put together.... And at one point were approaching that of all other automotive companies put together period. In spite of (or perhaps in part because of?) the hate.
The bubble's gotta pop sometime, but for now I think we've answered the original question: no, the Taycan did not represent an existential threat to Tesla. If anything it's proving to be the opposite: Telsa and the era it has ushered in are actually the existential threat to more than one legacy manufacture who failed to react early enough.
https://www.investopedia.com/terms/d/dotcom-bubble.asp
Most rational thought never considered the Taycan as an existential threat to Tesla.
Three Wheelin'
Joined: Oct 2014
Posts: 1,570
Likes: 1,173
From: Washington State
You say it's "flattening", but Tesla has been the only auto company showing growth during a pandemic and when their main factory was closed for a long time. I expect Q3 to set a new record for deliveries. Expectation is Tesla shows a 30-40% growth in deliveries compared to 2019.
Pro
Joined: Sep 2019
Posts: 560
Likes: 147
From: San Francisco Bay Area
Race Car
Joined: May 2003
Posts: 4,224
Likes: 102
From: SoCal
You say it's "flattening", but Tesla has been the only auto company showing growth during a pandemic and when their main factory was closed for a long time. I expect Q3 to set a new record for deliveries. Expectation is Tesla shows a 30-40% growth in deliveries compared to 2019.
https://ir.tesla.com/press-release/t...ion-deliveries