TSLA corporate outlook

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TESLA is a weird mix. Things in regards to their batteries, see below, make you excited. On the other hand, they can't even deign a door to open and close. See TFL's latest video, their model Y door has broken for a third time. I agree with TFL, that is a safety issue.

https://insideevs.com/news/448893/tesla-model-3-4680-charging-power-size/
 
DougWantsALeaf said:
Maybe tesla exits the complete car business and just sells parts/batteries to the industry. Become the arms dealer, you win regardless of where markets are goes.

From the news I have heard, their model 3's being produced in China are achieving excellent quality. Makes one wonder if the problem is specific to their Fremont factory.
 
danrjones said:
DougWantsALeaf said:
Maybe tesla exits the complete car business and just sells parts/batteries to the industry. Become the arms dealer, you win regardless of where markets are goes.

From the news I have heard, their model 3's being produced in China are achieving excellent quality. Makes one wonder if the problem is specific to their Fremont factory.

The quality from Tesla naturally should be better from China and Sandy Munro expects a boost in quality out of German. The CA operations started out using a savaged GM location and lots of people in the build process. We know cars built by machines can be of higher quality than built by humans on an assembly line. I expect TX will stand for quality since it will contain the next generation of car building machines
based on the latest technologies.

As the number of parts goes from many to a few is one way Elon can get to shipping quality $25K Tesla's one day.

India as of today is still a wildcard but it and the 5 factories to follow should have better and better generations of car building machines.

At some point after Tesla is building 10 million units annually they are expected to supply other makers with batteries, motors, software and hardware. They did supply MB with motors and batteries earlier to launch them into the EV field.
 
An interesting article on range increases.
Tesla Tells Us How It Keeps Beating Nearly Everyone in the Range Game
https://www.caranddriver.com/news/a34046953/tesla-range-strategy-details/

(and not just because my company's products were mentioned ;))
 
jlv said:
An interesting article on range increases.
Tesla Tells Us How It Keeps Beating Nearly Everyone in the Range Game
https://www.caranddriver.com/news/a34046953/tesla-range-strategy-details/

(and not just because my company's products were mentioned ;)

Thanks for sharing. I read the entire article and watched the video at the end. It amazes me how EV's from ICE OEM makers are losing ground compared to Tesla year by year. Last week I finally understood why Tesla is leading by years in FSD which I need due to physical limitations.

I am thankful for the <22K mile 2016 SL with 4 cameras and a 9/12 battery we got a year ago. 5 weeks later it had an 8/12 bar battery and now the range is 150 miles. It is my 6th Nissan but the first one without a gas tank.
 
GaleHawkins said:
why Tesla is leading by years in FSD

When Tesla gets approval to "full self drive" without a human present at the controls, let us know.

Waymo One does that today. Cruise has approval in CA, but hasn't done so yet...Tesla?
 
WetEV said:
GaleHawkins said:
why Tesla is leading by years in FSD

When Tesla gets approval to "full self drive" without a human present at the controls, let us know.

Waymo One does that today. Cruise has approval in CA, but hasn't done so yet...Tesla?

I have yet to see any Waymo EVs in KY. What is the upcharge for FSD on a Waymo EV?
 
Tesla the brand is second to bottom.

Model S is no longer recommended.

https://www.cnbc.com/2020/11/19/tesla-model-s-no-longer-recommended-by-consumer-reports.html
 
WetEV said:
Tesla the brand is second to bottom.

Model S is no longer recommended.

https://www.cnbc.com/2020/11/19/tesla-model-s-no-longer-recommended-by-consumer-reports.html
And, the Model S has made it to the bottom 10 reliability list: https://www.consumerreports.org/car-reliability-owner-satisfaction/10-least-reliable-cars/. The Model X is no longer in the bottom 10. In the past, Model X was in the bottom 10 every single year that CR had reliability data for it.

I have an online subscription and it says for S: "Trouble spots: Steering/suspension, body hardware, climate system, in-car electronics."
 
cwerdna said:
WetEV said:
Tesla the brand is second to bottom.

Model S is no longer recommended.

https://www.cnbc.com/2020/11/19/tesla-model-s-no-longer-recommended-by-consumer-reports.html
And, the Model S has made it to the bottom 10 reliability list: https://www.consumerreports.org/car-reliability-owner-satisfaction/10-least-reliable-cars/. The Model X is no longer in the bottom 10. In the past, Model X was in the bottom 10 every single year that CR had reliability data for it.

I have an online subscription and it says for S: "Trouble spots: Steering/suspension, body hardware, climate system, in-car electronics."

Keep in mind the Model 3 was the first vehicle built by the machine that builds the machine. The Model Y is a much better yet costs less to build than a new Model 3.
 
Oddly, Model Y didn't make it to their bottom 10 reliability list but it has a terrible reliability rating when looking at CR. It receives a 1 out of 5 for predicted reliability. Model S receives 2 out of 5.

When looking at the individual model years, the only year for Y is 2020 and it receives the worst mark (there are 5 icons and it'd be a 1/5). For S, the '19 and '20 receive those 1/5 marks while older years did better.

https://www.reuters.com/article/uk-autos-reliability-tesla/model-y-drags-down-teslas-ranking-in-annual-reliability-survey-by-consumer-reports-idUKKBN27Z29K
Owners of the Model Y, which began production in January, have reported misaligned body panels that had to be fixed and mismatched paint including, in one case, human hair stuck in the paint, according to Consumer Reports. The Model Y finished with a “much worse than average” reliability rating.

Tesla’s ranking would have risen a few spots if not for the Model Y’s performance, said Jake Fisher, senior director of auto testing at Consumer Reports.

New models often have reliability issues, but Tesla’s problems were not typical.

“I am surprised that we would see just basic paint and trim type issues and body panel fitment issues,” he said in an interview. “You would think that that would have been worked out a long time ago.”

“Really disappointing when you spend this much money for a car and hopefully they’ll be able to rectify a lot of these as time goes by,” Fisher added.
...
The Tesla Model S sedan and Model X SUV were both “worse than average, with the former losing its “recommended” status, Fisher said. The Model 3 sedan maintained an “average” rating and its “recommended” status.
Nevermind... I figured why Y isn't in the bottom 10 yet.

https://www.consumerreports.org/car-reliability-owner-satisfaction/10-least-reliable-cars/ says "To be considered for this list, we must have at least two model years of data in calculating the predicted reliability score."
 
CR also requires a certain minimum number of responses to their customer surveys for a particular model, to ensure that they're statistically valid; if they don't have enough, that model won't get a reliability rating for that particular year, until they do have enough responses. This is primarily an issue with new models and new generations of existing models. I forget the number, but the methodology used in their reliability ratings is explained every year in the April auto issue.
 
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