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Outcomes speak for themselves. Tesla has had their timelines set back years and they're still ahead of everyone else in every category and their products sell like hot cakes. People who actually care about innovation and progress aren't pedantic about slipped timelines, panel gaps or hiccups, ESPECIALLY on projects that are on the cutting edge. If you think investors, most of whom worked their ass off to build their capital, are so gullible, over so many years, then you're not giving them enough credit (unless you think Tesla is misleading investors Theranos style - at which point, I'm off).

As for the whole Apple situation. If all companies tried to do what Apple does all the time, we'd be living in the stone age. Apple is an exception to the rule in that they're perfectionists in their tiny little bubble. Perhaps you didn't catch Apple's abondoned plan to build their own car. Did you hear about Dyson? Making an EV you can actually sell for profit is something even Apple, with all their money and talent, can't do and Tesla does like it's child play. Tesla has has the highest per unit margin of any automaker out there by factors of 3x and more. Apple does not hold a single candle to Tesla.




I largely agree with you but if I can be pedantic, they’re not the only manufacturer with high margins, Porsche does too for example.

Teslas are still a luxury vehicle so it’s no surprise they’re able to fetch higher margins than say, Toyota, who’s main sales are economy cars.

Apples to apples and all.


Tesla is about to overtake companies like BMW who have existed for 100 years. They already outsell Porsche.

And without having entered into major markets like Pickups, Semis and a number of others.

And they make their margin on EV, while many other companies simply lose money on EV and simply hide that fact. Or make minimal margin on the cars and lose money on EV overall.

Only a few years ago it was widely believed that you can't make money on EVs.


Another concept to look at for margin comparison is the fact all the other manufacturers are still playing the dealer network game. Lots of the profits on the cars aren't going to the old manufacturers, it's going to the local dealers.

Tesla doesn't have dealers, so all the dealer profits go to Tesla.


Hard disagree on cars. Everyone has caught up. I'll raise you Hyundai/Kia against a model 3 any day of the week.

At Plaid levels, a trimmed up Taycan is gorgeous by comparison and Lucid hit the Plaid where it counts ... and let's not even talk about Rimac.

Sorry, the fan boy belief that Tesla is far ahead of the competition is 18 months out of date now.


> Everyone has caught up

They are caught up when they start outselling Tesla (or heck become available so one can actually buy one).

Great cars (which I don't think Hyundai/Kia are by any stretch of imagination, from piss-poor software to poor charging infrastructure, but let's discount this for now) can exist at great prices all they want, but if I can't get my hand on one and the 500 or so that show up once every few month get gobbled up in seconds, they practically do not exist at all.

And mind you, the disparity in production is not gonna go away any time soon. They're all limited by battery production and unless they make their own batteries, Tesla has long been in the line to buy batteries from anywhere they possibly can, as much as they can. They don't screw around.

BYD is far more of a competitor to Tesla than Kia/Hyandai have been to date.

EDIT: and Tesla is no exemption here - once they have a Cybertruck selling in competitive "numbers", it becomes competitive. Until then, Rivians and Fords are leading the pack (and I must say, beautifully).


>>they're still ahead of everyone else in every category

Your definiton ^ ...

And, in terms of sales, that might be your definition of 'caught up' but it's not mine.

Well-used analagy applies here: if sales are your KPI then I assume McDonalds is your idea of a fine meal. Sorry, no.

And your dismissal of Hyundai/Kia by definition singles you out as far out there in biased land. I've test drove all three (including Tesla) and done the research. The only reason I haven't bought an ioniq 5 is because I simply can't justify it at the moment (my work-life means it'll just sit in the driveway however much I want it). But they are all ... great cars.

I'll say Tesla are great cars with groundbreaking technology, if ugly. But the Hyundai/Kia are now the better cars (interior, build, comfort) and the all around package. Again, unless you count "sales" as the definition of 'in the lead'.

*Disclaimer: I have a driveway where I can charge over night. If you don't have this, perhaps the supercharger network means something to you. That appears to be the only advantage.


> Your definiton

And many others.

> And, in terms of sales, that might be your definition of 'caught up' but it's not mine.

Good for you

> Well-used analagy applies here: if sales are your KPI then I assume McDonalds is your idea of a fine meal. Sorry, no.

Thanks for that analogy. Yes, one can brag all they want about the best Italian cuisine they had at a top bistro. It means nothing to most people if: they can't afford it, if they can't get a booking for months. McDonalds delivers round the clock, food that's safe and does it fast. I take McDonalds over all of so called "fine" food any day. I value my time and don't want to waste it, waiting on food.

> And your dismissal of Hyundai/Kia by definition singles you out as far out there in biased land. I've test drove all three (including Tesla) and done the research. The only reason I haven't bought an ioniq 5 is because I simply can't justify it at the moment (my work-life means it'll just sit in the driveway however much I want it). But they are all ... great cars.

I have driven all the above (some through friends and Ioniq 5 by asking a stranger nicely), in addition to BYD, Polstar and anything that's available to drive in Australia, multiple times for some. I've owned a Tesla for the past 2 years and have test driven every other model as well. The handling, software, ambiance and interior of all but Tesla (and specifically Model 3) is vastly inferior. As for handling, they all feel like they'll run away and off the road any moment. I'm sure I'll get used to them after longer drives, but Tesla's doing something there that gives me more confidence when handling.

If any of these was significantly cheaper as to make up for their shortcomings, I'd happily recommend them to friends and family. But as they sit right now, no frigging way.

> if ugly.

I don't know what you're talking about!

> But the Hyundai/Kia are now the better cars (interior, build, comfort)

Interior of all the cars above make me feel suffocated. Their build qualities are definitely good but virtually no one I know actually cares, unless shit's falling off the car. Tesla's quality is only getting better. As for comfort, Model 3 has the most comfortable seat of any car I've ever owned (out of 3).


>McDonalds delivers round the clock, food that's safe

hmmm only in the short term and at low frequency.

Eat Mc Donalds every day for 50y the analysis is way different.


At least with McDonalds, you know what goes into it. They actually have a nutrition label. Show me the nutrition label of the Italian bistro. If you asked, you'd probably get kicked out because you insulted the chef.

So, actually, I'll be way more confident about my health (that's what it's called, not safety, food safety is about you not getting poisoned) eating at McDonalds, than at some rando uptown joint.


Do you really know though? McDonalds has lied in the past quite a bit. For example, they touted their hamburger meat as 100% beef with no additives for quite awhile, then had to fess up when the truth about Pink Slime came out.

Then when they tried to climb on the vegan/vegetarian bandwagon, they had to quickly admit that their fry shortening had beef flavoring added to it, then switch to an entirely different shortening.


McDonalds is a franchise. And like every franchise there is always a lot of leeway depending on the managers and staff.


If you walk five miles a day and do cardio, I wonder if your body would notice.




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