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Tesla Talk

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Comments

  • Registered Users, Registered Users 2 Posts: 66,723 ✭✭✭✭unkel


    Not sure at all if the Model 2 was killed. Like yourself, I can see myself buying a small, cheap, coupe like Model 2 if it looks something like that

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  • Registered Users, Registered Users 2 Posts: 7,735 ✭✭✭maidhc


    I agree. A cheap and cheerful 2 dr with sharp looks (and a steering wheel) might just be what the world needs now. How many capris, mantas, celicas, mgbs etc sold before the world decided everything needed to be an suv. An efficient Bev powertrain would be ideal for the class of car too!



  • Registered Users, Registered Users 2 Posts: 66,723 ✭✭✭✭unkel


    Damn you! We agree for once in this forum 😁

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  • Registered Users, Registered Users 2 Posts: 23,197 ✭✭✭✭ELM327




  • Registered Users, Registered Users 2 Posts: 66,723 ✭✭✭✭unkel


    S and X were always only a vehicle towards a greater goal. And very successful at that. But these cars, superb as they are, were never going to be cash cows. Tesla are rightly not pursuing a silly strategy like that. I wouldn't quite call it "killing it" myself either but it kinda is what it amounts to

    All part of the long time plan of course. First a car that stuns the world for its performance, then a very high end expensive car that is actually practical to use, then an affordable car for all the salivating early adopters, then a mass market cash cow that quickly becomes the best selling car in the world. All in the space of a bit over a decade. Astonishing.

    And Tesla isn't even a car company. That in itself was mostly a vehicle for the broader mission…

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  • Registered Users, Registered Users 2 Posts: 4,182 ✭✭✭sk8board


    the S and X have contributed 2% to vehicle revenue now since 2020 or so. they’re dead, or NA market only.

    Your storyline of their strategy over the past decade is fully correct - but all 4 were normal cars, just with better software and a different means of propulsion - and the strategy was to get to mass market volumes

    Today, right now, they have 2 ageing cars with global mass market appeal, and nothing in the next 3 years (at least) to add to the line up and crucially - sell in mass market volume.

    that means they need to keep selling the 3 and Y for years and then give those Tesla owners something to change into. This cybercab thing isn’t it, not for mass market anyway.

    The semi, obtimus, cybertruck, cybercab and so on and on, are all niche expensive luxury products.

    Even the cybertruck hype train is massively running out of steam already. Values dropping hard, and the move to introduce the cheaper non-foundation model last week means they are running out of orders for the expensive Foundation model. That’s a pretty big red flag for future sales volumes. And it’s a NA model only.

    what new model will Tesla deliver in the next 5 years to the mass market? The obvious answer used to be the m2, but I think their price cuts have meant the m3 is now an m2+



  • Registered Users, Registered Users 2 Posts: 23,197 ✭✭✭✭ELM327


    NA and EU and APAC. Just because its not sold here doesnt mean it's dead! They are halo cars, like the BMW 7 series or Mercedes S class etc. They don't necessarily drive revenue in and of themselves but they are the reason people buy the 3 series or c class or model 3/y

    You can't go much cheaper than 37k for a new EV with over 400km range, so I doubt the model 2 or whatever is a real thing.



  • Registered Users, Registered Users 2 Posts: 66,723 ✭✭✭✭unkel


    Gotta agree with you there too 😀

    Mind the Model Y was the best selling car in the world last year (as I predicted 2 years ago to much ridicule in this thread and others) and will likely be the best selling car this year too. And I'm not sure if Tesla / Musk has much appetite to take on fierce Chinese competition in the lower ends of the car market. Tesla is not a car company after all.

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  • Registered Users, Registered Users 2 Posts: 83 ✭✭khamilton


    BMW 7/8 Series and X7 contributed to 6% of BMWs units sold in H1 2024. Given the price charged for these, you can expect that to be 10-15% of BMW revenue for those 'halo' models vs 2% for Tesla S/X



  • Moderators, Sports Moderators Posts: 19,919 Mod ✭✭✭✭slave1


    S and X have been surpassed, better segment cars out there and doing well

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  • Registered Users, Registered Users 2 Posts: 66,723 ✭✭✭✭unkel


    I wouldn't go quite that far. What better segment cars are out there? The only car better than a Model S in some ways imho is a Porsche Taycan. I have owned a few Porsches, the Taycan is a far superior driver's car than the Model S, but it lacks in many other areas. Software and tech are brutal. And the car is extremely unreliable. Despite that I still have searches / notifications up on one 😂

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  • Moderators, Sports Moderators Posts: 19,919 Mod ✭✭✭✭slave1


    Lucid in their target market

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  • Registered Users, Registered Users 2 Posts: 23,197 ✭✭✭✭ELM327


    What can I get that's better than an X and fulfills the role an X does? Not even the plaid X but the LR X? Rivian R1S perhaps but they may go bankrupt very quickly if you look at their cash burn rate.



  • Moderators, Sports Moderators Posts: 19,919 Mod ✭✭✭✭slave1


    Well you can't really get a new S or X anymore in lots of countries (RHD) and my comment was to the US and (I think) Norway/selected other LHD European markets.

    At $70k for the base model it's well up against the S/X in the US.

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  • Registered Users, Registered Users 2 Posts: 23,197 ✭✭✭✭ELM327


    You can get the S and X in any EU market except ireland and uk, you can also get it in the EEA and other LHD countries. It's not a special order.

    What is, the lucid? Have you seen lucid's financials? They are burning a billion dollars a quarter nearly, not as bad as Rivian but they are not margin positive. I would not consider them an established company either and they are not a competitor for Tesla, moreso a competitor for fisker.

    The only real competitors (other than Rivian) for tesla in the S and X space are the likes of the i5 for the S and the EQS SUV, R1S, EX90 etc for the X.



  • Registered Users, Registered Users 2 Posts: 298 ✭✭derekreilly


    Tesla Model Y 7 Seat Option - Finally Coming to Europe! Model Y Long Range All-Wheel Drive 7-Seater will be available in Ireland starting at €55,897. I have a look around what it will look like at the Paris Motor show.



  • Registered Users, Registered Users 2 Posts: 23,197 ✭✭✭✭ELM327


    If you have owned a Kona EV and like to continue the trend of "cars for people with no legs in the back seat" that Y will be great! The X seven seater is ok for 7 seats OR luggage capacity but not both, the Y will be neither!



  • Registered Users, Registered Users 2 Posts: 14,841 ✭✭✭✭josip


    It looks like the deeper, under floor storage in the Model Y is unaffected by the extra row of seats?

    So a loss of only around 50l (when folded down) for the flexibility of an extra 2 seats and only €4,000 extra?



  • Registered Users, Registered Users 2 Posts: 9,804 ✭✭✭Padraig Mor


    Whatever about the legroom - looks like anyone over 4 ft tall is going to have their head smacked by the rear glass?



  • Registered Users, Registered Users 2 Posts: 9,439 ✭✭✭markpb


    What is the market is for these kind of 7 seat cars? It would be very awkward to put small children into child seats back there but there isn't enough legroom for older children. Is it for people whose younger children are small enough to fit at the back but old enough to do their own seatbelts? That's got to be very niche?



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  • Registered Users, Registered Users 2 Posts: 3,904 ✭✭✭joe1303l




  • Registered Users, Registered Users 2 Posts: 852 ✭✭✭staples7




  • Moderators, Category Moderators, Arts Moderators, Sports Moderators Posts: 52,878 CMod ✭✭✭✭magicbastarder


    can't have helped that it seems that they made the wheels look bigger simply by painting the tyres?

    1728758864055.jpg


  • Registered Users, Registered Users 2 Posts: 1,513 ✭✭✭jlang


    There are very few normal sized 7 seaters left and almost none are EVs, so I'd say it will sell pretty well. Not everyone needs, wants or can afford a Santa Fe / EV9 size vehicle. If this was available earlier in Europe, there would be a lot fewer EQBs on the road.

    Obviously it wouldn't be an ideal option if you need both the boot and the third row or always need the third row. But the flexibility is handy to have and the increment on the price is less than I was expecting.

    I see the market as families who have 2 or 3 kids but want to be able to able to bring an additional adult or child on occasional trips (dropping grandparents home, school runs, away matches, etc). Young kids enjoy the fun of using the back row, although I do think they submit to it more easily when they don't have to do it all the time - or to avoid having to sit in the middle seat.

    I've also done short trips as a regular man-sized adult in the back row of both a VW Touran and the Merc EQB that replaced it. Neither was comfortable at all but it is just about bearable even for an adult - e.g. to save having two designated drivers.

    A Model Y is a little bigger than either of these so I doubt it's tighter in the leg area (not sure about the the sloping roof). I haven't checked if the middle row can be moved forward to share out the available leg room better between the middle and rear - hopefully yes.

    Also, when not using the back seats, you still have a big boot so I say these cars are pretty practical.



  • Registered Users, Registered Users 2 Posts: 5,630 ✭✭✭MojoMaker


    Roofline is much more aggressive than either of the models you mention. This is an on-paper proposition until you look more closely at the shape and interior arrangement of the MY and realise these additional seats are virtually pointless. But hey, it ticks a box in the portfolio.



  • Registered Users, Registered Users 2 Posts: 852 ✭✭✭staples7


    Bit harsh, the video attached will give you a better perspective. ideal for kids on occasional use.

    Ive 3 but would be handy to have the option to carry friends/family. Matches etc



  • Registered Users, Registered Users 2 Posts: 23,197 ✭✭✭✭ELM327


    We had a 7 seat model X, replaced with an XC90 diesel and model 3. The X was big enough for 7 people OR 5 people with luggage. We were looking at replacing with an EV9 (overpriced for a Kia but lovely), an EQB (no rear legs allowed) and most other EV options with 7 seats were the same. It's very much 5+2 seats like the 2+2 seats in my old Nissan 300ZX (or in a Jag XK), in that you can't sit in them.

    I'd love a proper seven seat EV , like a VW T5 class (doesnt exist AFAIK outside of conversions with awful range - EQV etc) or alternatively an EV9/EX90 (overpriced) or a model X (no new RHD). It just doesnt exist.

    The market for the Y 7 seats will be a bunch of people who just want the 7 seats for very occasional use, or a load of disappointed people with legless children.



  • Registered Users, Registered Users 2 Posts: 29,106 ✭✭✭✭drunkmonkey


    I've just showed the 7 seater to her indoors, thought she'd jump at it with the .99% finance, no interest the XC90 diesel is staying it's her main car. The EX90 coming in at 140k starting once the EV tarrifs come in means this diesel will be around a long time.



  • Registered Users, Registered Users 2 Posts: 23,197 ✭✭✭✭ELM327


    Agreed, those are the two we cross shopped (other than a used X) too. We had an X75 and it just about worked for space, and it just about didnt work for range, so I got rid.

    80k is madness for a kia. They'd want to be giving -5% interest!



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  • Registered Users, Registered Users 2 Posts: 4,287 ✭✭✭digiman




This discussion has been closed.
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