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Tesla Talk 2

18889909193

Comments

  • Registered Users, Registered Users 2 Posts: 60,764 ✭✭✭✭unkel


    It's only supervised at this stage. So the driver is still 100% responsible at all times. So no, you can not go on your phone or be drunk or anything. But this is only a stepping stone. And anyone who has been in one of the test rides in Europe, like I did last year, will tell you it is a big one.

    Of course the end goal is a car that is unsupervised and then yes, you can go asleep drunk on the back seat while the car brings you home safer than you could have driven yourself home sober. Or sit in the passenger seat and work and make phone calls, let your car go out to taxi on its own at night while you are asleep, etc.

    "Make no mistake. The days of the internal combustion engine are definitely numbered" - Quentin Willson, 1997



  • Registered Users, Registered Users 2 Posts: 1,324 ✭✭✭lightspeed


    Seems pointless to me as I'd assume I'd just be sitting bored with my hands on my knees. Once I have to sit in the driving seat anyways I mind as well be driving it. I'll accept it's an interesting technological advancement but until no interaction from the driver is required it's of no value to me.



  • Registered Users, Registered Users 2 Posts: 1,324 ✭✭✭lightspeed


    Exactly, people spend enough time glued to their phone. The idea that now you can do it while driving is just silly.



  • Registered Users, Registered Users 2 Posts: 4,647 ✭✭✭sk8board


    the main commercial use for any self driving vehicle for the foreseeable future will be taxi driver replacement - from any of the trials, Waymo, Tesla etc, that seems pretty clear.

    Private use will be expensive but obviously some will want it. Tesla say the takeup of FSD subscriptions is now 12%. I haven’t done the math, but I assume it’s $99 pm, that makes it a €6k option if you kept your car for say 5 years, and that subscription is a much harder sell in the secondary market when you sell the car.

    Imagine having a 10-20 year old car and paying €1200 pa for it to drive you some, or even most of, the time? The economics don’t work at that end of the market at all.

    Post edited by sk8board on


  • Registered Users, Registered Users 2 Posts: 129 ✭✭antseanoifig


    If you need an "expert" called in, you've probably missed the point already.

    I've laid it out and if that's not landing, repeating it here won't help.

    I'm not getting dragged into keyboard debates for the sake of it. I'll stick to the real world - the tech will speak for itself soon enough.



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  • Registered Users, Registered Users 2 Posts: 22,135 ✭✭✭✭Cyrus


    the point is more about making progress towards unsupervised self driving rather than how useful or not supervised self driving is.



  • Registered Users, Registered Users 2 Posts: 316 ✭✭tppytoppy


    Troy Teslike says EU sales this quarter are stronger than in any quarter of 2025 and speculates it is due to Iran and fuel prices. Legacy manufacturers won't see similar bump as they almost exclusively build to order in the EU market.



  • Registered Users, Registered Users 2 Posts: 22,135 ✭✭✭✭Cyrus


    for Q1 ? jars somewhat with your monthly reports from various countries no?



  • Registered Users, Registered Users 2 Posts: 60,764 ✭✭✭✭unkel


    I can see from various social media, facebook groups etc, that there is a huge renewed interest in EVs because of the Iran war. And in solar PV, batteries, etc. Or should I say not so much because of the war but because the massive increase in fossil fuel prices (with electricity still very cheap)

    I could even see a burst of interest in my fully electric campervan that I put up for sale before the war started. Although that coincides with the start of the campervan season and the first nice warm sunny spring days we have had

    "Make no mistake. The days of the internal combustion engine are definitely numbered" - Quentin Willson, 1997



  • Registered Users, Registered Users 2 Posts: 316 ✭✭tppytoppy


    I don't have sales reports yet. It is 31st of March.



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  • Registered Users, Registered Users 2 Posts: 5,236 ✭✭✭wassie


    Happening all over the globe in developed countries. Sales enquiries and forward purchasing on EVs in particular increased significantly.

    If this keeps up I'm going to consider off loading my high-miler M3 if residuals start to creep up.



  • Registered Users, Registered Users 2 Posts: 274 ✭✭evftw


    Stellantis, Honda, Ford writing down their EV developments earlier this year will definitely be the final nail in their respective coffins now. How bad can your timing and decisionmaking be? Felt like digging their own grave before the war. V-8 petrol anybody?



  • Registered Users, Registered Users 2 Posts: 60,764 ✭✭✭✭unkel


    Love V8 petrols, had several of them. But they simply belong in a different era now. Fine as classic cars of course

    "Make no mistake. The days of the internal combustion engine are definitely numbered" - Quentin Willson, 1997



  • Registered Users, Registered Users 2 Posts: 274 ✭✭evftw


    Of course they are nice as classic cars if you don't do a massive mileage, but if you base your future as a car company resurrecting your Hemi tooling (Dodge/Ram) you could not have picked a worse moment even in US.



  • Registered Users, Registered Users 2 Posts: 316 ✭✭tppytoppy


    They did resurrect Hemi. The smaller motors were just not selling and now they are screwed.



  • Registered Users, Registered Users 2 Posts: 5,236 ✭✭✭wassie


    I wouldnt include Ford with those two. I was listening to an interview with their global CEO a couple of weeks ago. They realised they cant compete with the Chinese with their current strategy. Instead they are pivoting toward a low cost, flexable Universal EV platform or UEV being developed by their 'skunkworks' dev team in California. Current target is to produce affordable, high volume EVs starting in late 2027 or early 2028.

    Its a huge bet for Ford, but if things keep going the way they are it may pay off.

    Post edited by wassie on


  • Registered Users, Registered Users 2 Posts: 3,885 ✭✭✭eagerv


    Tesla only measure sales when the cars go out the door (Yard) to customers, so presumably if sales are up this quarter then those same sales would have been ordered before the Iran situation.



  • Registered Users, Registered Users 2 Posts: 316 ✭✭tppytoppy


    Take it up with troy Teslike



  • Registered Users, Registered Users 2 Posts: 7,502 ✭✭✭MojoMaker


    Well before in fact.

    There is a decent upswing in Tesla adoption that predates the middle east conflict. The first deliveries of 2026 only went out in the last fortnight, with another big delivery due in early May.

    Turns out, we just love fantastic affordable EVs.

    Shocker like.



  • Registered Users, Registered Users 2 Posts: 3,885 ✭✭✭eagerv




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  • Registered Users, Registered Users 2 Posts: 316 ✭✭tppytoppy


    Troy Teslike estimates 375k deliveries in q1 which is above estimated of other analysts. Last year was 336k during Juniper transition so Tesla still aren't healthy but this quarter's deliveries aren't going to trigger a well-off.



  • Registered Users, Registered Users 2 Posts: 316 ✭✭tppytoppy


    And Troy Teslike was wrong.

    https://nitter.net/TroyTeslike

    He overestimated.

    Tesla sales were actually weak this quarter but the Iran war might help create sales in coming quarter.

    I tried to be optimistic and failed.

    If there are cars built and sitting around then maybe there might be some more reductions in price coming.



  • Registered Users, Registered Users 2, Paid Member Posts: 34,900 ✭✭✭✭listermint


    The EV market in Ireland is over 40 percent up on last year's figures which were up on previous years figures.

    Tesla's are down .1 percent in comparison where everyone else is up. Some up hundreds of percent.

    This indicates the best value they provide already hasn't been enough to increase their sales or market share. I don't think there's perhaps a huge amount of skin on the bone .



  • Registered Users, Registered Users 2 Posts: 22,135 ✭✭✭✭Cyrus


    You tried to be optimistic? what by posting someone else's prediction? Anyway it wouldnt make sense that the war would have a material impact on Q1 sales, maybe Q2, who knows, but its exciting isnt it.



  • Registered Users, Registered Users 2 Posts: 22,135 ✭✭✭✭Cyrus


    or maybe, just maybe, a manufacturer with 2 models which was the darling of early adopters isnt really going to maintain market share in the face of massively growing options and competition from every other manufacturer and lots of new ones to the market?



  • Moderators, Society & Culture Moderators Posts: 42,150 Mod ✭✭✭✭Gumbo


    Tesla still 5 best selling EV in Ireland despite the “aging” fleet as some might say.

    If they sorted their delivery process and their legacy quarterly push for sales they would sell more.

    If they provided a second hand garage showroom, they would increase second hand sales here but that won’t help these figures of course.

    IMG_4880.jpeg


  • Registered Users, Registered Users 2 Posts: 22,135 ✭✭✭✭Cyrus


    jesus audi are some shambles on the EV transition



  • Registered Users, Registered Users 2, Paid Member Posts: 34,900 ✭✭✭✭listermint


    Polestar 2 models up 240 percent.

    I'm sorry thats not a legit answer given EVs are synonymous with the brand they should have a massive leg up and not be actually reducing sales negatively in a buoyancy market.



  • Registered Users, Registered Users 2 Posts: 22,135 ✭✭✭✭Cyrus


    i dont see polestar on that top 18 list? and they have taken near 25k off the polestar 4, surely that helps shift a few of them. So 240% on small volumes is not a valid comparison.

    My answer is absolutely a legit answer, its blindingly obvious really.



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  • Registered Users, Registered Users 2, Paid Member Posts: 34,900 ✭✭✭✭listermint


    Who said top 18 list ?

    You said in a market of competition with only two models Tesla will find it hard.

    I said polestar have 2 models and they managed a 240 percent increase. That's not insignificant given their starting point

    They should most definitely not be decreasing sales negatively in this buoyant market, and most definitely not given their brand recognition, and as this thread is constantly at pains to illustrate their value for money .

    It makes no sense, it can't make sense to you either.

    And yes they've also missed their sales targets internationally too. Hence the share price taking that knock over the last week with the will they won't they numbers coming out.

    Not good for the future of the company as a vehicle manufacturer.



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