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Because the middling dumbphones are what comprised the majority of the market, the market that Apple completely took over. How many people were using smart phon
by dkrich 9y ago
Because the middling dumbphones are what comprised the majority of the market, the market that Apple completely took over. How many people were using smart phones as a % of overall market in 2007? The only real players that I can remember were Palm and Blackberry, and both those were terribly executed in comparison to the iPhone.
And yeah, more than 10% of reservations were cancelled but that couldn't possibly be because people don't actually want the car at a large scale, could it? I tend to pay attention to what people do and not what they say, and the fact is that consumers purchase ICB autos at orders of magnitude higher numbers than EV. When push came to shove, 65k people who actually made the conscious decision to spend $1k to reserve a car suddenly decided they no longer wanted it. But your only reason is that "sometimes people change their minds." To me that's a nice way of saying a lot of people don't want to spend $35k on this car.
- mikeash 9y agoIf you intended to say that the iPhone was far superior to the typical dumbphone of the day, then I can accept that. I was responding to what you wrote, though. If 65,000 cancelled reservations translates to "a lot of people don't want to spend $35k on this car," then the nearly half a million remaining reservations must translate to "a shitload of people want to spend $35k on this car." No?
- dkrich 9y agoNot really. First of all, they are reservations, not purchases. And the outstanding orders represent everyone who follows this company the most closely and who are the most enthusiastic about these cars. Once that demand is exhausted, can we be certain that the demand will continue? I'm not saying that it's certain that it won't, but it does remain to be seen. In the automotive industry, a half a million cars just isn't a lot. Certainly not enough to proclaim that "a shitload of people" will want one for many years to come. Ford sells 750k F150s each year. That's just one model. And those aren't reservations, they're sales.
- mikeash 9y agoI think you need to make up your mind here. If 65k cancelled reservations is a lot, then so is nearly half a million remaining reservations. If half a million remaining reservations aren't a lot, then 65k cancelled ones aren't relevant.