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>> EVs dont require gas. This is a huge seismic shift Not really. >> Un-swearing allegiance to Big Oil is the huge gamble. This is silly. >> A working comm

>> EVs dont require gas. This is a huge seismic shift Not really. >> Un-swearing allegiance to Big Oil is the huge gamble. This is silly. >> A working commodity market for things like batteries may or may not happen. You could get a vertical integrator (or several) who monopsonize the key parts. Then what? The batter market will be much larger than cars. I think vertical integration would be the surprise result

r00fus 8y ago
Your dismissals have no case. My case is Tesla.
- Misdicorl 8y ago
  Tesla only shows one of two things 1) Their profit margins are significantly lower than what traditional manufacturers are willing to sustain for the luxury car market 2) The traditional manufacturers were bad at calculating the profit margin of a luxury EV
  - dv_dt 8y ago
    Isn't this how competitive markets supposed to work? With entrants competing to offer lower prices to consumers?
    - Misdicorl 8y ago
      Yes. The parent point is that Tesla isn't evidence of EVs being a `seismic shift` or that `betting against big oil is dangerous`. The general point is that comparing EVs to the internet and/or mobile phones (which became entirely new, and important markets) is ridiculous. In the extreme.
- sleepybrett 8y ago
  >> EVs dont require gas. This is a huge seismic shift EVs require electricity, they need to be refilled. Sometimes when they are not sitting in your garage. That means that tesla (and others) had to build a bunch of gas station analogs. Seismic only in terms of all the foundations for such things being laid but just a slight evolution.
- navigatesol 8y ago
  >My case is Tesla Considering Tesla has a microscopic market share and is financially tenuous...what exactly is your case again? Big Oil will become Big Energy, and invest in alternatives. They've been doing so for decades. Some will fail, for sure. But these are well capitalized companies and believe it or not have capable engineers and managers who care about the future of the planet (outside of SV if you can imagine that!).
  - dv_dt 8y ago
    Tesla is on less solid ground than the big makers certainly, but small market share? Tesla is basically the dominant seller in the luxury class in 2018, and that's struggling through the initial ramp up of their model 3. https://bgr.com/2019/01/09/tesla-model-3-best-selling-car-vs-audi-bmw/ https://bgr.com/2019/01/09/tesla-model-3-best-selling-car-vs...

r00fus 8y ago

Your dismissals have no case. My case is Tesla.

Misdicorl 8y ago
Tesla only shows one of two things 1) Their profit margins are significantly lower than what traditional manufacturers are willing to sustain for the luxury car market 2) The traditional manufacturers were bad at calculating the profit margin of a luxury EV
- dv_dt 8y ago
  Isn't this how competitive markets supposed to work? With entrants competing to offer lower prices to consumers?
  - Misdicorl 8y ago
    Yes. The parent point is that Tesla isn't evidence of EVs being a `seismic shift` or that `betting against big oil is dangerous`. The general point is that comparing EVs to the internet and/or mobile phones (which became entirely new, and important markets) is ridiculous. In the extreme.
sleepybrett 8y ago
>> EVs dont require gas. This is a huge seismic shift EVs require electricity, they need to be refilled. Sometimes when they are not sitting in your garage. That means that tesla (and others) had to build a bunch of gas station analogs. Seismic only in terms of all the foundations for such things being laid but just a slight evolution.
navigatesol 8y ago
>My case is Tesla Considering Tesla has a microscopic market share and is financially tenuous...what exactly is your case again? Big Oil will become Big Energy, and invest in alternatives. They've been doing so for decades. Some will fail, for sure. But these are well capitalized companies and believe it or not have capable engineers and managers who care about the future of the planet (outside of SV if you can imagine that!).
- dv_dt 8y ago
  Tesla is on less solid ground than the big makers certainly, but small market share? Tesla is basically the dominant seller in the luxury class in 2018, and that's struggling through the initial ramp up of their model 3. https://bgr.com/2019/01/09/tesla-model-3-best-selling-car-vs-audi-bmw/ https://bgr.com/2019/01/09/tesla-model-3-best-selling-car-vs...