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This is exactly what I think. They did a very good job capturing the early market given the void left by traditional auto makers. The next 5 years will be very

This is exactly what I think. They did a very good job capturing the early market given the void left by traditional auto makers. The next 5 years will be very tough. They will be competing on the efficiency of the production chain. Toyota and Volkswagen are unbeatable at that game. Regarding your story with AAPL: Good for him but how many others will we never hear about? Betting everything on a single stock is the number one mistake that amateur investors make.

greedo 7y ago
Will Toyota have an EV available in numbers by 2024? I know they love their hybrid platform, and the fuelcell car, but I'm unaware of any EV plans.
- dragonwriter 7y ago
  > Will Toyota have an EV available in numbers by 2024? I know they love their hybrid platform, and the fuelcell car, but I'm unaware of any EV plans. FCEVs are as much EVs as BEVs, but yes, Toyota's first production BEV is being sold in Japan in 2020 with plans for India close behind. It's very much not designed for the preferences of the US market so I suspect we won't see it. https://www.motor1.com/news/376824/toyota-ultra-compact-bev-revealed/ https://www.motor1.com/news/376824/toyota-ultra-compact-bev-... They are also imminently launching an all-electric vehicle under the Lexus brand, with plans to electrify across the brand by 2025: https://www.greencarreports.com/news/1125653_lexus-confirms-first-electric-car-for-november-intro-plug-in-hybrid-soon-after https://www.greencarreports.com/news/1125653_lexus-confirms-...
hw 7y ago
It's not just about mass producing an EV though. It's also about the software and tech, and building not just a moving battery pack but one that comes together well with the software, self driving tech, and a supercharging network will be where Tesla will have an advantage for many more years to come.
- rainyMammoth 7y ago
  Can we please all stop pretending Tesla is a software company? This is the same fallacy as stating that WeWork is a tech company. Yes, there is a bit of software to their stack which they do well. But Tesla is a CAR company (bordering on the lifestyle category).
  - zaroth 7y ago
    I don’t think it’s too much of a stretch to say that Tesla is a software company the same way Apple is a software company. They don’t make their money selling software, but their software is a huge reason they are making money. There is a heck of a lot of software in that car and in all the infrastructure supporting that car. And unlike their competitors, Tesla doesn’t outsource it.

greedo 7y ago

Will Toyota have an EV available in numbers by 2024? I know they love their hybrid platform, and the fuelcell car, but I'm unaware of any EV plans.

dragonwriter 7y ago
> Will Toyota have an EV available in numbers by 2024? I know they love their hybrid platform, and the fuelcell car, but I'm unaware of any EV plans. FCEVs are as much EVs as BEVs, but yes, Toyota's first production BEV is being sold in Japan in 2020 with plans for India close behind. It's very much not designed for the preferences of the US market so I suspect we won't see it. https://www.motor1.com/news/376824/toyota-ultra-compact-bev-revealed/ https://www.motor1.com/news/376824/toyota-ultra-compact-bev-... They are also imminently launching an all-electric vehicle under the Lexus brand, with plans to electrify across the brand by 2025: https://www.greencarreports.com/news/1125653_lexus-confirms-first-electric-car-for-november-intro-plug-in-hybrid-soon-after https://www.greencarreports.com/news/1125653_lexus-confirms-...

hw 7y ago

It's not just about mass producing an EV though. It's also about the software and tech, and building not just a moving battery pack but one that comes together well with the software, self driving tech, and a supercharging network will be where Tesla will have an advantage for many more years to come.

rainyMammoth 7y ago
Can we please all stop pretending Tesla is a software company? This is the same fallacy as stating that WeWork is a tech company. Yes, there is a bit of software to their stack which they do well. But Tesla is a CAR company (bordering on the lifestyle category).
- zaroth 7y ago
  I don’t think it’s too much of a stretch to say that Tesla is a software company the same way Apple is a software company. They don’t make their money selling software, but their software is a huge reason they are making money. There is a heck of a lot of software in that car and in all the infrastructure supporting that car. And unlike their competitors, Tesla doesn’t outsource it.