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I do understand the reporting around Tesla is very distorted to parrot the cult of Tesla, but come on... Yes, Tesla has a huge lead in charging. Yes, Tesla has

I do understand the reporting around Tesla is very distorted to parrot the cult of Tesla, but come on... Yes, Tesla has a huge lead in charging. Yes, Tesla has the best UX for charging. Yes, right now this is an important consideration point when buying an EV, especially in the US market that is lagging in terms of EV choice. Do you really think that the guys at VW and others can't figure it out? It just takes a while. Just like it was with cars - they were behind Tesla, now they are in the driving seat in terms of numbers on the markets that are truly developed (in Norway Audi, VW and others are eating Tesla's lunch). The chargers will become a commodity in 5 years time and Tesla really needs to figure out something special as the first mover advantage is going away. The chargers (and the fact that it's sold out) are the only thing that is currently preventing me to go and buy a Skoda Eniaq IV (size of Tesla X, costs less than Tesla 3). I'm sure that's changing in two years time when my current lease expires. Perhaps it's a fully autonomous approach and perhaps they can really make it, but it's really hard to see through the PR bullshit Tesla produces. I guess we're in a phase where people are valuing Tesla more than all car makers combined (crazy, right?) and this hype obviously reflects in news.

mavhc 6y ago
"Volkswagen’s Audi brand topped the 2020 leaderboard with its e-tron sports utility and sportsback vehicles as the most sold new passenger cars in Norway last year, while Tesla’s mid-sized Model 3, the 2019 winner, was relegated to second place" Not exactly eating lunch, maybe a mid afternoon snack
icelancer 6y ago
>> Do you really think that the guys at VW and others can't figure it out? It just takes a while. So they'll always be slower than Tesla? >> Just like it was with cars - they were behind Tesla, now they are in the driving seat in terms of numbers on the markets that are truly developed (in Norway Audi, VW and others are eating Tesla's lunch). The European car market is very different than the American one. For starters, a shit load more land... where getting charging networks right matters a lot. And fast. >> The chargers will become a commodity in 5 years time Would easily take the over on that if we're talking United States. No other company is remotely close to building out a nationwide fast-charging network close to Tesla. I don't even own a Tesla nor do I think the company is a good investment, and I think Elon is FOS on a lot of things. Charging networks and batteries aren't two of them, though.
noodle 6y ago
> Do you really think that the guys at VW and others can't figure it out? It just takes a while. Probably, yes, but Tesla does have quite a head start. This is also something both professional and armchair analysts have been saying for the last decade. "The big automakers will just throw their weight around to catch up." They still haven't caught up. They probably will someday, but having the head start and the lead during an inflection point period is quite valuable. > now they are in the driving seat in terms of numbers on the markets that are truly developed (in Norway Audi, VW and others are eating Tesla's lunch). I mean, lets compare apples to apples. In 2020, Tesla sold ~500k EVs worldwide. Audi sold ~50k EVs. The remainder of the VW group sold about ~175k EVs. Tesla is still significantly ahead despite your characterization.
- ElCamino 6y ago
  As a side node: Volkswagen finished the development of their Modularer Elektrofahrzeug Bauskasten (MEB) design in the meantime. This is their framework for powering all their future vehicles based on one common platform.

mavhc 6y ago

"Volkswagen’s Audi brand topped the 2020 leaderboard with its e-tron sports utility and sportsback vehicles as the most sold new passenger cars in Norway last year, while Tesla’s mid-sized Model 3, the 2019 winner, was relegated to second place" Not exactly eating lunch, maybe a mid afternoon snack

icelancer 6y ago

>> Do you really think that the guys at VW and others can't figure it out? It just takes a while. So they'll always be slower than Tesla? >> Just like it was with cars - they were behind Tesla, now they are in the driving seat in terms of numbers on the markets that are truly developed (in Norway Audi, VW and others are eating Tesla's lunch). The European car market is very different than the American one. For starters, a shit load more land... where getting charging networks right matters a lot. And fast. >> The chargers will become a commodity in 5 years time Would easily take the over on that if we're talking United States. No other company is remotely close to building out a nationwide fast-charging network close to Tesla. I don't even own a Tesla nor do I think the company is a good investment, and I think Elon is FOS on a lot of things. Charging networks and batteries aren't two of them, though.

noodle 6y ago

> Do you really think that the guys at VW and others can't figure it out? It just takes a while. Probably, yes, but Tesla does have quite a head start. This is also something both professional and armchair analysts have been saying for the last decade. "The big automakers will just throw their weight around to catch up." They still haven't caught up. They probably will someday, but having the head start and the lead during an inflection point period is quite valuable. > now they are in the driving seat in terms of numbers on the markets that are truly developed (in Norway Audi, VW and others are eating Tesla's lunch). I mean, lets compare apples to apples. In 2020, Tesla sold ~500k EVs worldwide. Audi sold ~50k EVs. The remainder of the VW group sold about ~175k EVs. Tesla is still significantly ahead despite your characterization.

ElCamino 6y ago
As a side node: Volkswagen finished the development of their Modularer Elektrofahrzeug Bauskasten (MEB) design in the meantime. This is their framework for powering all their future vehicles based on one common platform.