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I think the true “spin” is that you think the E Class and 3 Series are way more important than they are because they USED to be important. That’s the cache Tesl

by RC_ITR 6y ago

I think the true “spin” is that you think the E Class and 3 Series are way more important than they are because they USED to be important. That’s the cache Tesla is using. The Germans will admit the SUV are the US market (look at their lineup) and the day that the Y outsells GL class cars, then I’ll eat humble pie. For Context: The SUV class of the same relative size sells about 3x the sedan. https://www.businesswire.com/news/home/20210108005349/en/Mercedes-Benz-Reports-2020-Sales-of-325915-Vehicles https://www.businesswire.com/news/home/20210108005349/en/Mer...

reducesuffering 6y ago
> the day that the Y outsells GL class cars, then I’ll eat humble pie. Do you really have doubt this day isn't coming very soon? 2023 tops. Mercedes SUV are niche luxury. Tesla will only shed away price on the Y's due to declining battery prices, improved manufacturing with gigafactories, and their mission of reducing emissions by getting everyone into EV's.
- RC_ITR 6y ago
  I have extreme doubts in the trajectory of the Model Y. Tesla bundles its sales with the Model 3 (bad sign) & 3rd party data suggests they sold 3k in Q4:20 with negative trending. I agree EVs are the future, I think Tesla was a major innovator in the space, but has stagnated recently and the blind faith in Musk / Tesla is ultimately bad for the cutover
- hkmurakami 6y ago
  Don't count out Mercedes' ability to come up with a seemingly overly robust lineup of models that cover every conceivable variation/combination of needs for the luxury SUV consumer. I mean sometimes I think "who the hell needs a GLB AMG??" but it's one of the few SUVs of that size that seats 7 passengers and serves a need for families in certain EU and Asia markets. Any given Mercedes SUV may be niche luxury but they cover many many niches with their lineup.
  - reducesuffering 6y ago
    > it's one of the few SUVs of that size that seats 7 passengers Literally the Model Y also. Not sure if this is the need you're referring to or something else. But Mercedes is far behind on EV's and not even close to Tesla. This switch is happening now, if you haven't noticed all the SUV PHEV, ID.4 launch, and Toyota BZ4x announcement. Once the majority of developed nations aren't using much gasoline, taxes will be raised and Mercedes lack of EV will be critical. I mean they are almost dead last behind Tesla, VW, BMW, Nissan, Toyota, Honda, Ford, GM, etc.

by RC_ITR 6y ago

reducesuffering 6y ago

> the day that the Y outsells GL class cars, then I’ll eat humble pie. Do you really have doubt this day isn't coming very soon? 2023 tops. Mercedes SUV are niche luxury. Tesla will only shed away price on the Y's due to declining battery prices, improved manufacturing with gigafactories, and their mission of reducing emissions by getting everyone into EV's.

RC_ITR 6y ago
I have extreme doubts in the trajectory of the Model Y. Tesla bundles its sales with the Model 3 (bad sign) & 3rd party data suggests they sold 3k in Q4:20 with negative trending. I agree EVs are the future, I think Tesla was a major innovator in the space, but has stagnated recently and the blind faith in Musk / Tesla is ultimately bad for the cutover
hkmurakami 6y ago
Don't count out Mercedes' ability to come up with a seemingly overly robust lineup of models that cover every conceivable variation/combination of needs for the luxury SUV consumer. I mean sometimes I think "who the hell needs a GLB AMG??" but it's one of the few SUVs of that size that seats 7 passengers and serves a need for families in certain EU and Asia markets. Any given Mercedes SUV may be niche luxury but they cover many many niches with their lineup.
- reducesuffering 6y ago
  > it's one of the few SUVs of that size that seats 7 passengers Literally the Model Y also. Not sure if this is the need you're referring to or something else. But Mercedes is far behind on EV's and not even close to Tesla. This switch is happening now, if you haven't noticed all the SUV PHEV, ID.4 launch, and Toyota BZ4x announcement. Once the majority of developed nations aren't using much gasoline, taxes will be raised and Mercedes lack of EV will be critical. I mean they are almost dead last behind Tesla, VW, BMW, Nissan, Toyota, Honda, Ford, GM, etc.