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How did the rest of the industry catch up exactly? Model Y was the best selling car in November in all of Europe, beating out the VW Golf. Supercharger network

How did the rest of the industry catch up exactly? Model Y was the best selling car in November in all of Europe, beating out the VW Golf. Supercharger network is still best in class, and “recalls” are all typically addressed as simple OTA updates requiring no service visit. Record sales, best and reliable charging network, and easy customer maintenance (https://www.consumerreports.org/cars/car-reliability-owner-satisfaction/tesla-and-nissan-make-the-most-reliable-electric-vehicles-a1003912076/ https://www.consumerreports.org/cars/car-reliability-owner-s...).

543g43g43 4y ago
They bided their time, and knew about the (mandated) EV transition years ago.
blinding-streak 4y ago
Read the article. "The cracks are already starting to show. S&P Global reports that while Tesla made up 65 percent of the EV market in the U.S., making it far and away the market leader, that number is down from 79 percent in 2020 and it’s expected to drop another 20 percent by 2025."
- testfrequency 4y ago
  That’s a speculative prediction, assuming Tesla has no growth and fails to legacy auto. OP said caught up, not “catching up in 3 years”
  - oneoff786 4y ago
    A forecast about the future is speculative, but that doesn’t mean it’s baseless. It’s unlikely to be wildly off. It does not assume Tesla has no growth. It likely bakes in assumptions about Tesla growing.
  - gremlinsinc 4y ago
    Tesla's 'market' is hipsters who are well-to-do. Upper middle class and up, in history I think the biggest political car dealership owner was Henry Ford, and he himself supported the Nazi Party in the 30s and would've welcomed them with open arms had they breached the Atlantic. Sure you can try and separate Elon the CEO from Elon the Twitter Influencer but he's saddled himself to Trump, and I for one wouldn't take a free Tesla. Ultimately Tesla's future is tied to Elon, the longer he's at the helm, the more likely the stock continues a downward trend. Same probably trends for all of his companies at this point. You can't cater emotionally to the right, and hope to sell 70% of your goods to the left. Honestly, I even used to be a Musk Fan... probably if you check my comment history circa 2016-2017, the BFR, and the mars mission video had me jonesing for an interplanetary greyhound system which thus far hasn't even close to materialized on schedule. Since, a colony was supposed to be launched by 2024. Most CEOs historically usually play close to center on politics, maybe they are openly dem/republican but they don't broadcast it all-day, till everyone is weary of listening to them rant.
originalvichy 4y ago
Simply but every big European car manufacturer has a model out now that has a good set of EV specific features and they can be purchased often for less. Look at how spread the landscape is in the European EV capital of Norway: https://elbilstatistikk.no/ https://elbilstatistikk.no/ I am not sure of how many of the EVs are being registered/delivered after long wait periods, but the Model Y as a single model is being chased by every major automaker’s popular model. Nearly all competetive models are also available for cheaper (and also have access to the charging network in Norway at least.)
- testfrequency 4y ago
  I just don’t believe it’s fair to compare the Model Y to an iX, that costs nearly twice as much as the Model Y. Do not expect that number to continue growing at the same rate as the Model Y or ID.4. Speaking of Norway, Model Y just broke the previous record this year there for most registrations of all time of any car: https://insideevs.com/news/628187/tesla-modely-bestselling-car-record-1969-norway/ https://insideevs.com/news/628187/tesla-modely-bestselling-c...
- jdsully 4y ago
  They aren’t quite there yet from my North American perspective. Only Tesla has the charging infrastructure to make long trips practical (I estimate another year before this goes away). Other cars still have weird edge cases and bad cold weather performance (yes even worse than that Tesla charging incident a week back).
sam0x17 4y ago
The thing that killed it imo is Tesla's focus on proprietary charging stations where most other players seem to be converging on shared infrastructure. The last thing we need is a network of charging stations that work with only one brand of car
- testfrequency 4y ago
  FWIW Tesla’s connector and charging setup far surpasses that awfulness of using a clunky, heavy, and frankly ugly CCS charger. Tesla also developed their connector long before CCS was a clear universal choice, though they do sell cars in Europe with a CCS connector as standard. In North America you just need to plug in the CCS adapter and you’re good to go from any charger you want. Tesla also plans to open up their supercharger network in North America at some point, just as they have already in Europe. Unclear if they will retrofit stations with adapters or new cabling though
  - sam0x17 4y ago
    > Tesla also plans to open up their supercharger network in North America at some point I have a feeling this would only ever happen over Elon's cold dead body
    - testfrequency 4y ago
      I don’t understand the cynicism for a rollout that’s already been in existence for over a year now. If you hate Elon, that’s fine, but the supercharger network will become available to all vehicles in North America. However that will be implemented remains to be seen, but it’s a big deal for a lot of non-tesla owners.
sottol 4y ago
Most other car manufacturers have multiple popular models. For some reason Tesla skews almost exclusively Model Y in Norway (Dec). VW (brand) eg sold 3750 vs 5382 Tesla in December spread over ID.3, ID.4, ID.Buzz*. Add 449 Porsche Taycans, 1392 SKODAs, 2086 Audis and VW (the conglomerate) is ahead, just spread out over many models and brands.
toss1 4y ago
>>Record sales, best and reliable charging network, and easy customer maintenance "Record sales" are in the past. Some markets Tesla is already declining. Other carmakers either have or are about to introduce very competing products. It is easy to lead sales with few competent competitors. Not so much when other teams take to the field, with their advantages. "Best and reliable charging network" is still a solid advantage, but how durable as standardized charging stations come online rapidly? "Easy customer maintenance" is questionable. It seems more like if you get lucky and get a good car it's low maintenance, but if you need maintenance, good luck getting anything resembling competent and timely repairs, even under warranty. The continuous drumbeat of horror stories every week may just be the press making noise of rare events, but it is still there, and certainly enough to give potential buyers cause to look elsewhere. (N=2, but we were seriously looking at Tesla for a next car, but won't be buying one until they show serious evidence of a solid service network; multiple other mfgrs are far ahead on the list, because they have decades-old service networks and know how to run them.)
rsynnott 4y ago
This is mostly down to a marketing choice by Tesla; they have very, very few models, and only one brand. VW Group normally sells more EVs than Tesla in Europe today in any given time period, but they have about 10 brands, each of which has a couple of EVs and lots of non-EVs.

543g43g43 4y ago

They bided their time, and knew about the (mandated) EV transition years ago.

blinding-streak 4y ago

Read the article. "The cracks are already starting to show. S&P Global reports that while Tesla made up 65 percent of the EV market in the U.S., making it far and away the market leader, that number is down from 79 percent in 2020 and it’s expected to drop another 20 percent by 2025."

testfrequency 4y ago
That’s a speculative prediction, assuming Tesla has no growth and fails to legacy auto. OP said caught up, not “catching up in 3 years”
- oneoff786 4y ago
  A forecast about the future is speculative, but that doesn’t mean it’s baseless. It’s unlikely to be wildly off. It does not assume Tesla has no growth. It likely bakes in assumptions about Tesla growing.
- gremlinsinc 4y ago
  Tesla's 'market' is hipsters who are well-to-do. Upper middle class and up, in history I think the biggest political car dealership owner was Henry Ford, and he himself supported the Nazi Party in the 30s and would've welcomed them with open arms had they breached the Atlantic. Sure you can try and separate Elon the CEO from Elon the Twitter Influencer but he's saddled himself to Trump, and I for one wouldn't take a free Tesla. Ultimately Tesla's future is tied to Elon, the longer he's at the helm, the more likely the stock continues a downward trend. Same probably trends for all of his companies at this point. You can't cater emotionally to the right, and hope to sell 70% of your goods to the left. Honestly, I even used to be a Musk Fan... probably if you check my comment history circa 2016-2017, the BFR, and the mars mission video had me jonesing for an interplanetary greyhound system which thus far hasn't even close to materialized on schedule. Since, a colony was supposed to be launched by 2024. Most CEOs historically usually play close to center on politics, maybe they are openly dem/republican but they don't broadcast it all-day, till everyone is weary of listening to them rant.

originalvichy 4y ago

Simply but every big European car manufacturer has a model out now that has a good set of EV specific features and they can be purchased often for less. Look at how spread the landscape is in the European EV capital of Norway: https://elbilstatistikk.no/ https://elbilstatistikk.no/ I am not sure of how many of the EVs are being registered/delivered after long wait periods, but the Model Y as a single model is being chased by every major automaker’s popular model. Nearly all competetive models are also available for cheaper (and also have access to the charging network in Norway at least.)

testfrequency 4y ago
I just don’t believe it’s fair to compare the Model Y to an iX, that costs nearly twice as much as the Model Y. Do not expect that number to continue growing at the same rate as the Model Y or ID.4. Speaking of Norway, Model Y just broke the previous record this year there for most registrations of all time of any car: https://insideevs.com/news/628187/tesla-modely-bestselling-car-record-1969-norway/ https://insideevs.com/news/628187/tesla-modely-bestselling-c...
jdsully 4y ago
They aren’t quite there yet from my North American perspective. Only Tesla has the charging infrastructure to make long trips practical (I estimate another year before this goes away). Other cars still have weird edge cases and bad cold weather performance (yes even worse than that Tesla charging incident a week back).

sam0x17 4y ago

The thing that killed it imo is Tesla's focus on proprietary charging stations where most other players seem to be converging on shared infrastructure. The last thing we need is a network of charging stations that work with only one brand of car

testfrequency 4y ago
FWIW Tesla’s connector and charging setup far surpasses that awfulness of using a clunky, heavy, and frankly ugly CCS charger. Tesla also developed their connector long before CCS was a clear universal choice, though they do sell cars in Europe with a CCS connector as standard. In North America you just need to plug in the CCS adapter and you’re good to go from any charger you want. Tesla also plans to open up their supercharger network in North America at some point, just as they have already in Europe. Unclear if they will retrofit stations with adapters or new cabling though
- sam0x17 4y ago
  > Tesla also plans to open up their supercharger network in North America at some point I have a feeling this would only ever happen over Elon's cold dead body
  - testfrequency 4y ago
    I don’t understand the cynicism for a rollout that’s already been in existence for over a year now. If you hate Elon, that’s fine, but the supercharger network will become available to all vehicles in North America. However that will be implemented remains to be seen, but it’s a big deal for a lot of non-tesla owners.

sottol 4y ago

Most other car manufacturers have multiple popular models. For some reason Tesla skews almost exclusively Model Y in Norway (Dec). VW (brand) eg sold 3750 vs 5382 Tesla in December spread over ID.3, ID.4, ID.Buzz*. Add 449 Porsche Taycans, 1392 SKODAs, 2086 Audis and VW (the conglomerate) is ahead, just spread out over many models and brands.

toss1 4y ago

>>Record sales, best and reliable charging network, and easy customer maintenance "Record sales" are in the past. Some markets Tesla is already declining. Other carmakers either have or are about to introduce very competing products. It is easy to lead sales with few competent competitors. Not so much when other teams take to the field, with their advantages. "Best and reliable charging network" is still a solid advantage, but how durable as standardized charging stations come online rapidly? "Easy customer maintenance" is questionable. It seems more like if you get lucky and get a good car it's low maintenance, but if you need maintenance, good luck getting anything resembling competent and timely repairs, even under warranty. The continuous drumbeat of horror stories every week may just be the press making noise of rare events, but it is still there, and certainly enough to give potential buyers cause to look elsewhere. (N=2, but we were seriously looking at Tesla for a next car, but won't be buying one until they show serious evidence of a solid service network; multiple other mfgrs are far ahead on the list, because they have decades-old service networks and know how to run them.)

rsynnott 4y ago

This is mostly down to a marketing choice by Tesla; they have very, very few models, and only one brand. VW Group normally sells more EVs than Tesla in Europe today in any given time period, but they have about 10 brands, each of which has a couple of EVs and lots of non-EVs.