5 ms·

This tired trope needs to die. "Competition" has been "coming" since 2013. Good luck to them.

philosopher1234 4y ago
https://www.topgear.com/car-news/electric/top-gears-top-20-electric-cars https://www.topgear.com/car-news/electric/top-gears-top-20-e...
xigency 4y ago
Well, you can place your bets on the market then if you’re confident we’re wrong.
- drstewart 4y ago
  So what bets have YOU placed?
  - xigency 4y ago
    I'm risk averse so I've been picking up short-term CD's at 5% interest.
- laweijfmvo 4y ago
  The F-150 was already the most popular vehicle. I wouldn't expect Ford's stock to explode any time soon.
- cactusplant7374 4y ago
  Why would anyone bet against the greatest promoter on earth? Doesn't make sense because the bet isn't restricted enough in scope. I bet people here would be willing to bet on number of sales in the next 10 years if that were possible.
maxfurman 4y ago
Competition is here! Ford's electric F150 is selling quite well, and most of the other major auto brands have electric options on the market too. I haven't seen the sales figures, Tesla is probably still leading the EV segment at the moment, but they need to do something to keep up. They haven't put anything that they've announced on the road since the model 3.
- zdragnar 4y ago
  Tesla is blowing everyone else out of the water in terms of sales- at least 4x the rest of the market combined. Ford was also losing money on every lightning sold- they've just bumped the base price up again. The competition is coming, but it won't put a hard crimp on Tesla until battery prices drop significantly and EVs stop being luxury goods.
  - tzs 4y ago
    > Tesla is blowing everyone else out of the water in terms of sales- at least 4x the rest of the market combined. Nope [1]. [1] https://www.ev-volumes.com/ https://www.ev-volumes.com/
    - zdragnar 4y ago
      I see a whole bunch there related to % change, but it looks like the hard numbers are behind paywalls.
      - tzs 4y ago
        See the chart on the bottom of the page. The bars are 2022 sales (green for pure EVs, blue for plug-in hybrids), and the numbers to the left are the percent change from 2021.
- giobox 4y ago
  > Ford's electric F150 is selling quite well > I haven't seen the sales figures This is just a fantasy. While it reviews well, they are impossible to buy and Ford struggles to make any money from it. Ford sold just 13,000 of them last year. Maybe it might sell well in future, but to date its a rounding error on total F150 sales. I would recomend actually being familar with the rough sales volumes before passing opinion on them, personally. Tesla's lead is not some fanboy exaggeration. > They haven't put anything that they've announced on the road since the model 3. The Model Y, They shipped nearly 800k of them last year alone. The Tesla Semi is also shipping now.
i80and 4y ago
I bought a VW ID.4. I love it, and in my area I'm starting to see as many Ioniq 5's as I do Teslas.
- rootusrootus 4y ago
  The Ioniq 5 is a solid choice. I regret buying my most recent Tesla and wish I had gotten the Hyundai instead. Especially now that the supercharger network is opening up.
0xDEF 4y ago
EVs were a small irrelevant market segment until 2017ish.
hospitalJail 4y ago
Just to be clear, the competition was coming. Now the competition is here. There are even more competitors coming too. What you are referring to is the Veblen good effect Tesla has. You think that the brand is beyond competition, which I unfortunately agree with. People buy feelings, and there is a feeling when you buy an Elon Musk product.
- arcticbull 4y ago
  > People buy feelings, and there is a feeling when you buy an Elon Musk product. After his acquisition of Twitter there's a feeling alright. Just not the one there used to be.
pavlov 4y ago
At some point you get dangerously complacent if you believe you’re so far ahead of the competition that they’re forever catching up. In 1995, when Windows 95 launched, Apple bought newspaper ads highlighting how Microsoft’s new OS was adding features that the Mac had ten years earlier. They completely ignored the reasons why people wanted PCs instead of Macs. The company nearly died and was only saved by the “reverse acquisition” of NeXT and a total platform pivot by Steve Jobs.
RangerScience 4y ago
And they may finally be arriving, which is good; but yeah, they're not here yet. I also feel like Tesla originally expected the competition to catch up much faster, and honestly it feels like a few things actually stumbled when that didn't happen. Tesla's still riding most of its (IMHO/AFAIK) innovations: EVs as a status symbol; charging network; dealerships; manufacturing. Of those, only manufacturing has any pressure on towards continual improvement. (More chargers has demand, but not pressure). Still. There's more non-Tesla fast chargers around every year, there's way more way better looking EVs from all the other brands; it is coming. I do think they'll catch up, but I don't know if they'll reach the point of competing for pack leader. Disclosure: I freakin' love my Tesla Model Y.

https://www.topgear.com/car-news/electric/top-gears-top-20-electric-cars https://www.topgear.com/car-news/electric/top-gears-top-20-e...

xigency 4y ago

Well, you can place your bets on the market then if you’re confident we’re wrong.

drstewart 4y ago
So what bets have YOU placed?
- xigency 4y ago
  I'm risk averse so I've been picking up short-term CD's at 5% interest.
laweijfmvo 4y ago
The F-150 was already the most popular vehicle. I wouldn't expect Ford's stock to explode any time soon.
cactusplant7374 4y ago
Why would anyone bet against the greatest promoter on earth? Doesn't make sense because the bet isn't restricted enough in scope. I bet people here would be willing to bet on number of sales in the next 10 years if that were possible.

maxfurman 4y ago

Competition is here! Ford's electric F150 is selling quite well, and most of the other major auto brands have electric options on the market too. I haven't seen the sales figures, Tesla is probably still leading the EV segment at the moment, but they need to do something to keep up. They haven't put anything that they've announced on the road since the model 3.

zdragnar 4y ago
Tesla is blowing everyone else out of the water in terms of sales- at least 4x the rest of the market combined. Ford was also losing money on every lightning sold- they've just bumped the base price up again. The competition is coming, but it won't put a hard crimp on Tesla until battery prices drop significantly and EVs stop being luxury goods.
- tzs 4y ago
  > Tesla is blowing everyone else out of the water in terms of sales- at least 4x the rest of the market combined. Nope [1]. [1] https://www.ev-volumes.com/ https://www.ev-volumes.com/
  - zdragnar 4y ago
    I see a whole bunch there related to % change, but it looks like the hard numbers are behind paywalls.
    - tzs 4y ago
      See the chart on the bottom of the page. The bars are 2022 sales (green for pure EVs, blue for plug-in hybrids), and the numbers to the left are the percent change from 2021.
giobox 4y ago
> Ford's electric F150 is selling quite well > I haven't seen the sales figures This is just a fantasy. While it reviews well, they are impossible to buy and Ford struggles to make any money from it. Ford sold just 13,000 of them last year. Maybe it might sell well in future, but to date its a rounding error on total F150 sales. I would recomend actually being familar with the rough sales volumes before passing opinion on them, personally. Tesla's lead is not some fanboy exaggeration. > They haven't put anything that they've announced on the road since the model 3. The Model Y, They shipped nearly 800k of them last year alone. The Tesla Semi is also shipping now.

i80and 4y ago

I bought a VW ID.4. I love it, and in my area I'm starting to see as many Ioniq 5's as I do Teslas.

rootusrootus 4y ago
The Ioniq 5 is a solid choice. I regret buying my most recent Tesla and wish I had gotten the Hyundai instead. Especially now that the supercharger network is opening up.

0xDEF 4y ago

EVs were a small irrelevant market segment until 2017ish.

hospitalJail 4y ago

Just to be clear, the competition was coming. Now the competition is here. There are even more competitors coming too. What you are referring to is the Veblen good effect Tesla has. You think that the brand is beyond competition, which I unfortunately agree with. People buy feelings, and there is a feeling when you buy an Elon Musk product.

arcticbull 4y ago
> People buy feelings, and there is a feeling when you buy an Elon Musk product. After his acquisition of Twitter there's a feeling alright. Just not the one there used to be.

pavlov 4y ago

At some point you get dangerously complacent if you believe you’re so far ahead of the competition that they’re forever catching up. In 1995, when Windows 95 launched, Apple bought newspaper ads highlighting how Microsoft’s new OS was adding features that the Mac had ten years earlier. They completely ignored the reasons why people wanted PCs instead of Macs. The company nearly died and was only saved by the “reverse acquisition” of NeXT and a total platform pivot by Steve Jobs.

RangerScience 4y ago

And they may finally be arriving, which is good; but yeah, they're not here yet. I also feel like Tesla originally expected the competition to catch up much faster, and honestly it feels like a few things actually stumbled when that didn't happen. Tesla's still riding most of its (IMHO/AFAIK) innovations: EVs as a status symbol; charging network; dealerships; manufacturing. Of those, only manufacturing has any pressure on towards continual improvement. (More chargers has demand, but not pressure). Still. There's more non-Tesla fast chargers around every year, there's way more way better looking EVs from all the other brands; it is coming. I do think they'll catch up, but I don't know if they'll reach the point of competing for pack leader. Disclosure: I freakin' love my Tesla Model Y.