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Market share isn't a good metric for a company that started out with 100% market share and therefore has nowhere to go but down. I think Tesla will continue to
by wilg 3y ago
Market share isn't a good metric for a company that started out with 100% market share and therefore has nowhere to go but down. I think Tesla will continue to be successful selling cars and grow the number of cars they sell at a high rate.
Also, it sounds like this move is a really good incentive from a product perspective. If there really are a significant of people who only chose Tesla because of Superchargers, then they'll be forced to fix those problems. Though, personally, I really like my Model Y and someone would have to come up with a WAY superior car to get me to switch. I certainly wouldn't want to go back to one of these legacy car company's cars with their poor software, bad UX, and ugly and overwrought design aesthetic. Also, a lot of their competition is still on paper. Rivian is probably the nicest option for a non-Tesla EV right now.
- Robotbeat 3y agoTesla did not have 100% market share. Nissan Leaf came out before the Model S. (And if you want to count the Roadster, you should count the EV1, etc.) But I think the point is that electric cars will take over the whole market, and so if Tesla’s US market share falls to like 20-30% from the current 60% or whatever it is but that market is 10-30 times larger, that’s a huge win.
- jandrese 3y agoYes, in theory the GM's EV-1 beat them to market by a lot. But in real terms Tesla had the EV market cornered for years. The only real competition was the Leaf and Bolt, and even those were low volume vehicles. It remains to be seen if the legacy automakers can successfully ramp production this year. They have made a lot of promises, but actual deliveries are still lagging.
- 015a 3y agoI legit believe that many people in these threads haven't learned that the Model Y is the best selling vehicle in North America during 2023-Q1 [1]. Not just best selling EV, or best selling crossover; best selling vehicle. It outsold the Corrola, at half the price. This is not a situation of "oh Tesla will continue to do well, they'll sell cars" or "what's their moat? they're finished": They are #1. Dozens of competitors have hit the market over the past five years. They are outselling all of them, at substantially higher price points (fed tax credit has something to do with it versus gas cars for Q1 here, but it impacts all EVs reasonably equally). If there's something on the horizon which will change that, I need that explained to me because I'm not seeing it. That Fords and GMs will also get supercharging? Anyone who says "the supercharger network significantly influences purchases toward Tesla" doesn't own an EV; armchair commentators. To some small degree; sure. But the biggest influence, bar none, is: "My friend has one." That's it. Few spend significant time driving a Mach-E and think "everything about this screams I need it". But that is a not a-typical experience for Tesla vehicles, because so much about it is so far ahead of traditional cars, and even modern competing EVs. So much about it is also pretty far behind, like quality control. But that doesn't come through when you're driving a friend's perfectly functional car. And it certainly hasn't hurt Tesla up to this point. [1] https://www.theverge.com/2023/5/26/23738581/tesla-model-y-ev-record-world-bestselling-car-electric https://www.theverge.com/2023/5/26/23738581/tesla-model-y-ev...