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"Tesla spaces" tend to be dominated by Tesla stockholders who care more about share price than cars and customers. They have a way of turning every bit of Tesla

"Tesla spaces" tend to be dominated by Tesla stockholders who care more about share price than cars and customers. They have a way of turning every bit of Tesla news into actually being a good thing for the stock because <reason>. Supercharger rollout wasn't slow. They have been averaging more than one new station opened per day in the US alone. If a new gas station brand were opening 30+ new gas stations per month in the US I think we'd find that impressive.

cactusplant7374 2y ago
I think in the future we're going to see a stock price that mirrors traditional auto manufacturers. It will take some time to get there and when it does it will destroy the retirements of those Tesla stockholders most active on Twitter. It's going to be interesting to say the least. Probably a lot of lag time built into the outrage because the Tesla folks are a patient bunch.
- greedo 2y ago
  I never understood how any investors really thought this wouldn't be the case. They seemed to think that Tesla was going to devour all the traditional carmakers in a borg-like fashion. The evaluations have always been unsustainable.
  - throwaway5959 2y ago
    Right? Even if they did somehow take over all traditional carmakers, the margins on those businesses suck. It’d just scale a shitty business (making cars).
    - greedo 2y ago
      It's a deceptively seductive industry. How hard could it be, especially with EVs? I think it's relatively easy to design a single car with some cool batteries and engines. It's another thing to build them in quantity, maintain quality, sell them, support them with spare parts so that repairs don't take forever.
- throwaway5959 2y ago
  > It will take some time to get there and when it does it will destroy the retirements of those Tesla stockholders most active on Twitter. Well at least there’s that silver lining: a lot less noise in the EV space on YouTube.
api_or_ipa 2y ago
There are about 200,000 gas stations in the US. At one per day, it would take >500 years to rebuild the network. 1 super charger station per day is pitiful, you don’t need to be Elon to realize that is nowhere near fast enough to transition to electric vehicles.
- stetrain 2y ago
  You don't need one Supercharger to replace each gas station. About 2/3s of Americans live in single-family homes. Some of those won't be conducive to home charging, but most will be. If even 50% of households can charge at home, that eliminates the need for huge numbers of gas stations supplying cars for the normal daily commute. We can also build these cheaper slow-chargers at offices, in parking garages, along urban street parking to cover many of those who can't set up their own home charging. What you're left with is covering long-range travel along highways, as well as those who don't have the ability to charge at home or work. This is what Tesla has always been targeting with their charging network. Most people who buy a Tesla do not go to a Supercharger once or twice a week. I use one about 4 times per year. For the chargers that we do need, we also shouldn't be counting on one company to build all of them for us.

cactusplant7374 2y ago

I think in the future we're going to see a stock price that mirrors traditional auto manufacturers. It will take some time to get there and when it does it will destroy the retirements of those Tesla stockholders most active on Twitter. It's going to be interesting to say the least. Probably a lot of lag time built into the outrage because the Tesla folks are a patient bunch.

greedo 2y ago
I never understood how any investors really thought this wouldn't be the case. They seemed to think that Tesla was going to devour all the traditional carmakers in a borg-like fashion. The evaluations have always been unsustainable.
- throwaway5959 2y ago
  Right? Even if they did somehow take over all traditional carmakers, the margins on those businesses suck. It’d just scale a shitty business (making cars).
  - greedo 2y ago
    It's a deceptively seductive industry. How hard could it be, especially with EVs? I think it's relatively easy to design a single car with some cool batteries and engines. It's another thing to build them in quantity, maintain quality, sell them, support them with spare parts so that repairs don't take forever.
throwaway5959 2y ago
> It will take some time to get there and when it does it will destroy the retirements of those Tesla stockholders most active on Twitter. Well at least there’s that silver lining: a lot less noise in the EV space on YouTube.

api_or_ipa 2y ago

There are about 200,000 gas stations in the US. At one per day, it would take >500 years to rebuild the network. 1 super charger station per day is pitiful, you don’t need to be Elon to realize that is nowhere near fast enough to transition to electric vehicles.

stetrain 2y ago
You don't need one Supercharger to replace each gas station. About 2/3s of Americans live in single-family homes. Some of those won't be conducive to home charging, but most will be. If even 50% of households can charge at home, that eliminates the need for huge numbers of gas stations supplying cars for the normal daily commute. We can also build these cheaper slow-chargers at offices, in parking garages, along urban street parking to cover many of those who can't set up their own home charging. What you're left with is covering long-range travel along highways, as well as those who don't have the ability to charge at home or work. This is what Tesla has always been targeting with their charging network. Most people who buy a Tesla do not go to a Supercharger once or twice a week. I use one about 4 times per year. For the chargers that we do need, we also shouldn't be counting on one company to build all of them for us.