Listen to “AAH #667 – Can Anyone Take on Tesla in the U.S.?” on Spreaker.
– The sales advantage
– The costing advantage
– The technology advantage
PANEL:
Brett Smith, Independent Researcher
Sebastian Blanco, Automotive Engineering
Greg Migliore, Autoblog
Stephanie Brinley, S&P Global Mobility
Gary Vasilash, onAutomotive
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Will Toyota’s upcoming solid-state batteries be a game changer for the company and industry, as a whole?
Tesla’s Model S and X are very old products, and their sales are dropping even with the price reductions. The Lucid Air is a better luxury car and the Pure and Touring trims beat all Tesla models at being the most efficient EV’s on the market. That is a hell of accomplishment for a large luxury car.
Is Tesla’s service a weak point for the company? I hear horror stories, but customer loyalty seems to say otherwise.
Yes, Tesla service is a weak point, but they are improving, speaking as a six year owner.
Delusional Tesla haters talk for an hour about Tesla. Key takeaways:
Everything is fine
Teslas cost advantage is temporary
The future is going to look just like the past
The billions that will be lost isn’t worth mentioning
The prospect of Chinese EVs isn’t worth mentioning.
Tesla is really.cementing itself with their supercharger network. It’s going to be a year from now before a Mach E can use a Tesla Supercharger and adapters won’t be available until early 2025. The biggest thing going for Tesla is they don’t have to deal with Sean Fane. The UAW will bring the three major companies to their knees again.
Gary is obviously under the belief that Tesla is going to continue to dominate the US market. The problem with this thinking is to assume EVs will completely replace ICE vehicles and I believe that as some point the realization will set in that EVs are not the solve everything solution. Short of an amazing battery breakthrough I think EVs will peak at 25-40% of the market. I do believe Telsa will be a solid contender and hold onto at least 35% of the EV market in the US. Just not sold that EVs will fully replace ICE’s without government basically banning ICE’s. Consumer demand isnt there.