Basically, I’ll believe it when you see it. Right now the BEV market is basically Tesla or sacrifices.
Right now, you can find EV for every price tag and since a Tesla gets you the quality of a cheap one for the price of a high end one, its main value is as a status symbol.
You don't seem to be familiar with how long it takes to ramp up production of a 10000+ component product, based on a ground up design in just about every aspect.
Tesla, founded 20 years ago, sold 1 million vehicles in 2021, that's half of what Mercedes, a century old company sold in the same period.
> its main value is as a status symbol.
Go have a free test drive in one. And then in some other "cheap ones". All I have to say.
You've completely missed the point. For the past decade the market for EV was just not there.
Tesla accounts for less than 25% of the EV sold this year, which is a clear indication that the amount of EV sold wasn't limited by Tesla's production abilities.
> Go have a free test drive in one. And then in some other "cheap ones". All I have to say.
Have you ever driven a German car? The Tesla is a typical American car, less comfortable and less reliable than it should be for the price tag. No wonder why Germans and Japanese took over the US market for ICE cars years ago.
Tesla has the first mover advantage and the status symbol (“like Apple but for cars”).
Then please explain to me why Tesla, during the past decade being one of the few BEV manufacturers has always been limited by production only, despite never ever advertising in its entire history?
> Tesla accounts for less than 25% of the EV sold this year, which is a clear indication that the amount of EV sold wasn't limited by Tesla's production abilities.
You're clueless. Try buying a Tesla right now, or for the past year. Go ahead. Try putting an order in and see when you it gets delivered to you and tell me if that's because they love their cars so much, they don't want to part ways with them or it's because they can't keep up with demand.
> Have you ever driven a German car?
I have driven more cars than I care to count. Ask me how Tesla is better than all of them in all the ways that matters.
> The Tesla is a typical American car, less comfortable and less reliable than it should be for the price tag.
And yet the demand for it so high, you have to wait a year to get one. Looks like comfort isn't the only thing that sells cars.
> No wonder why Germans and Japanese took over the US market for ICE cars years ago.
Sun never set on British empire once too. So what?
> Tesla has the first mover advantage.
What, like Apple did with iPhone?
> status symbol (“like Apple but for cars”).
Ye, whatever you say.
For this part I'll just borrow a quote from you:
> You don't seem to be familiar with how long it takes to ramp up production of a 10000+ component product, based on a ground up design in just about every aspect.
Tesla has been severely limited by their ability to industrialize the way they wanted, but you're still completely off-topic: nobody has “flooded the market” with electric car in the meantime, because the market barely existed during that period. Now the market is here, and everybody benefits it (and Tesla is just taking a share of that market).
> despite never ever advertising in its entire history?
Regular advertising with TV ads and so on, right. But they have been running a multi-billion influencer marketing with Elon doing random stuff (building a tiny submarine to help children stuck in caves, pumping and dumping bitcoin, then memecoins, etc.)
How can you say they never ran adverting when we're talking about the company that sent a car TO SPACE!? Come on.
> You're clueless.[…]
No, but you should try reading what I write maybe.
> Ask me how Tesla is better than all of them in all the ways that matter
That's pretty typical of a cult. I've never had a single car that “was better than every other before in all aspects” (even when going from Volkswagen to Mercedes) just because it's not how it works.
> And yet the demand for it so high, you have to wait a year to get one. Looks like comfort isn't the only thing that sells cars.
Yes, the status symbol is a enormous part of why people buy luxury car. But keep thinking it doesn't exist and Tesla is just making the best car ever and just cry about injustice when all durability reviews complain that Tesla produces brittle cars.
> What, like Apple did with iPhone?
Yes, also like BlackBerry and Yahoo!
Just this year between recalls & battery delays in new product rollouts, GM shipped something like 400 (not 400K, literally 400) BEVs in Q4. Ford is targeting to ship ~300K BEVs in 2023 which is only an aspiration and would bring them to 2018-2019 Tesla volumes. With the doubling of Tesla production rates annually and new factories about to open, Tesla could be at 2M/year by 2023.
I wouldn't mind some other makers at least coming closer so I can make my 2nd vehicle a non-Tesla BEV. Tesla is fun but it's a very opinionated car (like Apple) with design choices that cannot be optioned away (yoke, falcon wing doors, gear stalk removal, touch screen UI dependence, etc).
Re: production quality It shouldn't be a huge surprised that ~2018 era Teslas are doing poorly on inspections now. Watch Munro tear downs and the evolution of the build quality over time has gone from early 90s Hyundai to actually impressing him.
Ford is leading the charge with their F150 and mustang, both highly desirable and mainstream. The mustang is on the roads now, the F150 will be in a quarter.
Kia and Hyundai are on the cusp with their common EV platform that the Ioniq 5 and EV6 are built on. The 5 is out, the 6 is out in Europe.
Volvo is also pushing in fairly strongly, both internally and with their Polestar subsidiary.
Volkswagen has the ID4 on the roads.
Long story short, I am in the market and there are a lot more options than Tesla and many are established brands with far better manufacturing than Tesla.
Toyota bZ4X / Subaru Solterra
Lexus RZ
The 226 mile version is significantly better, but that’s all they offer.
In the NYC area, 200-300mi trips in the Tesla have evolved quickly with a BEV-
* 2018 - OK there's one route to go on this journey that has charger, I've topped us up to 90% before we go, so don't miss the turn & everyone time your bladder to this one stop
* 2019 - Alright we are at 90% and there's a couple places we can charge along the way, as long as we take routes A or B.. and the backup charger on route B might be 10mi off the highway driving through some backroads at night in rural NJ
* 2020 - Oh cool they added chargers to a couple more of those NJTP/I95 rest stops
* 2021 - OK there are chargers at basically all the NJTP/I95 rest stops I used to stop for gas
* 2022 - It's winter & the battery is above 50%, we'll pass 2 chargers on the way to/from regardless of which route we go .. so we'll charge whenever is convenient to someone needing to stop for drink or bathroom
So living in 2022 with a Tesla charging network, it's hard for me to imagine going back to my 2018 style of driving with the very attractive MachE / Polestar2 / Taycan / Ioniq 5 / etc.
Nissan - ex-CEO is an international fugitive.
Audi - ex-CEO in jail for dieselgate.
Volkswagen - the whole dieselgate cheating scandal
Volkswagen - Diess barely escaped criminal prosecution for not disclosing diselgate early enough
Ford - a new CEO every month
All German car makers - found to fix prices and delay innovation (related to, but not the same as dieselgate)
UAW (representing car workers in US) - a giant corruption scandal, bribed by FCA and embezzling funds, 16 people in jail
Toyota and Stellantis : both CEO currently peddling lies about how transition to EVs will destroy the economy and kill electric grid
GM - Mary Bara lies, on TV, multiple times, about GM being an EV leader, despite GM delivering 26 cars in Q4
But sure, it's Elon's "erratic" behavior that is a problem.
I assume that Tesla is not the only maker having problems with those autopilot features.