The Electric Car
blog.geoffralston.com
blog.geoffralston.com
1. This is the car: http://chinaautoweb.com/car-models/zotye-zhidou-zd-e20-ev/
Either way, comparison with smartphones is totally irrelevant.
* That seems to be the going rate for a two year old Leaf on Autotrader.
Bumper cars at an amusement park?
Also GLiiDE ("chauffeur driven car service, exclusively using electric vehicles") could mean you don't need to own one: http://gliide.co
The "electric" part of the car is maybe 50% or more of an EV cost, and it will be affected by a "Moore's Law"-like law (but with a 2x improvement in 5-10 years instead of 2), and most of the other 50% is stuff like huge high quality wheels, leather materials and all that "luxury" stuff. Drastically reduce that stuff to $20,000 gas-powered car "luxury" levels, and then extrapolate where the "electric" side of the car will be in 10-15 years, and I think you'll get pretty close to a Model S-like driving experience on a much cheaper car.
To give you an analogy (I know, again with the iPhone, but I think they have more in common than not) what you're saying would be more like trying out a $100 "touchscreen smartphone" in 2007 and saying "Wow these suck - they are even worse than regular smartphones because they work so much more slowly having to power that big resolution and those graphics".
So your experience then wouldn't be an accurate prediction of how touchscreen phones, even $100 or $200 ones, let alone the $600 ones, will be in the future, because in 2007 you needed quite expensive components to provide a "good experience" with a "touchscreen phone".
The original iPhone that cost $600 gave you a much better idea of how touchscreen phones will be 8 years later, because now even $100 touchscreen phones have better specs and work better than the $600 iPhone did back then, and can do a lot more, too.
That's why the Model S should give you a much better idea of how $20,000 EVs will be in 10-15 years than a $5,000 EV does today.
Electric cars limit owners ability to do so. You are on your car's schedule and the current limitations are still extreme. More than one magazine has staged a long drive of an electric car like certain manufactures and enthusiast have only to reveal that you will have to drive out of your way at times and your trip time is greatly extended. The same people who have the means to buy 100k cars; don't fool yourselves the transaction prices on many Ss are there have the extra time.
Think about it, if you can only go 200 miles and have to stop for thirty minutes each time to charge what it does to anything but travel completed wholly in that radius. Then add in diversions to acceptable charging stations.
Pure electrics are fine for metropolitan travel. When their recharge rate becomes very quick or an acceptable range extender; likely hydrogen; becomes available then they will have widerspread acceptance.
To be honest, outside of a small niche electric "cars" aren't there yet. However there is no reason electric school buses aren't worth the time. If you want acceptance to grow then employ the tech where everyone will see it and in a means you can sell on many levels. While an electric school bus would be expensive I would much rather see the Federal subsidy go there than funding a wealthy persons car, someone who could afford it without the subsidy. School systems spend a fortune on fuel and are subject to fluctuations in price. Electrify the buses, solar and wind power the depots, and you can not only charge them but sell to the grid and during times when school is out they could perhaps feed back stored electricty.
The smartphone analogy would be the stereotypical hollywood/tv view of teenage girls spending hours talking on legacy landline corded telephones means that demographic will be totally uninterested in texting and social media on smartphones.
http://www.washingtonpost.com/blogs/wonkblog/wp/2015/01/16/t...
> a used Lexus that cost us $8,000. It's an extremely comfortable luxury car that seats 5 and can easily be driven across the country
How much did that Lexus cost new?
How much will a used Tesla go for in a few years?
> and can easily be driven across the country
Yes, NOW. But, you didn't read the article (or your reading comprehension sucks). If 10% of the cars on the road become electric, at least 10% of the gas stations will start to close (since that business is barely profitable), making it increasingly less convenient to own a gas car.
> A new electric car [1], on the other hand, costs approximately the same but can only seat 2 people and can travel 160 km on one charge.
Yeah, today. What about in 5-10 years?
You consistently use current state to argue against future state. There must be a fallacy named for this.
> It takes 6 hours to fully charge.
Tesla's tech is here now and takes far less time. He also released all his patents.
> The costly lithium-ion batteries will have to be replaced at some point.
Yes, in 10 years, when they will be far, far cheaper, due to manufacturing economies of scale. In that time they will lose only 10-15% of their total charging capacity.
> True, it is convenient for trips around town without much luggage.
Using electric motors over gas engines is a HUGE space savings. Again, see: Tesla. (You really need to see one of these up close and drive one. It may be the only thing that will "show you the light.")
> I'm fairly confident that the used Lexus will outlast and outrun the new electric car.
Nope, because the ICE (internal combustion engine) and transmission has hundreds or thousands more parts (any of which can break) than an electric transmission. The Tesla only has ONE GEAR, for example. Teslas, and other electrics with 3-phase AC induction motors, will last faaaaaaaaaaaaaaar longer than gas powered cars. I've seen 60 year old electric motors running like a top, and in googling the reliability of electric motors, they are far higher than gas motors. Coupled with the "tipping point" effect of many gas stations closing up due to lack of business, that cross-country trip will end up needing to be routed through available stations one day...
Did I mention that a Tesla, going the same distance as an ICE vehicle, has 1/3 the carbon footprint.
Source: I own a Tesla Model S P85+ and fully expect this thing to still be in tip top shape in 10 years while continuing to run circles around gas cars (ohhhh, I can't wait till you experience simply passing people by at speed in this thing... you think the thought and it's like you're a pinball coming off caroms to your destination...)
http://marginalrevolution.com/marginalrevolution/2015/07/the...
"A 10% reduction would be 221 million vehicles but that is how many vehicles there were in 2000. Was driving an automobile so much more inconvenient in 2000 than it was in 2009?"
I don't understand this logic. The answer is "no, it wasn't, because there were fewer vehicles." What would happen is that stations would become less dense, and there's a low density point there where "inconvenience" is reached, or at least, gas-range anxiety. This actually happened when gas vehicles were new.
The response also says that demand is already decreasing simply due to the emergence of more fuel-efficient vehicles, so a penetrating EV market may merely accelerate that decline.
I am really excited that there may be a fleet of self driving electric cars in urban areas in 10 years. It's going to be awesome. But I am willing to bet for the rest of us its going to be a more conservative change that is going to evolve over decades.
It's a big part of why Apple makes such incredible amounts of money from iPhones, but their iPad revenue has dropped off significant.
Some other manufacturers will contribute of course, but even if 60m electric cars rolled out annually starting now and started replacing ICE cars, that will take (1B/60M) * years, which is 16years and 8months.
The only way this could be sped up would be the rise of self-driving cars, an increase in public transport and the continuation of urbanization. If many manufacturers stopped making ICE cars and we used much less of them we could replace enough of the current fleet for it to be non-trivial in a few decades.
[0]http://www.worldometers.info/cars/ [1]http://www.huffingtonpost.ca/2011/08/23/car-population_n_934...
Also, this is a pretty lofty goal for tesla. They haven't produced working self-driving tech (the ones now work at low speed and highway but are not 100x better than humans), they don't have experience with high volume production, the gigafactory isn't complete yet, etc. I am really excited for this to happen, but I am not sure if when that clock sweeps over into new years 2021 there will half a million autonomous teslas.
Would never bet against Musk though, hope I am wrong.
- No great options currently for charging in apartments. Virtually the entire world is on an urbanisation trend, so this segment of potential EV owners is really important for adoption, and isn't being currently served.
- People replace their cars at much slower rates than smartphones.
I think there is a lot of potential for disruption in the transportation sector. Trucking companies and taxi fleets don't care if their vehicles are big, ugly and heavy (as they would be if outfitted with batteries), cost is the main factor. When EV running costs dip below the cost of ICE vehicles (and when battery density improves the range sufficiently), these guys are going to have a huge incentive to invest in EVs quickly.
Also, if someone figures out how to build an electric jet in the next few decades, it will transform the airline industry who are currently held hostage by the price of oil. Perhaps airlines can compete on service rather than price gouging on "extras" that used to be covered by the cost of a ticket, to make up for razor thin margins. Airports could also be built closer to city centres, as the noise and air pollution concerns disappear.
When someone announces a mass-production electrical storage system with 5-10x improvement, we can have electric aircraft as something other than a novelty.
EDIT: Remember that a parking spot can easily cost over $10,000 so the extra money for a charger isn't that much.
I've lived in many apartments, but I've never lived in an apartment that included access to a garage. Many of the apartments I've lived in only had parking available on the street.
"Electric cars are always full every morning" is only true for people owning a garage.
The smartphone revolution analogy makes me cringe. Electric cars are currently playing catch up to their gasoline counterparts in almost every metric except emissions. When the iPhone was released it quite literally leapfrogged the competition (with the exception of battery life). What gives author?
Surely they're just around the corner!
To me this has always been the biggest obstacle of an electric car.
Personally, I charge at the city parking garage a block away.
So yes, it does work. And that's the owning a house case. There's also the "renting an apartment at a modern complex" case.
Would it surprise you as well to learn that "SF engineer" isn't the only job in the world that pays a high salary? In Houston for instance, I know dozens of people who earn comparable amounts from engineering in the medical and energy companies. And don't get me started on the consultancies that support them (megabucks) or salespeople paid on commission (ultrabucks). It's actually one of the biggest obstacles to our startup community here: luring good people away from their low-risk, high-salary position in energy, medicine and finance.
But when your mortgage is only $1k/mo and then you have to spend another $1k/mo on a car (before insurance or "fuel" or anything else) you might start to wonder.
I've got a Subaru and I figure that car will cost me about $1500/year for the car and another $200/mo for fuel. That's $400/mo insured and everything versus the $1100-$1200 for the Tesla.
Look I'm not saying it's IMPOSSIBLE for people to buy electric cars. But the idea that somehow all the millenials who have generally been screwed by not buying real estate before interest rates went to zero are going to find the cash to start buying electric cars seems pretty laughable to me.
Will some do it? For sure! If you can pull down six figures somewhere with a reasonable cost of living it's totally doable. But there aren't too many places where you can make six figures without everything else costing more too.
EDIT: I live in flyover country. Always have. I'm talking from experience, not how I perceive things from my golden throne on the west coast.
One point I make is the Tesla is luxo-sport car. Costs a lot new like any other sporty car. So the cost of a new Tesla vs a used gasoline power car isn't really a fair comparison. Looking on Craigslist, you can get a used Nissan Leaf $10k, cost per mile is $0.035. One can run numbers but the cost of ownership is probably $300/mo.
Problematical in places like SF is the lack of parking and thus lack of charging. Though large numbers of people do have or rent garages. In Suburbs a problem can be many people have long commutes that exceed the range of an electric car.
Interestingly a friend just threw down for one of those million dollar homes in SF and is considering an electric car to avoid having to ride the google bus. I'll be interested in how it works our for him. I do have another friend that lives in Oakland, he has a leaf seems to like it.
I guess that's kind-of my point. If millenials can't afford to buy houses they're probably not buying luxo-sports cars. It's not that a Tesla is a bad idea, it's just that the idea that millions of young people with no real assets are going to buy them is a fantasy.
I would suggest that it's roughly as silly as saying pretty soon all the millenials are going to be driving 5 and 7 series BMWs. Not unless those cars come down in price by 80%-90% or everyone somehow magically gets rich AND there's no inflation.
Sure you do. I could expect at absolute most a 25% pay raise if I moved to CA. Its not worth it. The ratio in cost of living might be 10:1 but the ratio in income is more like 5:4 or so.
Housing affordability is a major problem in almost every developed country.
Sometimes it doesn't feel that way, at least according to people here on HN. I live in an apartment block which looks like this (https://www.google.com/search?q=bucharest+communist+flats&bi...), where normal people have actually starting physical fights, with fists and police intervention, over parking spots situated between those buildings, there's no way you could, I don't know, somehow charge your car when you live on the 7th floor.
For me this is is one of the big advantages of hydrogen cars i.e. you use them exactly the same as your existing car.
(Those who do have more money and often garage their car, so they'll add charging to long term garages as demand increases.)
In an environment where people only use cars for special trips, not for day-to-day activities, the longer range of gasoline might end up being a bigger advantage than it is for current-day Americans.
Much of a future hydrogen distribution network already exists (we have transportation companies, gas stations etc) all of whom would be more than happy to add a new technology. Just like they have done already with LPG.
The market demanded it, landlords provided it. Keep in mind landlords are in the business of finding ways to deploy capital to increase their rental incomes. That's why they upgrade kitchens and floors - because they can raise rent. Much like air conditioning once was, having an electric car charger certainly seems like an amenity you can charge for.
Except that you can't, because hydrogen tanks can store very little of it(a lead 70kg bottle can store only 1kg of hydrogen), and hydrogen slowly leaks out through any container you could possibly put it into, so after 4-5 weeks of the car standing still you have an empty tank.
Note: I live in an apartment less than 2 miles from the nearest supercharger in Los Angeles and only 8 miles from work. So, the range is never a problem.
There are cases where users, (ab)using them as you do, got a request to reduce their usage. I guess you didn't trigger any flags.
If you live in the SF Bay Area: https://us.drive-now.com/
Why? In the frozen north its, maybe not customary, but not overly unusual, to have parking spots wired for engine block and battery heaters. Theres a whole cultural thing of not blocking other peoples access, a legal framework of not blocking sidewalks, when its OK to share, or not share, someones extension cord, stuff like that. Its just not a serious issue. The cost of one parking spot was rolled into my bachelor pad, but when space was available I could get another spot for $25/mo or whatever it was, surely a charger spot would have some minor additional costs, but chargers are pretty cheap compared to land and pavement and buildings.
I guess the only technological limitation I can think of is service drop size, if you wire up 200 parking stalls at 25 KW each you're probably going to have to upgrade the service drop or implement something "interesting" involving partial charge rates. Presumably someone will start shipping an apartment charger that can bluetooth pair with its neighboring chargers and cooperate such that the total average draw of the entire lot never exceeds 100 KW or something like that. 100 KW is a drop in the bucket for an apartment building, thats like 1000 watts worth of TVs or lights in each of 100 apartments. Dinner time on a hot summer night is a large multiple of that draw.
House service drops used to be just 60 amps a few decades ago and now 200 is pretty standard... if you think service drop upgrades for a house are expensive, imagine the cost of an entire apartment building upgrade LOL. Of course this may be a short term thing... solar panels may mean apartments will be net producers while the sun is up, soon enough.
Yet while all 3 of my vehicles (2 cars and a motorcycle) are 2-seaters, virtually all of my driving is solo (and I'm not even talking about commuting -- I'm primarily a bicycle commuter. Okay, my other 3 vehicles have 1 seat and 2 pedals).
The "average" or typical use case is not how people choose their vehicle. They choose it based on the uncommon use case. The executive buys himself a Porsche not because it will get him anywhere any faster, or because she really knows how to drive it, but because it projects an image of what she could do. The SUV is sold on the promise of rugged camping trips and dodging boulders to transport the children safely back home under conditions that can best be described as "apocalypse". Hell, I have many car enthusiast friends who have bought practical, boring cars because they've got that 3rd row seating for hauling their kids' friends.... before they even have kids!
For 99% of use cases, yes, the electric car is cheaper and more convenient. But my next car will be a comfortable, powerful, gas-powered car with AWD. Why? Because today's weight (and efficiency) penalty for AWD is basically zero, and on the one trip to Tahoe a year where chain control is in effect, I won't have to freeze my digits off trying to fit chains (or, worse, get taken out by a vehicle careening out of control in the snow).. and I won't have to hunt down nonexistent charging infrastructure where I don't have a driveway, let alone a garage. It will be for the 2 roadtrips I take a year. It will be because, while the electric car is better for MOST of my driving, it doesn't accommodate the rare circumstances we really buy vehicles for -- Because the electric car isn't enough better at the 99% of use cases to make up for its virtual uselessness at the 1%.
I love electric cars. I've driven the i3, various hybrids, and the Tesla Roadster and Model S. Some day I will own an electric car, but I wouldn't surprise if the tipping point takes quite a bit longer to trigger than he expects.
Many people own 2 cars as well, and it just makes sense to at least make one of them an electric. That is in my opinion will be the tipping point where there is enough demand to heavily invest in proper charging network.
And price. Maybe everyone on here is a millionaire or about to become one, but $70,000 is a lot of money. Hell, even $20,000 is a lot of money for me (I live in Eastern Europe), even though for most of the people in here it looks like small change. And if it matters I am currently living a sort of middle class life in these parts of the world.
The original iPhone didn't have video recording, had only 2G support (Nokias supported 3G for a while), didn't support MMS, and it didn't even have apps! And of course something like 1/3 the battery life of Nokia phones with 2" screens.
The iPhone at the time "only" had the benefits of a big screen, touch, and an "easy to use interface". But that was about it - which of course was game-changing. But the point is it didn't have "many" benefits over the phones at the time. Quite the opposite (especially from the perspective of Nokia/Blackberry/etc phone users at the time - which were 99% of the people).
Electric cars have maximum torque (and usually much higher than your average gas-powered car in the same class) from the moment you put your foot on the pedal, they give smooth liniar acceleration (no gear changing), are very silent, cost much less to recharge (about 1/5), have 1/3 the maintenance costs, an order of magnitude fewer parts that can break on you, and have the potential to use 100% renewable energy in the future.
You still can't fly in residential areas at 160MPH.
Whereas big capacitive touchscreen allowed to read text at least twice as fast. And you can actually manipulate websites UI. That's entirely new enabler.
Electric car does not enable you to sleep in it or grow potatoes. It's a great car, but still a car.
Operating multiple pedals to operate a vehicle is a leftover from crude technology. Sure, some people like it that way (a set that includes me). But for most people, once they get used to push pedal a bit to go slow, a lot to go fast, let go to stop - they will love it because it makes more sense.
To operate a internal combustion/geared car, you have to modulate the pedal to match the acceleration rate and gears. Max pedal pressure to start, lightening off, re-pressing when gears go up etc. It's normal because it's what we're used to.
Single gear, peak torque engines are much more intuitive to drive. That's why toddler can handle electric toy cars so easily.
I get it, the car is more dynamic. So what? It's an incremental change.
By the way, if you do not like pedals, there is even better technology, called cruise control.
Does it add more value than the cost premium of the electric car? Doubt it.
By multiple pedal I'm talking about accelerator and brake, not accelerator brake and clutch.
The i3 has single pedal operation in city mode. This means it uses regen braking to intelligently slow the car down if you lift your foot off. Brake pedal is for emergency or highway stops only.
It's one of those things that, once you get used to, feel a lot more natural.
That said, unless we see a significant leap in battery tech, I think we're stuck with ICE cars for the foreseeable future. But we might see hybrid systems from racing more, that enables the car to become far more efficient in the city.
Except when it comes to manufacturing them.
One of my biggest objections to gasoline cars, now that electric cars are practical, is pollution. Hydrocarbon + oxygen = carbon dioxide + water. Carbon dioxide and water are colorless and odorless. So if I smell anything coming out of the exhaust pipe, it's obviously poison. Why are we subjecting ourselves to poison? Gasoline cars have got to go.
Realistically as charging stations become more common you can expect adoption to keep increasing which is a very positive feedback loop.
PS: I suspect eventually we will simply directly power cars on the freeway which eliminates range concerns. https://en.wikipedia.org/wiki/Ground-level_power_supply
That an 86% reduction. People might have their misgivings about any of this stuff... electric, self-driving, carshare, and of course many people will go their own way. But for an 86% reduction in your monthly auto bill, it's going to be an avalanche.
Being able to rent the appropriate car to match the passengers would make it much easier. 7 people? 2 people? 3 people + 6 surfboards? 2 people with kyaks? I can not wait for this to happen.
https://youtu.be/HnQs1k_0Yys?t=29m36s
The speaker is Stefan Heck from the Precourt Instute for Energy at Stanford. No citation, so I guess it's just math he did.
I assume they're factoring in some reasonable price drop. I would expect the vast majority of self-driving cab rides will be in two-seaters like the Smart Car, which starts at $12,000. You'd buy them wholesale, so it should be even less than that. Not to mention you can get rid of the entire steering column, etc. At $10,000 per vehicle, you only need to drive 125,000 miles to break even.
Look at taxis/Uber and think about what portion of the cost is licensing (Uber's cut in their case), wage and fuel.
Most personal gasoline cars last approximately 200,000 miles, but people rarely keep them that long because for the average driver the car is 10-20 years old. The interior will wear out long before the engine. If the car manufacturers built the drivetrain to last 400,000 miles, they would just be wasting money.
If the car is running 24/7 at 30 mph, you would top 250k miles per year. I imagine they will design the cars to last more than a year, potentially a few, so 750,000 miles is not off the table.
Also in the world where a car is an autonomous income producing asset, initial cost matters a lot less and total lifetime cost matters a lot more. Businesses will do the math and buy vehicles that minimize their cost. Automotive engineers will put more effort into reliability because fleet owners will have data to measure.
It's a different world. A lot of our current assumptions will get rethought.
Unless someone finds an economic activity that you can throw basically unlimited car-hours at in the night time. The yield can be low, but it has to be higher than the variable cost of one more car hour.
I can't think of a car I, or my family, have owned which hasn't lasted at least twice that long.
My current car is a 2002 BMW E39 530D. It has almost 900,000 kms on the clock and is still going strong on the original engine. The cloth interior is still in quite reasonable condition. There has of course been the need for minor maintenance (rear shocks were required at the last inspection). Right now I need new door seals and there is some minor rust attended to. However, at a consumption of approximately 7 liters per 100 km on the autobahn, I don't see any need to buy a newer car for quite some time yet.
The issue is if it's poorly maintained or it's abused, or if it's not well built. And a sizable percentage of cars in the fleet fall into at least one of those categories. The number that we need to worry about from a policy perspective is not the life of the car in the best case scenario, it's the life of the car in the expected scenario.
* People drive less; I saw a study showing that significantly fewer millenials are licensed to drive than their predecessors.
* More people live in cities, where the cost of cars is higher (insurance and parking) and the demand for them is less due to the proximity of destinations and the availability of alternatives (public transport, taxis, ride-sharing, car sharing, bicycling)
* Energy costs likely will increase.
* As awareness of climate change grows, people will be less willing to cause greenhouse gas emissions (and the energy in your electric car battery must come from somplace, probably a fossil-fuel in a power plant).
This is good for the environment too.... IIRC, the embodied cost to fabricate a vehicle represents something like 30% of its net carbon cost. This is pretty significant when you consider the very low utilization rate for a capital asset.
Passenger miles are likely to go up, if anything, even if because more vacant miles are being driven to collect people, and also because making a service cheaper leads to higher consumption of that service.
Passenger miles are what causes car sales - cars wear out. For cars which produce revenue then there comes a point where it's more economical to purchase a new one than to attend to medium-difficulty repairs.
So I'm not convinced ride sharing or automated vehicles will lead to fewer cars sold. If anything I would say it has the potential to increase the number of cars sold.
I wonder whether machine driving will lead to less wear and tear on cars.
* Cars are way more reliable than even 10-15 years ago. Growing up my parents had a rule of thumb that a car was a ticking bomb over 100k miles. Today, a car from a reputable manufacturer is just getting started at 100k.
I do think this has some interesting ramifications as the lifetime of a single car starts to increase - at a time when the tech in a car (e.g. driver assists/self-driving systems) is starting to iterate very rapidly.
Year Total
2005 16,945,000
2006 16,502,700
2007 16,089,300
2008 13,194,600
2009 10,401,700
2010 11,554,100
2011 12,734,200
2012 14,440,060
2013 15,524,800
2014 16,437,000
So, I'm not sure that car sales will really decline. It should be noted that the data presented was the source data for the U.S. Census Bureau Statistical Abstract which was discontinued in 2012 because of budget cuts.More than cars, some people are even going away from owning a house and just hop between countries, etc.
Imagine all the traffic during the work hours will be taken care of by the cars used to sitting in the parking for a whole 8 hours long. And all the house car sitting in the garage during the traffic hours taking care of the people going to and off work. I wouldn't be surprised if the total number of cars shrink to one third without anyone feel any inconvenient.
In fact, among all adults 25-34 the percentage in urban locations overall has actually declined. The data is a bit hard to interpret for a variety of reasons but the bottom line is that, according to this data: "Millennials overall, therefore, are not increasingly living in urban neighborhoods. Rather, the most educated one-third of young adults are increasingly likely to live in the densest urban neighborhoods. That’s great news for cities trying to attract young graduates and a sign that urban neighborhoods have become more desirable for those who can afford them. But the presence of more smart young things in Brooklyn is not evidence that millennials are a more urban generation."
[1] http://fivethirtyeight.com/features/why-millennials-are-less...
[1] http://inflationdata.com/Inflation/images/charts/Oil/Inflati...
[2] http://www.gallup.com/poll/167843/climate-change-not-top-wor...
I think this is a bit of an exaggeration. What the Tesla Model S has actually shown is that a startup-designed $100k electric car can be comparable to $100k luxury cars (S-class, 7-series... etc) and that classic car makers got complacent on certain features (like electronic UI elements). Much of what he said is true, or could easily be true, for $100k gasoline cars too!
In fact, I think that's enough of an exaggeration for me to question his whole conclusion. He made a good case for why Tesla could be the next big thing, but just like Android popped up against the iPhone, I could see gasoline cars copying many of the advantages—anything that's not a direct result of an electric drive-train.
This isn't to say that electric cars won't take over—I think they very well might—but the blog post doesn't make the best case for it.
I also really dislike that whole argument style of cherry-picking a "disruptive" innovation that happened to succeed but ignoring all the others that either failed or didn't deliver for decades. You can't generalize the smart-phone's success that easily! It feels like a pernicious case of what poker players call "results oriented thinking"[1], which is something I see a lot in business analysis.
[1]: http://www.toppokersites.com/strategy/results-oriented-think...
OP wanted to see all the reasons why something he hopes is true, and he found them all.
He did not want to see any reasons why his hopes might not be true, so he sought none of them.
The two will probably work hand in hand, but it is unlikely, in my opinion, that any electric cars will be charging at home very much, because most electric cars will be owned by companies, not individuals. Why own a car when you can pay a tiny percentage of a cab fare to go anywhere? When a journey that currently costs $50 costs 20 cents, private car ownership will plummet.
Secondly, I don't feel that the possible rise of truly autonomous vehicles (if that even occurs within the next ten years) affects the main point of this article. In fact, the advantages of battery-electric over gasoline become even more pronounced in a world of self-driving cars. The only drawback (speed to refuel) becomes moot as fully-charged vehicles can be dispatched while others direct themselves to charging or battery-swap stations.
Google cars are pretty damn close to level 4 autonomous vehicles. They've driven more than a million miles fully autonomously, and Google runs their self-driving vehicle algorithms against simulated virtual worlds constantly (with data previously collected from their self driving cars).
We are so much closer to fully autonomous cars than people think.
EDIT: Current street view coverage: https://support.google.com/maps/answer/68384?hl=en
They are not.
There is a reason for all of those pileup pictures whenever there is severe weather in the US.
Self-driving cars are going to be WAY better in bad weather than any human could ever be. They will be able to "see" in conditions that humans couldn't dream of. They will be able to control steering far better on slick surfaces. They will be able to respond to emergencies far faster.
I have said this before but it bears repeating, once we get self-driving cars, the insurance companies won't actually let you drive anymore.
I've driven in 42 winters on icy roads with thick snow and limited visibility, without the aid of GPS which has a funny way of disappearing in inclement weather. Google's cars have been demonstrated driving in exactly 0 winters under those conditions. Because they know it would be a disaster.
There is a reason for all of those pileup pictures whenever there is severe weather in the US.
They're driving too fast. But they knew that. They just decided to do it anyways. But they didn't drive that fast thinking that the snow was actually falling leaves or that the windshield was dirty or that the car was suddenly moving backwards, or any of the other ridiculous things that an AI will begin thinking when it falls out of a switch statement, encounters a case it wasn't trained on, or loses its GPS signal.
Self-driving cars are going to be WAY better in bad weather than any human could ever be
I have said this before but it bears repeating, once we get self-driving cars, the insurance companies won't actually let you drive anymore.
I completely agree. One day they will be completely superior to human drivers. But that isn't today and won't be for years. Many years. Like decades.
Guess what? A couple years later and nav systems were better than 99% of people even in places like Pittsburgh. I haven't bought a Thomas Guide (remember those?) in 10 years, I think.
It's going to be like this for self-driving cars. It will be slow progress for a while and then it will just go exponential. Part of the slow progress is that nobody wants to have the first fatality in a self-driving car as it will be an absolute PR disaster.
Except that autonomous cars will have lidar and radar which sees through rain and snow, accelerometers and wheel monitors to integrate position even in the face of GPS loss, and infrared and ultraviolet cameras which can see much further than human eyes.
You are right. Autonomous cars are worse right now. But they will be way better than humans really quickly.
Look at how fast the DARPA challenge went from "can't complete the course" to "had to slow the vehicles down for safety".
I'm naturally suspicious of faith-based engineering.
LOL. I like that comment. However, engineering is part science and part art. The art part often has a significant component of faith.
Moore's Law is a good example of faith-based engineering--because we had faith it would happen we committed resources to make it happen. And that operated well for almost 40 years.
I view self-driving cars in the same light--there is now faith that it will happen, so people are now committing resources to make it happen. And there don't seem to be any insurmountable problems (the biggest problems are "vision" being power and CPU intensive, but a car is a very high-density power source).
I do understand your point, though, initially many people regarded self-driving cars as "AI" and that, of course, remains elusive.
However, what the engineers quickly figured out was that you don't need to approach the problem as AI. There are much simpler heuristics--which is not surprising since driving is a background task for most humans.
The fact remains that autonomous cars are still far worse than humans in this regard.
It's true that we're not really there yet. And yes there are hurdles like regulation, what about heavy rain etc. But the pace at which things are going...
http://spectrum.ieee.org/cars-that-think/transportation/self...
It (for now) requires a human driver, but operates at autonomous level 3.
The autonomous super-size dump trucks drive along carefully pre-programmed routes using GPS.
We're still a long ways away from practical and safe self-driving cars. AI and computer vision just isn't there yet.
5 years is a fantasy.
Continued exponential increases in device computing power is by no means guaranteed now that chips are at the 14nm feature size.
And the recent progress in AI can only be partially attributed to improved computing power - much of it was from improved approaches to training neural networks. We could stumble into another AI winter and have to wait another 30 years for the next round of big algorithmic AI breakthroughs.
I guarantee you that self-driving cars will not be the mainstream even in 15 years. Probably more.
Want to make a Long Bet on that? I'm willing to bet up to $1000 USD, loser pays winner's choice of 501(c)(3) US charity org, that self-driving cars will be mainstream in under 10 years.
But something I can summon with an app and take a nap? 50 years may be too soon.
I don't live in the United States where every CS graduate gets a Ferrari as a signing bonus (maybe a self-driving Ferrari one day). $USD1000 is clearly a lot more money to me than it is to you.
But if you'd like to take your own side of the bet and choose your own charity, please feel free.
Moreover, I'd like to know what the terms of that bet that you'd be making with yourself. Is it for a generally available car that can drive reasonably anywhere? In San Fransisco but also in small towns without super-accurate cm-scale mapping data (which will never be both everywhere and up-to-date)? Do we consider it a success if self-driving cars blindly drive into construction sites that haven't been mapped? Or crash into newly erected barricades? Because I don't, and that's exactly where we'll be in 15 years.
Autonomous vehicles are quickly approaching what I will acknowledge is probably an 80% solution. In nice weather, when their mapping is perfect in a perfectly-mapped area, and they have a good GPS signal, autonomous cars will work well (and currently are working well in testing).
That's not the standard that's expected. No one lives in a city without road work or construction going on. No one lives in a city where temporary or make-shift signs aren't being erected, or where there are never detours, or where there isn't ad-hoc communication going on between pedestrians and drivers, or where weather doesn't block LIDAR, or, ...whatever.
We will be nowhere near level 4 autonomous vehicles in 10 years time. And not in 15 years, either.
No one in this field is confident of that anymore. Not even Google is making the same bold claims that they were 3 years ago. Their own researchers are publicly hedging now (http://gizmodo.com/how-to-teach-an-autonomous-car-to-drive-1...) and backing away from their most ambitious claims.
The only other group that I'm aware of that's still claiming that we're anywhere near having generally-useful self-driving cars are the established car makers, none of whom have traditionally been serious AI and computer vision research contributors.
"The usual touchstone, whether that which someone asserts is merely his persuasion -- or at least his subjective conviction, that is, his firm belief -- is betting. It often happens that someone propounds his views with such positive and uncompromising assurance that he seems to have entirely set aside all thought of possible error. A bet disconcerts him. Sometimes it turns out that he has a conviction which can be estimated at a value of one ducat, but not of ten. For he is very willing to venture one ducat, but when it is a question of ten he becomes aware, as he had not previously been, that it may very well be that he is in error. If, in a given case, we represent ourselves as staking the happiness of our whole life, the triumphant tone of our judgment is greatly abated; we become extremely diffident, and discover for the first time that our belief does not reach so far. Thus pragmatic belief always exists in some specific degree, which, according to differences in the interests at stake, may be large or may be small." - Immanuel Kant
This time, the ongoing AI/ML renaissance is funded by private industry, and the value they are extracting from it far outstrips the costs of keeping their in-house R&D labs operating. Even if there's a contraction in the market, I can't envision any possible world where Google/Facebook/etc stop working on AI, and they have the money to keep it up as long as they want.
This is why Uber and others are scrambling to buy mapping companies. In the future the software goes hand in hand with a hyper detailed map.
Zero of those miles were at a speeds > 25 mph. And the cars have averaged > 1 accident per 100,000 miles.
http://www.wired.com/2010/11/audis-robotic-car-climbs-pikes-...
"The car made five runs during a week of testing, reaching the 14,100-foot summit in 27 minutes. The very fastest drivers — in cars putting down more than 900 horsepower — do it in 10 minutes and change, so clearly the car isn’t terribly fast. But the point isn’t the speed, it’s the fact there was no one at the wheel. According to Audi, race officials said an expert driver in car like the TTS would complete the course in around 17 minutes."
Note that none of the accidents Google cars have been involved in were while the vehicles were in autonomous mode.
As I recall there were collisions where the autonomous car was sitting still. Others while in manual mode. Zero the fault of autonomous drivers, so far.
~33K [1] deaths a year from car accidents currently due to human drivers. I doubt autonomous vehicles can do worse than that.
http://bigstory.ap.org/article/297ef1bfb75847de95d856fb08dc0...
In their last monthly report they described the two incidents in detail and they were the fault of the human driver behind them and about as trivial as collisions get.
The AI will know (and share with other cars) tendencies for individual intersections and eventually share broader traffic knowledge. There will come a time where we just cannot compete with that. They will know every intersection's peculiarities and we'll know only those that we frequent, at best. They'll adjust for weather conditions too where we'll go by gut feel - e.g., at intersection X, what did people tend to do in light rain, driving West in the morning. What about on a hot day going N-S in peak hour. They will have data at hand for every location, condition and time if need be.
An AI can only act according to it's training. If we for a moment assume that it comes from the collective experience of all self driving cars, it's only as good as it's sensors allow it to be. They are simply not there yet. Could an modern AI provide autonoumous commute on the highway today - sure. Can it be trusted to navigate from A to B in urban areas and countryside, most of the time. But "most of the time" simply isn't good enough.
Or, if paused in traffic with a car approaching too quickly from behind, it could eat up some of the space in front of it to escape/minimise collision. It could balance this decision with the risk of starting a chain reaction by taking that course of action.
No one's pretending that these vehicles are ready for prime time now, but that they're ahead of what many would expect as the schedule, and could quickly handle what you've listed as a human advantage.
If a human can see the child on the bike behind bushes, the car can too. Plus it can do it from multiple cameras at once. And calculate the speed and trajectory. And quickly work out the optimal course of action.
I really think you're overestimating the ability of humans (who get drunk or distracted, routinely speed, etc) and underestimating the progress of self-driving cars.
That is not to say some people that are drunk or tired and make the same mistakes as an AI in a driving scenario - the difference is that a computer will always be confused by a scenario that it cannot understand (and in worst case misintreped it), whereas humans have a much easier timer making sense of such situations.
Until we have a strong AI with sensory capabilities akin to our own, I doubt we'll see truly selfdriving cars that require no human intervention. I'd love to be proved wrong, but the research is having a hard time breaking the last 1% needed.
Because that's what we're talking about when we talk about the price reduction of a fleet of autonomous cars: the car driving to your house, completely on its own, with nobody in the car. 99.9% isn't good enough, and we're not even close to 99.9%. The difficulty of the last remaining difficult problems will only increase as we approach 100%, too.
I think completely driverless cars are a problem on a similar scale as AI or nuclear fusion, but with the timescales decreased... we're probably going to be always perpetually "five years out" from having them (as opposed to fusion's perpetual "30 years"), even though we're making improvements all the time. We just don't understand the scale of the problems we haven't solved yet.
That's not completely right.
If that 99.9% covers 100% of certain use cases, they will be used for those cases.
It's like much else in tech, it's not an instant change, it's going to be all about expanding the uses cases over time.
There's a million different 0.01% scenarios that could happen, and if you ramp the usage of a really really good autonomous car up to scale, you'll see them every day. Unless it can handle all of them without intervention, you simply can't ditch the driver, or you'd face huge PR nightmares when you either hit a pedestrian or you block an intersection and cause huge traffic in a major metropolitan area ("Mayor bans autonomous cars due to one too many gridlocks caused by them", etc.)
I really think it's down to the PR issues and the fact that one too many mistakes can really kill the idea, that companies will be cautious to just not need a driver altogether. And for autonomous ride sharing, you must be able to do nearly half your miles without a driver. Hence why that last .01% is still crucial.
Pretty much the same thing as a human-driven cab.
Worst case, all those things fail, and a dirty cab shows up, and you reject it on the hailing app with an explanation of why, leading to some delay till you get the next available cab. Its not like unexpected failures and delays don't happen with personally owned and operated owner-driven vehicles.
That's unusual, butnot even the only problem. Someone needs to write something to recognise a liquid container. Not just the one, but all of them, some of which it's never seen before. Not simple.
And, AFAIK, moisture sensors for the kinds of materials used in cat interiors already exist, so it's not particularly novel.
Self driving cars would be even better at this - if the car is dirty, you could press a button, which would send it back to the repair place, and send you a new car.
https://medium.com/@rorykoehler/carpocalypse-how-the-robot-c...
The major point of value I took from the OP here was that we have no idea what the landscape will look like in 10 years. It is totally open for disruption.
... this sounds like bollocks, I guess I am an outlier as I worked on J2me apps at the time, but mobile phones where everywhere in 2005, the US was a bit behind, but certainly in the UK mobile wasn't the future, but the present - many of those people used apps and games, they just didn't know what an 'app' was although they used them.
> Gas stations will start to go out of business as many more electric cars are sold, making gasoline powered vehicles even more inconvenient.
Gas stations even today don't make money with gas, it's next to a loss leader to get customers into the store and spend money on snacks and car parts that won't go away with e-cars (windshield wipers, wiper fluid) - and in many regions gas stations are exempt from normal store opening hours and serve as 24h-supermarket. The convenience of a readily available store, even with a hefty markup, simply is too good to avoid it.
You can see from land use patterns (at least in the West Coast North American cities I'm familiar with) that at a certain land value the retail gasoline business no longer pencils out, or at a minimum it becomes more of a natural monopoly. Intersections in gentrifying neighborhoods that used to have two or three gas stations increasingly have one or none.
Like drive-thru restaurants and banks, they're pretty effective at sabotaging walkability, so I wouldn't be too sad to see them go (or transition into just convenience stores).
I've heard this a lot, but is this really true? Gas is highly regulated in the U.S. and supposedly a Mom & Pop gas station's gas is just as good as Shell or Chevron..(because they are inspected yearly by the local county's Weights and Measurements department) But the price difference can be quite large, e.g., 15%+ higher sometimes. Also I'm curious how Costco gas is so cheap? Anyway so who is eating up this difference in price? Shell is making quite a bit off gas then? or is the owner of that particular gas station taking the profit?
And those (from memory, please correct with data) are median averages. For every person still toting an iPhone3 I imagine there are scores still driving a 1993 Camry.
Smartphones exploded in use over the timeframe described, because the technology improved rapidly AND consumers upgraded 2-3 times so could choose the newest and best. Even if cars had similar tech trajectories, the market is moving more slowly.
Of course, electric cars have a secondary market that's much stronger than used phones, which will work against my numbers.
I live in an area that can have limited access in bad weather, where 4x4 & high clearance are requirements, and right now a Tesla wouldn't cut it.
Does this add anything to the article, or is it just a way to say "I'm friends with Sam". Do people proofreading a short article expect this sort of thing?
http://waitbutwhy.com/2015/06/how-tesla-will-change-your-lif...
There's too much congestion for cars to work in urban areas, at least for commuting. It doesn't matter whether they are autonomous, electric, petrol, hydrogen or whatever. The capacity of a multi-lane freeway vs a heavy rail commuter line or metro is so small, even with carpooling.
Unless suddenly this trend reverses and everyone wants to live in the suburbs, the car is really in trouble.
I use public transit nearly all the time and for the times I don't, I take an uber. I tried uber once when there was a problem with transit, and the door to door time was something like 4x the metro due to traffic. Never again.
While it won't be v1.0, I could see autonomous vehicles taking half the cars off the road (car pooling) and then providing much more efficient transit regarding speed, lane changes, real time route selection etc.
This will definitely be more valuable for the suburbs, or cities with poor public transport infrastructure. Perhaps in some places your autonomous Uber will take you to a much more efficient bus hub (departing every 5 minutes) on the city fringe, but I do believe it will work in urban areas as well.
And don't forget, comparing Uber in a time of transit problems isn't really a fair comparison as those are the times when many other people, not used to making that drive, flood the roads. If I drive to the right train station, transit is about 30% faster for me during peak hour so I agree with your point.
And no, there was no surge on uber to get that journey. There was other transit routes everyone else will take but I was in a real rush (even routing round the disruption would've still been way faster than driving).
To be honest though, if you're driving to the transit station then you're missing the point. I'm really talking to the masses of people that have giving up/will give up their car entirely and rely on public transit & the occasional taxi (uber, autonomous, whatever) for when they've been out partying or what not.
I believe that scaling up the electrical grid is going to be the biggest impediment to mass adoption of electric cars. It may happen, but not in 10 years. It will take many decades.
I don't know if I can find such a feature for an electric car. It's nice that you can plug it in at home, but this is just replacing one need (visit a gas station) with another (remembering to plug it in / staying close to home).
I've driven on semi long road trip vacations my whole life. Chicago to Hayward, Wi. A 400 mile trip almost exactly from my parents old house in the burbs.
You'd just take a break halfway and get dinner while the car charges. It's about 7 hours to go 400 miles including a gas stop, piss break and quick dinner. Just make it 7.5 hours and take a long dinner.
The extra 45 minutes charging time is really no big deal if you only have to do it every couple months.
I have read countless bits about charging times, Supercharger network, hot-swappable battery plans, etc. Surprised you've missed it in electric vehicle discussions and articles.
There is money to be made in making this happen, people!
Also, I did the math once on how much extra power a city will need if all cars go electric. It is not that much: take Perth, Australia, as an example. We have about 5.5 GW installed power generation capacity (there is a huge gap between this and the actual usage which peaks at less than 3.5 GW usually, but that is another story...). We have say 500,000 cars, driving 40 km/d on average... that's 20 million km driven, at 5 kwhr/km we need an extra 4 million kwhr/day. If the charging is spread over 20 hours, that is an extra 200 MW required to supply them all. A 200 MW power station is small-ish.
The iPhone had predecessors, some Apple, some Microsoft, many tiny companies with good ideas but no business brains. It like the electric car stood on the shoulders of giants.
The electric car still has two major hurdles (I wish it weren't true I really wish that the prediction comes true): 1) the Oil industry is powerful 2) batteries.
With a car, if I want to take a short trip to the local gas me up station then decide to drive 300 miles just to say hey to a friend...I could do that. With an electric car and today's batteries, each "filling" station would have to be able to provide a fully charged, safe battery pack that is compatible with my vehicle.
If better batteries could be made with oil, adoption for electric cars would be overnight and the prediction manifested.
That's a great point that I've never considered before.
> On the other hand, the potential exists for a huge rollout of home solar power over the next decade.
Electric cars will convince their owners to install rooftop solar panels, too, which will then convince them to get Powerwall-like batteries for backup, which will then decrease the price of batteries, which will then make electric cars cheaper and more appealing to more people.
It's a beautiful feedback loop.
And wow DOE's predictions are terrible (first source). It's almost as if they went around surveying car manufacturers about their plans to make electric cars in 2013 and then made their predictions for 27 years later based on that. Just terrible.
And 11% cars will be using ethanol in 2040? Really? I'll be surprised if 0.11% of them will use ethanol by then.
> The current range of a Model S tops out at about 300 miles. Even GM is extending it's Volt to 200 miles to effectively compete with Tesla.
Volt is the range-extender, and it doesn't come near that (for battery mileage). You're thinking "Bolt" which is not really meant to be the successor to Volt, because it's a full EV and doesn't have a range extender. That's what they claim it will do on battery alone. It will compete with Model 3, not S.
> Battery technology is difficult, but it would be extremely surprising if the available ranges don't double again in 5 years or less.
I agree. Part of it will be from the natural evolution of Li-ion batteries, and part from Tesla's Gigafactory coming online. I expect battery prices to drop in half again to around $100 in another 5 years, after Apple has launched its electric car, too, and Tesla has made a couple more Gigafactories + the natural progress in density of the batteries. After that we might need some breakthroughs to go to $50 or less per kWh.
$100/kWh should be enough to switch the "Early Majority" to EVs, which is half the population. The other half will need batteries to be $50/kWh (or less) to make EVs cheap enough but also with long enough range for the more conservative gas-powered car drivers, who probably won't accept anything less than a (real) 500 mile range on an EV.
I've always wondered if the realization of this electric car utopia in the first world will eventually lead to Lamborghinis and Porches being dumped on us poor people in the third world like hand me down clothes.
That's what the one has to do with the other.
I'm an electrical engineer and I only sort of give a shit what kind of powertrain by car has. My mom? Doesn't know or care how her car works. My dad? Probably against electrical out of old man-back in my dad behavior.
Cost will be the big change. Once an electric car is cheaper than gas, the public will switch. But that is not why people switched to smartphones.
Also part of the reason for the smartphone revolution is the market psychology behind carriers subsidizing very expensive phones. People think their iPhone 6 costs 200 bucks.
Finally, the short upgrade cycle for phones is totally different than cars which last for like 15 years on average.
People like the original author seem to face immense difficulty at wrapping their head around the fact that battery technology does not follow Moore's Law (while even chips have mostly stopped to do so). State of the art battery technology has not improved much this side of the millennium, it has just seen a really big price drop from specialist niche technology to commodity. This makes the battery of a Tesla S a lot more affordable today than it would have been back when Musk started the project (and when he correctly predicted a price drop, and just a price drop, instead of waiting for the miracle battery to happen), but the range would not have been much worse if you built a Tesla around a battery made of crazy expensive y2k cells.
Now, it is true that the electric charging stations have to compete with an additional category: people charging at home, so there will be gas station closings. The first franchise to add electric chargers should still be profitable, though.
The primary one that pops to mind for me: people replace their phones every 2-3 years. (http://www.phonearena.com/news/Americans-replace-their-cell-...)
How often do people replace their car?
Obviously a significant portion of those cars remain on the road, just with new drivers. As of 2012, the average age of cars on the road is 11 years: https://www.mainstreet.com/article/how-long-do-you-keep-car-...
It's likely we'll rapidly end up with something like the computer controlled "carpods" Google is building, which could be radically cheaper than any car people have to be able to drive. Even if they can only go 45mph, that's enough to navigate most major cities at an optimal speed.
Tesla has my business, especially if they can pull off a ~$35k in a couple of years. All I have to do is make my current A4 & Honda Odyssey make it a bit longer. :)
Key Metrics:
Specific Energy Density
Cost/ Unit of Specific Energy Density
Liquid Hydrocarbin Energy Density vs. Galvanic Battery Density
Simplicity and Maintainability
http://qr.ae/7L89on (everyone should read this post.)
The cycle time on vehicles is far higher than a cheap smartphone mainly due to their expense. And a large amount of the article's bullet points are not something that would be unique to an electric car.
When you take public transit, as long as the train/bus isn't loud, would you care to notice if it was electric or gas based? Or how fast it got you where you wanted to go with comfort?
But I agree about the parking spaces. Even now in new construction, it is considered forward thinking to have 2 or 3 spaces with outlets out of 100. For the future of electric cars, they should at least have conduit to spaces where outlets could be installed.
(And if I ever get short, there's a new supercharger in Mountain View.)
Palo Alto's new law mandating chargers in new construction just recently passed; in a few years it will begin to take effect. And they'll probably extend it to renovations of older buildings, etc etc.
That sentence sounds really weird - one second you're talking about buses, then you suddenly (apparently) claim to be a device for pushing air around. I know what you actually mean, but damn, "I'm a fan" sounds really weird like that.
My prediction is that sales if electric cars wont become exponential until we get cheaper and greener battery technology.
Well, let's be honest, mod the implementation details, Star Trek pretty much got this correct with the PADD.
[+] https://cudebi.files.wordpress.com/2011/06/franchise-star-tr...
The Tesla Model S costs $69,900. That is a hilarious amount of money to spend on a car. That's $18,000 more than a Mercedes-Benz E-Class. $20,000 more than an Audi A6. $45,000 more than a Toyota Prius. $50,000 more than a Volkswagen Jetta. You could buy a different, damn good used car for every day of the work week for the cost of a single Tesla Model S.
OK, you say, but the iPhone launched at a high price too. The difference is, the iPhone's price came down in a couple of years and the Tesla's price is still extremely high, even for a luxury car, seven years after the launch of the Roadster. Is the price of a Tesla going to drop $50,000 in the next five to ten years?
Has the Tesla sold well? About 50,000 Teslas have been sold in the United States since 2012[1]. In contrast, Toyota sold over four times that number of cars in June 2015 alone.[2] "Struggling" Volkswagen sold 30,000 cars in April.[3] Even in the luxury category, BMW, Mercedes, and Lexus all sell in excess of 300,000 cars a year[4]. 300,000 cars a year, vs. 50,000 cars in three years.
The author also notes a number of advantages of the Tesla:
> It’s more fun to drive, with smooth, transmission-less acceleration. For most of us it is the fastest car we have ever owned.
> It’s quieter at all times and nearly silent at low speeds.
> It allows you to drive in the carpool lane
> It’s more roomy and has a trunk in the front (the “frunk”) AND a spacious back.
I agree with these.
> [It allows you] to sign up for a cheaper energy usage plan at home.
> It is always “full” every morning one drives it and you never need to go to a gas station.
This is true for people who live in detached houses. People who are ecologically conscious often prefer not to do this, and that makes it harder to gain a foothold among early adopters. In fact, among this segment, and among the younger segment overall, Tesla's biggest competition isn't going to be other car makers; it's going to be the decision not to own a car in the first place. Once Tesla reaches a point of economical mass production, they should seriously consider partnering with Zipcar to install charging stations at Zipcar lots and provide Teslas as Zipcar fleet vehicles; in the long run, they might get more Tesla drivers that way than they ever would selling vehicles to individual buyers.
If electric cars are the future, I'm going to despair that in the 21st century, we're still hauling around individual 300 pound Americans in 4,000 pound, 16 foot long cars. The trends towards young people returning to the city center and not owning cars are both better trends to encourage and more powerful trends than the trend of selling a really nice, $70,000 electric luxury car.
> It has a user interface - including, notably, its navigation system - as superior to that of other cars as the iPhone was to earlier phones.
> It is connected to the Internet.
> It continuously gets better with automatic updates and software improvements.
> It comes with an app that allows you to manage the car from your phone.
None of these are inherent to electric cars, and any luxury marque should be able to copy these, just like they've been copying from each other for years. And once the luxury marques copy these features, they will filter down to all new cars. (This is even assuming that the last three points are a positive, which I don't think they are.)
> Gas stations will start to go out of business as many more electric cars are sold, making gasoline powered vehicles even more inconvenient.
On the contrary, I think not actually having to sell as much gas would be a boon to the gas station. Gas stations make next to zero margin on actual gasoline, and all of their margin on the convenience store. People on road trips will still have to take breaks, use the restroom, and buy a Red Bull. The gas station doesn't really care whether you refuel your car along the way, but as long as they still exist and provide the service of refueling the driver (and how hard is it to set up some sort of metered power jack for your electric car at the gas station, too?), the business of actually selling fuel will be subsidized.
In fact, here's another way to look at it: diesel-powered cars are fairly rare in the US, and yet it's still easy to find a gas station that pumps diesel. Not every gas station does it, but it's not a barrier to diesel fuel sales.
[1] https://en.wikipedia.org/wiki/Tesla_Model_S#Global
[2] http://toyotanews.pressroom.toyota.com/releases/toyota+lexus...
[3] http://media.vw.com/release/976/
[4] http://www.reuters.com/article/2015/01/05/us-usa-autos-luxur...
I don't know where you're getting your numbers, but my A6 I bought 8 YEARS AGO cost more than $49,900. $70k is a lot of money without a doubt, but it's not out of line for a mid-range luxury car. Unfortunately I don't find the Model S to be as nice to drive or ride in (except in terms of acceleration) as the gasoline cars in the same price bracket. That will change, it's not a knock against electric cars in general, but I don't think the Model S is there yet for the price.
Fully agreed. I wish this perspective was far more prominent. There's so many sides to pick, this is certainly not a two-pole issue.
but man, theres nothing like hearing carburetors on v8's.
Comparing the spread of the Smartphone (digital device by definition) to the Spread of the Car (physical) and then extrapolating a best case future is wishful thinking.
I find it odd that Mr. Ralston says this while predicting the future of electric cars. Surely he meant "Everyone else's current predictions…"
But the situation improved. When I visited a few months back, what a huge difference there was. I was amazed that out in the boondocks mobile phones worked just about everywhere. (Well, at least in that locality.)
Seems to suggest that once the demand for electric vehicle recharging begins to ramp up, the charge-station infrastructure will improve just as rapidly as cell phone towers have proliferated.
Tourism may be one motivator but seems predictable that once electric vehicles are good enough and affordable, small town residents themselves will generate the bulk of the demand for this infrastructure.
http://www.teslamotors.com/findus#/bounds/49.38,-66.94,25.82...
Note that you can't even see the California coastline anymore. It's mostly rural and touristy.
Wait... What is this??
The future is electric driverless cars. How long until they are mandatory?
The reason these other car makers aren't moving yet is they are learning from Tesla. You don't want to be a first mover in this industry, you want to move so slightly close to what everyone is doing but still differentiate yourself on brand. Cars today have vastly improved across the board regardless of make. To say gas stations will go out of business is ludicrous at best, Tesla will go out of business sooner as established car brands move in and hurt bottom line for Tesla. In the short while the euphoria towards Tesla will continue but it's headed for a not so pleasant ending. Great for humanity, bad for Musk.
I don't get that dichotomy. If established car brands move into electric, wouldn't that kill both Tesla and gas stations? Why would gas stations survive?
Part of the reason traditional manufacturers have been reluctant to pursue BEVs (battery-electric vehicles) is that many were betting on liquefied hydrogen as an energy delivery mechanism for FCVs. I presume this was from pressure from current energy companies.
Hydrogen benefits current energy interests because customers would fill up their cars in a way roughly analogous to today's gas stations. Even though the "fuel" product and drivetrain are different, gas stations can adapt for hydrogen.
That is just way too complicated to work out, though, and I think traditional automakers are at the point where they are giving up. The hydrogen infrastructure is hugely expensive and the resulting automotive products are not that much more convenient than BEVs.
Tesla's Gigafactory, enabling products like their PowerWall, is the most straightforward way for us as a society to use more renewables. The problem with wind and solar has always been spotty, inconsistent power generation, and with enough battery capacity, that is no longer an issue. That is a bad sign for gas stations, but an opportunity to pivot for traditional energy companies.
If we do arrive at a point where everybody is producing electric cars, wouldn't there still be an interest in buying out existing gas stations and turn them into super charging stations where you can just drive your car through a tunnel and come out the other end with batteries fully charged? Or would battery become so crazy good that you charge it overnight and it lasts for deacades (you gonna put a mini nuclear reactor in your car?)? Maybe it will be possible to just subscribe to some power station in the orbit that charges your battery constantly wirelessly. I'd love to see that happen but the time it will take to get all of these things right is quite long and a lot of things can change during that time.
I hope you are right, I really look forward to that day when we can say the hell with relying on oppressing people (creating some very angry people that are willing to blow themselves up to make a point) in countries where their leaders get all of our dollars in exchange for that sweet sweet black gold.
And I can't help but wonder if Musk is okay with that, or even planned it that way from the start?
You say that as if you're not already aware there will be a Tesla car for $35,000 pre-subsidies in 2017, and a $30,000 Chevy Bolt in 2016, both with 200 mile ranges. That's about the average car price in the US ($33,000). Volkswagen has recently announced a 200-mile EV too, but might be for 2018+.
Considering the cars selling for about as much or close to that started with a 70-mile battery ~5 years ago, then EVs have improved their ranges by 3x in about 5 years. Let's call it 2x if we also account for a ~$10,000 price difference.
Electric engines won't die like that. And when they do, just grab a used one from a junked car and off you go. With 'in wheel' electric motors, this may be as simple as changing a wheel. This is huge for the 2nd hand market. Most people I know who aren't 'techies' are really looking forward to electric cars.
I think you're ignoring the big problem, the battery. When that goes, it is a big deal to replace, and mucho expensive.
And, in terms of labor, a battery is WAY easier to replace than a transmission.
Someone smart will make a machine that will help me test good cells from bad. Someone else will be ripping good cells out of junked cars.
Someone else will be doing hire purchase on batteries - £200 a year, battery pack replaced every 2,000 charges? Something like that? Sounds fine to me.
Maintenance and repair costs of a gasoline vehicle over 10 years can be less than that.
Electric cars also have highly sophisticated power control equipment. In 10 years of sysadmin work, the overwhelmingly most common failures I've seen have been power supplies, voltage regulators, and capacitors. Remains to be seen how well these components will hold up in real-world use in electric cars.
I wouldn't be at all surprised if batteries for a car like the Tesla got down to $6000. At that point, the value proposition is already much better than gasoline cars.
I think just brake pads, tires, and regular maintenance exceeds $600 a year if you amortize it. Every older car I've owned then started having problems. Even if it's just the A/C compressor or the muffler, you are always replacing something every few months.
If they can get battery costs down, which they're doing at a speed of 10% a year IIRC, then they can decrease that figure to about $200/year a decade from now.
Come to think of it, perhaps in a decade we'll finally have a reliable carbon price, rather than it being an unpenalized externality. That'd make ICE cars fairly uncompetitive quickly.
If you ignore a lot of things. My current car, 2001 Volvo S60, which I still drive as the first owner with now 200.000 km. I had one issue with the drive train, the clutch broke. Everything else which got replaced you will find in the Tesla itself: Tires, Brakes, Air conditioning. Yes, I am still doing regular service to have it in this condition.
BTW: The Tesla has a gearbox. You know, gearboxes need oil as well, like every regular car/device with moving gear.
Electric engines won't die like that.
Yeah, right. Read on: http://www.dailytech.com/Following+Reports+of+Drive+Motor+Re...
Your failure rate for service items like timing belts is statistically off the charts if that is true. You're either ignoring the needs or you are buying pieces of unmaintained junk.
I'm yet to experience a failure like this in all my vehicle history, and I've owned some beaters in my time.
The i3 is even more innovative than the Tesla in a lot of ways - it intentionally does not look like a regular sedan, and has been optimised for city driving with upright position, small footprint, tight turning circle etc.
The i8 is a high performance hybrid with a ridiculously low fuel consumption pattern and the ability to drive as an all-electric.
BMW is not waiting for Tesla - it's out there competing in the marketplace where Tesla is not present - compact city cars and high end sportscars.
Tesla is unilkey to go out of business as it has built enormous technical knowledge which will be licensed to other manufacturers, either in IP agreements or by contracting out key personnell.
Companies like Lotus and Porsche make significant money consulting with other car makers just for things like ride and handling. The same thing will happen with electric drive and Tesla.