People Are WRONG About Tesla - New Survey Shows Ignorance

Поділитися
Вставка
  • Опубліковано 20 вер 2023
  • ➤ New survey indicates knowledge gap on EV affordability, experience
    ➤ Jaguar announces intent to adopt NACS
    ➤ Tesla reportedly discussing energy storage factory with India
    ➤ Elon Musk meets with PM of Thailand
    ➤ Model 3 Performance update
    ➤ New Cybertruck wrap
    ➤ Giga Texas update
    ➤ 4680 rumor
    ➤ Musk comments on GPU cluster
    ➤ CATL awarded energy storage contracts in Australia
    Shareloft: www.shareloft.com
    Twitter: / teslapodcast
    Patreon: / tesladailypodcast
    Tesla Referral: ts.la/robert47283
    #Tesla #TSLA #Investing
    Executive producer Jeremy Cooke
    Executive producer Troy Cher asaro
    Executive producer Andre/Maria Kent
    Executive producer Jessie Chimni
    Executive producer Michael Pastrone
    Executive producer Richard Del Maestro
    Executive producer John Beans
    Editing assistance by Jasem Ashkanani
    Music by Evan Schaeffer
    Image(s) and/or footage used under license from Shutterstock.com
    Disclosure: Rob Maurer is long TSLA stock & derivatives
  • Наука та технологія

КОМЕНТАРІ • 701

  • @hali9792
    @hali9792 8 місяців тому +272

    Owning a Tesla has made me realize how little people know about EVs. Most people think Model 3s cost double what they actually do, have 200 miles of range, and go through tires every 10k miles. I’ve even had people ask “I thought they recalled all of those?” 😂

    • @pauobunyon9791
      @pauobunyon9791 8 місяців тому +2

      How long to charge your car or cybertruck ?

    • @joshdocherty7810
      @joshdocherty7810 8 місяців тому +33

      Exactly. This is literally 90% of the conversations I have with people about Tesla.

    • @solarpunksteve
      @solarpunksteve 8 місяців тому +22

      I have 35k miles on my tires right now on my model Y and that's with 15K+ miles of towing a heavy trailer. I've still got tread and won't need to change them for at least another 10k if not 15k. And yeah, most people look at my setup and think it's $100k or more lol.

    • @jjamespacbell
      @jjamespacbell 8 місяців тому

      @@pauobunyon9791 I spend less than 15 seconds a day charging (plugging and unplugging my Model Y) The car is always full when I get up in the morning. For example, a family member came to my Anaheim Calif home from the UK. We spent 3 days with me picking him up at the airport, driving no less than 200 miles a day so he could see the tourist sights and I took him back to the airport. Not one minute did we spend getting fuel those 400 miles of city and freeway driving cost me $21 in electricity at Anaheim's max electric rate of $0.20 per kWh.

    • @tnelly6588
      @tnelly6588 8 місяців тому +15

      @@pauobunyon9791 If you can charge at home, you just charge overnight while you sleep, and if your Electric Company has off peak rates, you can literally set the car to start charging at 11pm or whenever those lower cost off-peak rates start. Depending on your area, it's about 25% of the cost of gas.

  • @solarpunksteve
    @solarpunksteve 8 місяців тому +50

    Hey Rob, long time viewer. I tow my 6x14ft ~2500lb enclosed solar powered all-electric lawn care trailer with my Tesla Model Y and have been for over a year and a half. It's such a versatile car and people just don't get it. I get comments/questions all the time and most peoples' opinions are so misguided. I agree with you, education is more important than affordability right now. People are spending tons of money on all sorts of things (trucks, in my area lol) and they can afford to buy a Tesla, they just don't know how good they are. Also I charge at home, never been to a supercharger with the trailer because I haven't needed to for my routes. I just started my youtube channel about my journey, hoping to convince a few people how awesome this car is along the way.

    • @tech5298
      @tech5298 8 місяців тому +2

      I was thinking of doing the same for inspections, and pulling a smaller trailer.

    • @tasd5673
      @tasd5673 8 місяців тому +2

      Hi mate 🇦🇺 here would love to know what your UA-cam is.
      I was thinking of doing a business like this

    • @Kay12ization
      @Kay12ization 8 місяців тому +1

      Sub'd.

  • @aljohnson9119
    @aljohnson9119 8 місяців тому +47

    For several years, I and other Tesla Owners in the Atlanta area attended the monthly Car Show which was one of the largest in the U.S. After four years attending nearly every month, I remained amazed how few people 1)never heard of Tesla; 2) knew nothing about EVs; 3) thought you couldn't travel long distances; 4) thought EVs were slow, etc. Advertising is not just about demand generation, but also to information. I concurred for years with Tesla not advertising due to being Supply constrained; however, it appears (confirmed by the Washing Post survey), information is the key to EV;s adoption. The most common questions at the shows, is what Country makes and who makes Tesla, how do your charge and can you take a road trip? Advertising is not just about demand generation, but also to information. I understood for years why Tesla didn't advertise being Supply constrained; however, it appears (confirmed by the Washing Post survey), information is the key to EV;s increasing auto market share. Its not just advertising, but messaging which benefits Tesla and EV makers. Rob, I would like to hear your thoughts in-depth. This is not an "easy" solve with 60-70% of respondents who know nothing about EVs.

  • @briansilver9652
    @briansilver9652 8 місяців тому +134

    Can you imagine if you had to stop at a cell phone charging station and charge your phone for 5 or 10 minutes as oppossed to plugging it in at home. They just don't get it.

    • @daveturner6612
      @daveturner6612 8 місяців тому +9

      That is exactly my argument when discussing the topic

    • @TheNativeTwo
      @TheNativeTwo 8 місяців тому +25

      I haven’t super charged for months. Usually just do it a couple times a year when traveling. Charging at home is nice.

    • @snookmeister55
      @snookmeister55 8 місяців тому +6

      That works if you have a home

    • @georgejones5664
      @georgejones5664 8 місяців тому +9

      @@snookmeister55 Yes, I have seen the homeless on Venice Beach, LA, but none had a car, let alone a Tesla.

    • @yourlogicalnightmare1014
      @yourlogicalnightmare1014 8 місяців тому +7

      Tesla's aren't for apartment dwellers. Homeowners will see the hugest benefit by far

  • @thomas8421
    @thomas8421 8 місяців тому +43

    Rob I think your spot on with this advertising debate.

    • @jjamespacbell
      @jjamespacbell 8 місяців тому

      I agree but where would you advertise these days as many people don't watch tv and those that do like me record the shows and fast forward past the ads?

  • @DanielZajic
    @DanielZajic 8 місяців тому +21

    Excellent analysis of the affordability issue. In my experience, zero people I've talked to know about dog mode. That alone would sell a lot of cars.

  • @alexanderkenway
    @alexanderkenway 8 місяців тому +142

    Affordability isn't the biggest issue (especially now with all the credits available). The issue is awareness and education

    • @stevelewis7501
      @stevelewis7501 8 місяців тому +11

      Tesla's stated goal is to accelerate the transition to EVs and to sustainability. Advertising would absolutely support that acceleration.

    • @Sushihunter250
      @Sushihunter250 8 місяців тому

      @@stevelewis7501 Yes, but only if you can build enough to meet the increased demand created by advertising. As long as you can sell every car you build, there is limited value in buying advertising.

    • @TheNativeTwo
      @TheNativeTwo 8 місяців тому +2

      affordability is the only issue

    • @narcojauy
      @narcojauy 8 місяців тому +8

      Affordability is the biggest factor. The addressable market is vase shaped, and at the 20k price point, there are a huge number of potential customers. There is no Tesla that is not in the premium market currently.

    • @NextGenEvs
      @NextGenEvs 8 місяців тому

      💯

  • @scottrankine2674
    @scottrankine2674 8 місяців тому +33

    The main takeaway from this study is that the vast majority of the public is clueless about EVs. Educational marketing (advertising) is key to creating the tipping point needed to realize Tesla’s mission statement

    • @gargamelandrudmila8078
      @gargamelandrudmila8078 8 місяців тому +3

      I suspect they know very little about solar roof and power wall as well. It is not just about Tesla's BEVs.

    • @yourcrazybear
      @yourcrazybear 8 місяців тому

      "The main takeaway from this study is that the vast majority of the public is clueless about EVs. Educational marketing (advertising) is key to creating the tipping point needed to realize Tesla’s mission statement"
      No. It isn't. The tipping point has already been reached and the EV transition is following the S-curve.

    • @richardalexander5758
      @richardalexander5758 8 місяців тому

      along with their government, politicians that represent them, the constitution...

    • @sergiocontreras7563
      @sergiocontreras7563 8 місяців тому

      I think what this small scale studies are obsolete and can’t be trusted,similar to political pools… people vote with their money and overwhelming majority has chosen Teslas and continue doing so. Tesla is delivering the future, the rest just following!

  • @freilichr
    @freilichr 8 місяців тому +9

    Regarding increasing sales: If advertising will greatly increase sales, Tesla's production, while it is ramping, has to be the limiting factor. We've seen previously that once sales outstrip production, the price (ASP) increases to slow sales. It's a fine line to walk which Tesla has managed pretty well.

  • @jrodelite1515
    @jrodelite1515 8 місяців тому +47

    Wow honestly I didn't know public knowledge was this bad. I think I now support tesla advertising.

    • @pedrod2186
      @pedrod2186 8 місяців тому +5

      Better call it “educating” - EM has a deep dislike for “advertising”

    • @yourlogicalnightmare1014
      @yourlogicalnightmare1014 8 місяців тому

      Advertising won't cure the 25 - 40% of the population that h8 Musky.
      Tesla's potential market is far smaller than polls show

    • @firstset7415
      @firstset7415 8 місяців тому

      not everyone lives in the tesla community vaccuum

    • @pedrod2186
      @pedrod2186 8 місяців тому +3

      @@firstset7415 Not necessary - just let them know the future has arrived and they are a little late to the party

    • @yourcrazybear
      @yourcrazybear 8 місяців тому

      "Wow honestly I didn't know public knowledge was this bad. I think I now support tesla advertising."
      That is what usually happens in every market disruption.

  • @NickMackenzieMD
    @NickMackenzieMD 8 місяців тому +5

    The aftermarket for Cybertruck wraps will explode.

  • @Tential1
    @Tential1 8 місяців тому +25

    The cybertruck release is going to be very interesting. If they really do hit that 500-mile Target, then I think that it doesn't even matter if you like trucks you're going to be interested in the vehicle

    • @graemeesmith
      @graemeesmith 8 місяців тому +1

      I'll be surprised if the initial launch vehicle is 500 miles. Maybe in a year or two?

    • @DanielEndy2
      @DanielEndy2 8 місяців тому +4

      That kind of range doesn’t make sense. The extra batteries add weight that you carry with you everywhere! It’s a drag on efficiency if you’re lugging around all of that extra weight.
      Who even needs 500 miles of range?
      The optimal point on the weight vs range curve must be around 300-350 miles. I might even give you 400, but 500 miles? It only makes sense for very special needs. Perhaps for towing, for example?

    • @ManInTheBigHat
      @ManInTheBigHat 8 місяців тому +6

      @@DanielEndy2 I need 500 for camping road trips, especially off the beaten path.

    • @rmkep
      @rmkep 8 місяців тому

      Having put 20,000 miles on a Model Y, a real 300 mile range Cybertruck will be fine. More range like 500 seems better but that is an unusual use case and increases the cost.

    • @PremierFriesians
      @PremierFriesians 8 місяців тому +1

      @@DanielEndy2you need the extra range for towing. Lots of people will want/need that

  • @suunraze
    @suunraze 8 місяців тому +6

    Of the 46%, I expect that almost zero of them have driven an electric car.

    • @Frank_W.
      @Frank_W. 8 місяців тому

      Let’s not forget about the people who like buttons too. 😂

  • @jpmoench21
    @jpmoench21 8 місяців тому +3

    Bought a couple shares today. Buying more tomorrow. Hope all my tsla bros are having a fantastic day.

  • @shepherdsknoll
    @shepherdsknoll 8 місяців тому +7

    Not sure Tesla needs to pull the advertising lever yet, we all agree if everyone knew the advantages of a Tesla, the demand would be off the chart - could Tesla supply that many cars ?

  • @RyoshiKuraOka
    @RyoshiKuraOka 8 місяців тому +1

    35% of US families do not own a home and therefore have no ability to "charge at home". For these people, the survey questions regarding convenience and charging costs would not be changed by advertising. Also, 48% of US tax filers pay no US federal taxes and therefore receive no benefit from federal EV tax credits. Again, for these people advertising would have little or no impact on their view of affordability (especially considering that that most renter fall into this group as well). I live in Colorado and own a Tesla Model Y. I received both a federal and state tax credit. I also charge exclusively at home and my fuel costs are 3.2 cents per mile where typical ICE fuel costs are more in the range of 20 cents per mile. For me an EV is less expensive to buy and to operate that an ICE vehicle. But I fully understand that this is not the case for a large percentage of the US population. EV vehicle prices must be affordable without tax incentives and charging infrastructure must accommodate people without home charging capability (i.e must be at least as fast and cheap as using gasoline) before there is widespread acceptance in the US. Where advertising would play a significant role is to counter the propaganda from the Fossil Fuel Industry. I believe that is where the misunderstanding about EVs come from. Read comments on any EV video and you see: EVs catch fire and will kill you, EV batteries will fill up our dump sites, EVs create more pollution than ICEs, If an EV gets into an accident it will automatically be totaled, EV batteries will fail in just a few years and it will cost you $20,000 to replace it, and so on. These are fabricated emotional exaggerations created by the Fossil Fuel Industry in an attempt to maintain their business. This is what needs to be countered.

  • @leedsbutler3567
    @leedsbutler3567 8 місяців тому +5

    Could they meet demand if they advertised? I think they are ramping as fast as they can.

  • @igranderojo
    @igranderojo 8 місяців тому +3

    “There is no such thing as an EV market. There’s a vehicle market.”
    WOW! Excellent Rob. Beautiful truth.

  • @lagging_indicators
    @lagging_indicators 8 місяців тому +12

    This might be your best episode yet. You should really try to get Elon to see it, not joking

  • @farzyness
    @farzyness 8 місяців тому +6

    Great stuff Rob - I completely agree that there’s a giant information gap. However, it’s also interesting to see data that says the TAM that’s already educated enough to prefer an EV today is significantly bigger than current EV production. I think both answers are right, and as EV production increases, the advertising/education piece becomes a bigger piece of the equation.

    • @ordinaryhuman5645
      @ordinaryhuman5645 8 місяців тому

      I think the big thing to remember is that the uneducated 80% are going to continue to buy new cars and keep the ICE meta alive for another decade instead of letting it collapse sooner. Every person buying a new ICE SUV or car is ensuring that there's one more ICE vehicle on the road for another 10-15 years.
      Stopping that sooner rather than later is a part of Tesla's mission and education/advertising is clearly needed to make that happen. New car purchases are a discretionary luxury; it'd be better to have people waiting for a 3 or a Y than buying new ICE vehicles they don't really need (which allows legacy auto to continue to delay their EV transition even longer).

    • @liarzdice
      @liarzdice 8 місяців тому

      I think Rob nailed it re: optimization and referring to demand pockets as opportunities to inform potential customers, especially in the short to mid term.
      My bottom line is they reduced price to stir demand. They're not going to do this as drastically if buyers exist at higher price points that would otherwise buy IF they weren't ignorant/misinformed.

    • @GlenMacDonald
      @GlenMacDonald 8 місяців тому +3

      Elon seriously needs to watch this episode. The level of EV ignorance/misinformation in the US is astounding, and something needs to be done to counter that.

    • @yourlogicalnightmare1014
      @yourlogicalnightmare1014 8 місяців тому

      You Tesla bulls keep ignoring the 25-40% of Americans who h8 Musk and would never buy a Tesla

  • @Goldsteinphoto
    @Goldsteinphoto 8 місяців тому +1

    I agree that Tesla needs to advertise in order to educate the public.
    I made this list. I bet most people (not Tesla Daily viewers) are ignorant of this.
    EVs technology is rapidly advancing. Yet it already has numerous advantages over ICE cars...
    More efficiency (gas cars waste 80% of their fuel as heat)
    More room E.g. front trunk, flat floor.
    Way fewer moving parts.
    More power, faster acceleration, higher top speeds are all possible from small lightweight motors.
    Quieter ride, low center of gravity for better maneuverability.
    No oil changes. Regenerative braking minimizes brake pad wear.
    Safer...large crush zone in the front. Unlikely to roll over.
    Way less pollution that gets better as the electrical grid uses more renewable content.
    Batteries are fully recycleable because they contain valuable assets.
    You can charge at home and be full every day without going to a gas station.
    4 400watt solar panels on your roof will produce enough electricity in a year to propel a Tesla Model 3 approx. 10,000
    miles. (I bought an 8 panel system for $6500 in Mexico.)
    Many people who live in a cold climate are already used to plugging in their gas car to kerp the engine warm enough to start.

  • @keylime2998
    @keylime2998 8 місяців тому +29

    I agree that investing in advertising to educate & reduce buying barriers makes sense short term.

    • @yourcrazybear
      @yourcrazybear 8 місяців тому

      "I agree that investing in advertising to educate & reduce buying barriers makes sense short term."
      It doesn't. Tesla sells every car that they can produce.

  • @TwoShoedDude
    @TwoShoedDude 8 місяців тому +4

    Good interpretation of the survey, Rob 👍
    I like Farzad, but when he and other Tesla influencers unquestioningly support Tesla’s and Elon’s decisions he does everybody a disservice. Thank you for keeping your credibility.

    • @farzyness
      @farzyness 8 місяців тому +1

      I think it’s interesting that there’s data out there that backs up Tesla’s claim. It’s not about unquestionably support Elon’s decisions. It’s about stumbling on datapoints that support an unorthodox solution.

  • @datamatters8
    @datamatters8 8 місяців тому +11

    Absolutely agree with you regarding educating consumers. The Prime Minister of Thailand mentioned the benefit of cleaner vehicles. Imagine reaching that group of owners in the WP survey who prefer a gas powered vehicle. If you could tell them the benefits of cleaner air, a safer car, convenient at home charging, lower maintenance and fuel costs, an extensive charging network for long trips, Etc. then you would reach a fraction who can afford a higher price.
    It’s hard for me to believe that musk has the data which tells him there is no education gap about EV’s with gas vehicle customers. I think he needs to go get that data by doing real advertising in selected markets and then comparing the before and after survey data so he’ll really know what’s going on.

    • @tasd5673
      @tasd5673 8 місяців тому +1

      I think it’s because he just can’t produce the amount needed when the penny drops.

  • @dewiz9596
    @dewiz9596 8 місяців тому +3

    In my “humble opinion”, the two evils of our world are advertising and insurance . When, (not if) you have a claim, the insurers will raise your rates in order to get their money back. Advertising drives all the partial/misinformation we’re presented with.
    Gary Black(for one) does NOT seem to get this.

    • @TeslaDaily
      @TeslaDaily  8 місяців тому

      I don’t think there is anything wrong with the concept of advertising, but I agree that it has spread a lot of ill

  • @shadowmancer7040
    @shadowmancer7040 8 місяців тому +5

    But how many people "I'd price were no object" immediately thought about exotic supercars... Koenig, Ferrari, Bugatti etc or Rolls Royce?

    • @TurdFergusen
      @TurdFergusen 8 місяців тому

      mmm Koenigsegg

    • @Tential1
      @Tential1 8 місяців тому

      I just posted this, but I see you beat me to it already. If cost is no object that I'm going to get a Rolls-Royce Dawn and cullinan. The only electric car that I can think of in that range right now is the Maserati and the upcoming Rolls-Royce Wraith.

    • @TurdFergusen
      @TurdFergusen 8 місяців тому +1

      @@Tential1 the Rimac is crayyyy

    • @TurdFergusen
      @TurdFergusen 8 місяців тому

      @@Tential1 Oh you talking big luxe

  • @luxurymicrofiber419
    @luxurymicrofiber419 8 місяців тому +1

    Thank you Rob

  • @franckiewicz0831
    @franckiewicz0831 8 місяців тому +3

    The owner of one of or the biggest social media platforms can’t pump out 30-45 second videos of Tesla to show the savings, tech, and many other cool features?

  • @ramon2786
    @ramon2786 8 місяців тому +1

    Hey Rob much love from Australia mate

  • @dr-k1667
    @dr-k1667 8 місяців тому

    Much appreciated Rob!

  • @ralphpetry1745
    @ralphpetry1745 8 місяців тому +4

    I am a long time very happy EV owner and am not surprised at all by this survey. Be it co-workers, friends, family etc., I still know many that insist that they will never by an EV at any price even though it is usually for very misguided, uninformed reasons. When you try and explain how great the experience is, many just don't want to hear it.

  • @barbarastephenson6885
    @barbarastephenson6885 8 місяців тому +2

    This is an opinion based survey - why not do a small study and actually compare costs side-by-side and generate tables that demonstrate areas of more cost and affordability. It would make an interesting video and conversation. How much is the cost of recharging a battery for a 250 mile trip? An article that looks at these issues from different views can be published in papers such as the WSJ, and car magazines. The comparison would help solidify those differences. A survey comparing issues of "creature comforts", ease of use, dependability, ease of driving/passing/speed etc., safety....would also be helpful and again published in different magazines and newspapers depending on the angle of the paper.

  • @TuxedoToledo
    @TuxedoToledo 8 місяців тому +1

    💯 your take on the survey

  • @johnsonjjohnson100
    @johnsonjjohnson100 8 місяців тому +5

    20% energy density increase for the 4680 is possible and in fact its probable
    The 10% Drew mntioned was from a new way to "package" the battery so if you add 10% for chemistry - this should be easily attained

  • @sgrdpdrsn
    @sgrdpdrsn 8 місяців тому +1

    From Norway: I am shocked of the low level of knowledge in the US society!

  • @kevtheobald
    @kevtheobald 8 місяців тому +3

    Rather than Tesla advertising, I would like to see an EV nonprofit do it. He them funding because more people might listen to educational spots from an EV group than from Tesla or other for profit companies.
    I know the 50,000 public charging unit was a huge milestone and Tesla has worked hard to get there, but we need triple that to start getting the trust of mainstream buyers. Many drivers love that can think of five or more gas stations near their home and feel like most places will have gas stations. The notion of a charging station being in every town does not click with many. Just the idea anywhere with power could be used to recharge really does not connect for many mainstream buyers.
    Tesla service centers and places with demo centers is still not where it needs to be. Creating demand and then having the experience be frustrating because lack of service centers or places to charge could create a real backlash against EVs.
    Would love to see more charging stations be built with mega packs and solar, so that Tesla can say their stations do not need power grids, but can help the grid or be charging vehicles in emergency situations when grids go down. Would love to see California work with their city, county, and state law enforcement to have EVa be their primary vehicles and get them to have those kind of self powered charging stations.
    The pace of Tesla growth is insane, but if we are to truly hit the goals of 30 million units annually l, service and support has to be there more than advertising. Tesla owners will continue to be the best advertising. Toyota ads is not what created their legion of buyers, it was social circles where people told their friends and family how good their Toyota has been.

    • @michaelkaster5058
      @michaelkaster5058 8 місяців тому

      What isn't mentioned often is that Tesla has been steadily increasing the information available to mechanics for repairs for the post warrantee market and eventually warrantee work I would assume. It is like a chicken and egg thing though, do mechanics have enough Tesla's in their market to put the time in or not for the more 'advanced' repairs. Brakes are brakes and ball joints are ball joints and tires are tires, if any shop can't handle that......

  • @smithtimothy93
    @smithtimothy93 8 місяців тому +1

    The survey is crazy. If those 80% had a Model Y for a few weeks with a wall charger then they would never go back to gas.

  • @johnsonjjohnson100
    @johnsonjjohnson100 8 місяців тому +2

    How about managing fluctuating weekly sales by sending excess weekly inventory to a national Tesla Rental Service inventory?

  • @bsaxman2012
    @bsaxman2012 8 місяців тому

    Two primary reasons for not wanting an EV that I encounter from people who have ridden with me in my Teslas (I've had 3 thus far):
    1) Fear of high voltage battery failure after warranty. Doesn't matter the likelihood of this happening, people don't want to assume that cost/risk at all,
    2) Phantom braking (applies mostly to Tesla only with optical/Vision-only adaptive cruise control). I had a passenger with me last week who was seriously considering replacing his ICE SUV with a Tesla Model Y. We went on a 3,000 mile road trip together in my 2023 Austin-built Model Y LR and experienced dozens of severe phantom braking incidents (all seem to have been triggered by road surface heat reflection, particularly when reaching the top of a small hill and Autopilot can't see the road on the other side). Tesla Svc Ctr remotely connected to my vehicle and said they didn't see any faults logged and requested to close the service ticket. The passenger said "no way" would he buy a $50K+ vehicle that didn't have a reliable cruise control. I don't blame him. Meanwhile, I'm waiting for Tesla to resolve address this ...

  • @johnlynch5007
    @johnlynch5007 8 місяців тому

    Thanks Rob. Great content

  • @InsideAlps
    @InsideAlps 8 місяців тому +1

    Great analysis,Rob, and huge potential for informational/educational advertising for Tesla!

  • @Squidward1314
    @Squidward1314 8 місяців тому

    5:30 I agree. But many people don’t have the option of charging at home. If you live in a city for example.

  • @sergiocontreras7563
    @sergiocontreras7563 8 місяців тому +1

    One think to consider regarding advertising is the fact that so far demand has consistently exceeded production, which requires minimum price adjustments control the price. The only way is to produce much more vehicles than demanded and then gradually increase advertising to educate contrary to general car ads that often hype to attract people to show rooms and unscrupulous dealer shops. Where the MSRP is rarely respected.

  • @siebensinn
    @siebensinn 8 місяців тому

    Perfect Rob 👍👍 You hammered it home. I hope some guys listened and re-calibrate.- ❤

  •  8 місяців тому

    I 100% agree with your thoughts about advertising!

  • @johnpoldo8817
    @johnpoldo8817 8 місяців тому

    Rob, brilliant analysis, thank you.

  • @Amuzic_Earth
    @Amuzic_Earth 8 місяців тому

    Indian here. Regarding that battery storage factory that Tesla has proposed, there is a PLI(profit linked incentive) scheme for battery cell manufacturing, but there isn't such option for storage factory. However, the GST is at the lowest at 5% for domestic/semi commercial storage system if it's combined with solar system, which I am pretty sure Tesla will do, doesn't matter if the solar panels and other equipment are from Tesla or not. Also, this is central govt we are talking about. There are healthy competition between the states too to bring Tesla at their front just like in the US and they do provide subsidies, if not direct, but indirectly by giving very low cost lands etc...Also, some states have subsidy programs for battery storage system for large scale solar power plants, Tesla can definitely take advantage of that. Point is, everybody(people, central govt, state govt) in India loves Tesla(which is highly exceptional for a foreign brand) and loves Elon, proof is our PM modi and transport minister had met Elon and visited Tesla factory back in 2015, long before any other country leader even began appreciating Elon or Tesla for their work. But the govt especially the central govt doesn't wanna appear partial by providing them extra anything...but it's for sure, Tesla will get many indirect preferential treatments from both central and state governments if they actually commit to making any kind of factory here.

  • @SanePerson1
    @SanePerson1 8 місяців тому +1

    Excellent take on this - your interpretation of the polling data seems very much on target and meshes with the kind of highly misinformed commentary I see from non-EV users in social media.

  • @lindasante7622
    @lindasante7622 8 місяців тому

    Nice update, and sweet wrap on the cyber truck… thank you, Rob ❤

  • @kebuhrogers
    @kebuhrogers 8 місяців тому +1

    They should have asked: "if there was a company that would refill your car overnight with enough fuel to go 240 miles, for a cost of $6 per use, would you use that service? Also, if the car only needed fuel for 120 more miles of range, it would cost $3."
    If so, a tesla might be for you. Your dollar amount will vary based on your location.

  • @markscherer4348
    @markscherer4348 8 місяців тому

    Excellent commentary Rob, I hope Tesla is listening! As owners we are spreading the word but advertising with informative subtext would be so valuable!

  • @toddswenson
    @toddswenson 8 місяців тому

    Rob, love your work. Have to mention though that a wrap isn't much of a customization. Full stop.

  • @justinmallaiz4549
    @justinmallaiz4549 4 місяці тому

    Rob, your perspective on advertising is perfect.

  • @cliveroux170
    @cliveroux170 8 місяців тому

    Really well thought out argument on advertising Rob. Thank you. There is a clear need to correct perceptions. This is what you’d expect the motoring journalists to do. Not advertising. However, the issue is they are still reducing less than they can sell, no need to advertise

  • @JT_771
    @JT_771 8 місяців тому

    Agreed on all counts regarding advertising, etc.

  • @ordinaryhuman5645
    @ordinaryhuman5645 8 місяців тому +1

    That first question just shows that advertising should be more of a priority. Roughly 80% of customers are not informed enough to make the correct decision.

  • @t229l7
    @t229l7 8 місяців тому

    Thanks for calling out Farzad on his tweet! That was just total nonsense when survey clearly says there work to do to educate on value of EVs

  • @NicoVeenkamp
    @NicoVeenkamp 8 місяців тому +1

    This show that Tesla in particular and EV’s in general are still at the bottom of the S curve. We are still at the early adopter phase. The potential addressable market has still to be informed and educated. Advertising is one track but don’t forget the information resources like mass market newspapers and magazines that need good, well researched and written articles on the EV and sustainable future transition. This is also where, at the moment, FUD plays a huge role, that also needs to be overcome, like the results of this study shows.

  • @izabelakline113
    @izabelakline113 8 місяців тому +1

    If the survey reflects a grim reality about EV awareness, how come the top selling car in the world is the Model Y?

  • @devo237
    @devo237 8 місяців тому +1

    If I only had an ICE car I would have future range anxiety. It could get hard to find a gas station in a few years.

  • @hunternewberry5860
    @hunternewberry5860 8 місяців тому +7

    This episode was the biggest breath of fresh air. As a full time Tesla uber driver the EV ignorance has been jaw dropping. Meanwhile I suffer through watching steven mark ryan blab about how advertising is stupid and price is all that matters.
    This survery is proof we that were for ads were right. Its absurd that 80% of americans want their next car to use gas.
    The fossil fuel misinformation is winning against word of mouth, especially through middle america where I live. EV educated people are 1 out of 100 at the very best.

  • @stevecha3612
    @stevecha3612 8 місяців тому +1

    I would agree that the general public is not well educated. Whether it be the purchase price, the tax incentives, the charging, reliability, the safety features, etc. Everyone I talk to thinks the opposite of reality. It’s just going to take time, slowly, for people to figure it out once all the other automakers start coming out with more EV’s they will take it more seriously. People are slow to change, especially when they are uneducated or even worse, misinformed

  • @ronaldlenz5745
    @ronaldlenz5745 8 місяців тому

    It's beyond an education gap. Some people just don't want change, and stubbornly fear change. I'm 76 and have been driving a Tesla and following Tesla for 4 years. I've given rides and detailed education of all features and cost comparisons for initial purchase, tax credit, operating cost, and home charging convenience. For many it is the look. It doesn't "look" like an SUV (speaking of the Model Y). Never mind that a Y has more usable space. So, three of our closest friends just got new cars: one Buick Enclave, one Lexus RX 350, one Audi Q8.

  • @thorddespace2773
    @thorddespace2773 8 місяців тому +1

    It should be clear, that as long as Tesla is selling its cars as fast as they can produce, no advertising should be needed as it stands at the moment. Advertising would be an ill use of money now.

  • @dirtyharis83
    @dirtyharis83 8 місяців тому

    My opinion is obviously just one data point but recently I've been in 3 discussion groups that are completely ignorant. 1 group suggested "EVs are not gonna work in the US, but maybe in the UK they will". The other group "preferred the Mercedes EQS if I had enough money to buy a Tesla" and the 3rd suggested that "there is no infrastructure for EVs in the UK. 3rd group was last week, and not only you can go anywhere in the UK, but anywhere in Europe with a Tesla.
    As an investor, I would vote my shares for Tesla to inform customers about affordability and the supercharger network if they put it to a vote.

  • @joedirnfeld
    @joedirnfeld 8 місяців тому

    Brilliant analysis

  • @nosnhojwehttam
    @nosnhojwehttam 8 місяців тому

    I went to a Ford dealership to look at an F150 Lightning. When I asked if it qualified for the $7,500 federal rebate his answer was “I don’t know, you’ll need to speak to your accountant about that.”

  • @kdu1
    @kdu1 8 місяців тому

    Strangers who talk to me have no idea about superchargers availability, think it costs a lot of money, $20000 battery needs replacement every few years, etc. Even people who know a little about superchargers, they think they would always have to plan their trip perfectly for charging.

  • @BenjiiBee
    @BenjiiBee 8 місяців тому +1

    This makes so much sense. Go on any car page on social media after they post an EV/Tesla. 90% of the comments are full of hate or just mis/disinformation about specs. Nobody knows anything except for a handful of people who are actually educated on the topic. I think Tesla should go ahead with some sort of Ad campaign sharing specs and how convenient EV's can be. Ofc they shouldn't over do it, but something is better than nothing. A seasonal campaign every 3-6 months would make sense and be sure to not oversaturate the Ads market to where people grow sick of them every time they see it like so many other Ads/products these days.

  • @nedwulin4646
    @nedwulin4646 8 місяців тому

    I'd like to see this "representative sample" survery taken among likely car buyers instead of the general public.

  • @etisoppo
    @etisoppo 8 місяців тому +1

    Thanks for breaking down the survey data and showing the gaps Tesla needs to help change - through advertising!

  • @tech5298
    @tech5298 8 місяців тому +1

    You’re such a good writer sir. I love listening to the show.

  • @NickMackenzieMD
    @NickMackenzieMD 8 місяців тому +2

    Thanks for what you do. I participate in the Tesla Powerwall VPP in California. My Powerwall has participated in a number of events this summer. Do you have any sense on how many events have occurred and how much power has been sent to the grid?

    • @TeslaDaily
      @TeslaDaily  8 місяців тому

      Sorry I missed this earlier, but thank you for the support! I don't have the data on that, but I will keep an eye out and report it if I do see something.

  • @arnthorsnaer
    @arnthorsnaer 8 місяців тому

    You are completely on point with this topic. Disinfo is a not-so-secret weapon of legacy auto.

  • @ericliu2628
    @ericliu2628 8 місяців тому +1

    I would only qualify the responders if and only if they have used both gas and EVs. A lot of them probably never used an EV before

  • @lbartlett403
    @lbartlett403 8 місяців тому

    Excellent and well thought discussion of the necessity of EV education. Much thanks Rob!

  • @stephenwragg1496
    @stephenwragg1496 8 місяців тому

    Totally agree with informational/ educational advertising. Lot of ignorance about a great product.

  • @leononymous2562
    @leononymous2562 8 місяців тому

    Spot on Rob!

  • @BitJam
    @BitJam 8 місяців тому

    thanks Rob! excellent analysis on advertising. IMO the thumbnail and headline should have said "Tesla needs to advertise!" I almost skipped this video due to the headline which was completely unsurprising, thus boring.
    You're 100% right about the need to advertise and I hope you stick to your guns until the community and Tesla listen. When Elon said he would try advertising the crowd cheered wildly. Tesla's mediocre toe dipping has been unspectacular and very disappointing.
    If Tesla can increase demand then they will increase prices and thus margins. This is such a no-brainer. I'd love to see Tesla advertise at the Superbowl.
    Protip: don't advertise anything that you are not already delivering (I'm looking at you FSD).

  • @devonbikefilms
    @devonbikefilms 8 місяців тому

    Two of us in our street have electric vehicles. We still get the questions about them catching fire, the batteries not lasting more than 3 to 5 years, the high cost of charging (we have solar) the limited range (my Kia eNiro goes between 240 to 280 miles, winter/summer) and the high cost of servicing (£125 a year at main dealer for first three years). The misinformation remains stubbornly persistent.

  • @trevorglenn3215
    @trevorglenn3215 8 місяців тому

    Yeah Tesla should definitely advertise.
    I get so much hate comments on my 122,000 mile model 3 videos.
    A lot of comments suggest EV’s are way more expensive to own which completely false. Saved so much in fuel and maintenance. And I charge at home too Rob it’s way better. 😂

  • @nycameleon
    @nycameleon 8 місяців тому +1

    5:07 ICE cars are more convenient if you have a guy show up at night to fill your gas tank at a fraction of the price and sends you a bill at the end of the month.

  • @realdougsmart
    @realdougsmart 8 місяців тому

    Rob, great insights on the knowledge gap demonstrated by the survey. I agree that there’s a role right now for “infotising”, providing information, planting seeds that inform and challenge the current knowledge gap. I’m thinking something different to traditional car advertising …

  • @ScottRawdin
    @ScottRawdin 8 місяців тому

    Thank you Rob for this excellent 1/4 hour. You shared your thoughts on advertising which prompted the question "Why does Elon dislike advertising ? " Tesla sells every car they produce today. Perhaps the advertising would create demand greater than production ? If'n sales dip, an advertising nudge could intervene ? Perhaps a Problem-Solved- Publicity response to the apprehensions cited in the study you referenced ? Since Charging is high on that list, emphasis on Tesla Charging solutions for the home, destination chargers at hotels, restaurants, supercharger network ?
    "You don't have to think about it. Just say where you want to go and Tesla calculates the route and superchargers."
    Etc.

  • @DialM4Microcontrollr
    @DialM4Microcontrollr 8 місяців тому +2

    People aren't very good with surveys, don't read the questions. I agree that if you precede the question with,"If the cost is the same" that more people than listed in the survey would actually consider an EV.

  • @jimcallahan448
    @jimcallahan448 8 місяців тому

    A good argument on advertising.
    If the problem is perceived affordability such as a lack of awareness of tax breaks
    then a logical promotion would be to promote the tax cuts through income tax preparation firms such as TurboTax and H&R Block.

  • @billyrocket62
    @billyrocket62 8 місяців тому +1

    Right now, Tesla is selling every car they make without any advertising. Tesla should NOT do ANY advertising until and unless they are making more cars than they are selling. Also, if the US factories make more than they sell in the US, then they can export to South America. Lots of demand there.

  • @kipling1957
    @kipling1957 8 місяців тому

    As demand exceeds production I cannot see the point of advertising.

  • @flyingdutch18
    @flyingdutch18 8 місяців тому

    Absolutely agree with your advertising remarks. Educate with ads. Philip Morris International is a good example with their heat not burn IQOS nicotine product to be introduced in the U.S. next year. It’s a huge success in Europe. Their advertising centers on educating smokers what this is, for them to make the switch.

  • @expressI0N5
    @expressI0N5 8 місяців тому +1

    I'm from Singapore, we're an island, so land is scarce. Hoping to see how EV charging can be incorporated into all our public carparks. Our country has an EV Vision for 2030 to reduce land transport emissions by 80% 🤞

  • @davidbudd2624
    @davidbudd2624 8 місяців тому

    Right on! Relative affordability doesn’t matter if a significant % of the market is either ignorant about BEV’s or has been deliberately misinformed by “haters”.

  • @taforth
    @taforth 8 місяців тому +2

    I really appreciate it when you have a different opinion from the Tesla herd, as you did today with respect to the survey 👏💪!

  • @Jeffwardmsu1
    @Jeffwardmsu1 8 місяців тому

    Thanks for understanding the implications of that survey correctly Rob. I agree with your assessment 100 percent. I’m catching up on Tesla Daily episodes, but I was shocked immediately to see some interpret that survey post SO wrong on X.

  • @thebnw3059
    @thebnw3059 8 місяців тому

    The survey didn't disclose the house income of the poll which is critic since the house income that can afford Tesla is pretty high. If you are not looking at $50K range of new car, you wouldn't think of Tesla or EV at all. If we look at the largest market of ICE cars today, they are in the range of $30-$20. Sure the average selling price are $47k, but that's because the we have many high priced models that sell at much lower volume. In my experience, a lot of high income people know about Tesla and EV, but they still choose ICE because they think the battery cannot last long after the warranty. This impression cannot be changed by any advertising because high volume EV only started in 2018. Only price and value can change the decision to take the risk. BYD's increasing BEV volume after pumping out low priced models are good example.

  • @nedwulin4646
    @nedwulin4646 8 місяців тому

    Charging a tesla takes about 10 seconds per day. I park mine in my garage at night and I plug it in. Next morning, I just unplug it and go on my way. No need to stop at gas stations, no waiting around, and it's cleaner and cheaper than gas, and most of the power comes from power stations in the middle of the night when there's lots of extras power generated. On sunny weekend days, I charge it while my solar panels are generate the most power.
    No danger of carbon monoxide poisoning. No need for tractor-trailer tank trucks driving around the country killing people in the occasional firery crash.

  • @andrewsmithingell6730
    @andrewsmithingell6730 8 місяців тому

    I agree that affordability is the biggest concern, but as it relates to total cost of vehicle ownership. I have a 2018 model 3, and since purchasing new, I have spent over 9K in repairs out of pocket. I have over 150K miles and its never been wrecked, but the costs have been from failed components that were not warrantied. I know my car is an early example, and no doubt the newer cars have gotten better, but what is the actual cost of vehicle ownership across the fleet??? In my opinion, this is the place to focus...cost of service, reparability (both in terms of time and money), reliability, and long-term value! Now is not the time to focus on reducing purchase price as much as taking care of the growing fleet, ensuring that existing evangelists (both vehicles and customers) can continue to spread the good word and upgrade accordingly if desired!

  • @frederick6886
    @frederick6886 8 місяців тому +1

    I cannot wrap my head around advertising. There is MUCH BIGGER market of consumers who know and want an EV today but cannot afford it, compared to the tiny market of people who allegedly can afford a luxury vehicle but allegedly don’t know anything about EVs. Investing in manufacturing and engineering efficiencies to sell EVs at lower price is a MUCH BIGGER ROI than running annoying advertisements on the internet.

  • @keyframex
    @keyframex 8 місяців тому

    My Model Y efficiency: 270Wh/mile at 75 mph or 3.7 miles/kWh. Superchargers in my area average $0.42/kWh. Assuming DC charging has 95% efficiency, the electricity cost per mile = 0.42 / 3.7 / .95 = $0.12. My gas car gets 31 MPG at 75 mph. Cost of gas in my area is $3.75/gal. Gas cost per mile = $0.12. So for road trips EVs and gas cars cost about the same/mile to "fuel" in my area.

  • @kenibarwick
    @kenibarwick 8 місяців тому

    I like to understand a bit more about the "no cost" question. What if people who answered that question were thinking about Super Cars. I'd imagine a few would have said that. A way to check that is to ask which car they would buy, or at least which brand

  • @PedroGfin
    @PedroGfin 8 місяців тому

    5:47 Rob, your poll was not well worded… It’s very easy to miss the ”(but not at home)” part. I suspect some portion of the 25% missed it and just clicked Yes, because why wouldn’t you want faster charging on the road.
    It’s even ambiguous. Do you mean ”not quickly at home”, or not at all at home? Personally I know what you mean, but it’s a matter of interpretation or guessing.