One note: this video is going to get a lot of negative response, and we’ve made it with full knowledge of that. In fact, #TSLA investors pre-planned their brigading strategy for this video on Reddit, having seen it yesterday on Nebula, so take the comments with a grain of salt. A couple of things I’d like to highlight: - This video is titled “How Tesla Fumbled.” It’s not “The State of Tesla in 2023.” This video is specifically focused on the ways that Tesla squandered its lead, so it inherently omits the positives-that’s the video we decided to make. - The thesis of this video is not that Tesla will fail, but rather that Tesla made some missteps that squandered the massive lead it built for itself, and that it’s therefore going to be more difficult for the company to maintain a dominant market position (but not necessarily impossible.) - This video has no undisclosed funding sources. Wren is the only sponsor on this video. I am not currently a Tesla shareholder, not do I hold any options on the stock.
I work in a parts department, and every time we get in a used Tesla to sell at my dealership I die a little inside, we can't get parts from Tesla and have no way to repair them, can't even get license plate screws for them or wiper blades for some. It's so annoying, they operate like an Apple store not a dealership.
I thought there was a right to repair bill that specifically made that kind of policy extremely illegal for car manufacturers, and that it passed a solid 20 years ago, does Tesla just care as little about that law as they care about respecting unions?
@@justalonelypotetoI don’t think Tesla as a company respects laws of the land. Look at their abusive acts in customer service and more importantly its owner’s behavior.
@@pbinnj3250 Apple is very focused on creating an environment that works very well as long as you only use Apple products and are fine with paying Apple to make any of the changes or repairs you need. Personal anecdote, but a friend of mine had her hard drive fail in her laptop and needed it replaced. Unfortunate but nothing is perfect. She had to buy a hard drive, which is expected, then she had to pay over $100 in service fees and pay to ship her laptop to an Apple repair center to get the hard drive installed. A hard drive installation, something I can do in a handful of minutes with a screwdriver on my personal devices.
The build quality issue is somewhat of a self-inflicted wound as well. I'm from Ohio, and Tesla was once offered the chance to buy a GM factory as long as they agreed to take the skilled workforce that came with it, and they refused because of the labor union that came with it. Now that workforce makes cars and batteries for yet another competitor
I can half way understand that given many whom attempt such things are stone cold fools. EV's are yet to be fully accepted there after any and all bad pressed kind of means jack. When the average person owns a model 3 for years without fires or explosions. I think Tesla should be pushed to provide a very clear road forward on right of repair and binding. Better batteries and production might be a more major focus but these cars should be as easy to repair as possible. They should seek to become the next toyota except with rwd and shit tons of power.
The video is how Tesla squandered its market lead, not about everything questionable they've ever done. Apple fucks with right to repair too, and they're terribly successful.
That's what suprised me the most in a bad way. They have been the tech leader maximising the innovation so they don't care about competitors copying them because with such fast development their tech will always be couple step ahead, including the software, training servers, data gathered from the whole fleet which are hard to replicate. Then they turned to be Apple of cars where they locked their repair process and selling of spare parts so it's hard to do anything without official service center. Rich rebuilds famously documeneted that on his channel.
Pretty much everyone is that way, especially with anything with a lot of electronics involved. My mechanic has to order special parts from Chrysler for my minivan - so I'm only saving on labor at that point (which is still significant).
I hope the trend of everything being a touch screen that Tesla started will reverse. They just aren't the best way to control a car. If you look at F1, they've got a foot pedal for gas and break and literally every other control in the car is mounted to the steering wheel. There's also only one screen and it isn’t touch-sensitive. Maybe that's too far the other direction, but I think it'd be nice in a consumer car. All-touchscreen was a terrible design choice by Tesla, making it unsafe and inconvenient.
Yep, touch screen is annoying as hell. At work there is a touch screen pc next to a normal one and guess what? Everyone uses the normal instead Touchscreen takes too long and is much more unreliable
Having a touchscreen is fine. But some controls like audio volume, AC temperature, etc. are much more convenient when they’re on physical buttons that can be found by feel alone. Operating a car is dangerous and requires constant focus on your environment, so minimizing the amount you have to look away from the road ahead is always safer.
i guess having one touchscreen that you can patch through software is cheaper than physical buttons that when even the car itself is shoody quality wise the buttons will probably be worse lmao
Yeah, Haptic feedback is something that cars should be obligated to have. Its a massive risk to have to quit looking on your windshield to fiddle around the touchscreen. In older car, once you go knew the layout. you could change everything with your hand feeling while keeping your eyes on the road. I like technologie and new stuff. But new is not inherently better and the old fashioned way is the best
@@thatpersonsmusic Tell that to all the soccer mom's toting their groceries and brats. Very little one can get done in a suburban environment without a door-to-door vehicle. Wishing we all lived in a city is not a solution.
@@thatpersonsmusic The problem is that we need effective transportation for the environments already built. I already see new developments that employ walkable suburban layouts in NYC suburbs, but they do not address all modalities because of the existing surrounding areas. Telling people to just tear out the suburbs and rebuild is not viable.
Electric cars, while somewhat better than regular cars for the environment, will never be as good and as helpful as just building a decent transport network Lol 420 replies nice 🍁
It will be nearly impossible to sever carbrained suburbanites from their dependence on cars without a total upheaval of our economic system. So EVs are a necessary compromise for now.
The Cybertruck is appropriately named because it literally looks like a truck in Cyberpunk 2077 that didn't fully load, so just appears to be a polygon.
As a Tesla owner who lined up for a Model 3, I agree with your points. The only thing I’d add is at least in the US, Tesla’s continued short term advantage will be its charging network. It’s 2023 and PBS Newshour just did a roadtrip with a Rivian in California and ran into all the issues we’ve seen before with these charging networks. Broken chargers, payment systems off line, it was kind of a nightmare. That stuff has got to get fixed before I’d ever have my primary trip vehicle be a non-Tesla EV. Superchargers just work. The company did get that experience right from the get-go, and the payment system is seamless.
I think this is a great point, and for unclear reasons Tesla seems to working hard to make it irrelevant by pushing NACS, getting other cars to use Tesla's plugs and be compatible with Tesla's network - eliminating that competitive advantage
As ev become more popular, there will be more fast charger across the country. Give it another 5 years and every single gas station in the country will probably have a charging station. This is already starting to happen in my area, every resturant, cvs, walgreen, shopping mall, parking lot, and others have a charger for EV. This charging network advantage that Tesla have, like you said is just a short term advantage.
Superchargers still suck ass, having to stop for a couple hours every so often is a massive disadvantage compared to taking all of 3 minutes to fill up gas
@@faketruth7740only true of metropolitan cities. It will never be financially feasible for every mom and pop gas station in middle America to add a supercharger. Not enough people will use it, they take too long, and the amount required would be insane. EVs are okay at traveling around cities but suck for road trips. Also most EVs take overnight charging to reach capacity… and installing a fast charger in your home is around $5000, on top of the overpriced cars themselves. Massive barriers to entry on all front for realistically no benefits
I know that right to repair wasn’t in the thesis for the video but I think it would have been a nice mention when you were talking about service centers. Tesla could provide better service if they provide parts and repair manuals to independent repair shops but instead they vehemently want customers to go through official channels only which is why they’re in that predicament.
@@mzaite There are 3rd party specialty Honda, BMW and VW shops in every mid-to-large city in the US; they provide stellar repair service. Why would a 3rd party Tesla specialty shop be any different?
@Michael Zaite because 3rd party mechanics need to compete. If their service is bad, no one will go there. In my experience, 3rd parties have always been better. But, with companies DRM their products, of course it repairs will get worse. Thats why right to repair is very important
@@brujua7 Third party will only be "black box changes". You don't have to know what's in the box to figure out it's broken, especially on a Tesla which has a very tight internal communication structure. The car can probably tell you what's broken.
As a Tesla owner myself, and someone who really enjoys my Model 3 and absolutely purchased one because of the emerging EV reality, this video was spot on. I always thought the same thing about Tesla, that it could have been basically a monopoly, with their superior charging network as their wall to guard them so to speak. Honestly the Model 3 was supposed to be the "grown-up" moment, but it just wasn't. I love my car, I really do, I wouldn't trade it for any other car, but I could also never, in good-faith recommend it to just any random person, since the experience really is so niche. I love this Channel, and this video was truly excellent. Great job
This hit piece was published 2 weeks ago, about this company with data about 5 to 8 years old.... Literally, every sentence in this video was false, with the exception of leading car being f150. If you own a tesla, what do you see true in this? I'm very curious.
Elon identified that the niche of high income early adopters was big enough to pursue. As Henry Ford said it himself: had he done a market study, the consumer would have asked for a faster, more mpg, lower emission ICE (a horse drawn carriage) instead of a model 3 ( model T) ALSO, to this day, Elon wishes he could have called his car lineup "TESLA" . But since "model T" was taken, he had to go "S3XY". 😁
@@evanmunro1984 have you even seen or heard of Paid fan boy from tesla? Chevy, ford, even byd, they all have paid fan boy or defam boy... but tesla don't pay nobody. You are dillusional.
specially when you make it harder for yourself by having a “quantity over quality” mentality that forces you to send a vehicle even if it’s build incorrectly because stopping the line is prohibited also specially when your workforce slices their hand on a normal basis and they are fucked cause you are too focused on trying to stop them from unionizing than trying to make them produce better cars
@@barlmax4095 can't blame Tesla for quantity over quality, there was several reports at the time that they were under a lot of pressure from shareholders to ramp up car production.
Severely overlooked consequence: the drivers are gunning to outdo BMW drivers as some of the absolute worst on the roads. They either didn't know what they were getting and don't use any of the driving assist, still leaning with one arm on the wheel and riding the lane lines with a significantly heavier and jerkier steering ratio, or relying entirely on the driving assist and overly cautiously navigating traffic with extended braking distances and mile long lane changes. They're also really fighting for the reputation of not using turn signals.
Most Tesla owners aren't "drivers", they just drive a car sometimes, compared to someone who is passionate about cars and thus takes driving more seriously. They are also much more distracted because they keep playing with their cars. Give these people 0-60 in less than 3 seconds and you're asking for trouble.
@@uselesshero I drive a Prius C and am so much more aware of every other car leading up to a red light or on ramp, let's keep it moving people! I may be small and only have a listed 99hp, but I'm still passing all these dumb M3s (BMW and Tesla) by carrying all of my momentum and timing things correctly.
In fairness most people that drive for work only tend to have limited experience, and adding the urban EV nature on top is just asking for a tard on the road. I work delivery, I cringe almost daily seeing people just...like...pissing about with the idea of being competent while also not really knowing their basics, or practicing it@@uselesshero
Also of note: You point out Rivian and Lucid as rivals, but they too have yet to make it through "production hell". As of last quarter, Lucid's reservation holder list was shrinking due to withdrawn reservations faster than due to delivered vehicles. Tesla problems are not always unique.
I just watched today Lucid CEO expertly dodging production number questions going full legal department answer. Massive red flags, it seems they are in a really deep shit :\ Saudi's might buy them out completely and then who knows what will happen with them.
@@thomashajicek2747 Sure, but they also have the hindsight of Roadster, Model S, Model X, Model 3 and Model Y + a frickload of profit to a point they are stacking 12-15 billion into the bank on a yearly basis despite putting MASSIVE investments into building multiple factories for cars, batteries, megapacks and so on.
@@jonathanpalmer228 +1 Republicans / -1 Democrats -1 for Democrats in Tesla leaving CA. +5 at $$$$ profits for Republicans stealing California money with Tesla monopolizing in CA with draconian I.C.E. vehicle policy's in CA.
This video has zero context, which SMR provides. If Wendover is just going to list all of the problems Tesla has had over the last five years. Then whats the conculsion? Tesla isnt perfect? Well okay. We are watching the literal equivalent of Teddy Roosevelts quote "It is not the critic who counts: not the man who points out how the strong man stumbles or where the doer of deeds could have done better".
The Tesla cult is real. It seems like they're taking the Apple approach: Sell a product not as a product but as a lifestyle. Then, it doesn't matter if the product is actually good in any objective way, people will buy it because of the lifestyle it represents. And will act like it's a personal insult whenever you point out the product's shortcomings. Honestly I don't understand how people get so sucked in by marketing like that, but obviously it works.
I liked Wichita's depiction in the 1975 film, _A Boy and His Dog,_ starring Don Johnson in his first film role (if you don't know who Don Johnson is, see _Miami Vice,_ an 80s hit police drama show. He's also actress Dakota Johnson's father).
It's likely the reason why Tesla lowered it's price of it's cars. They would never admit they were forced to, but it's undeniable that the competition is is nipping at Tesla's heels and Tesla's hegemony is in serious doubt as the presence of this video (and others) suggests.
@@gtd9536 thats just business, to compete its sometimes better to sell at a loss up front to look competitive so you can make more money on the back end.
One reason I think people buy Teslas, which was not mentioned, is because of the charging infrastructure/network. I own a F150 Lightning and on a road trip finding reliable, fast CCS chargers can be hard and off putting.
The two people I know who bought teslas did for this reason. With another car you can’t even plan a trip because you can’t count on the station you need to even be working or have what it says, meanwhile Tesla can tell you real-time which of its chargers are operational and where
@@TStark-vj2wo For the Americans I hope so, in Europe it was very beneficial when there was a line at a charger, I went on to charge at Tesla in Denmark last summer. It will massively boost the appeal of all other EVs in the states when they do.
Does anyone else feel like this is a concerningly more common issue with products now of days? Like even expensive products are built so cheap and are liabel to break early in their lifespan.
Depends what you buy. Electronics of course. Nice leather goods from top companies though last longer then i will. My boots and jackets will last. Only reason i spend good money on them
Your graph at 6:30 is wrong. For $50,995 you can get a Mach E with a 247 mile range. If you want a 310 mile range its an additional $7,000 and the 0-60 time jumps to 6.1 seconds.
For service centers, it is worth remembering that close to half of states barred them from operating there due to local dealers fighting tooth and nail. It is down to single digits, but has been a large uphill legal battle
Well lets be real, having a mechanic that can only work one brand, and having a car that can only be serviced by one mechanic is problematic in its own right. (I know other brands are also moving in this direction, it's problematic there as well)
True but other luxury/exotic car brands have even less service centers than Tesla but still maintain a higher quality product than Tesla. Ferrari, Lamborghini,
In my state, Georgia, the senate put a hard limit of 5 showrooms Tesla can have open at any time. Dealerships have been lobbying very hard to prevent manufacturers from selling direct to consumers, and Tesla - among other car makers such as Rivian and Lucid, will have problems with expanding.
That’s going to be a big issue for them going forward. Because it was the only EV company, Tesla managed to convince a good number of states to make exceptions to their dealership laws that allowed them to sell directly to consumers. This is something that auto manufacturers have wanted to do for decades, and it gives Tesla a huge competitive advantage and large profit margins. But now that every car company will soon be an EV company, there’s no rational justification to give them that special treatment. I think we’ll soon start to see states either limit or take away that exemption.
The EV market really needs to settle on a single charger design. If Tesla's is propriety, the rest of the market may be able to catch up by standardizing a design that they all use. Having the USB-C of chargers would help the rest of the market greatly.
Outside the US (and Japan, I think), there is a single charging plug now. Except Tesla, even in the US there is an universal one. Tesla is the one not willing to switch, just like Apple. I am so glad in Europe there is an imposed universal plug.
Musk’s filed a patent specifically to make the port proprietary. There’s nothing special about it other than the shape than the federal government subsidize purchase of his high profit vehicles by wealthy consumers. I’m hazy on what the Biden administration did to get Musk to open those superchargers up the other makers. but that’s something.
The things Tesla did was to make EVs sexy and build out a massive charging network. I owned a volt for years and I loved it, but if you looked at a Leaf, Volt, or other EV at the time, its clear the major manufactures were never going to build something better unless pulled kicking and screaming. Charging overnight is pretty much all the changing anyone will need 97% of the time; but having a fast way to charge that isn't cumbersome goes a long way to erasing range anxiety... and frankly 240v level 2 charging doesn't fill that gap. Tesla changed those things.
As a very happy Volt owner, someone who will almost certainly never own a Tesla, and someone who considers the cars over-rated and more a fashion statement, I do appreciate what Tesla did for the EV market. I acknowledge that, if not for Tesla, the EV market would likely be a small fraction of what it is today. And, ironically, all of the reasons that someone like I don't like Tesla are the reasons it helped propel the rest of the EV market. Namely, they made EVs "cool" and fashionable. I just want a good EV that gets me from point A to point B reliably, safely, and comfortably. But you do need those first adopters, and the more fashion-conscious those first adopters are, the more quickly the rest of the public is going to desire it. Tesla made a fashionable car that fashionable people wanted, driving demand downstream, even if on an individual basis I don't really understand why anyone would opt for an overpriced, poorly-built Tesla given the competition today (granted, the competition has only been competitive in just the last couple years).
@@amvin234 Because I don’t agree with your conclusion. Lots of people are happy with the Volt, I would not be so I buy a car I am happy with which is a Tesla. This video is filled with inaccuracies and bias, drawing conclusions based on insufficient data. I’m sure it attracted the view and like volumes they wished for though. 👏
@@amvin234 Some portion of the market are going to buy a vehicle because they are "cool and fashionable", but can you really say that was the motivation of the 1.3 million buyers that got a Tesla last year? At that price point? Because that would be a very expensive fashion statement. And I get where you're coming from, specially after hearing the tiresome arguments of people who barely drive a couple dozen miles a day being "concerned" about range. However, the Volt and the Nissan Leaf are just unprofitable attempt to keep the government happy. Tesla strategy of starting with the luxury segment of the market made sense because at the state technology was when they started nobody could make a mass-market vehicle (say, something that could compete with the Toyota Camry on price) at a profit. Even then, Tesla didn't became profitable until they came out with the Model 3 and even more so with the Model Y SUV. For EVs to replace ICEs they need to be profitable for the manufacturers, and Tesla is the only one that's making a profit selling them today.
To be clear here; I believe in what Chevy and Ford are doing - the F150 lightning would have been my purchase years ago when I was in the market for larger electric vehicles. I just believe they had to see proof the market was real - and Tesla did that. A different company use to take the Silverado and convert it to a Volt-hybrid (Via's SolTrux) - but they weren't selling to consumers.
I'm a tesla owner up in the Dakotas. I really wanted to go with the Ioniq 5 when I was going the EV route, but the CCS charging network up here at the time of purchase was almost non existent. I can road trip a tesla out of the Dakotas. the same can not be said of other EV's, unless you plan to make loooooong stops for level 1 charging. If I were to buy today, I would still likely lean towards tesla, just because of the supercharger network. Electrify America has taken the crown for CCS fast charging in the US, and they have a long ways to go to match the Supercharging network in terms of reliability, availability, and number of locations.
Yeah I feel like this video did not adequately address the absolute dominance of the Tesla charging network versus rivals. It's no contest; electrify America is in a distant second place.
Electrify America stations aren’t maintained well at all; they’re very unreliable. You can’t have an unreliable charging infrastructure if you’re going cross-country. You need to be able to look at your phone, or on your car’s screen, and see not just that the stalls are operational, but precisely how many are in use and what the expected traffic will be at that location when you arrive. My car knows these things long before I arrive there.
DING DING DING! This is the primary reason why Tesla will continue to have marketshare and relevance for years to come. The Supercharger network was completely missed by Sam as a reason to continue to buy Tesla.
Right? That was both cruel and a missed opportunity. The big guys and their sales net work changed their tune to match Saturn!m’s and crushed that little company after they demonstrated that if you treated women like human beings, they would buy their cars. Now Tesla comes along and demonstrates some EV things like how you need a supercharger net work, and apparently a pack of lies but that’s nothing new in Detroit. So we shouldn’t be surprised if Detroit quietly grinds tesla down the same way they did Saturn.
Sam, in my city of Kosice, Volvo is buidling huge factory exclusively for the production of EV's. Would be cool if you make a video about the insane logistics of opening up EV factory 😋
There wouldn't exactly be a lot of information on the logistics of opening an EV factory. Especially considering it is an emerging market, I'd assume the process would not be made transparent, as to not give their competitors the know how to steal their market share.
@@lurkinturk4284 It's not really all that different from any other car factory... I've had the opportunity to visit both the Tesla Gigafactory in Berlin as well as a BMW factory elsewhere in Germany and you really need to understand quite a bit about the technology to spot differences. They use the same machine suppliers and, outside the drivetrain, largely the same manufacturing processes.
@@thevinceberry Honestly though, to the average consumer a 10-15mm panel gap just isn’t even something they notice or care about. If they like the car, the aesthetic, and/or the convenience that Tesla offers they simply won’t care about panel gaps if they even notice. A lot of car enthusiasts seem to fail in understanding that they are not the average consumer and that the average consumer simply does not care about many of the things enthusiasts do.
@@ogzombieblunt4626 That's the thing, these things are pretty standard among all cars and most people don't give a damn or were even aware of it, but very successful FUD campaigns in recent years have somehow made Teslas synonymous with panel gaps. Heck, the truth is that an average McLaren has more build quality issues than a Tesla, but you just don't hear anyone about it because there isn't a massively powerful oil lobby trying to spin a certain narrative and shorting their stock.
I've been noticing so many Rivians on the road lately. Granted, I'm in an area with a HUGE Tesla presence (since the consumers in this area can easily afford them, and there's a location to repair them near here), but still, every time I see a Rivian, it seems like that easily could have been a cybertruck sale.
Your Mach-E price & range is wrong. The $50,995 Mach-E "Premium" only gets 247 miles of range! You have to upgrade to the "Premium WITH EXTENDED RANGE BATTERY" a $7,000 option, to get to 310 miles of range. This totals to $57,995. The Model Y is cheaper with 330 miles of range.
Yeah he is completely full of shit. He said that BYD sells more EV than Tesla which is totally false. Tesla sold 1.3 mil EV in 2022 while BYD sold 0.911 mil. He incorrectly counted BYD's hybrids, which are vehicles that contain a f**ing gas tank. Anybody with half a brain would not count that as an EV.
I wanted a Mach-e. When he mentioned this in the video my 🤯 it’s like he didn’t even try to get his facts right. I wound up buying a MYLR. Delivery any day now.
The only part I really question is about why Western companies fail in China: it is less about not understanding the market and more about an incredibly unfair playing field set by the government.
I mean it heavily depends on the industry, but it’s a complicated case by case story in China. In Tesla’s case, they are still heavily supported by the Shanghai municipal government. Whilst electric car manufacturers Nio and BYD are supported by Hefei municipal government and Shenzhen municipal government respectively. Regarding the unfair playing field, the difficulty is most municipal governments are weary of supporting western companies, when domestic alternatives exist and western companies (investors and shareholders) are weary of having the tag ‘Chinese state owned or supported company’ which Tesla is totally fine with and used for extra publicity in China.
The entire video is a lie, all the facts are presented to mislead. Half of the profit of the VW group is made in the Chinese market. Half! Have you ever heard about Wuling Hongguang Mini EV? Maybe this was why Biden said that GM/Bara is the leading EV, because this minicar is best-selling in China and 49% is GM... so this video is just a bad joke full of lies...
the same is true of most countries. The US gives a ton of subsidies to many things that are built in the US for example not to mention rampant lobbying which i’m guessing is easier if you speak the language and already have connections
@@onemorechris Sorry but no, not even close. The amounts of red tape, forced technology transfers, legal inequality, capital controls, forced introduction of party members in your board, ostracism when it comes to certifications etc... The amount of barriers China sets to foreign companies is staggering. This not to speak to outright bans on services such as for Google tec.. -
@@yoshyoka Huawei is banned in the US. that’s an outright ban too. the US government tried to force the sale of TikTok to an American company: that would be a forced swap of all the board members
I've had a Model S since 2017 and I've experienced almost all the negative things the video talks about, but one area where Tesla still blows everyone else out of the water is their supercharger network. My battery has degraded by 5-10% since I got my car, but it's actually easier to road trip than before because there are so many more superchargers than there used to be. When I got my Model S, there were 2 superchargers in the Dallas-Fort Worth area. Now there are at least 10. The superchargers are very reliable too. There might be one or two not working, but most superchargers have 10 or 12 and they usually all work. I've tried these other 3rd party chargers like EVGo, etc, but they suck. You really can't count on them working and when they work, they're really slow. Tesla is experimenting with opening them up to other EVs, but they can always stop doing it if it causes more problems than it's worth. The other automakers don't have anything close right now. Road tripping in my Tesla and hopping between superchargers is one of my favorite parts of the Tesla ownership experience.
It was not bad for long trips as a taxi company but terrible compared to just having a hybrid car. But that taxi business went out of business within 3-4 years after replacing Toyota Prius hybrids with tesla long ranges thanks to the ridiculously higher electricity costs from the city for charging 30-40+ teslas every day all day long. As a solo user it is probably great, but yeah we had major battery life problems living in a cold winter state too, half the battery would be gone in winter months as opposed to the summer. So I can imagine living in a warm place with a tesla is probably a pretty great experience. Where it gets cold it is miserable, the 300 mile battery turns into 150 miles instead. Not good for a cab company.
There's a good reason why gas stations aren't owned by car companies. Because if they did they did then they could put a lot of pressure on people to buy their cars simply because it's hard to get gas if no gas station in town serves your car brand. The only reason this hasn't been addressed legally in the same way is because EV's aren't big enough yet and chargers aren't common enough yet. But once they are, then if that kind of practice isn't shot down like the plague it is then we're in a for a world of hyper aggressive, monopolistic car companies who have yet another vein to be greedy and exploitative.
I feel like the Supercharger is probably the foot in the door that could help Tesla hold on to a meaningful market share in the next decade. If they lose the charger format war the old boys of auto manufacturing world will eat them for breakfast.
You're gonna piss off the fanboys... But I agree. I've sat in every model of Tesla except the roadster, and they ALL feel sterile, cold, bland. It gives off the exact vibe... of being inside a fancy computer with wheels.
in terms of comfort, the interior is fine, I've sat in plenty of cars and its good. It's not "luxury" but it's definitely not bad and to say so is disingenuous. It's just average or slightly above average depending on the price bracket (or slightly below average for the somewhat overpriced Model S and X).
It seems like the biggest draw to buying a Tesla in 2023 is the supercharger network. It probably won't be as ahead as it is now by 2030, but for now every other charging station is a gamble.
For Tesla to maintain its competitive advantage in the US, the Supercharger network has to remain exclusive to them, no other carmaker/brand can use it. That simply doesn't work when the goal isn't to have every American drive a Tesla, but to wean America out of ICE, because Mother Nature certainly isn't waiting for them to start reducing emissions. The Sandys, Ivans and Ians are just for starters.
Theres some points that sam failed to mention :( - In the Europe Market, second hand teslas are just super competitive. Right now i can get a 2017 100D Model S for 55k€, cheaper than a base Ionic 6 - Software experience. The integrated infotainment system is still currently the best. - Supercharger network and integration - Looks? As much as the ionic 6 stunning is, a model S still is more beautiful - The model 3 still has no real competitor in Europe , for there are EV compact sedans but no midsize one - Before the introduction of the Ionic 6 i keep referring as, there are no other full size sedans "affordable" (BMW, AUDI and Mercredes all really way more expensive), not everyone wants a super big and heavy SUV !
also if you belive in the full self driving part, just that it is not proper full self driving yet doesn't mean it is bad, i don't know any car that has better "auto pilot" yet
Even then, Tesla announced plans to open the network to other cars, and there are reports of superchargers with universal CSS chargers in the US right now. The supercharger draw is beginning to diminish.
Just to be fair, if someone knows where and how they can go to a dealership today and buy an non-tesla EV without any markups, or even just test drive one , any EV, let everyone know.
Chevy stopping orders for the Bolt for a bit and asking customers to park outside away from other vehicles because of battery fires. The Ioniq5 with a fairly common 12v battery drain issue. The legacy car brands aren't doing any better for build quality for their EVs or even ICE vehicles historically.
There are way more serious issues than just fit & finish though. Just off the top of my head I can think of tonneau cover breaking with just regular usage and the trucks just refusing to even unlock in cold weather (no extremes, just freezing temperatures & parked outside) and these are not rare cases...
There are MILLIONS of videos that have aged like milk on youtube. No one knows what the future holds, especially for EVs. Given how Elon is on his high horse, we will see.
@@IMAPOTATOZ Even if Tesla magically goes down in flames tomorrow, he still owns fully the company that will control all transport in the entire solar system for the next 30 years at least.
@@dansands8140 Elon "owning space travel" is meaningless when it's just a money sink lmao. There's a reason it's only government projects that visit other planets and that's because it's not something that can be commercialised at this point.
Huge respect to the work you and other employees are doing. Keep in mind Wendover said this video intentionally ignores the positives, and only highlights the negatives. See his pinned comment.
tesla remote service will just drive to ur house and do maintenance there. I live 2 hours from a service center (mont tremblant canada) plus all the ice cars I've had have all had some dumb build issue. our teslas have had no problem so far
It's the same problem that so many of these startups have. A group of financiers and tech bros get together and decide to sell dog food. They hire a bunch of 22 year Olds straight out of Stanford, build a web site and find supply chain solutions. But what they don't do is hire anyone with experience in the dog food industry.
I like your videos, but think this one missed the mark. Many of the criticisms - that cars are cars, the big old companies will catch up, they're not dominant enough.....could be debunked by your own slide at 18:13s Tesla sells enormously more EVs than any of the other companies listed. Hell, check out the timestamp: *Tesla still sells ~3x all the other companies combined!* Looking at this graph, you could re-do the entire episode titled "What the Beep happened to Nissan/Ford/Chevy/Other?" Remember when Volkswagen were meant to stomp Tesla? ID.3, ID.4.....How has that gone? Toyota, surely they'd kill Tesla, yeah? In reality, Toyota have sold a handful of electric cars.....and they've been recalled for the *wheels falling off*. GM, Ford.....are they selling millions of electric cars each year? No, but Tesla is. A couple million Tesla Model Y this year....easily. Could the CyberTruck have come out already? I guess, but its not like they've been sitting around doing nothing, while other old car companies sold millions of EVs every year. No, Tesla have been so successful, that they're doing their best to keep up with worldwide Model 3/Model Y demand. Tesl have rapidly built global factories in China and Germany.....another Tesla engineering HQ just opened in California, joining last year's Texas Gigafactory.......and their New York facility, and and and.... TL;DR Elon Musk is often a dick, but most leaders are dicks. Tesla are clearly outselling the competition, and the old legacy car companies have had a decade, but still can't sell an EV for love nor money.
The failure to deliver something compelling in the truck market despite turning the Tesla hype machine up to 11, nearly a half decade ago, is telling. But what that says about the future of their other models is very concerning, too. The Model S is over a decade old. There doesn't seem to be any move to update/refresh/replace it. And with all of their efforts focused on getting Cybertruck out the door, it's unlikely we'll see any movement on refreshing their existing lineup anytime soon. There's a reason the established manufacturers have shortened their refresh cycles to as short as 2 or 3 years, on some models; and Tesla is not in a position to keep up. They no longer have the cache to coast by on "because it's a Tesla". They're just another car company now. And they need to start acting like it.
Yup. Good thing failure to deliver a truck doesn't mean Tesla isn't insanely profitable. It means they made stupid public statements.... Boo hoo. People like you can gloat about that. I'll gloat about the 14B in profits, eclipsing Ford and GM. So ya... Make fun of old designs and broken promises. That's nothing on profits. I can name tons of companies who did similar. Intel refreshed the same CPU architecture for 8 years and was late on every single release for example. You know about Tesla because the media talks about it. They don't talk about every single company doing the same thing (to less of a degree.). They don't mention Tesla profits either. Because they don't want to look stupid. Tesla wins when we talk financials... The thing I care about as a shareholder. I'm very happy Ford refreshes your designs for you and has "better quality". I hope the 2 billion dollar loss is worth it..... I'll take 14B in profits. Every year we hear about Tesla's tired designs. And every year, we set new sales records...... Lol.....
You say that, as we set another sales record, the north American profit record, etc. Lol.... Yes, you're right, the designs are old... Yet..... We still keep selling em.... Just like how people cry about expensive hermes /Louis Vuitton. Just because you don't want it, doesn't mean someone else doesn't want it. You like refreshed designs? I like money. If we actually have issues, then I care. But if it's just the dumb headlines you normies read because opening a companies financials is too hard? Then I don't care. 50% yoy EPS growth.... That's what matters. When Ford and GM have 0% revenue growth regularly, I don't care what they do. I don't make money with zero growth. Tesla makes money. So I want the vehicles? No. Do I care? No. I care about money. And Tesla delivers more money every year. This year, we'll do 20B +, more than any auto company in the world.. Already did 14B. Dude. Stop reading headlines. The financials are what matters. Tesla wins on financials.
They started taking 50k deposits on the 2nd gen Roadster 6 years ago on the promise that it would come out in 2020. Taking money for a car that far out is ridiculous and should be illegal if it isn't already. You're more of an investor than a customer at that point.
@@Tential1 Wow, that rant was... a lot. Especially after some pretty massive price cuts to address falling demand. I didn't say Tesla wasn't wildly successful. I didn't say they don't sell vehicles. I simply said that their designs are dated. And for an established brand, which they are now, that can be problematic. And as someone who loves money, you should see it as a problem too. The Tesla hype machine isn't done yet, but that time will come. And for the investors, like you, and car enthusiasts, like me, I truly hope Tesla can keep their momentum.
They haven't tried selling a truck yet. They prioritized model y production because demand remained high while supply chain issues took up a lot of resources and made launching a new product way more difficult. Yes, it was significantly delayed, but it is clearly a combination of COVID and being a victim of their own success with the model y. Annoying if you are a reservation holder, but nothing but good news if you are a stock holder.
I think it looked RAD when it was unveiled but it was soooo long ago that it looks like one of those old forgotten concepts by now. The Rivian truck did a much better job in it's design
Let's not forget that Tesla has been heavily subsidized both directly and indirectly through EV Tax Breaks that came out in conjunction with the Model 3. That is the massive advantage that made them a BIG company.
Like every ICE company ever? If the fuel ppl use was not super super super heavy subsidized, how many car would they even sell? If Ford owners realy payd what the Fuel was worth, they wouldt sell that many cars, would they?
@@peternystrom921 There's still a massive difference. Everything Tesla sells is DIRECTLY subsidized. I'm very much against fuel subsidy as well, but Tesla is completely overvalued and overhyped regardless.
@@peternystrom921 The sheer level of delusion into this pathetic, juvenile child's companies is astounding if you look at the numbers that he claims his companies are worth and think, "Yeah, sounds legit."
@@peternystrom921 Fuel isn't subsidized. In fact the opposite. EV's are subsidized by not having to pay for the roads and bridges they use whereas gasoline has way higher taxes than anything but cigarettes and alcohol.
Honestly, I would just prefer a better public railroad system for both city and country areas. This massive public transportation would mean far less traffic, far less air travel, etc. Which means it would be better on the environment. Living in Midwest we have a horrible public train system, the nearest station for my areas is over 105 miles away. Although I'm in the country I'm surrounded by a handful of citys, hell my states capital is only 35 minutes away. But still, nearest train station is 105 miles 🤷♀️
Doesn’t work outside of high density zones, unless your low-density zones are extremely dense, like Europe (e.g avg Europe single-family homes are 3x smaller and property is 6x smaller). Only ~13% of US citizens live in high-density
@@monsterous289 and actually putting public transit in those high density areas would make a huge difference for the most people! Just because public transit "doesn't work" outside of cities is not an argument against it. Even then, intercity/town train and bus routes that do stop in rural areas can still work!
@@elliotagnew9960 No one made that argument. I'm all for making high-density areas almost entirely walking/biking/public transport, and conversion as well. Just most people and places (~87%) as in the countryside like OP mentioned, would not and do not benefit from public transportation
@@monsterous289 I've seen too many arguments against public transit, and especially walkability/bikeability, because of edge cases. It's worth saying it either way, even if no one was arguing that. Interestingly, I stumbled on a cost-benefit analysis of public transit in rural areas while researching several years ago. It found it was beneficial, though that doesn't necessarily mean economically viable.
@@elliotagnew9960 If we had continued building in a grid maybe it could have. Having sub urban sprawl kinda makes local transit hell to build effectively especially since buses are so inefficient. Trains could still be useful for connecting cities together and relying on ubers. but it wouldnt make sense for the bus to drive 3 miles each way to my house and im sure as shit not walking home or riding a bike home in the rain. i'll keep my car.
Tesla's BIGGEST (and arguably only) selling point at this time is their charging network. Having taken road trips in EVs, Tesla's charging network is easier to use and, most importantly, much more reliable. That being said, home charging is enough for 90% of uses and charging competitors are getting better by the day. That's not even mentioning the fact that the government is pushing Tesla to open up their network. Their singular advantage is being eaten up quickly and they're gonna have to make some major changes if they want to stay relevant.
Definitely not the "only" selling point. Price, delivery dates, OTA updates, efficiency, performance, Autopilot (and in North America, FSD Beta), they all factor into it.
@@ChrisHobson916 The thing is, everyone cares about different things about the experience. I drive a Polestar 2, and think even the performance versions of Tesla's fleet feel like I'm piloting a boat than a car compared to the Polestar. Handling characteristics etc. isn't substantially different from say a Nio, which has similar experience to Tesla. So unfortunately that just goes back into the video's topic, they aren't alone in the market segment, but they're acting like they are.
I love station wagons. The only electric ones I’ve seen are the Porsche Taycan Cross turismo which I think looks amazing, and the Alpha Saga Estate, which doesn’t actually exist yet lol
If buying a Chinese car is acceptable for you, MG has a fully electric one. Model is MG5. Personally I'm reluctant to buy it due to big Chinese companies being effectively part of CCP so I'm holding out for one from other companies, but that car is highly rated and well priced too.
I agree that other EV's can offer better value for the car itself, but I really struggle to consider any other EV purely due to the charging network. As a current EV driver of a not-Tesla but renter of many, my experience with public chargers that are not Superchargers has been very poor. Beyond that, competition is great, and hopefully other manufacturers can work together to improve public chargers so that alternative EV's become realistic options for single car households, driving Tesla towards improving the quality of their own cars.
Thankfully, the Biden administration just got Tesla to open their Supercharger network up to other cars by EOY 2024. And they've established a standard for charging if electric vehicle charging companies want federal funds. So this shouldn't be a big problem for much longer.
@@chrisness Not like Teslas are good value, anyway. I wouldn't recommend an EV in the current state of things, period. People who buy EVs today are still considered early adopters and the price you pay and the lack of charging infrastructure you have to deal with is proof of that.
150 kWh chargers w/ cables that can only handle 70 kWh. Straight up false advertising. But that’s assuming their app works and/or the charger completes the handshake w/ your car.
Let's not forget that Ford literally had to use their most "cherished" model name to elevate interests in the Mach-E... ☕🗿 I think Tesla is doing perfectly fine. Not sure what led Wendover to this video
@@cthrivevideo you ALWAYS have to watch the trend... not just the present. 2020 Tesla sold 4x the rest of EV's in US 2021 Tesla sold 3x the rest of EV's in US 2022 Tesla sold 2x the rest of EV's in US noticed something ?
@@johnsmith-cw3wo Yea I notice that Tesla is just really early to the game. If you are the first who produces a thing, you have 100% market share. And it is obvious that you cannot hold this level. With 66% share in 2022 that is still ridicolous high and of course can never be held. And no sane person would expect such a share to be held by a single company for years. So telling me that from 2020 to 2022 the share of Tesla declined from 80 to 66% is just telling me that they are far ahead of anyone else.
Im from Denmark and now, almost a year after this videos release, something remarkable has happened. Here in Denmark, Teslas model Y became by far the best selling car in the country. Not even a competition, ub 2023 it sold over 3 times as many cars as the second best seller, the Peugeot 208 petrol. The reason for this huge boom in sale has been aggressive price dumps and loans. Over the last year Tesla has done 3 subsequent price dumps, several as much as 10% at a time. This has made Teslas models more affordable than ever before and made the price difference between the model Y and model 3 nearly non existant. Plus they also made trailer mounts for the model Y extremely affordable, and customers here in Denmark care a ton about the ability to pull a fully loaded trailer with no impact to acceleration, speed, and handling. And as if thats not enough, Tesla has also started doing very aggressive in house loans that undercut other car loans. Most car loans have a monthly interest rate of 5-10%. Teslas loans can be as low as 1.5-2% per month in the first 3 years and immune to interest rate changes, which entices a ton of customers since its cheaper for them up front and per month. In fact this makes Teslas more affordable up front than nearly all equivalently sized EV's in the country, and many have already dubbed the Tesla model Y "The Volkswagen Beetle of the electric age" whether that even makes sense or not. In short Danish customers care most about having a few basic needs met and having them met at a low price for them. And somehow, in Teslas attempts to squander the competition and distract danish consumers from the strikes against them in neighbouring countries, they met that goal. Not as the luxury brand they initially were, but as a budget brand for the mass market. Who knows how long this will last. The price dumping has likely just been made available by lumping sales or cuts against Tesla in other markets, like in Sweden, meaning a surplus of vehicles. Plus these are all the current model Y's that are doing sales records. Tesla is launching a new version of it soon and likely just wanted to get rid of their existing surplus of the current model before the new one reaches the market. So what made them a juggernaut for 2023 in Denmark might not be lasting.
From what I understand, the Danish government is heavily subsidizing Tesla. They are giving incentives, so that means the people can get their cars cheaper. It's not that Tesla is benevolent, it's that Scandinavian countries are moving forward with electric vehicles, trying to limit fossil fuels. I think it was Sweden or Finland who is trying to be all electric by 2030. And Tesla is the only large scale EV not made in China, so they get the subsidies.
Non of this is sustainable though. Tesla needs to merge with a bigger automaker if it want to have the scale to be able to be a car succesful maker, especially a budget one.
I'm pretty hopeful for self-driving public busses in the short to medium term for the US. It's an easier problem than full self driving since the routes can be planned and trained for accordingly. And you could have more, smaller busses to get lower headways, so it might be more economical for lower density areas that's already exist now.
@@cadekachelmeier7251 While that's good in many ways and would definitely be an improvement over a lot of issues right now with basically everyone needing their own individual car in most cities, it's hard not to point out that, at the end of the day, AI technology isn't there yet and it would be far simpler for the re-institution of inter-urban rail lines (HSR would be great, but isn't fully necessary as long as it can match the highway at 60-70 mph consistently) and local street cars/rail lines. These are predictable, reliable, and well-understood rather than waiting on some technology that may not be as quickly developed as people think. The problem is that the US in particular would need to invest in more publicly owned lines, whether building them or buying/seizing them from private companies. Law in the US already specifies that passenger rail has priority over freight, but because the private companies own the rails, they just ignore it and the US government has rarely challenged them on their practices that by definition end up ignoring that requirement. There's a reason Amtrak is only good and reliable in the portions of the country where it owns the rail lines. A self-driving bus would be great and more flexible, but what you're hoping for is still less reliable than a train or tram and more prone to error than a standard bus driven by a human, at least for right now.
When comparing EVs, i always look at chargingspeed. Going from 50 kW to 150kW is huge. Many of the other brands suck in that regard. I have to wait 90 minutes to completely recharge my E-niro
The vast majority of people charge at home or work and so charging speed is much like the charging speed of your phone - you probably don’t care as long as it’s charged when you need it. If you’re having to regularly charge at a DC fast charger, that sucks a lot and will absolutely take forever if you want to go beyond 80-85% since the charging rate drops to 10kW or lower on most cars. Your e-niro would reach this point in 20 minutes or so, same as a Tesla. Teslas also take forever to get that last 15-20%.
It has probably happened since this video was recorded, but hasn't the ford's EV (the lightning) been recalled in the last week due to charging issues or something like that?
Probably. Every EV is essentially a prototype right now. It's going to be a few years until some major kinks are worked out. I've seen some really dumb oversights that didn't happen on ICE vehicles mostly because the engineers have never had to think of that specific thing before.
@@wallcouldtalk FALSE, the difference between EV and ICE is the media reporting. One example was BMW vehicles spontaneously catching on fire while parked, that burned a lot of houses around the world, it got It got so bad that south Korea government band the sale of the vehicles, and almost nobody has heard about it. How about Ford first new broncos roof glass falling while driving
This is a rather good overview. Tesla has fulfilled its "historical role" - dragging the incumbents, kicking and screaming, into the third millennium. That it still leads the market is thanks to two factors: fanatical loyalty of initial "well off Silicon Valley nerd" early adopters, and relative incompetence of traditional carmakers in this new set of technologies (see, for example, persistent problems VW has with software, while mechanically and design-wise their ID series cars are every bit as good as the ubiquitous Golf.) Bot neither of this will last - the supply of the former is finite, and the latter will learn.
The issue behind VW´s Software problems had to do something with Tesla because the then VW Boss wanted the EV´s more Tesla like the issue was that he came to power at the time where VW readied the new MK8 Golf and ID3 and you can guess how well it works out if a company decides to throw away all their work and start over again a couple of months before the launch
This will last until other companies can catch up with Tesla infrastructure, electric cars are an infrastructure problem not a individual vehicle problem.
You’ve missed key Tesla’s advantage - massive battery production. No other car manufacturer happened to secure large volume for electric battery production… yet?
@@personzorz It is everyone lol, even BYD are making batteries for Tesla. BYD might still have at least an equal amount of battery contracts. Nobody else comes nowhere near though.
Maybe Tesla's future then is as an EV component manufacturer. Batteries are great, but they're not a car, and better battery is not something you can directly experience when you look at, or drive, a vehicle. A better battery is icing on the cake.
To me, I can identify 2 unique advatages to Tesla. Whether they outweigh the cons presented, I cannot be the judge. But the advantages are - 1. Best charging Network in the US, as well as more reliable than Electrify America. 2. Best software. Better than Lucid, which is flaky at best and unresponsive at worst, and also better than most traditional car makers. Whether these 2 advantages outweigh the disadvantages, is best left to personal preferences.
They definitely are ahead with charging. However I don't agree with software, as android auto and apple car play are better, so any car that uses them is going to be superior
1. Charging network is opening up in the US in order to gain federal subsidies. = Advantage gone. 2. Elon's moronic decision to rely on cameras and shying away from lidar will forever make their auto driving subpar compared to their peers. Your comment about their software being the best is subjective at best and poppycock at worst.
7:45 If you put the GMC Sierra bar on top of the Chevrolet Silverado's bar they would add up for more than the F series, both the Sierra and Silverado are the exact same platform.
GM kinda shot themselves in the foot for being the best _____ of many categories, by having subsidiary brands instead of divisions. GM has brands where Ford has series. Example: Cadillac is a GM subsidiary that competes with the Ford Lincoln Devision.
@@tiktokjourney8472 If that's the case, GMC wouldn't exist. It's literally a copy & paste; middleman of Chevy and Cadillac. Not sure why they don't just stick to fleet sales at GMC and leave Chevy for the public domain
@@kamX-rz4uy that is kind of my thought. GMC sits right between Cadillac and Chevy and I'm not sure they could up badge or down badge either one well enough to retain the GMC buyers. Even though Oldsmobile and Pontiac needed to go, I'm sure there were buyers lost because they were loyal to those brands.
True touch less transportation already exists. People in Europe and Asia have been enjoying it for decades. It’s public transportation. Unfortunate for those of us who live in North America it is still likely we will get to enjoy this experience as long as everything being built and planned revolves around the car.
A lot of americans definitely want public transport and most urban areas have pretty okay public transit. It's not great, but it's okay in a lot of places. This argument of "build more transit" simply doesn't hold up when you think about the size of the united states. One US state can be as large as like 1/3rd of europe. The population density just isn't there for the vast majority of the United States. The only place you'll find good long-range public transit in the US is along the coasts because that's where the density can support it.
@@pt9845 Underground autonomous taxis... so a subway but less efficent, more expensive, slower, more dangerous, more polluting, far more complicated (and thus likely to break down). Pretty much combining all the downsides of the car and all the downsides of a subway. Why exactly is this the future?
While this video did mention some important problems with Tesla such as the build quality and repair infrascruture i think the overall tone was a bit too negative. You failed to mention Tesla software wich is miles ahead in software update frequency and overall quality. Also Teslas superchager network is a major benefit for the brand as it is massively more reliable.
Honestly, looking at the history of 'trend setting' or 'innovative' companies. It's very rarely the first guy to market who actually ends up coming out top of the heap. I think Tesla may yet prove to be 'one of those' sorts of companies. Where the market conditions of their early growth change out from underneath them.
@@ggApolloIt’s the first company to make them mainstream though, before Tesla you never heard people talk about electric cars. These days when I ask people what their dream car is, Tesla is one of the most common answers They definitely kickstarted the EV revolution, but I don’t think long term they’ll be the company to take advantage of it the most. We’re still in the growth phase with relatively little serious competition, that’s already changing and as time goes on we’ll move from growth to market consolidation by the biggest players
@@MIKOOL13 and it hasn't. Their lead over other manufacturers is narrowing. 5 years ago Tesla was THE EV manufacturer. They aren't any more. There are other brands with cars that are as good or better. And BYD sells more EVs than tesla now. Their lead has absolutely narrowed over the last 5 years.
@@ThatGuy-bz2in Also their current stock evaluation is still pricing in for them to become the biggest car manufacturer (not EV only, cars in general) in the coming years.
@@ThatGuy-bz2in Tesla is growing production 50% each year (CAGR from 500k cars/yr in 2020) to 20M cars/yr by 2030. The gap is increasing not shrinking.
@@ThatGuy-bz2inBYD has a limitless piggy bank from the Chinese government. They also produce PHEV and tiny electric cars with tiny batteries. If you compare long range cars produced, Tesla is still king.
EV but not a Tesla owner. I think their charging speed and charger networks are, for just a little longer, likely to be selling points. Until maybe a year ago I'd say their range was something they were clearly a leader in too. Maybe also do an essay on why Electrify America and others can't keep their DC fast chargers working and whether the new federal money is likely to solve the problem.
And While you're at it look into why EA chargers just flat refuse to charge if battery is very low and very cold. There's got to be a way the charger could negotiate with the car to heat the battery for a while with a little juice being provided and then start really charging once the battery warms up some. But Instead the EA chargers just refuse to charge even when the charger works fine. I suspect that's a policy decision and not a technical limitation of the system.
@@shayneweyker This is HUGE from the MOMENT you plug in a Tesla charger it begins to condition your battery to get it ready for charging so that in the end your car charges WAY FASTER. EA and others FIRST want you to put in your credit card, authorize it and everything else. Sometimes it takes a few mins to get all that accomplished especially for someone who has never used your system before. All that time on a Tesla charger would have been productive. On the competition, they're so busy counting their pennies that they want you to wait until they're SURE they get paid.
It's the only car you can easily take cross country. Charger availability in my experience is 99%! Public non-Tesla charging networks? Maybe 50% availability!
Their price point even after price cut are still extremely high, there are many EV that have similar range that cost $20k. People like me can't afford Tesla. And remembering how big percentages of Americans earn less than $40k a year. Tesla is not in a position to capture the mass market.
What is going on with your Mach-E comparison? You said the Mach-E Premium offers 310 miles of range with 0-60 of 5.8 seconds and a price of $50995. Looking that up today, yeah the Mach-E Premium starts at $50995 but that only gets you the RWD standard range which gets you 247 miles of range. In order to get that 310 mile range you mentioned, you want the Extended Range battery option which adds $7k to the price and increases the 0-60 to 6.1 seconds. But it wouldn't be as compelling to say that the Model Y offers better range, performance, and price. If you were going for the most direct comparison on specs, you'd need to go AWD for a further $3k so they'd have the same acceleration. But then the price and range disparity becomes even greater; you pay an extra $6k for the Mach-E and get 40 fewer miles of range. Hell, at that point the Model Y Performance enters the fray, for $2k less than the Extended Range AWD Mach-E Premium you get an extra 13 miles of range and your 0-60 goes from 4.8 to 3.5 seconds. If you're actually making an apples-to-apples comparison, the Model Y generally bests the Mach-E on at at least 2 out of 3 of price, performance and range.
@@drebob1762 I won't go so far as to assume there's some nefarious motivation, I think it's totally plausible that Wendover figured a lot of people would enjoyed a one-sided critique of Tesla. And I'm sure a lot of people will. Still, if the correct values were used for the Mach-E comparison (which is a good comparison to make, it's a close and popular competitor to Tesla's most popular model these days), it would take a lot of the wind out of that part of the video. Squandered lead? They're able to charge significantly less per mile of range because of advantages (design, supply chain, scale, etc.) afforded by spending the 2010s making EVs rather than sitting back and watching.
What Tesla has that definitely outdoes others in North American automobile is the Supercharger network, which is reliable and easy to use. That’s significant, although exactly how they leverage that to make more money remains to be seen (although they are planning to offering charging to at least CCS-equipped vehicles, and probably Aptera vehicles as well.)
Exactly. CSS network is fragmented and confusing. It's a bunch of separate providers that require weird apps, have confusing interfaces, and half of their machines are broken all the time. Meanwhile with Tesla it's easy and mindless. The superchargers are all in the navigation system, and when you get there just slap the door plug her in and go use the bathroom.
I agree, whatever you might think of the build quality, FSD or Musk himself. It is a huge advantage, it's much closer experience to traditional ICE cars to not have to hunt (as much) for a place to fill up. The EU requires all chargers to accommodate CCS. I think as nations start to adopt similar laws or start to build their own or have the other auto manufacturers start to team up to build supporting networks. This will eat away at Tesla's advantage.
@Discowombat it wouldn't even be that hard to replicate the Tesla experience. You don't need a monopoly like the supercharger Network. All you need is a standardised system that: 1: communicates the location, price, and status of every charger to a central database so it's going to be displayed on the car's navigation screen. 2: automatically interfaces with the car once it's plugged in, and automatically charges the owner's credit card.
Had the CCS plug and the communications protocol was standardized beforehand, we wouldn’t have had such a broken charging experience like right now. Now the US government is throwing money at Tesla to make their chargers CCS compatible. EU is better at enforcing standards to the point that Teslas sold in Europe has to have CCS plug on the car itself instead of an adapter.
@@Jabid21 You kinda have to give Tesla the benefit of the doubt because they rolled out the supercharger network (with their own connector) before the CCS standard had been completely finalised. In most other places though, Tesla's cars came with either Type 2 (in the beginning) and CCS (later) so it isn't so bad, although I still don't think other cars can charge there. But their connectors are unsuitable in other places because they can't take three phase power as far as I'm aware, something more common in Australia.
Two factors that were left out but I think played a key role in Tesla's success and still, to this day, are a big reason for the company's image: 1- Performance. At the time when the Model S was released, it had some of the best acceleration and performance specs of any production car outside of supercar territory. And it did it at a fraction of the price. 2- Looks. When Tesla jumped into the market, most mass-market EVs were, to put it bluntly, butt ugly. They were so ugly that they gave off the impression that the person driving it must have done so ironically or the were so far up their own ass about the car being electric that rescue crews wouldn't even be able to pull them out. Tesla made an electric car that looked like a _normal_ car. It wasn't modern art vomit--it was classically stylish. There are arguments whether both still apply, but I don't doubt that both played a key part in Tesla's early growth and popularity.
Their cars are ugly, and not just because they all look the same (fat & fatter versions). They could have kept Lotus on, but no. The 0 to 60 performance is really good, but at that price point you could always get an ICE that matches it and handles the curves better and stops shorter. I thought I’d be driving electric car by now but it’s just not panning out the way I expected and in part because a lot of the lies that came from this outfit were never fulfilled.
to be honest, if any big companies think they can have a pie in china's domestic market. clearly they havent done enough homework about their "made in china" policy. It is the largest brand on earth, and they will take any manufacturing and infrastructure construction milestone, for themselves. Take care of your own domestic industry and market.
The lead in the Model Y is Cost, While tesla turns a profit on the long range, the mach E loses money. It also has a lead in parts, and manufacturing capacity of batteries. This is where tesla will win, purely on a production level and cost in long run. The former car companies are already heavily indebted. I'm not a big tesla fan but this seems to be completely missed. To reach the F150 production rate, Ford would need 10% of current global battery production.
I think you have that wrong. Legacy automakers have more capability to offset costs in other parts of their business. Meanwhile Tesla has to rely on money from shareholders to offset losses. If they continue to lose favor among investors, they won't have anything to lean on, which means they wouldn't be able to survive being undercut
@@FinneasJedidiah What losses does Tesla need to offset? They earned $13 billion net income in 2022 and earn gross profit of about $15k per car on average.
@P. Walker This is true but with Tesla's massive valuation getting capital would be easy compared to the Legacy auto balance sheets. Tesla is dominating the battery market and think the mining capacity issue is what will bottleneck all of them. Tesla has land in Nevada but to get the Lithium out, from plan to product will take a decade min. If policy destroys Legacy autos business with carbon tax then Tesla wins, it's truly who folds first.
@@FinneasJedidiah Tesla's first annual profit was I believe in 2020 or 2019. So you are working off of a casual perception that is roughly 3-4 years out of date.
@@adamanderson3042 no, because that was when Tesla was the darling of silicon valley, and was the hot new thing for venture capitalists to invest in. That's different now, and now people expect them to make a profit. So they just can't rely on investors pumping them with cash to keep them afloat while they're undercut by competition that can subsidize their ev production with other areas of business.
Ignores a lot financial data that counter several of his points. Build Quality - You can see warranty reserves, the company's estimate of how much they will have to payout for defects, declining year after year. The assumption that legacy automakers don't have build issues is also just wrong. If you check 2022 recalls you'd see Tesla is #7. If you don't count getting a free software update, no visit to a service center needed, as a recall then they aren't even top 10. Production Hell - Just check the other automakers progress on ramping up new production and you'll realize this is nothing special. The legacy automakers are struggling to make their EVs and ramp production. They have so much internal strife and self-interest in keeping margins intact in the short term that most won't ramp even if you could. The Ford's electric 150 is more promising than anything else from legacy auto. Delaying the Cybertruck - The company went for SUVs first as it's the biggest segment in the US. Just because the 150 is the best selling vehicle does not make the trucks segment the best segment, total sales does. Also why would company just starting to become profitable add additional financial and execution risk while ramping up Model Y production. Service - Service times are bad, this is true. Value comparison - Comparing price/acceleration/range when mileage and safety are top factors for consumers when buying a vehicle. Tesla has the highest safety rating of any automaker and has for years. Margins(not discussed) - Ignoring that tesla get 25% automotive margins, when legacy auto makers range from 5-10% on ICE vehicle and negative on EVs, is a glaring omission. This is due to more efficient manufacturering, vertically integrated supply chains and some pricing power. These kind of margins mean that Tesla can easily drop prices and continue to dominate market share while the legacy automakers will have to destroy their profit drivers and be left with cars they can't make a profit on.
At present, every car that Ford and legacy auto sells, are a net NEGATIVE. They are losing money selling EVs lol. I believe Ford said they strive to break even on EVs by 2026.
Wendover, you make fantastic videos, but sometimes you miss the reasons for some statistics (or leave them out). I don't know if it's due to bias, but I suspect so. There was no mention of crummy rollouts of charging infrastructure and super slow moves to even try to build EV's by the established car brands. There was no mention of the CCP's aggressive anti-competitive and protectionist moves that keep international companies down in the Chinese markets. That is just a couple of things I noticed off-hand. Think beyond just what is going on and at least try to peek behind it to see the why's a bit more. Still great vids, though, man! I love your content. :-)
It’s the charging network. And the quality of the cars has been getting better anecdotally. The fit and finish is night and day better since my first model 3, same for my brothers, parents, and cousins.
And all the evs you mentioned have pretty big problems themselves. Rivian was a terrible example lol. Cool cars tho, but they have quality issues as well
@@CRneu The internals of their cars are hugely different from their initial release in terms of wiring harnesses, ac units, battery pack design, front and rear assembly, and a few more things. They just don't change the exterior when they make these improvements.
@@TehPoetYeah. Model 3 just got a refresh in 2021 where they upgraded the computer, motorized the rear trunk, put in heat pumps, and a few other things. In 2022 they added Iron Phosphate batteries for the standard range Model 3. They’re always tinkering with things.
The video has a problem in the sense that authors believe that Chevrolet makes money on Bolt and they do not, that is why it is cancelled now. Tesla does not compete on ''price'' because they know at the moment only two car makers making EVs make profit of them and they are... BYD in China and Tesla. All others may make exciting cars, Ford can make their trucks, but they are loss making enterprises at the moment. That can of course change, but Tesla at least despite all the issues knows how to make money on selling EVs. That is why Cybertruck is delayed and why there is no sub 25k small hatchback for Europe yet, battery prices etc. are not yet THERE to make profit on cars like that... It does not mean much if somebody is first to market if they make loss from every car they can sell, like Chevy Bolt... or if their trucks are priced at the price range only available for the rich.
@@Septimus_ii It had the Renault Syndrome. "We are the first one" (as did Renault with the Zoé in Europe) but didnt bother to try to update it cuz it was a super niche market (duh)
Agreed especially in Europe. They had the early market in small EVs in the Leaf but Chademo when everyone else was on Type 2/CCS and a failure to innovate means their offerings are all but irrelevant. A shame as I live 10 miles from where they make them.
Because it's not what his video is about. It's about the huge lead Tesla had that they've squandered. It's not about all the pros and cons of owning their car versus someone else's car.
@@ps.2 what video did you watch? He's literally going over each point about why someone would buy a Tesla, is it uniqueness, is it because of Musk, is it the technology...why not include the Charging network in that list?
@ps.2 I agree with that, but then why fill the video with all the rest of the stuff? Just talk about the market and how tesla fell behind on cybertruck massively. Having all the stuff about the first year production of model 3 was very misleading as modern m3 simply don't have these problems anymore, and if so, they are much much rarer than first year production. They also fail to mention the one place tesla is dominating, and that is changing infrastructure, which is a huge buying factor when it comes to Ev's. This video left a bad taste in my mouth and it's unfortunate because I've been telling pepole that tesla has really droped the ball on cybertruck but adding all this anti tesla bloat is very misleading and really hides the actual problems at tesla.
You need to standardize both the connectors and the charging speeds to make sense of that whole charging network, plus you would need to know how much profit could be made from said network to make it relevant to Tesla's accounts.
Very based video, reminds me of the California rail video. Focus just on the negatives and ANYTHING can look terrible. But i do get it negativity gets views.
I'm surprised the video didn't touch on the fact Tesla hasn't refreshed/redesigned any cars, which is what legacy car companies do every 3-5 years. This means Tesla cars haven't changed much in years and the aesthetic is getting long in the tooth.
because tesla can't afford to do so. their QC is already seeing a steep decline and that's after a decade of producing the same cars. if they have to up and redesign they'll have a lot of issues. Add on that tesla has a huge amount of brain drain and has really started to slow down in terms of innovation because of it.
They look completely outdated next to their current competition. They all look like they where designed in the mid 2000s. Which they basicly where. The model s was a sleek sexy car when it came out. Now it just looks like a 15 year old car.
@@CRneutesla needs to merge with a legacy car maker. They don't have the scale to be competitive. They need to be able to share platforms and thus cost between multiple brands and models like every other car maker that still exists today. Independend car makers habe no place in the current market. They had a 15 hear monopoly in which all governments around the world where throwing thousands at every tesla that was sold while recieving billions upon billions of free publicity globally. That all ends now as the market matures. Tesla will just be another small niche automaker in a very competitive busy market that requires new model cycles every 5 to 8 years..
They continually tinker with the cars all the time and do minor refreshes every 3-4 years. The Model 3 got a minor refresh in 2021 and then an overhaul in 2024. S and X are on similar schedules. Y is getting a refresh in a few months.
A good video! I did want to say, as someone who lives in China, that the assessment you provide of the Chinese vehicle market is a bit off. Certainly homegrown brands are everywhere, but foreign brands are not at all restricted to luxury, especially Japanese brands. I don't own a car, so I ride DiDi (the equivalent of Uber or Lyft) in their cheap category all the time, and I'm constantly in Toyotas, Hondas and Nissans. These brands are routinely bought by ordinary middle-class Chinese.
I think it all comes down to priority. When you are able to have people queuing up for your overpriced vehicles (tesla has an amazingly good markup on their vehicles already) then your N1 concern is how do I pump more of those out the door. And despite what a lot of more academic people have been arguing, the reality has been that mass producing EVs is going to be a pain for Ford and others just as it is for Tesla, because the battery is so incredibly hard to source in scale. I think Tesla has a lot of wiggle room to both increase quality and lower prices, but I don't see them doing that for as long as they don't feel the pressure, for now focusing on the core of their engineering to improve the technical competitive advantage has been the correct move. If they can keep lowering production costs and simultaneously release FSD in the coming 10 years, that's going to make them the largest car manufacturer in the world by the only metrics that matters: profit/sales.
Everything in this video is bunk because the simple fact is that all new cars sold will be EVs in the neat future, and the only thing deciding market share will be the ability to scale. How anyone could claim Tesla squandered anything when they have by FAR the highest manufacturing capacity of BEVs of any company in the world (yes, even more than BYD who sell fewer BEVs). Manufacturing is king. The fact that the video cites the Hummer EV as a viable example of an EV product 'already here' while is sold a mere 854 units in 2022 is really telling. Demand for EVs is skyrocketing. Those who produce them at scale will win. Simple as that. Customer service can be shored up later. That problem is not nearly as difficult to solve as BEV manufacturing at scale.
@@LukaszPalkaPhoto I think you're misunderstanding the argument of the video. Largely, it's that much of the first-mover advantage that Tesla had is gone now, and Telsa in early 2023 doesn't have many draws compared to other vehicles. While other manufacturers are only now starting to produce EVs at scale, the only real limit for them is sourcing batteries. In basically every other dimension, the big old legacy car manufacturers are much much much better at building a lot of cars economically. The other big companies have clearly been planning the shift to EVs for years, and they have a proven ability to manufacture at mass scale, the production numbers are small purely because they're just starting to ramp up these production pipelines, not because of insurmountable bottlenecks.
@@jamesnomos8472 The first mover advantage is not gone. Tesla is profitable. GM is not. Legacy automakers are struggling, both with profitability and with safety. He brings up GM in this video, who have said openly that they are losing money on sales. He brings up Chevy Bolt, which had pretty some wild safety concerns. Rivian is promising but they still have growing pains, which Tesla got over in 2018. Lucid just disappointed with terrible guidance for 2023. This video isn't just biased, it has several misleading comments. BYD's figures did not include only BEV's, include PHEV's as well. So Tesla is still #1 in BEV, by far. Also "simple" product line, like lol okay. Apple is probably the most profitable company by in human history and they have a "simple" product line compared to competitors.
@@nithinsrivatsa4726 Tesla's profit for years havnt been via car sales but by selling carbon credits, it was only in 2021 that they made 'car sales profit' for the first time, and they had been enjoying subsidies and awhole lot of things alone that now other EV makers will get to enjoy too. Their 'advantage' is pretty much gone, plus the brand has taken a big hit recently, look at some big finance bros on youtube and how they dumped most of their tesla stock.
I used to be the biggest Tesla fanboy. My dream was to own one one day, I would go to showrooms just to stare at the cars. Now, I would never buy a Tesla. I fell off the Elon Musk bandwagon and all the negatives of owning a Tesla are just way too much to ignore.
I own a 2018 Model 3 performance and love it. I have had minimal maintenance issues other than tires and cabin filters. Not ever brakes yet. This video doesn't describe my experience at all. Maybe I am just lucky??
Honestly while you say that this video isn’t about “The State of Tesla in 2023”, all of the negatives you mention lead directly into the present. There are many statements you make that present all of these issues as persistent issues and to be completely honest as a casual viewer I could see how someone might see this video as misleading or poorly executed. The fact you never mention any positives of the company, which by your own admission was a choice, raises the question of what the motive of the video was. If it was to be as informative as you can be, which I assume is the goal of your channel: to make engaging informative content, then you’ve chosen to omit critical pieces of information about the larger picture. Anyone should be wary of content that solely focuses on one side of a coin because that simply isn’t the whole story. This honestly could appear to be sensationalized content or to the more critical biased, misleading information. Mind you I honestly have no personal stakes in Tesla. I’m quite ambivalent to the company but even as an outsider I found myself winces at how one side your information was.
I think the excuse of “Tesla doesn’t have the greatest quality becuase they’re new” is kinda bs because from what I’ve seen, Rivian which is even newer has amazing build quality
How many vehicles has rivian made? Why aren't you knocking rivian for not living up to their delivery estimates? Missing time lines. Adjusting prices. All things Tesla did.... Oh ya... Because only Tesla gets public scrutiny. No one even notices when the same things happen at other companies. Intel misses a deadline? No headlines. Steve Jobs is a complete dick? Barely mentioned until he dies. Just hilarious how narrative drives things. When you have perspective and know what everyone else in the business community is doing, you're more sane.
NEXT, do an episode on how UA-cam "fumbled" the 1st AMENDMANT! An in-depth investigation on why POSTING INTERVIEWS with folks using their OWN WORDS is considered "hate speech"... or am I the ONLY one who thinks that MATTERS???
@@madbomber8183 The 1st amendment applies to YT due to the difference between "publisher and platform" and because their headquarters are on American soil. They are REQUIRED by law to declare themselves as one or the other but act as both and held to the accountability of neither! That is where the government is SUPPOSED to step in... IF they weren't working in conjunction with each other...
One note: this video is going to get a lot of negative response, and we’ve made it with full knowledge of that. In fact, #TSLA investors pre-planned their brigading strategy for this video on Reddit, having seen it yesterday on Nebula, so take the comments with a grain of salt. A couple of things I’d like to highlight:
- This video is titled “How Tesla Fumbled.” It’s not “The State of Tesla in 2023.” This video is specifically focused on the ways that Tesla squandered its lead, so it inherently omits the positives-that’s the video we decided to make.
- The thesis of this video is not that Tesla will fail, but rather that Tesla made some missteps that squandered the massive lead it built for itself, and that it’s therefore going to be more difficult for the company to maintain a dominant market position (but not necessarily impossible.)
- This video has no undisclosed funding sources. Wren is the only sponsor on this video. I am not currently a Tesla shareholder, not do I hold any options on the stock.
😊
Good you made it clear lmaooo
Shame to hear that people were planning to go after this video. Good on you to stick to uploading it and ignoring them.
Some people really want to leech off musk's little member, as if they'll get rich too
They're making their cars cheaper now, they'll be alright. And if they're not they'll just sell to a bigger company.
I work in a parts department, and every time we get in a used Tesla to sell at my dealership I die a little inside, we can't get parts from Tesla and have no way to repair them, can't even get license plate screws for them or wiper blades for some. It's so annoying, they operate like an Apple store not a dealership.
I thought there was a right to repair bill that specifically made that kind of policy extremely illegal for car manufacturers, and that it passed a solid 20 years ago, does Tesla just care as little about that law as they care about respecting unions?
@@justalonelypotetoI don’t think Tesla as a company respects laws of the land. Look at their abusive acts in customer service and more importantly its owner’s behavior.
I remember that one guy who rebuilds teslas to spite the company was having a hard time just to get caps for the stems on the tires
My experience with Apple is service is off the chart amazing. Has your experience been bad?
@@pbinnj3250 Apple is very focused on creating an environment that works very well as long as you only use Apple products and are fine with paying Apple to make any of the changes or repairs you need. Personal anecdote, but a friend of mine had her hard drive fail in her laptop and needed it replaced. Unfortunate but nothing is perfect. She had to buy a hard drive, which is expected, then she had to pay over $100 in service fees and pay to ship her laptop to an Apple repair center to get the hard drive installed. A hard drive installation, something I can do in a handful of minutes with a screwdriver on my personal devices.
The build quality issue is somewhat of a self-inflicted wound as well. I'm from Ohio, and Tesla was once offered the chance to buy a GM factory as long as they agreed to take the skilled workforce that came with it, and they refused because of the labor union that came with it. Now that workforce makes cars and batteries for yet another competitor
@@pt9845 you must be legally blind to call Tesla's build quality superior to GM
@@pt9845 Teslas are built like shit compared to other cars in their price range.
Sure, GM workers would be more skilled, but we also know how UAW killed conventional auto companies. I'm not sure if it was a bad decision.
uaw is a cancer on gm and ford and any other manufacturer .
Don't blame them for avoiding unions.
Would have been good to touch on Tesla's anti right to repair as well.
I can half way understand that given many whom attempt such things are stone cold fools. EV's are yet to be fully accepted there after any and all bad pressed kind of means jack. When the average person owns a model 3 for years without fires or explosions. I think Tesla should be pushed to provide a very clear road forward on right of repair and binding. Better batteries and production might be a more major focus but these cars should be as easy to repair as possible. They should seek to become the next toyota except with rwd and shit tons of power.
The video is how Tesla squandered its market lead, not about everything questionable they've ever done. Apple fucks with right to repair too, and they're terribly successful.
That's what suprised me the most in a bad way. They have been the tech leader maximising the innovation so they don't care about competitors copying them because with such fast development their tech will always be couple step ahead, including the software, training servers, data gathered from the whole fleet which are hard to replicate. Then they turned to be Apple of cars where they locked their repair process and selling of spare parts so it's hard to do anything without official service center. Rich rebuilds famously documeneted that on his channel.
Pretty much everyone is that way, especially with anything with a lot of electronics involved. My mechanic has to order special parts from Chrysler for my minivan - so I'm only saving on labor at that point (which is still significant).
@@l.u.c.a.s. at least Apple didn't produce Galaxy Note 7s for 3 years straight, just sayin'
I hope the trend of everything being a touch screen that Tesla started will reverse. They just aren't the best way to control a car. If you look at F1, they've got a foot pedal for gas and break and literally every other control in the car is mounted to the steering wheel. There's also only one screen and it isn’t touch-sensitive. Maybe that's too far the other direction, but I think it'd be nice in a consumer car. All-touchscreen was a terrible design choice by Tesla, making it unsafe and inconvenient.
Yep, touch screen is annoying as hell. At work there is a touch screen pc next to a normal one and guess what? Everyone uses the normal instead
Touchscreen takes too long and is much more unreliable
@@1queijocas Especially if both you and the screen in question are bumping around a bit because of the whole driving thing
Having a touchscreen is fine. But some controls like audio volume, AC temperature, etc. are much more convenient when they’re on physical buttons that can be found by feel alone. Operating a car is dangerous and requires constant focus on your environment, so minimizing the amount you have to look away from the road ahead is always safer.
i guess having one touchscreen that you can patch through software is cheaper than physical buttons that when even the car itself is shoody quality wise the buttons will probably be worse lmao
Yeah, Haptic feedback is something that cars should be obligated to have. Its a massive risk to have to quit looking on your windshield to fiddle around the touchscreen. In older car, once you go knew the layout. you could change everything with your hand feeling while keeping your eyes on the road.
I like technologie and new stuff. But new is not inherently better and the old fashioned way is the best
You know what essentially does full self driving, without you needing to make any interventions? Trains
Unfortunately the same logic gives us taxis. Possibly the worst offender in emissions.
Train people don't talk about getting to and from stations and making intermodal connections.
@@egoequus6263 legs
Or if it’s farther, a bike.
@@thatpersonsmusic Tell that to all the soccer mom's toting their groceries and brats. Very little one can get done in a suburban environment without a door-to-door vehicle. Wishing we all lived in a city is not a solution.
@@thatpersonsmusic The problem is that we need effective transportation for the environments already built. I already see new developments that employ walkable suburban layouts in NYC suburbs, but they do not address all modalities because of the existing surrounding areas. Telling people to just tear out the suburbs and rebuild is not viable.
Electric cars, while somewhat better than regular cars for the environment, will never be as good and as helpful as just building a decent transport network
Lol 420 replies nice 🍁
Never gonna happen as long as corporations hold democracy by the nuts.
Someone please show this comment to Americans
Electric cars aren't about saving the environment, they're about saving the automobile industry.
As someone who lives in the USA this is painfully true...
It will be nearly impossible to sever carbrained suburbanites from their dependence on cars without a total upheaval of our economic system. So EVs are a necessary compromise for now.
The Cybertruck is appropriately named because it literally looks like a truck in Cyberpunk 2077 that didn't fully load, so just appears to be a polygon.
Is that your way of saying it's hideous? because it's hideous.
@@peepinR its lovely
@@davidochoa7117 ur on drugs
over 1 million preorders too
@@pt9845 over 1 million still undelivered 🙃
As a Tesla owner who lined up for a Model 3, I agree with your points. The only thing I’d add is at least in the US, Tesla’s continued short term advantage will be its charging network. It’s 2023 and PBS Newshour just did a roadtrip with a Rivian in California and ran into all the issues we’ve seen before with these charging networks. Broken chargers, payment systems off line, it was kind of a nightmare. That stuff has got to get fixed before I’d ever have my primary trip vehicle be a non-Tesla EV. Superchargers just work. The company did get that experience right from the get-go, and the payment system is seamless.
I think this is a great point, and for unclear reasons Tesla seems to working hard to make it irrelevant by pushing NACS, getting other cars to use Tesla's plugs and be compatible with Tesla's network - eliminating that competitive advantage
As ev become more popular, there will be more fast charger across the country. Give it another 5 years and every single gas station in the country will probably have a charging station. This is already starting to happen in my area, every resturant, cvs, walgreen, shopping mall, parking lot, and others have a charger for EV. This charging network advantage that Tesla have, like you said is just a short term advantage.
It's probably the smart idea, Tesla would make tons of money off licensing
Superchargers still suck ass, having to stop for a couple hours every so often is a massive disadvantage compared to taking all of 3 minutes to fill up gas
@@faketruth7740only true of metropolitan cities. It will never be financially feasible for every mom and pop gas station in middle America to add a supercharger. Not enough people will use it, they take too long, and the amount required would be insane. EVs are okay at traveling around cities but suck for road trips. Also most EVs take overnight charging to reach capacity… and installing a fast charger in your home is around $5000, on top of the overpriced cars themselves. Massive barriers to entry on all front for realistically no benefits
I know that right to repair wasn’t in the thesis for the video but I think it would have been a nice mention when you were talking about service centers. Tesla could provide better service if they provide parts and repair manuals to independent repair shops but instead they vehemently want customers to go through official channels only which is why they’re in that predicament.
Think about this, if the FACTORY trained tech system sucks this bad, how bad do you think their third party repair support would be?
is probably to keep designs secrets no? maybe there is no documentation ^^?
@@mzaite There are 3rd party specialty Honda, BMW and VW shops in every mid-to-large city in the US; they provide stellar repair service. Why would a 3rd party Tesla specialty shop be any different?
@Michael Zaite because 3rd party mechanics need to compete. If their service is bad, no one will go there.
In my experience, 3rd parties have always been better. But, with companies DRM their products, of course it repairs will get worse. Thats why right to repair is very important
@@brujua7 Third party will only be "black box changes". You don't have to know what's in the box to figure out it's broken, especially on a Tesla which has a very tight internal communication structure. The car can probably tell you what's broken.
As a Tesla owner myself, and someone who really enjoys my Model 3 and absolutely purchased one because of the emerging EV reality, this video was spot on. I always thought the same thing about Tesla, that it could have been basically a monopoly, with their superior charging network as their wall to guard them so to speak. Honestly the Model 3 was supposed to be the "grown-up" moment, but it just wasn't. I love my car, I really do, I wouldn't trade it for any other car, but I could also never, in good-faith recommend it to just any random person, since the experience really is so niche. I love this Channel, and this video was truly excellent. Great job
Nice
This hit piece was published 2 weeks ago, about this company with data about 5 to 8 years old....
Literally, every sentence in this video was false, with the exception of leading car being f150.
If you own a tesla, what do you see true in this? I'm very curious.
Elon identified that the niche of high income early adopters was big enough to pursue.
As Henry Ford said it himself: had he done a market study, the consumer would have asked for a faster, more mpg, lower emission ICE (a horse drawn carriage) instead of a model 3 ( model T)
ALSO, to this day, Elon wishes he could have called his car lineup "TESLA" . But since "model T" was taken, he had to go "S3XY". 😁
@@tclmac1 paid fanboy has entered the chat
@@evanmunro1984 have you even seen or heard of Paid fan boy from tesla? Chevy, ford, even byd, they all have paid fan boy or defam boy... but tesla don't pay nobody.
You are dillusional.
As it turns out, building a factory that produces half a million cars per year is really hard.
But is it as easy as it was to fix twitter?
Very insightful, I can't recall where I've heard that before ;)
specially when you make it harder for yourself by having a “quantity over quality” mentality that forces you to send a vehicle even if it’s build incorrectly because stopping the line is prohibited
also specially when your workforce slices their hand on a normal basis and they are fucked cause you are too focused on trying to stop them from unionizing than trying to make them produce better cars
It’s even more difficult when you spend more time keeping unionization efforts down than you do ensuring quality
@@barlmax4095 can't blame Tesla for quantity over quality, there was several reports at the time that they were under a lot of pressure from shareholders to ramp up car production.
Severely overlooked consequence: the drivers are gunning to outdo BMW drivers as some of the absolute worst on the roads. They either didn't know what they were getting and don't use any of the driving assist, still leaning with one arm on the wheel and riding the lane lines with a significantly heavier and jerkier steering ratio, or relying entirely on the driving assist and overly cautiously navigating traffic with extended braking distances and mile long lane changes. They're also really fighting for the reputation of not using turn signals.
Most Tesla owners aren't "drivers", they just drive a car sometimes, compared to someone who is passionate about cars and thus takes driving more seriously. They are also much more distracted because they keep playing with their cars. Give these people 0-60 in less than 3 seconds and you're asking for trouble.
@@uselesshero I drive a Prius C and am so much more aware of every other car leading up to a red light or on ramp, let's keep it moving people! I may be small and only have a listed 99hp, but I'm still passing all these dumb M3s (BMW and Tesla) by carrying all of my momentum and timing things correctly.
That’s just LA drivers in general
In fairness most people that drive for work only tend to have limited experience, and adding the urban EV nature on top is just asking for a tard on the road.
I work delivery, I cringe almost daily seeing people just...like...pissing about with the idea of being competent while also not really knowing their basics, or practicing it@@uselesshero
The thing that gets me is the one pedal driving and Teslas randomly slowing down and speeding up.
Also of note: You point out Rivian and Lucid as rivals, but they too have yet to make it through "production hell". As of last quarter, Lucid's reservation holder list was shrinking due to withdrawn reservations faster than due to delivered vehicles. Tesla problems are not always unique.
Like saying my burger spot is a competitor to mcdonalds because i have plans to open a second location
I just watched today Lucid CEO expertly dodging production number questions going full legal department answer. Massive red flags, it seems they are in a really deep shit :\ Saudi's might buy them out completely and then who knows what will happen with them.
but Tesla has yet to enter into production heel with their fugly cybertruck.
@@thomashajicek2747 Sure, but they also have the hindsight of Roadster, Model S, Model X, Model 3 and Model Y + a frickload of profit to a point they are stacking 12-15 billion into the bank on a yearly basis despite putting MASSIVE investments into building multiple factories for cars, batteries, megapacks and so on.
Yea and let’s not forget Rivian is selling most of their current cars at a heavy loss to early reservation holders
Elon Musk: "Delivery logistics hell."
Wendover: "Future content inbound."
Yeah pure bullshit from opening lines. What a childish waste of time.
Makes you wonder why he’s finally going after him tho? Is it because his lean to the right that he is now going after him
@@jonathanpalmer228
+1 Republicans / -1 Democrats
-1 for Democrats in Tesla leaving CA.
+5 at $$$$ profits for Republicans stealing California money with Tesla monopolizing in CA with draconian I.C.E. vehicle policy's in CA.
@@jonathanpalmer228 Probably not. You simply can't throw the word "logistics" around and expect Wendover not to investigate.
👍👍👍👍👍👍👍
The only way to digest this video is watching with SMR on Solving The Money Problem ! 😂
This video has zero context, which SMR provides. If Wendover is just going to list all of the problems Tesla has had over the last five years. Then whats the conculsion? Tesla isnt perfect? Well okay. We are watching the literal equivalent of Teddy Roosevelts quote "It is not the critic who counts: not the man who points out how the strong man stumbles or where the doer of deeds could have done better".
I am finding myself re-evaluating, everything I have heard or learned on Wendover. Thats how bad he has fubared this shit.
found the TSLA investors
@@fumie4996 you bet!
@@fumie4996 you guys are so clever, that’s cute 🥰
The Tesla cult is real. It seems like they're taking the Apple approach: Sell a product not as a product but as a lifestyle. Then, it doesn't matter if the product is actually good in any objective way, people will buy it because of the lifestyle it represents. And will act like it's a personal insult whenever you point out the product's shortcomings.
Honestly I don't understand how people get so sucked in by marketing like that, but obviously it works.
yeah but after elon went from annoying tweeting child to a full fledged jerk i think the cult is being eaten away a lot
@meganathan98 he still has his cult, it's just they wre his twitter followers who will never buy a tesla.
@@meganathan98his cult is changing. To a cult that can't afford teslas or are still fully addicted to gasoline.
@@rogerk6180have you seen used teslas they are cheap. Teslas lose there value faster then any vehicle out there at the moment
You watch thunderf00t?? Check him out n let me know what you think. Enjoy... 😊😊
Always glad to see Wichita in a video, even though it's almost always because of a problem.
I recently saw Wichita mentioned as the hometown of the former director of disguise of the CIA in an interview!
I liked Wichita's depiction in the 1975 film, _A Boy and His Dog,_ starring Don Johnson in his first film role (if you don't know who Don Johnson is, see _Miami Vice,_ an 80s hit police drama show. He's also actress Dakota Johnson's father).
You have me dying over here man that’s hilarious
I live in Minneapolis so I feel you on that one
Wichita gang
Being one of those Kansas F-150 owners, surprisingly, I am seeing more hyundai's and even Rivians out here than Teslas or even F-150s
And it's a good thing 🙂
It's likely the reason why Tesla lowered it's price of it's cars. They would never admit they were forced to, but it's undeniable that the competition is is nipping at Tesla's heels and Tesla's hegemony is in serious doubt as the presence of this video (and others) suggests.
@@gtd9536 thats just business, to compete its sometimes better to sell at a loss up front to look competitive so you can make more money on the back end.
Hyundai is the new Toyota.
@@nntflow7058 Maybe, but i heard some cases that Alabama made Hyundai tend to have engine likes to burn after more than 6-10 years of use ...
One reason I think people buy Teslas, which was not mentioned, is because of the charging infrastructure/network. I own a F150 Lightning and on a road trip finding reliable, fast CCS chargers can be hard and off putting.
The two people I know who bought teslas did for this reason. With another car you can’t even plan a trip because you can’t count on the station you need to even be working or have what it says, meanwhile Tesla can tell you real-time which of its chargers are operational and where
Not a problem in Europe lol, also f150s are ridiculous America is a plague
Thought Tesla just said they are opening their charging infrastructure to all soon.
@@TStark-vj2wo For the Americans I hope so, in Europe it was very beneficial when there was a line at a charger, I went on to charge at Tesla in Denmark last summer. It will massively boost the appeal of all other EVs in the states when they do.
@@TStark-vj2wo "By the end of 2024" so in my book not anytime soon.
Does anyone else feel like this is a concerningly more common issue with products now of days? Like even expensive products are built so cheap and are liabel to break early in their lifespan.
Yup, cheaply made with extraordinary prices. So it when it breaks you have to buy a new one
(Not saying it’s good) but I think it’s intentional because of the product only lasts a month the company can sell more of them
Welcome to capitalism friend! It is one of the worst things that humanity has come up with right behind social media.
Late stage capitalism at your service.
Depends what you buy. Electronics of course. Nice leather goods from top companies though last longer then i will. My boots and jackets will last. Only reason i spend good money on them
Your graph at 6:30 is wrong. For $50,995 you can get a Mach E with a 247 mile range. If you want a 310 mile range its an additional $7,000 and the 0-60 time jumps to 6.1 seconds.
People love to quote top trim specs and base bare bones MSRP.
lol it's propagander
This video is littered with falsehoods. Like when he said BYD sells more EV than Tesla
I also like how he compares the Model 3 to the Bolt and fails to mention charging speeds which is a giant difference
This video is full of biased, damaging, and false information.
For service centers, it is worth remembering that close to half of states barred them from operating there due to local dealers fighting tooth and nail. It is down to single digits, but has been a large uphill legal battle
Well lets be real, having a mechanic that can only work one brand, and having a car that can only be serviced by one mechanic is problematic in its own right.
(I know other brands are also moving in this direction, it's problematic there as well)
True but other luxury/exotic car brands have even less service centers than Tesla but still maintain a higher quality product than Tesla. Ferrari, Lamborghini,
@@Lucas-hb1uq you’re comparing teslas 40k - 100k to Ferraris and Lamborghinis. You’ve lost already
Wonder if there's a "Right to repair" aspect to this as well.
That's because they sell online and not through dealerships. It's a stupid rule, but you cant have your cake and get to eat it too.
In my state, Georgia, the senate put a hard limit of 5 showrooms Tesla can have open at any time. Dealerships have been lobbying very hard to prevent manufacturers from selling direct to consumers, and Tesla - among other car makers such as Rivian and Lucid, will have problems with expanding.
That’s going to be a big issue for them going forward. Because it was the only EV company, Tesla managed to convince a good number of states to make exceptions to their dealership laws that allowed them to sell directly to consumers. This is something that auto manufacturers have wanted to do for decades, and it gives Tesla a huge competitive advantage and large profit margins. But now that every car company will soon be an EV company, there’s no rational justification to give them that special treatment. I think we’ll soon start to see states either limit or take away that exemption.
@@tcrebelguy Honestly, dealerships no longer make sense, manufacturer to consumer is a better model and I hope every state legalize that approach.
People who vote for politicians that let dealers skim money off their car purchases deserve this
Gotta love the "free market".
@@zhoufang5753 dealership are the one marking car price surge ridiculously.
The EV market really needs to settle on a single charger design. If Tesla's is propriety, the rest of the market may be able to catch up by standardizing a design that they all use. Having the USB-C of chargers would help the rest of the market greatly.
Outside the US (and Japan, I think), there is a single charging plug now. Except Tesla, even in the US there is an universal one. Tesla is the one not willing to switch, just like Apple. I am so glad in Europe there is an imposed universal plug.
Musk’s filed a patent specifically to make the port proprietary. There’s nothing special about it other than the shape than the federal government subsidize purchase of his high profit vehicles by wealthy consumers. I’m hazy on what the Biden administration did to get Musk to open those superchargers up the other makers. but that’s something.
Your wish has been granted lol
In the rest of the world that's already happened. Here in Europe CCS is so dominant not even Teslas use their proprietary charging port anymore.
@@LAG09they don't use it bc they are not allowed as EU mandated that standard, just like they did USB-C for phones.
The things Tesla did was to make EVs sexy and build out a massive charging network. I owned a volt for years and I loved it, but if you looked at a Leaf, Volt, or other EV at the time, its clear the major manufactures were never going to build something better unless pulled kicking and screaming. Charging overnight is pretty much all the changing anyone will need 97% of the time; but having a fast way to charge that isn't cumbersome goes a long way to erasing range anxiety... and frankly 240v level 2 charging doesn't fill that gap. Tesla changed those things.
As a very happy Volt owner, someone who will almost certainly never own a Tesla, and someone who considers the cars over-rated and more a fashion statement, I do appreciate what Tesla did for the EV market. I acknowledge that, if not for Tesla, the EV market would likely be a small fraction of what it is today. And, ironically, all of the reasons that someone like I don't like Tesla are the reasons it helped propel the rest of the EV market. Namely, they made EVs "cool" and fashionable. I just want a good EV that gets me from point A to point B reliably, safely, and comfortably. But you do need those first adopters, and the more fashion-conscious those first adopters are, the more quickly the rest of the public is going to desire it. Tesla made a fashionable car that fashionable people wanted, driving demand downstream, even if on an individual basis I don't really understand why anyone would opt for an overpriced, poorly-built Tesla given the competition today (granted, the competition has only been competitive in just the last couple years).
@@amvin234 Because I don’t agree with your conclusion. Lots of people are happy with the Volt, I would not be so I buy a car I am happy with which is a Tesla. This video is filled with inaccuracies and bias, drawing conclusions based on insufficient data. I’m sure it attracted the view and like volumes they wished for though. 👏
@@amvin234 Some portion of the market are going to buy a vehicle because they are "cool and fashionable", but can you really say that was the motivation of the 1.3 million buyers that got a Tesla last year? At that price point? Because that would be a very expensive fashion statement. And I get where you're coming from, specially after hearing the tiresome arguments of people who barely drive a couple dozen miles a day being "concerned" about range. However, the Volt and the Nissan Leaf are just unprofitable attempt to keep the government happy. Tesla strategy of starting with the luxury segment of the market made sense because at the state technology was when they started nobody could make a mass-market vehicle (say, something that could compete with the Toyota Camry on price) at a profit. Even then, Tesla didn't became profitable until they came out with the Model 3 and even more so with the Model Y SUV. For EVs to replace ICEs they need to be profitable for the manufacturers, and Tesla is the only one that's making a profit selling them today.
To be clear here; I believe in what Chevy and Ford are doing - the F150 lightning would have been my purchase years ago when I was in the market for larger electric vehicles. I just believe they had to see proof the market was real - and Tesla did that. A different company use to take the Silverado and convert it to a Volt-hybrid (Via's SolTrux) - but they weren't selling to consumers.
That was in the past.
I'm a tesla owner up in the Dakotas. I really wanted to go with the Ioniq 5 when I was going the EV route, but the CCS charging network up here at the time of purchase was almost non existent.
I can road trip a tesla out of the Dakotas. the same can not be said of other EV's, unless you plan to make loooooong stops for level 1 charging.
If I were to buy today, I would still likely lean towards tesla, just because of the supercharger network. Electrify America has taken the crown for CCS fast charging in the US, and they have a long ways to go to match the Supercharging network in terms of reliability, availability, and number of locations.
Yeah I feel like this video did not adequately address the absolute dominance of the Tesla charging network versus rivals. It's no contest; electrify America is in a distant second place.
Electrify America stations aren’t maintained well at all; they’re very unreliable. You can’t have an unreliable charging infrastructure if you’re going cross-country. You need to be able to look at your phone, or on your car’s screen, and see not just that the stalls are operational, but precisely how many are in use and what the expected traffic will be at that location when you arrive. My car knows these things long before I arrive there.
@@DannerBanks this is only true in the USA. in Europe we have good regulation that makes all chargers standardized
DING DING DING! This is the primary reason why Tesla will continue to have marketshare and relevance for years to come. The Supercharger network was completely missed by Sam as a reason to continue to buy Tesla.
@@Darkmaiki good point!
"legacy car manufacturers, as a Saturn rolls across the screen" 😂😂😂😂
Right? That was both cruel and a missed opportunity. The big guys and their sales net work changed their tune to match Saturn!m’s and crushed that little company after they demonstrated that if you treated women like human beings, they would buy their cars. Now Tesla comes along and demonstrates some EV things like how you need a supercharger net work, and apparently a pack of lies but that’s nothing new in Detroit. So we shouldn’t be surprised if Detroit quietly grinds tesla down the same way they did Saturn.
Tesla must have hired the design team from Saturn, they look just as generic.
@@heathwirt8919 I suspect that they all look the same to save on production, tooling costs.
A year later the Cybertruck is an over-priced dud, that doesn't even come close to competing with an actual truck.
Sam, in my city of Kosice, Volvo is buidling huge factory exclusively for the production of EV's. Would be cool if you make a video about the insane logistics of opening up EV factory 😋
That was an interesting emoji choice
@@Dylan_Marshall he’s hungry for knowledge
ok
There wouldn't exactly be a lot of information on the logistics of opening an EV factory. Especially considering it is an emerging market, I'd assume the process would not be made transparent, as to not give their competitors the know how to steal their market share.
@@lurkinturk4284 It's not really all that different from any other car factory... I've had the opportunity to visit both the Tesla Gigafactory in Berlin as well as a BMW factory elsewhere in Germany and you really need to understand quite a bit about the technology to spot differences. They use the same machine suppliers and, outside the drivetrain, largely the same manufacturing processes.
“People don’t care about panel gaps.” - MKBHD
Everyone has a mouth can do review and get views now 🙄
@@thevinceberry Honestly though, to the average consumer a 10-15mm panel gap just isn’t even something they notice or care about. If they like the car, the aesthetic, and/or the convenience that Tesla offers they simply won’t care about panel gaps if they even notice. A lot of car enthusiasts seem to fail in understanding that they are not the average consumer and that the average consumer simply does not care about many of the things enthusiasts do.
He's right, did you ever check for a panel gap from a 1990 gm or ford?
@@ogzombieblunt4626 That's the thing, these things are pretty standard among all cars and most people don't give a damn or were even aware of it, but very successful FUD campaigns in recent years have somehow made Teslas synonymous with panel gaps. Heck, the truth is that an average McLaren has more build quality issues than a Tesla, but you just don't hear anyone about it because there isn't a massively powerful oil lobby trying to spin a certain narrative and shorting their stock.
and on top of that that is an old problem long solved.
I've been noticing so many Rivians on the road lately. Granted, I'm in an area with a HUGE Tesla presence (since the consumers in this area can easily afford them, and there's a location to repair them near here), but still, every time I see a Rivian, it seems like that easily could have been a cybertruck sale.
Hello fellow Seattleite lol.
@@LenaPotechin it’s either Seattle or the Bay Area haha
@@Arishtanxmi nah i see them all the time out in socal suburbs
@@Arishtanxmi Or Chicago; with Rivian's factory here in Normal, IL, we have a lot of Rivans here.
ok
17:10 You are forgetting one argument; Tesla earns money on EVs.
For now they do. As they should.
We will see if they can keep doing that in the future as a niche independent car manufacturer. It would be the first.
Your Mach-E price & range is wrong. The $50,995 Mach-E "Premium" only gets 247 miles of range! You have to upgrade to the "Premium WITH EXTENDED RANGE BATTERY" a $7,000 option, to get to 310 miles of range. This totals to $57,995. The Model Y is cheaper with 330 miles of range.
Yeah he is completely full of shit. He said that BYD sells more EV than Tesla which is totally false. Tesla sold 1.3 mil EV in 2022 while BYD sold 0.911 mil. He incorrectly counted BYD's hybrids, which are vehicles that contain a f**ing gas tank. Anybody with half a brain would not count that as an EV.
@@saulza2 Yes, exactly! @wendoverproductions I hope you see this.
I wanted a Mach-e. When he mentioned this in the video my 🤯 it’s like he didn’t even try to get his facts right. I wound up buying a MYLR. Delivery any day now.
The only part I really question is about why Western companies fail in China: it is less about not understanding the market and more about an incredibly unfair playing field set by the government.
I mean it heavily depends on the industry, but it’s a complicated case by case story in China. In Tesla’s case, they are still heavily supported by the Shanghai municipal government. Whilst electric car manufacturers Nio and BYD are supported by Hefei municipal government and Shenzhen municipal government respectively. Regarding the unfair playing field, the difficulty is most municipal governments are weary of supporting western companies, when domestic alternatives exist and western companies (investors and shareholders) are weary of having the tag ‘Chinese state owned or supported company’ which Tesla is totally fine with and used for extra publicity in China.
The entire video is a lie, all the facts are presented to mislead. Half of the profit of the VW group is made in the Chinese market. Half! Have you ever heard about Wuling Hongguang Mini EV? Maybe this was why Biden said that GM/Bara is the leading EV, because this minicar is best-selling in China and 49% is GM... so this video is just a bad joke full of lies...
the same is true of most countries. The US gives a ton of subsidies to many things that are built in the US for example not to mention rampant lobbying which i’m guessing is easier if you speak the language and already have connections
@@onemorechris Sorry but no, not even close. The amounts of red tape, forced technology transfers, legal inequality, capital controls, forced introduction of party members in your board, ostracism when it comes to certifications etc... The amount of barriers China sets to foreign companies is staggering.
This not to speak to outright bans on services such as for Google tec.. -
@@yoshyoka Huawei is banned in the US. that’s an outright ban too. the US government tried to force the sale of TikTok to an American company: that would be a forced swap of all the board members
I've had a Model S since 2017 and I've experienced almost all the negative things the video talks about, but one area where Tesla still blows everyone else out of the water is their supercharger network. My battery has degraded by 5-10% since I got my car, but it's actually easier to road trip than before because there are so many more superchargers than there used to be. When I got my Model S, there were 2 superchargers in the Dallas-Fort Worth area. Now there are at least 10. The superchargers are very reliable too. There might be one or two not working, but most superchargers have 10 or 12 and they usually all work. I've tried these other 3rd party chargers like EVGo, etc, but they suck. You really can't count on them working and when they work, they're really slow. Tesla is experimenting with opening them up to other EVs, but they can always stop doing it if it causes more problems than it's worth. The other automakers don't have anything close right now. Road tripping in my Tesla and hopping between superchargers is one of my favorite parts of the Tesla ownership experience.
It was not bad for long trips as a taxi company but terrible compared to just having a hybrid car. But that taxi business went out of business within 3-4 years after replacing Toyota Prius hybrids with tesla long ranges thanks to the ridiculously higher electricity costs from the city for charging 30-40+ teslas every day all day long.
As a solo user it is probably great, but yeah we had major battery life problems living in a cold winter state too, half the battery would be gone in winter months as opposed to the summer.
So I can imagine living in a warm place with a tesla is probably a pretty great experience.
Where it gets cold it is miserable, the 300 mile battery turns into 150 miles instead. Not good for a cab company.
I don't know if you've been reading tech news, but Tesla has started opening up its charging network to non Tesla cars.
was thinking of an i4 this year, but would you say an electric is worth it?
There's a good reason why gas stations aren't owned by car companies. Because if they did they did then they could put a lot of pressure on people to buy their cars simply because it's hard to get gas if no gas station in town serves your car brand.
The only reason this hasn't been addressed legally in the same way is because EV's aren't big enough yet and chargers aren't common enough yet. But once they are, then if that kind of practice isn't shot down like the plague it is then we're in a for a world of hyper aggressive, monopolistic car companies who have yet another vein to be greedy and exploitative.
I feel like the Supercharger is probably the foot in the door that could help Tesla hold on to a meaningful market share in the next decade. If they lose the charger format war the old boys of auto manufacturing world will eat them for breakfast.
being in a tesla has the aesthetics of a dentists office with the comfort of an airport waiting area
loool. What an absurd comment.
Tesla and my office chair are my most comfortable chairs daily.
@@campelodemagalhaesMust be a really crappy office chair.
You're gonna piss off the fanboys...
But I agree. I've sat in every model of Tesla except the roadster, and they ALL feel sterile, cold, bland. It gives off the exact vibe... of being inside a fancy computer with wheels.
@@AtalixZero I’ll take an early 2000s GM shitter with 5 different shades of brown in the interior before I even consider a Tesla
in terms of comfort, the interior is fine, I've sat in plenty of cars and its good. It's not "luxury" but it's definitely not bad and to say so is disingenuous. It's just average or slightly above average depending on the price bracket (or slightly below average for the somewhat overpriced Model S and X).
It seems like the biggest draw to buying a Tesla in 2023 is the supercharger network. It probably won't be as ahead as it is now by 2030, but for now every other charging station is a gamble.
For Tesla to maintain its competitive advantage in the US, the Supercharger network has to remain exclusive to them, no other carmaker/brand can use it. That simply doesn't work when the goal isn't to have every American drive a Tesla, but to wean America out of ICE, because Mother Nature certainly isn't waiting for them to start reducing emissions. The Sandys, Ivans and Ians are just for starters.
Theres some points that sam failed to mention :(
- In the Europe Market, second hand teslas are just super competitive. Right now i can get a 2017 100D Model S for 55k€, cheaper than a base Ionic 6
- Software experience. The integrated infotainment system is still currently the best.
- Supercharger network and integration
- Looks? As much as the ionic 6 stunning is, a model S still is more beautiful
- The model 3 still has no real competitor in Europe , for there are EV compact sedans but no midsize one
- Before the introduction of the Ionic 6 i keep referring as, there are no other full size sedans "affordable" (BMW, AUDI and Mercredes all really way more expensive), not everyone wants a super big and heavy SUV !
also if you belive in the full self driving part, just that it is not proper full self driving yet doesn't mean it is bad, i don't know any car that has better "auto pilot" yet
Even then, Tesla announced plans to open the network to other cars, and there are reports of superchargers with universal CSS chargers in the US right now. The supercharger draw is beginning to diminish.
Absolutely. I would love to trade my model 3 for an ioniq 5 but traveling any distance without access to supercharger scares me.
Just to be fair, if someone knows where and how they can go to a dealership today and buy an non-tesla EV without any markups, or even just test drive one , any EV, let everyone know.
Renault Volkswagen Hyundai all have great evs without markups here in europa!
My (European) local bmw dealers has one that you could buy for list price rn.
@@brunoheggli2888
Sorry I don't want to pay the Spacex delivery fees from Europa.
@@ogzombieblunt4626 Ok!Just leave the US and go to Norway Danemark Finnland or the Netherlands!
@@brunoheggli2888 I think he was making a joke because Europa is a moon of Jupiter
Rivian isn't a good example for "better quality". They have a lot of fit&finish problems, and even more unjustifiable for the price point
10000%
Chevy stopping orders for the Bolt for a bit and asking customers to park outside away from other vehicles because of battery fires.
The Ioniq5 with a fairly common 12v battery drain issue.
The legacy car brands aren't doing any better for build quality for their EVs or even ICE vehicles historically.
Correct
There are way more serious issues than just fit & finish though. Just off the top of my head I can think of tonneau cover breaking with just regular usage and the trucks just refusing to even unlock in cold weather (no extremes, just freezing temperatures & parked outside) and these are not rare cases...
The 12 Volt battery might be problematic atm.
Gonna be fun to see how this video ages. I'll check in, in 10 years
Why wait? Model Y now bestselling car model in the world, gas or electric.
@Dan Sands Because to see how a video ages you have to wait? That's just how time works, you know
There are MILLIONS of videos that have aged like milk on youtube. No one knows what the future holds, especially for EVs. Given how Elon is on his high horse, we will see.
@@IMAPOTATOZ Even if Tesla magically goes down in flames tomorrow, he still owns fully the company that will control all transport in the entire solar system for the next 30 years at least.
@@dansands8140 Elon "owning space travel" is meaningless when it's just a money sink lmao. There's a reason it's only government projects that visit other planets and that's because it's not something that can be commercialised at this point.
I’ll prep my popcorn for the Tesla comments
No need, nobody will be defending them
@@bababababababa6124Respect Elon Musk.
@@randomshiba779 no
@@tombo416 Yeah fuck elon lmao
@@randomshiba779 nope
Currently watching this while working at the Tesla Fremont Factory
Haha don’t show this to your boss!
Huge respect to the work you and other employees are doing. Keep in mind Wendover said this video intentionally ignores the positives, and only highlights the negatives. See his pinned comment.
Make sure you align those panels homeboy!!
@@willitbreak5825 I can barely hear you over Elon’s boot in your mouth
@@Powaup lol I’m 99% sure he is subscribed.
tesla remote service will just drive to ur house and do maintenance there. I live 2 hours from a service center (mont tremblant canada) plus all the ice cars I've had have all had some dumb build issue. our teslas have had no problem so far
It's the same problem that so many of these startups have. A group of financiers and tech bros get together and decide to sell dog food. They hire a bunch of 22 year Olds straight out of Stanford, build a web site and find supply chain solutions. But what they don't do is hire anyone with experience in the dog food industry.
I like your videos, but think this one missed the mark. Many of the criticisms - that cars are cars, the big old companies will catch up, they're not dominant enough.....could be debunked by your own slide at 18:13s Tesla sells enormously more EVs than any of the other companies listed. Hell, check out the timestamp: *Tesla still sells ~3x all the other companies combined!* Looking at this graph, you could re-do the entire episode titled "What the Beep happened to Nissan/Ford/Chevy/Other?"
Remember when Volkswagen were meant to stomp Tesla? ID.3, ID.4.....How has that gone? Toyota, surely they'd kill Tesla, yeah? In reality, Toyota have sold a handful of electric cars.....and they've been recalled for the *wheels falling off*.
GM, Ford.....are they selling millions of electric cars each year? No, but Tesla is. A couple million Tesla Model Y this year....easily.
Could the CyberTruck have come out already? I guess, but its not like they've been sitting around doing nothing, while other old car companies sold millions of EVs every year. No, Tesla have been so successful, that they're doing their best to keep up with worldwide Model 3/Model Y demand. Tesl have rapidly built global factories in China and Germany.....another Tesla engineering HQ just opened in California, joining last year's Texas Gigafactory.......and their New York facility, and and and....
TL;DR Elon Musk is often a dick, but most leaders are dicks. Tesla are clearly outselling the competition, and the old legacy car companies have had a decade, but still can't sell an EV for love nor money.
The failure to deliver something compelling in the truck market despite turning the Tesla hype machine up to 11, nearly a half decade ago, is telling. But what that says about the future of their other models is very concerning, too. The Model S is over a decade old. There doesn't seem to be any move to update/refresh/replace it. And with all of their efforts focused on getting Cybertruck out the door, it's unlikely we'll see any movement on refreshing their existing lineup anytime soon.
There's a reason the established manufacturers have shortened their refresh cycles to as short as 2 or 3 years, on some models; and Tesla is not in a position to keep up. They no longer have the cache to coast by on "because it's a Tesla". They're just another car company now. And they need to start acting like it.
Yup. Good thing failure to deliver a truck doesn't mean Tesla isn't insanely profitable. It means they made stupid public statements.... Boo hoo. People like you can gloat about that. I'll gloat about the 14B in profits, eclipsing Ford and GM. So ya... Make fun of old designs and broken promises. That's nothing on profits. I can name tons of companies who did similar. Intel refreshed the same CPU architecture for 8 years and was late on every single release for example. You know about Tesla because the media talks about it. They don't talk about every single company doing the same thing (to less of a degree.). They don't mention Tesla profits either. Because they don't want to look stupid. Tesla wins when we talk financials... The thing I care about as a shareholder. I'm very happy Ford refreshes your designs for you and has "better quality". I hope the 2 billion dollar loss is worth it..... I'll take 14B in profits. Every year we hear about Tesla's tired designs. And every year, we set new sales records...... Lol.....
You say that, as we set another sales record, the north American profit record, etc. Lol.... Yes, you're right, the designs are old... Yet..... We still keep selling em.... Just like how people cry about expensive hermes /Louis Vuitton. Just because you don't want it, doesn't mean someone else doesn't want it. You like refreshed designs? I like money. If we actually have issues, then I care. But if it's just the dumb headlines you normies read because opening a companies financials is too hard? Then I don't care. 50% yoy EPS growth.... That's what matters. When Ford and GM have 0% revenue growth regularly, I don't care what they do. I don't make money with zero growth. Tesla makes money. So I want the vehicles? No. Do I care? No. I care about money. And Tesla delivers more money every year. This year, we'll do 20B +, more than any auto company in the world.. Already did 14B. Dude. Stop reading headlines. The financials are what matters. Tesla wins on financials.
They started taking 50k deposits on the 2nd gen Roadster 6 years ago on the promise that it would come out in 2020. Taking money for a car that far out is ridiculous and should be illegal if it isn't already. You're more of an investor than a customer at that point.
@@Tential1 Wow, that rant was... a lot. Especially after some pretty massive price cuts to address falling demand. I didn't say Tesla wasn't wildly successful. I didn't say they don't sell vehicles. I simply said that their designs are dated. And for an established brand, which they are now, that can be problematic. And as someone who loves money, you should see it as a problem too. The Tesla hype machine isn't done yet, but that time will come. And for the investors, like you, and car enthusiasts, like me, I truly hope Tesla can keep their momentum.
They haven't tried selling a truck yet. They prioritized model y production because demand remained high while supply chain issues took up a lot of resources and made launching a new product way more difficult. Yes, it was significantly delayed, but it is clearly a combination of COVID and being a victim of their own success with the model y. Annoying if you are a reservation holder, but nothing but good news if you are a stock holder.
"audacious" is certainly one way to describe the cybertruck's appearance.
and it doesnt even have an open bed or boxy cover u could fit things into what where they thinking
I think it looked RAD when it was unveiled but it was soooo long ago that it looks like one of those old forgotten concepts by now. The Rivian truck did a much better job in it's design
@@scarlettwilliamson5370 It has a vault that you can drive with it open or closed.
Lack of innovation
A public service announcement: There is no cybertruck, it's not real
Let's not forget that Tesla has been heavily subsidized both directly and indirectly through EV Tax Breaks that came out in conjunction with the Model 3. That is the massive advantage that made them a BIG company.
Like every ICE company ever? If the fuel ppl use was not super super super heavy subsidized, how many car would they even sell?
If Ford owners realy payd what the Fuel was worth, they wouldt sell that many cars, would they?
@@peternystrom921 There's still a massive difference. Everything Tesla sells is DIRECTLY subsidized. I'm very much against fuel subsidy as well, but Tesla is completely overvalued and overhyped regardless.
@@DracogameNo.
@@peternystrom921 The sheer level of delusion into this pathetic, juvenile child's companies is astounding if you look at the numbers that he claims his companies are worth and think, "Yeah, sounds legit."
@@peternystrom921 Fuel isn't subsidized. In fact the opposite. EV's are subsidized by not having to pay for the roads and bridges they use whereas gasoline has way higher taxes than anything but cigarettes and alcohol.
Honestly, I would just prefer a better public railroad system for both city and country areas. This massive public transportation would mean far less traffic, far less air travel, etc. Which means it would be better on the environment.
Living in Midwest we have a horrible public train system, the nearest station for my areas is over 105 miles away.
Although I'm in the country I'm surrounded by a handful of citys, hell my states capital is only 35 minutes away. But still, nearest train station is 105 miles 🤷♀️
Doesn’t work outside of high density zones, unless your low-density zones are extremely dense, like Europe (e.g avg Europe single-family homes are 3x smaller and property is 6x smaller). Only ~13% of US citizens live in high-density
@@monsterous289 and actually putting public transit in those high density areas would make a huge difference for the most people! Just because public transit "doesn't work" outside of cities is not an argument against it. Even then, intercity/town train and bus routes that do stop in rural areas can still work!
@@elliotagnew9960 No one made that argument. I'm all for making high-density areas almost entirely walking/biking/public transport, and conversion as well. Just most people and places (~87%) as in the countryside like OP mentioned, would not and do not benefit from public transportation
@@monsterous289 I've seen too many arguments against public transit, and especially walkability/bikeability, because of edge cases. It's worth saying it either way, even if no one was arguing that.
Interestingly, I stumbled on a cost-benefit analysis of public transit in rural areas while researching several years ago. It found it was beneficial, though that doesn't necessarily mean economically viable.
@@elliotagnew9960 If we had continued building in a grid maybe it could have. Having sub urban sprawl kinda makes local transit hell to build effectively especially since buses are so inefficient. Trains could still be useful for connecting cities together and relying on ubers. but it wouldnt make sense for the bus to drive 3 miles each way to my house and im sure as shit not walking home or riding a bike home in the rain. i'll keep my car.
Tesla's BIGGEST (and arguably only) selling point at this time is their charging network. Having taken road trips in EVs, Tesla's charging network is easier to use and, most importantly, much more reliable. That being said, home charging is enough for 90% of uses and charging competitors are getting better by the day. That's not even mentioning the fact that the government is pushing Tesla to open up their network. Their singular advantage is being eaten up quickly and they're gonna have to make some major changes if they want to stay relevant.
I think their main selling point is an outstanding driver experience. But I only drive one everyday lol what do I know.
now that very same network is going to open for everyone I wonder if they will squander that as well
Definitely not the "only" selling point. Price, delivery dates, OTA updates, efficiency, performance, Autopilot (and in North America, FSD Beta), they all factor into it.
@@ChrisHobson916 The thing is, everyone cares about different things about the experience. I drive a Polestar 2, and think even the performance versions of Tesla's fleet feel like I'm piloting a boat than a car compared to the Polestar. Handling characteristics etc. isn't substantially different from say a Nio, which has similar experience to Tesla. So unfortunately that just goes back into the video's topic, they aren't alone in the market segment, but they're acting like they are.
@@ChrisHobson916 it’s not lol
Is it just me, or does anyone else want a more efficient station wagon? 😅 Electric or hybrid, I’m down for it!
I love station wagons. The only electric ones I’ve seen are the Porsche Taycan Cross turismo which I think looks amazing, and the Alpha Saga Estate, which doesn’t actually exist yet lol
@@Viperin98 the skoda Enyaq is a good one
If buying a Chinese car is acceptable for you, MG has a fully electric one. Model is MG5.
Personally I'm reluctant to buy it due to big Chinese companies being effectively part of CCP so I'm holding out for one from other companies, but that car is highly rated and well priced too.
@@Barbarossa06 while I do agree the Škoda Enyaq looks really cool, it’s more of an SUV than a station wagon
uM. Aren't SUV's just station wagon's with better PR?
That was probably the first honest sponsorship ad I’ve seen in my whole life. 👏🏻👏🏻👏🏻
I agree that other EV's can offer better value for the car itself, but I really struggle to consider any other EV purely due to the charging network. As a current EV driver of a not-Tesla but renter of many, my experience with public chargers that are not Superchargers has been very poor. Beyond that, competition is great, and hopefully other manufacturers can work together to improve public chargers so that alternative EV's become realistic options for single car households, driving Tesla towards improving the quality of their own cars.
Thankfully, the Biden administration just got Tesla to open their Supercharger network up to other cars by EOY 2024. And they've established a standard for charging if electric vehicle charging companies want federal funds. So this shouldn't be a big problem for much longer.
Yup. I wouldn’t recommend any EV other than a Tesla in America
Biden admin working on regulation to standardize charging specs which will greatly help the network problem.
@@chrisness Not like Teslas are good value, anyway. I wouldn't recommend an EV in the current state of things, period. People who buy EVs today are still considered early adopters and the price you pay and the lack of charging infrastructure you have to deal with is proof of that.
@@addanametocontinue A $36,000 Tesla Model 3 is a great value
I like how you included a scene of people NOT charging their cars with Electrify America, heh
Electrify America is dysfunctioinal.
150 kWh chargers w/ cables that can only handle 70 kWh. Straight up false advertising. But that’s assuming their app works and/or the charger completes the handshake w/ your car.
@@Bob_Smith19 dont they Split when 2 Cars Charge at one stall?
Wendover: How Electrify America Fumbled
@@Knnnkncht only one car can charge per stall unfortunately
TOP 3 electric cars by market share in the US:
1. Tesla Model Y: 29%
2. Tesla Model 3: 23%
3. Ford Mustang Mach-E: 4%
Yea obviously a big Fumble. Man, that video was such a joke
Let's not forget that Ford literally had to use their most "cherished" model name to elevate interests in the Mach-E... ☕🗿
I think Tesla is doing perfectly fine. Not sure what led Wendover to this video
@@cthrivevideo you ALWAYS have to watch the trend... not just the present.
2020 Tesla sold 4x the rest of EV's in US
2021 Tesla sold 3x the rest of EV's in US
2022 Tesla sold 2x the rest of EV's in US
noticed something ?
@@johnsmith-cw3wo Yea I notice that Tesla is just really early to the game. If you are the first who produces a thing, you have 100% market share. And it is obvious that you cannot hold this level. With 66% share in 2022 that is still ridicolous high and of course can never be held. And no sane person would expect such a share to be held by a single company for years. So telling me that from 2020 to 2022 the share of Tesla declined from 80 to 66% is just telling me that they are far ahead of anyone else.
@@cthrivevideo no, I'm telling you they are dropping fast.
Im from Denmark and now, almost a year after this videos release, something remarkable has happened. Here in Denmark, Teslas model Y became by far the best selling car in the country. Not even a competition, ub 2023 it sold over 3 times as many cars as the second best seller, the Peugeot 208 petrol. The reason for this huge boom in sale has been aggressive price dumps and loans.
Over the last year Tesla has done 3 subsequent price dumps, several as much as 10% at a time. This has made Teslas models more affordable than ever before and made the price difference between the model Y and model 3 nearly non existant. Plus they also made trailer mounts for the model Y extremely affordable, and customers here in Denmark care a ton about the ability to pull a fully loaded trailer with no impact to acceleration, speed, and handling.
And as if thats not enough, Tesla has also started doing very aggressive in house loans that undercut other car loans. Most car loans have a monthly interest rate of 5-10%. Teslas loans can be as low as 1.5-2% per month in the first 3 years and immune to interest rate changes, which entices a ton of customers since its cheaper for them up front and per month. In fact this makes Teslas more affordable up front than nearly all equivalently sized EV's in the country, and many have already dubbed the Tesla model Y "The Volkswagen Beetle of the electric age" whether that even makes sense or not.
In short Danish customers care most about having a few basic needs met and having them met at a low price for them. And somehow, in Teslas attempts to squander the competition and distract danish consumers from the strikes against them in neighbouring countries, they met that goal. Not as the luxury brand they initially were, but as a budget brand for the mass market.
Who knows how long this will last. The price dumping has likely just been made available by lumping sales or cuts against Tesla in other markets, like in Sweden, meaning a surplus of vehicles. Plus these are all the current model Y's that are doing sales records. Tesla is launching a new version of it soon and likely just wanted to get rid of their existing surplus of the current model before the new one reaches the market. So what made them a juggernaut for 2023 in Denmark might not be lasting.
From what I understand, the Danish government is heavily subsidizing Tesla. They are giving incentives, so that means the people can get their cars cheaper. It's not that Tesla is benevolent, it's that Scandinavian countries are moving forward with electric vehicles, trying to limit fossil fuels. I think it was Sweden or Finland who is trying to be all electric by 2030. And Tesla is the only large scale EV not made in China, so they get the subsidies.
Non of this is sustainable though. Tesla needs to merge with a bigger automaker if it want to have the scale to be able to be a car succesful maker, especially a budget one.
I just want to ride a train instead of sitting in EV traffic
... then go ride the train lol. Nobody is stopping you.
1000x this
@@jeffmorris5802 "the train" doesn't exist in most of North America because of car-dependent city design. That's the complaint being made here.
I'm pretty hopeful for self-driving public busses in the short to medium term for the US. It's an easier problem than full self driving since the routes can be planned and trained for accordingly. And you could have more, smaller busses to get lower headways, so it might be more economical for lower density areas that's already exist now.
@@cadekachelmeier7251 While that's good in many ways and would definitely be an improvement over a lot of issues right now with basically everyone needing their own individual car in most cities, it's hard not to point out that, at the end of the day, AI technology isn't there yet and it would be far simpler for the re-institution of inter-urban rail lines (HSR would be great, but isn't fully necessary as long as it can match the highway at 60-70 mph consistently) and local street cars/rail lines. These are predictable, reliable, and well-understood rather than waiting on some technology that may not be as quickly developed as people think.
The problem is that the US in particular would need to invest in more publicly owned lines, whether building them or buying/seizing them from private companies. Law in the US already specifies that passenger rail has priority over freight, but because the private companies own the rails, they just ignore it and the US government has rarely challenged them on their practices that by definition end up ignoring that requirement. There's a reason Amtrak is only good and reliable in the portions of the country where it owns the rail lines.
A self-driving bus would be great and more flexible, but what you're hoping for is still less reliable than a train or tram and more prone to error than a standard bus driven by a human, at least for right now.
When comparing EVs, i always look at chargingspeed. Going from 50 kW to 150kW is huge. Many of the other brands suck in that regard. I have to wait 90 minutes to completely recharge my E-niro
if its an E-niro, did you name it Robert?
Tesla charges at 250 kW if you go to a supercharger. Super fast!
You dont wait for 100%. MUch faster (and better for the battery) to leave at 80-85% and then move on.
The vast majority of people charge at home or work and so charging speed is much like the charging speed of your phone - you probably don’t care as long as it’s charged when you need it. If you’re having to regularly charge at a DC fast charger, that sucks a lot and will absolutely take forever if you want to go beyond 80-85% since the charging rate drops to 10kW or lower on most cars. Your e-niro would reach this point in 20 minutes or so, same as a Tesla. Teslas also take forever to get that last 15-20%.
It has probably happened since this video was recorded, but hasn't the ford's EV (the lightning) been recalled in the last week due to charging issues or something like that?
Yes. Ford halted deliveries due to a possible battery issue. Likely software related but rumored to be a potential fire issue.
Probably. Every EV is essentially a prototype right now. It's going to be a few years until some major kinks are worked out. I've seen some really dumb oversights that didn't happen on ICE vehicles mostly because the engineers have never had to think of that specific thing before.
@@wallcouldtalk FALSE, the difference between EV and ICE is the media reporting. One example was BMW vehicles spontaneously catching on fire while parked, that burned a lot of houses around the world, it got It got so bad that south Korea government band the sale of the vehicles, and almost nobody has heard about it. How about Ford first new broncos roof glass falling while driving
No recall for the battery issue yet though they have halted production.
@@travisscavoni369 truck caught fire while changing, so they are no out of the woods yet.
This is a rather good overview.
Tesla has fulfilled its "historical role" - dragging the incumbents, kicking and screaming, into the third millennium. That it still leads the market is thanks to two factors: fanatical loyalty of initial "well off Silicon Valley nerd" early adopters, and relative incompetence of traditional carmakers in this new set of technologies (see, for example, persistent problems VW has with software, while mechanically and design-wise their ID series cars are every bit as good as the ubiquitous Golf.) Bot neither of this will last - the supply of the former is finite, and the latter will learn.
The issue behind VW´s Software problems had to do something with Tesla because the then VW Boss wanted the EV´s more Tesla like the issue was that he came to power at the time where VW readied the new MK8 Golf and ID3 and you can guess how well it works out if a company decides to throw away all their work and start over again a couple of months before the launch
This will last until other companies can catch up with Tesla infrastructure, electric cars are an infrastructure problem not a individual vehicle problem.
Lol. It has succeeded in plunging 100s of Billions of investment in EVs.
Weather EVs deliver on the promise is another thing entirety.
@@SkyGlitchGalaxy They will, or we are back to buggies.
@@bazoo513ICE vehicles will still exist and be produced for a long time yet.
You’ve missed key Tesla’s advantage - massive battery production. No other car manufacturer happened to secure large volume for electric battery production… yet?
Sony makes their batteries
@@personzorz It is everyone lol, even BYD are making batteries for Tesla.
BYD might still have at least an equal amount of battery contracts. Nobody else comes nowhere near though.
Maybe Tesla's future then is as an EV component manufacturer. Batteries are great, but they're not a car, and better battery is not something you can directly experience when you look at, or drive, a vehicle. A better battery is icing on the cake.
*no non chinese manufacturer
@@personzorz Panasonic*
To me, I can identify 2 unique advatages to Tesla. Whether they outweigh the cons presented, I cannot be the judge. But the advantages are -
1. Best charging Network in the US, as well as more reliable than Electrify America.
2. Best software. Better than Lucid, which is flaky at best and unresponsive at worst, and also better than most traditional car makers.
Whether these 2 advantages outweigh the disadvantages, is best left to personal preferences.
They definitely are ahead with charging. However I don't agree with software, as android auto and apple car play are better, so any car that uses them is going to be superior
1. Charging network is opening up in the US in order to gain federal subsidies. = Advantage gone.
2. Elon's moronic decision to rely on cameras and shying away from lidar will forever make their auto driving subpar compared to their peers. Your comment about their software being the best is subjective at best and poppycock at worst.
Lucid is way newer and a smaller company for now. Can’t expect them to immediately make the perfect os after making a perfect car
@@johnsimpson99 it’s not opening up fully though. You only are gonna get access to 20% of them. Also this is projected for late 2024
You don't understand, if it doesn't have the build and comfort quality of a Rolls Royce then it's complete and utter garbage apparently 🙃
I will never forget when that UA-camr lady made a pickup version of a tesla model 3. If she could do it, so could Tesla
That youtouber lady is Simone Giertz
she's great has a lot of hilarious tech build.
I highly recommend her channel
I also highly recommend Simon Giertz! Such an amazing person who makes equally amazing content
Truckla!
obviously tesla can do it
No, the doge lord who tweets 24/7/365 says they must make an origami stainless casket!!!
Wow! This video DID age well. It's even more right than it was a year ago.
Is it tho
7:45 If you put the GMC Sierra bar on top of the Chevrolet Silverado's bar they would add up for more than the F series, both the Sierra and Silverado are the exact same platform.
Yep. I remember people saying years ago that GM should just dump the Sierra as combined it is the best selling vehicle and has been for decades
GM kinda shot themselves in the foot for being the best _____ of many categories, by having subsidiary brands instead of divisions. GM has brands where Ford has series.
Example: Cadillac is a GM subsidiary that competes with the Ford Lincoln Devision.
@@tiktokjourney8472 If that's the case, GMC wouldn't exist. It's literally a copy & paste; middleman of Chevy and Cadillac.
Not sure why they don't just stick to fleet sales at GMC and leave Chevy for the public domain
@@tiktokjourney8472 In 2009 they considered dropping GMC but it is profitable and a lot of GMC buyers won't buy Chevys.
@@kamX-rz4uy that is kind of my thought. GMC sits right between Cadillac and Chevy and I'm not sure they could up badge or down badge either one well enough to retain the GMC buyers. Even though Oldsmobile and Pontiac needed to go, I'm sure there were buyers lost because they were loyal to those brands.
True touch less transportation already exists. People in Europe and Asia have been enjoying it for decades. It’s public transportation. Unfortunate for those of us who live in North America it is still likely we will get to enjoy this experience as long as everything being built and planned revolves around the car.
A lot of americans definitely want public transport and most urban areas have pretty okay public transit. It's not great, but it's okay in a lot of places.
This argument of "build more transit" simply doesn't hold up when you think about the size of the united states. One US state can be as large as like 1/3rd of europe. The population density just isn't there for the vast majority of the United States. The only place you'll find good long-range public transit in the US is along the coasts because that's where the density can support it.
public transit is a terrible daily commute. enjoy it while it lasts, we'll soon replace them with autonomous taxis underground.
@@pt9845 lol
@@pt9845 Why underground?
@@pt9845 Underground autonomous taxis... so a subway but less efficent, more expensive, slower, more dangerous, more polluting, far more complicated (and thus likely to break down). Pretty much combining all the downsides of the car and all the downsides of a subway. Why exactly is this the future?
While this video did mention some important problems with Tesla such as the build quality and repair infrascruture i think the overall tone was a bit too negative. You failed to mention Tesla software wich is miles ahead in software update frequency and overall quality. Also Teslas superchager network is a major benefit for the brand as it is massively more reliable.
The problem is not being negative, the problem is being misleading as this video is.
Honestly, looking at the history of 'trend setting' or 'innovative' companies. It's very rarely the first guy to market who actually ends up coming out top of the heap.
I think Tesla may yet prove to be 'one of those' sorts of companies. Where the market conditions of their early growth change out from underneath them.
Tesla is by far not the first company to attempt EVs.
@@ggApolloIt’s the first company to make them mainstream though, before Tesla you never heard people talk about electric cars. These days when I ask people what their dream car is, Tesla is one of the most common answers
They definitely kickstarted the EV revolution, but I don’t think long term they’ll be the company to take advantage of it the most. We’re still in the growth phase with relatively little serious competition, that’s already changing and as time goes on we’ll move from growth to market consolidation by the biggest players
Remind me of this video in 5 years…⚡️
Haha yeah I remember these same arguments 5 years ago. “Competition is coming” Tesla lead won’t hold up.
@@MIKOOL13 and it hasn't. Their lead over other manufacturers is narrowing. 5 years ago Tesla was THE EV manufacturer. They aren't any more. There are other brands with cars that are as good or better. And BYD sells more EVs than tesla now. Their lead has absolutely narrowed over the last 5 years.
@@ThatGuy-bz2in Also their current stock evaluation is still pricing in for them to become the biggest car manufacturer (not EV only, cars in general) in the coming years.
@@ThatGuy-bz2in Tesla is growing production 50% each year (CAGR from 500k cars/yr in 2020) to 20M cars/yr by 2030. The gap is increasing not shrinking.
@@ThatGuy-bz2inBYD has a limitless piggy bank from the Chinese government. They also produce PHEV and tiny electric cars with tiny batteries. If you compare long range cars produced, Tesla is still king.
EV but not a Tesla owner. I think their charging speed and charger networks are, for just a little longer, likely to be selling points. Until maybe a year ago I'd say their range was something they were clearly a leader in too.
Maybe also do an
essay on why Electrify America and others can't keep their DC fast chargers working and whether the new federal money is likely to solve the problem.
And While you're at it look into why EA chargers just flat refuse to charge if battery is very low and very cold. There's got to be a way the charger could negotiate with the car to heat the battery for a while with a little juice being provided and then start really charging once the battery warms up some. But Instead the EA chargers just refuse to charge even when the charger works fine. I suspect that's a policy decision and not a technical limitation of the system.
@@shayneweyker This is HUGE from the MOMENT you plug in a Tesla charger it begins to condition your battery to get it ready for charging so that in the end your car charges WAY FASTER. EA and others FIRST want you to put in your credit card, authorize it and everything else. Sometimes it takes a few mins to get all that accomplished especially for someone who has never used your system before. All that time on a Tesla charger would have been productive. On the competition, they're so busy counting their pennies that they want you to wait until they're SURE they get paid.
@@shayneweyker technical solution in US - selectively use military grade semiconductor components that operates at -40 degrees.
It's the only car you can easily take cross country. Charger availability in my experience is 99%! Public non-Tesla charging networks? Maybe 50% availability!
Their price point even after price cut are still extremely high, there are many EV that have similar range that cost $20k. People like me can't afford Tesla.
And remembering how big percentages of Americans earn less than $40k a year. Tesla is not in a position to capture the mass market.
What is going on with your Mach-E comparison? You said the Mach-E Premium offers 310 miles of range with 0-60 of 5.8 seconds and a price of $50995. Looking that up today, yeah the Mach-E Premium starts at $50995 but that only gets you the RWD standard range which gets you 247 miles of range. In order to get that 310 mile range you mentioned, you want the Extended Range battery option which adds $7k to the price and increases the 0-60 to 6.1 seconds. But it wouldn't be as compelling to say that the Model Y offers better range, performance, and price.
If you were going for the most direct comparison on specs, you'd need to go AWD for a further $3k so they'd have the same acceleration. But then the price and range disparity becomes even greater; you pay an extra $6k for the Mach-E and get 40 fewer miles of range. Hell, at that point the Model Y Performance enters the fray, for $2k less than the Extended Range AWD Mach-E Premium you get an extra 13 miles of range and your 0-60 goes from 4.8 to 3.5 seconds. If you're actually making an apples-to-apples comparison, the Model Y generally bests the Mach-E on at at least 2 out of 3 of price, performance and range.
This just screams hit piece
He’s wrong about almost everything, not just the Mach E part 😀
@@drebob1762 I won't go so far as to assume there's some nefarious motivation, I think it's totally plausible that Wendover figured a lot of people would enjoyed a one-sided critique of Tesla. And I'm sure a lot of people will.
Still, if the correct values were used for the Mach-E comparison (which is a good comparison to make, it's a close and popular competitor to Tesla's most popular model these days), it would take a lot of the wind out of that part of the video. Squandered lead? They're able to charge significantly less per mile of range because of advantages (design, supply chain, scale, etc.) afforded by spending the 2010s making EVs rather than sitting back and watching.
My Tesla M3 has been sitting in the shop for the past 15 days of 20 days ownership.
8:38,
Zero Tesla pickups?
My guy forgot Truckla
What Tesla has that definitely outdoes others in North American automobile is the Supercharger network, which is reliable and easy to use. That’s significant, although exactly how they leverage that to make more money remains to be seen (although they are planning to offering charging to at least CCS-equipped vehicles, and probably Aptera vehicles as well.)
Exactly. CSS network is fragmented and confusing. It's a bunch of separate providers that require weird apps, have confusing interfaces, and half of their machines are broken all the time.
Meanwhile with Tesla it's easy and mindless. The superchargers are all in the navigation system, and when you get there just slap the door plug her in and go use the bathroom.
I agree, whatever you might think of the build quality, FSD or Musk himself. It is a huge advantage, it's much closer experience to traditional ICE cars to not have to hunt (as much) for a place to fill up. The EU requires all chargers to accommodate CCS. I think as nations start to adopt similar laws or start to build their own or have the other auto manufacturers start to team up to build supporting networks. This will eat away at Tesla's advantage.
@Discowombat it wouldn't even be that hard to replicate the Tesla experience. You don't need a monopoly like the supercharger Network. All you need is a standardised system that:
1: communicates the location, price, and status of every charger to a central database so it's going to be displayed on the car's navigation screen.
2: automatically interfaces with the car once it's plugged in, and automatically charges the owner's credit card.
Had the CCS plug and the communications protocol was standardized beforehand, we wouldn’t have had such a broken charging experience like right now. Now the US government is throwing money at Tesla to make their chargers CCS compatible. EU is better at enforcing standards to the point that Teslas sold in Europe has to have CCS plug on the car itself instead of an adapter.
@@Jabid21 You kinda have to give Tesla the benefit of the doubt because they rolled out the supercharger network (with their own connector) before the CCS standard had been completely finalised. In most other places though, Tesla's cars came with either Type 2 (in the beginning) and CCS (later) so it isn't so bad, although I still don't think other cars can charge there. But their connectors are unsuitable in other places because they can't take three phase power as far as I'm aware, something more common in Australia.
Two factors that were left out but I think played a key role in Tesla's success and still, to this day, are a big reason for the company's image:
1- Performance. At the time when the Model S was released, it had some of the best acceleration and performance specs of any production car outside of supercar territory. And it did it at a fraction of the price.
2- Looks. When Tesla jumped into the market, most mass-market EVs were, to put it bluntly, butt ugly. They were so ugly that they gave off the impression that the person driving it must have done so ironically or the were so far up their own ass about the car being electric that rescue crews wouldn't even be able to pull them out. Tesla made an electric car that looked like a _normal_ car. It wasn't modern art vomit--it was classically stylish.
There are arguments whether both still apply, but I don't doubt that both played a key part in Tesla's early growth and popularity.
Sure, but the point is that they wasted that popularity, and plenty of modern EVs match or exceed them on both qualities.
Their cars are ugly, and not just because they all look the same (fat & fatter versions). They could have kept Lotus on, but no.
The 0 to 60 performance is really good, but at that price point you could always get an ICE that matches it and handles the curves better and stops shorter.
I thought I’d be driving electric car by now but it’s just not panning out the way I expected and in part because a lot of the lies that came from this outfit were never fulfilled.
Lmao
1) he mentioned alternatives with comparative specs
2) the cyber truck is the ugliest thing ever
to be honest, if any big companies think they can have a pie in china's domestic market. clearly they havent done enough homework about their "made in china" policy.
It is the largest brand on earth, and they will take any manufacturing and infrastructure construction milestone, for themselves.
Take care of your own domestic industry and market.
The China factory makes cars for every market outside of Europe and USA, video is poorly researched
The lead in the Model Y is Cost, While tesla turns a profit on the long range, the mach E loses money. It also has a lead in parts, and manufacturing capacity of batteries. This is where tesla will win, purely on a production level and cost in long run. The former car companies are already heavily indebted. I'm not a big tesla fan but this seems to be completely missed. To reach the F150 production rate, Ford would need 10% of current global battery production.
I think you have that wrong. Legacy automakers have more capability to offset costs in other parts of their business. Meanwhile Tesla has to rely on money from shareholders to offset losses. If they continue to lose favor among investors, they won't have anything to lean on, which means they wouldn't be able to survive being undercut
@@FinneasJedidiah What losses does Tesla need to offset? They earned $13 billion net income in 2022 and earn gross profit of about $15k per car on average.
@P. Walker This is true but with Tesla's massive valuation getting capital would be easy compared to the Legacy auto balance sheets. Tesla is dominating the battery market and think the mining capacity issue is what will bottleneck all of them. Tesla has land in Nevada but to get the Lithium out, from plan to product will take a decade min. If policy destroys Legacy autos business with carbon tax then Tesla wins, it's truly who folds first.
@@FinneasJedidiah Tesla's first annual profit was I believe in 2020 or 2019. So you are working off of a casual perception that is roughly 3-4 years out of date.
@@adamanderson3042 no, because that was when Tesla was the darling of silicon valley, and was the hot new thing for venture capitalists to invest in. That's different now, and now people expect them to make a profit. So they just can't rely on investors pumping them with cash to keep them afloat while they're undercut by competition that can subsidize their ev production with other areas of business.
Ignores a lot financial data that counter several of his points.
Build Quality - You can see warranty reserves, the company's estimate of how much they will have to payout for defects, declining year after year. The assumption that legacy automakers don't have build issues is also just wrong. If you check 2022 recalls you'd see Tesla is #7. If you don't count getting a free software update, no visit to a service center needed, as a recall then they aren't even top 10.
Production Hell - Just check the other automakers progress on ramping up new production and you'll realize this is nothing special. The legacy automakers are struggling to make their EVs and ramp production. They have so much internal strife and self-interest in keeping margins intact in the short term that most won't ramp even if you could. The Ford's electric 150 is more promising than anything else from legacy auto.
Delaying the Cybertruck - The company went for SUVs first as it's the biggest segment in the US. Just because the 150 is the best selling vehicle does not make the trucks segment the best segment, total sales does. Also why would company just starting to become profitable add additional financial and execution risk while ramping up Model Y production.
Service - Service times are bad, this is true.
Value comparison - Comparing price/acceleration/range when mileage and safety are top factors for consumers when buying a vehicle. Tesla has the highest safety rating of any automaker and has for years.
Margins(not discussed) - Ignoring that tesla get 25% automotive margins, when legacy auto makers range from 5-10% on ICE vehicle and negative on EVs, is a glaring omission. This is due to more efficient manufacturering, vertically integrated supply chains and some pricing power. These kind of margins mean that Tesla can easily drop prices and continue to dominate market share while the legacy automakers will have to destroy their profit drivers and be left with cars they can't make a profit on.
At present, every car that Ford and legacy auto sells, are a net NEGATIVE. They are losing money selling EVs lol. I believe Ford said they strive to break even on EVs by 2026.
Still don't understand why Tesla's stock price is so high when looking at the build quality of the vehicles.
It's too complicated for you, don't bother.
@@fomin23 lol found the Tesla fanboy 😂. Their stock price is over inflated Elon Musk has even stated this before in interviews🤡🤡🤡🤡🤡🤡🤡
@@nathanv8535 I am an investing fanboy. Looks like investing is also too complicated for you.
@@nathanv8535 its all hype.
18:40 "last year i made a video about how the carbon offsetting market is a scam... but that was before they cut me in on the scam."
That was such an ironic/scummy sponsorship. Guy has no backbone. He's inhaling too much jet fuel these days
Wendover, you make fantastic videos, but sometimes you miss the reasons for some statistics (or leave them out). I don't know if it's due to bias, but I suspect so. There was no mention of crummy rollouts of charging infrastructure and super slow moves to even try to build EV's by the established car brands. There was no mention of the CCP's aggressive anti-competitive and protectionist moves that keep international companies down in the Chinese markets. That is just a couple of things I noticed off-hand. Think beyond just what is going on and at least try to peek behind it to see the why's a bit more. Still great vids, though, man! I love your content. :-)
It’s the charging network. And the quality of the cars has been getting better anecdotally. The fit and finish is night and day better since my first model 3, same for my brothers, parents, and cousins.
To be clear, I think elon is annoying af
And all the evs you mentioned have pretty big problems themselves. Rivian was a terrible example lol. Cool cars tho, but they have quality issues as well
quality issues have been going up for tesla. also add in they haven't refreshed any of their cars .
@@CRneu The internals of their cars are hugely different from their initial release in terms of wiring harnesses, ac units, battery pack design, front and rear assembly, and a few more things. They just don't change the exterior when they make these improvements.
@@TehPoetYeah. Model 3 just got a refresh in 2021 where they upgraded the computer, motorized the rear trunk, put in heat pumps, and a few other things. In 2022 they added Iron Phosphate batteries for the standard range Model 3. They’re always tinkering with things.
The video has a problem in the sense that authors believe that Chevrolet makes money on Bolt and they do not, that is why it is cancelled now. Tesla does not compete on ''price'' because they know at the moment only two car makers making EVs make profit of them and they are... BYD in China and Tesla. All others may make exciting cars, Ford can make their trucks, but they are loss making enterprises at the moment. That can of course change, but Tesla at least despite all the issues knows how to make money on selling EVs. That is why Cybertruck is delayed and why there is no sub 25k small hatchback for Europe yet, battery prices etc. are not yet THERE to make profit on cars like that... It does not mean much if somebody is first to market if they make loss from every car they can sell, like Chevy Bolt... or if their trucks are priced at the price range only available for the rich.
Looking at your graph 18.15 it would seem the real fumble was made by Nissan who had an even greater lead than Tesl
Yeah, Nissan were extremely early into the market, but have been slow to improve their offerings
@@Septimus_ii It had the Renault Syndrome. "We are the first one" (as did Renault with the Zoé in Europe) but didnt bother to try to update it cuz it was a super niche market (duh)
Agreed especially in Europe. They had the early market in small EVs in the Leaf but Chademo when everyone else was on Type 2/CCS and a failure to innovate means their offerings are all but irrelevant. A shame as I live 10 miles from where they make them.
The Leaf had a weird charger than nobody else used, that killed it.
yup i noticed that too
Lmao most objective is consumer reports 😂😂
Yeah. Wendover citing CR is a masterclass in how to lose all credibility in half a sentence.
Only corruption coming from CR.
Super charger network is a legitimate selling factor still for Tesla, surprised this aspect was missing in the video.
Very biased video
Because it's not what his video is about. It's about the huge lead Tesla had that they've squandered. It's not about all the pros and cons of owning their car versus someone else's car.
@@ps.2 what video did you watch? He's literally going over each point about why someone would buy a Tesla, is it uniqueness, is it because of Musk, is it the technology...why not include the Charging network in that list?
@ps.2 I agree with that, but then why fill the video with all the rest of the stuff? Just talk about the market and how tesla fell behind on cybertruck massively. Having all the stuff about the first year production of model 3 was very misleading as modern m3 simply don't have these problems anymore, and if so, they are much much rarer than first year production. They also fail to mention the one place tesla is dominating, and that is changing infrastructure, which is a huge buying factor when it comes to Ev's. This video left a bad taste in my mouth and it's unfortunate because I've been telling pepole that tesla has really droped the ball on cybertruck but adding all this anti tesla bloat is very misleading and really hides the actual problems at tesla.
You need to standardize both the connectors and the charging speeds to make sense of that whole charging network, plus you would need to know how much profit could be made from said network to make it relevant to Tesla's accounts.
Very based video, reminds me of the California rail video. Focus just on the negatives and ANYTHING can look terrible. But i do get it negativity gets views.
I'm surprised the video didn't touch on the fact Tesla hasn't refreshed/redesigned any cars, which is what legacy car companies do every 3-5 years. This means Tesla cars haven't changed much in years and the aesthetic is getting long in the tooth.
because tesla can't afford to do so. their QC is already seeing a steep decline and that's after a decade of producing the same cars. if they have to up and redesign they'll have a lot of issues. Add on that tesla has a huge amount of brain drain and has really started to slow down in terms of innovation because of it.
They have indeed refreshed them. They take out features every month! You never know what features your car will get until after delivery...
They look completely outdated next to their current competition. They all look like they where designed in the mid 2000s. Which they basicly where.
The model s was a sleek sexy car when it came out. Now it just looks like a 15 year old car.
@@CRneutesla needs to merge with a legacy car maker. They don't have the scale to be competitive.
They need to be able to share platforms and thus cost between multiple brands and models like every other car maker that still exists today. Independend car makers habe no place in the current market.
They had a 15 hear monopoly in which all governments around the world where throwing thousands at every tesla that was sold while recieving billions upon billions of free publicity globally.
That all ends now as the market matures. Tesla will just be another small niche automaker in a very competitive busy market that requires new model cycles every 5 to 8 years..
They continually tinker with the cars all the time and do minor refreshes every 3-4 years. The Model 3 got a minor refresh in 2021 and then an overhaul in 2024. S and X are on similar schedules. Y is getting a refresh in a few months.
A good video! I did want to say, as someone who lives in China, that the assessment you provide of the Chinese vehicle market is a bit off. Certainly homegrown brands are everywhere, but foreign brands are not at all restricted to luxury, especially Japanese brands. I don't own a car, so I ride DiDi (the equivalent of Uber or Lyft) in their cheap category all the time, and I'm constantly in Toyotas, Hondas and Nissans. These brands are routinely bought by ordinary middle-class Chinese.
I think it all comes down to priority. When you are able to have people queuing up for your overpriced vehicles (tesla has an amazingly good markup on their vehicles already) then your N1 concern is how do I pump more of those out the door. And despite what a lot of more academic people have been arguing, the reality has been that mass producing EVs is going to be a pain for Ford and others just as it is for Tesla, because the battery is so incredibly hard to source in scale. I think Tesla has a lot of wiggle room to both increase quality and lower prices, but I don't see them doing that for as long as they don't feel the pressure, for now focusing on the core of their engineering to improve the technical competitive advantage has been the correct move. If they can keep lowering production costs and simultaneously release FSD in the coming 10 years, that's going to make them the largest car manufacturer in the world by the only metrics that matters: profit/sales.
Everything in this video is bunk because the simple fact is that all new cars sold will be EVs in the neat future, and the only thing deciding market share will be the ability to scale. How anyone could claim Tesla squandered anything when they have by FAR the highest manufacturing capacity of BEVs of any company in the world (yes, even more than BYD who sell fewer BEVs). Manufacturing is king. The fact that the video cites the Hummer EV as a viable example of an EV product 'already here' while is sold a mere 854 units in 2022 is really telling. Demand for EVs is skyrocketing. Those who produce them at scale will win. Simple as that. Customer service can be shored up later. That problem is not nearly as difficult to solve as BEV manufacturing at scale.
@@LukaszPalkaPhoto I think you're misunderstanding the argument of the video. Largely, it's that much of the first-mover advantage that Tesla had is gone now, and Telsa in early 2023 doesn't have many draws compared to other vehicles. While other manufacturers are only now starting to produce EVs at scale, the only real limit for them is sourcing batteries. In basically every other dimension, the big old legacy car manufacturers are much much much better at building a lot of cars economically. The other big companies have clearly been planning the shift to EVs for years, and they have a proven ability to manufacture at mass scale, the production numbers are small purely because they're just starting to ramp up these production pipelines, not because of insurmountable bottlenecks.
@@jamesnomos8472 The first mover advantage is not gone. Tesla is profitable. GM is not. Legacy automakers are struggling, both with profitability and with safety. He brings up GM in this video, who have said openly that they are losing money on sales. He brings up Chevy Bolt, which had pretty some wild safety concerns.
Rivian is promising but they still have growing pains, which Tesla got over in 2018. Lucid just disappointed with terrible guidance for 2023. This video isn't just biased, it has several misleading comments. BYD's figures did not include only BEV's, include PHEV's as well. So Tesla is still #1 in BEV, by far. Also "simple" product line, like lol okay. Apple is probably the most profitable company by in human history and they have a "simple" product line compared to competitors.
@@nithinsrivatsa4726 Tesla's profit for years havnt been via car sales but by selling carbon credits, it was only in 2021 that they made 'car sales profit' for the first time, and they had been enjoying subsidies and awhole lot of things alone that now other EV makers will get to enjoy too. Their 'advantage' is pretty much gone, plus the brand has taken a big hit recently, look at some big finance bros on youtube and how they dumped most of their tesla stock.
You had me until I read the „FSD“ part
I used to be the biggest Tesla fanboy. My dream was to own one one day, I would go to showrooms just to stare at the cars.
Now, I would never buy a Tesla. I fell off the Elon Musk bandwagon and all the negatives of owning a Tesla are just way too much to ignore.
I own a 2018 Model 3 performance and love it. I have had minimal maintenance issues other than tires and cabin filters. Not ever brakes yet. This video doesn't describe my experience at all. Maybe I am just lucky??
Maybe this is a hit piece.
2018 LR AWD here. I am with you. Still love it. No regret at all! This video suck
Recent Wendover videos' like to dislike ratios:
Tesla Fumble - 14.4:1
Airline IT - 80:1
African Safaris - 21.4:1
Amtrak Law - 57:1
Problems Solved 2022 - 11.8:1
Sports Betting - 57:1
Florida Weird - 29:1
Now I wanna watch the Airline IT and Problems Solved 2022 to see why
Yep, looks like at least some TSLA owners came out for sure then.....
Honestly while you say that this video isn’t about “The State of Tesla in 2023”, all of the negatives you mention lead directly into the present. There are many statements you make that present all of these issues as persistent issues and to be completely honest as a casual viewer I could see how someone might see this video as misleading or poorly executed.
The fact you never mention any positives of the company, which by your own admission was a choice, raises the question of what the motive of the video was. If it was to be as informative as you can be, which I assume is the goal of your channel: to make engaging informative content, then you’ve chosen to omit critical pieces of information about the larger picture. Anyone should be wary of content that solely focuses on one side of a coin because that simply isn’t the whole story. This honestly could appear to be sensationalized content or to the more critical biased, misleading information.
Mind you I honestly have no personal stakes in Tesla. I’m quite ambivalent to the company but even as an outsider I found myself winces at how one side your information was.
I agree. He has lost all credibility with this poorly researched video that is riddled with falsehoods. It's a shame because I used to like his videos
Well said
Twitter acquisition was our (shareholders) downfall. I know many have been saying this since square one, but now I must admit to this as well.
Didn't Ford recall all f150??
Yes. Return to factory recall due to battery fire risk. ALL cars except (for some unknown reason) cars sitting in dealerships...
10:38 only if you count hybrids...
I think the excuse of “Tesla doesn’t have the greatest quality becuase they’re new” is kinda bs because from what I’ve seen, Rivian which is even newer has amazing build quality
rivian build quality is terrible, much like their software.
The truck bed lid is a complete fail.
How many vehicles has rivian made? Why aren't you knocking rivian for not living up to their delivery estimates? Missing time lines. Adjusting prices. All things Tesla did.... Oh ya... Because only Tesla gets public scrutiny. No one even notices when the same things happen at other companies. Intel misses a deadline? No headlines. Steve Jobs is a complete dick? Barely mentioned until he dies. Just hilarious how narrative drives things. When you have perspective and know what everyone else in the business community is doing, you're more sane.
To add to this 2 months after the fact, Wendover is referencing 3-7 year old sources. Teslas build quality these days is en-par with any other OEM.
It's easier to build 10,000 cars than 1,000,000...
NEXT, do an episode on how UA-cam "fumbled" the 1st AMENDMANT! An in-depth investigation on why POSTING INTERVIEWS with folks using their OWN WORDS is considered "hate speech"... or am I the ONLY one who thinks that MATTERS???
You Tube has nothing to do with the 1st amendment.
It's a private company. An international one. Not the US government. The 1st amendment doesn't apply
@@madbomber8183 The 1st amendment applies to YT due to the difference between "publisher and platform" and because their headquarters are on American soil. They are REQUIRED by law to declare themselves as one or the other but act as both and held to the accountability of neither! That is where the government is SUPPOSED to step in... IF they weren't working in conjunction with each other...
@@bobbybishop5662 Incorrect, it applies to their business model, content and function