Comments by "" (@baronvonlimbourgh1716) on "The Coming Chinese EV Export Boom" video.

They are the ones paving the way for the rest of us. They pay to build the economies of scale that enables prices to come down. If they didn't buy them, prices would never come down. That is why government subsedises these new technologies early on, they incentivise people to buy these things and stuff like solar panels to create a growing market in which prices can come down. Once prices come down to reasonable levels the market takes over and the growth pushes prices down further.
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The problem with tesla margins is that they are artificial. Any automaker can make those margins if they don't advertise and sell the same platform for 15 years. And the way things are looking planning to keep selling them for multiple years into the future. The few brands that also follow this business model give these savings back to the customer. The car is very cheap if you are willing to drive a car over 2 cycles old. And investors are seeing that tesla is falling behind as well and isn't using their profits for the longevity of the brand and the premium image it was persueing. Tesla is increasingly looking to be another fad and will go the same way as all other independent automakers went in the last decades.
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@100c0c how? They'll be just be pushed out of the market as more and more new models are released unless they start heavilly competing and investing. But that's not something they are planning to do.
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@donutey and that is what will happen to tesla now as well. Remember, they had a monopoly for 15 years while every government was throwing billions around. They hoovered pretty much every penny of it up because they where the only option out there for over a decade. Those days are over now, new models are released it seems like every day. And tesla's just look increasingly dated next to them. They are still selling their mid 2000 design language. Which other car on the market today is still the 2008 model? We are pretty much 2 generations on now, the 8 year refresh cycle is ruthless. And the hype is dying down, tesla no longer is the comparison car with new releases like it has been up to now. People have new shiny things that release all the time now, the free publicity is drying up.
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@oceanwave4502 affordability isn't really what drives car sales. Otherwise we would have all been driving fiats for the last 50 years, like the soviets. It has always been mostly looks and branding what sells cars mainly.
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@lkrnpk you had to take those compromises if you wanted to buy an ev before because tesla where the only game in town. Now as most is going ev, you can have ev's with quirks and dated looks if you just want transportation for cheap, or if you want a certain brand image or a premium ev or whatever what drives you to buy a specific model and are willing to pay extra for as well. I just don't see the niche tesla would fit in, in a normal competitive automotive industry with basic rules established over more then a century. Ev's are just cars when everyone drives one, the ev novelty is wearing off quickly now. It is just becomming another option next to diesel and petrol with the same level of excitement. And to me it seems tesla is exactly copying what put every single other independent automaker out of business over the last 40 years. And exactly the oposite of what made the succesful brands so succesful. Can only end in one way if you do that in such a long established and conservative industry like automotive.
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@Not_Sure-i6o still stuck in the past lol.
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@JoseLopez-hp5oo the subsedies usually make sure that it becomes an economically viable choice to take the more expensive option. Tesla's for example where first adopted by taxi companies here. Even though the cars where a lot more expensive, the much lower running cost still made it a profitable investment for them because they drive those cars the whole day every day. Making it the best choice for them even at inflated prices. And as time goes by and prices come down, the group who fall into this category also grows. Driving adaption, lowering prices, growing the group for who they make economic sense etc. Etc. That is why the bulk of teslas where being bought. The people who buy it just to show off no matter the price is relativly small in comparison. But pretty much covers all private sales i imagine.
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@joansparky4439 you are saying they did not recieve a litteral shit ton of free advertising for over a decade?
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@borek772 people have been buying 100k mercs while 25k skodas have been available for decades. Price really isn't a decisive factor alone. And prices on european ev's will come down quickly as well as economies of scale shift to ev's and away from ice cars.
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@joansparky4439 in the press tesla was the car to beat for years. Every new ev release was made into a comparison piece against a tesla, both in print and on youtube. At a certain point people used tesla and ev interchangably. Mostly because tesla was pretty much the entire ev market ofcourse. And that's fine, tesla did accelerate the transition a lot and made ev's mainstream and with that comes a lot of publicity. But that is very much still free publicity.
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@joansparky4439 lol, you are confusing the automotive press with the anti-progress press. They are still saying that same nonsense even today about every ev in existence. Not just tesla. And not just the ev industry for that matter either. And they will be giving these industries shit and make up all sorts of wild stories about ev's long after the last new ice car will have been sold. That's just what they do. Tesla has been the darling of the automotive press since the moment they came with the roadster. And for good reason, they single handedly pushed the industry forward and made it finally commit to electric propulsion. Something we had been waiting on for 20 years to finally happen.
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@scottkludgedorsey4805 you are comparing tesla with one of the most iconic, not to mention simple and cheap, cars in history? Not even going to waste time on that kind of coping.
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@lkrnpk the supercharger network is a capital hog. Capital they should be spending on development. There is a reason car companies don't own gas stations. At the start it was a good idea and a big part in their growth, as the market comodifies and consolidates further it will become just another unnessesary cost as well as an capital oppertunity cost. You just can't compete with companies for whom exploiting this infrastructure is their core business. Subsedising fuel to sell cars really isn't a viable longterm strategy.
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@lkrnpk sure, they are a bit more efficient. How many people base their car purchase based on fuel economy? How many people drive the most fuel efficient car on the market? Fuel economy is one of those things that just needs to be good enough. If people like one car more then the alternative they aren't changing their minds because it uses a liter extra in fuel. If they did people wouldn't be driving these masive hunks of steel with these huge engines. Seriously, have an objective look at the car market and what actually has driven sales over the last half century. Instead of trying to pretend the advantages tesla's holds somehow now have far more importance to consumers then they ever had before. All these things aren't what get's the general public excited or what fills showrooms. Things like the cybertruck does, because it looks cool. That's what people care about and that thing should have been been developed and on the road 2 or 3 years ago. It would have been the image builder they very much needed and yet it only get's delayed further and further allowing competition to come in and take their market.
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@rainerzufall9881 european manufacturers have been consolidating already. There is psa, vag, stellantis, daimler-benz and bmw. Gm already left. Most have many brands enabling them to spread cost and use economies of scale. Independent automakers haven't been able to exist for decades already. And the chinese will carve out their part of the market for sure. Just like the japanese did in the 70s and 80s based on cost. In the end it will only make european car manufacturers stronger. They have been building cars for a very very long time, they still hold many advantages over foreign competition and although they are slow to change direction, once they do they do in a big way with massive capital backing them and with economies of scale in their favor. For consumers the chinese competition will be a good thing. The japanese entering also in the end turned out very favorable for consumers. The automotive market is still a concervative one that has shown to be able to adjust to changing market conditions. And it will be just fine until true self driving cars enter the market, at which point it wil seize to exist alltogether.
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@bobmorane4926 are those european?
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@nvelsen1975 aren't iphones for seniors nowdays? I know 1 guy who is still using an iphone and he has been since they came out, everybody else is using androids from one asian brand or another. I only see old people use iphones pretty much. And you will see the odd apple laptop here and there, but pc's/laptops seem to be going out as well as most things people do can be done on a phone nowdays.
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@nvelsen1975 ok, i thought the apple thing was kinda over. never hear people talking about it anymore or see much about it. But apperently they do still sell loads of phones. Good for them i guess, veriety is always a good thing. Perhaps in some places they are more popular then others.
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@lkrnpk that would actually be the best option. Sell the car devision to GM, spin off the charging infrastructure and licence their technology to OEM's and become a OEM supplier for drivetrains. That's where their strengths are and the tesla car brand has a much larger chance of succes under the umbrella of a larger auto manufacturer where it can bennefit from economies of scale and share R&D acros many brands and models. Independent car manufacture has become pretty much impossible because all competition are able to bennefit from scale to such a degree that competing is just not possible for anyone else. That is what rescued every brand now combined into stellantis. Combining all these groups together has enabled them to also reach the scale needed and it is showing in their recent performance and the models they put out. It would be a shame if tesla as a car brand would die a slow death like all other independents have in the past, they are a breath of fresh air in the industry. But that isn't going to magicly happen like it has in the past. That extraordinairy situation it was in is now rapidly ending.
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@HermanWillems glad you are having fun, enjoy 👍
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