Comments by "Martinit0" (@Martinit0) on "The Electric Viking" channel.

  1. Yes, the Chinese automakers are trying the same though: a BYD in Germany is far more expensive than the same car in China. Result: year-to-date BYD sold only 228 units in Germany. Disaster. Only MG is doing pretty god (>9000 YTD) but they are priced much more reasonably.
    5
  2. Elon was always very cautious in his "forward looking" statements regarding FS. He always used weasel words like "I believe", "I am pretty sure" etc. making whatever he said a personal opinion rather than a corporate statement. So technically he was not lying. What is more telling is that Tesla never published data about average miles between critical disengagements (an industry standard metric) and how this data trends over time. Pretty sure Elon is looking a precisely that data daily but not making it public gives us a hint that it's probably not going up fast enough. Instead Tesla opted to show us "cumulative miles driven on FSD" in their quarterly update presentations. The fact they are using cumulative miles tells us again that they needed to show a FSD-related graph that goes up and to the right. A more honest graph would show use (non-cumulative) miles driven on FSD or FSD user numbers (hopefully going up).
    3
  3.  @TheBooban For Germans 120km/h is considered very slow on Autobahn. Recommended speed is 130km/h and many drive faster than that. So a test at 130km/h does actually make sense for the German market.
    3
  4. Not only big oil, it can be as simple as a local car dealership. Tesla disrupting many companies means they have a lot of enemies. A lot. Every oil company and gas station, every car dealership, every car manufacturer, many suppliers of gas car related parts (-> Dan O'Dowd Green Hills Software), auto workshops, fossil fuel power industry.
    3
  5. I wouldn't be surprised if Elon started layoffs at Tesla these days so he can claim he already took action at the Q1 earnings call.
    2
  6.  @Infernal_Elf  Some manufacturers can't even make reliable DC charging stations even though they have no moving parts except for the cable.
    2
  7. Photovoltaic panels is one of the greatest inventions of the 20th century. No moving parts, decades of lifetime, practically maintenance-free, very little infrastructure needed to set up. Almost too good to be true.
    2
  8. MG also doing quite well in Germany. I'm guessing many customers are not aware it's a Chinese car.
    2
  9. I think the Chinese EVs have changed the expectation of what a car should be and do for those Chinese customers. Toyota and VW didn't get the memo so now they have plummeting sales.
    1
  10. well troyteslike aims for better than 3% off
    1
  11.  @OilersFlash  Those German far right voters are mostly losers living in eastern Germany refusing to move to where the jobs are. They don't have money to buy cars.
    1
  12. The German OEMs will just declare "Kurzarbeit" and close down a manufacturing line or shift. Employee pay is reduced and the government covers 60% of the difference. VW already declared Kurzarbeit two times in 2023, once in January and again in March, citing semiconductor shortage as reason: https://en.wikipedia.org/wiki/Kurzarbeit
    1
  13. A company will go out of business when it stop being useful to the economy.
    1
  14. Why not both?
    1
  15. I think post-scarcity got called off for another decade: stuff that is currently in high demand (> than supply): * BEVs * BESS (Battery energy storage systems) * Heat pumps * companies installing heat pumps and solar panels
    1
  16.  @connclissmann6514  Drop the price and sponsor a soccer team should do it.
    1
  17. The German KBA published the March and YTD registration numbers a few days ago: Nio sold 136 cars so far in 2023 (Jan - March). BYD sold 64 cars in 2023. Sixty-four cars! Great Wall Motors: 176 Only MG Roewe did a decent job with 3823 cars sold. Compare to Tesla who had only an ok quarter: 20655 cars
    1
  18. Well, German registration data says Lucid sold six cars so far in 2023 of which one was sold in March.
    1
  19. The Chinese Communist Party doesn't care about Chinese dealerships. Heck, they didn't even care about Alibaba. These guys are hardcore, they will destroy your business if it doesn't align with the current 5-year plan.
    1
  20. Half of BYD sales are hybrids with gas engine.
    1
  21. I disagree - Elon doesn't give a bit about what particular competitors are doing. Here is what I image happens: Jan 12: Elon: Zack, how are the sales trending? Zack: Bad, really bad. Elon: Ok slash prices significantly. We can still raise later, if sales explode. You don't have to make it more complicated than it is. Tesla have virtually real-time information about sales numbers.
    1