Official Tesla Model 3 thread

My Nissan Leaf Forum

Help Support My Nissan Leaf Forum:

This site may earn a commission from merchant affiliate links, including eBay, Amazon, and others.
On with model 3...

How does everyone feel about VW's ID3 impact on the Model 3? I've always thought that Tesla and VW have overlapping markets, which makes VW the biggest threat to Tesla.

Of course, we'll have to see if VW actually delivers, but for the sake of the overall market, I'm hopeful they will. I would definitely be interested in a VW styled hatchback with ~200 miles of range and the full tax credit at ~ $33K. Well see what actually happens in 2020 though.
 
Oils4AsphaultOnly said:
but I earned my degree, and I won't have a non-engineer tell me how I'm supposed to do my work.
Do what work here? Are you troll engineer? or brown-nose engineer? Why not to go to Walmart and meet up with many sales engineers at the registers, say hello to the door engineer, have some chat with customer support engineer, shelf restocking engineer and floor wiping engineer, you can visit restroom engineer office just in case and have a good time? Musk engineer fits those profiles perfectly, so is anybody else even without any degree in anything. Since when being successful entrepreneur/businessman was so shameful, so they need to call themselves something else? Not being engineer does not preclude anyone from being successful with other things in life. Real engineers are the most thought after "import" in the US, as there is nothing good produced domestically, but ones who specialize in attending parties and drinking beer, not learning anything while in college, "drop mic".
 
webb14leafs said:
On with model 3...

How does everyone feel about VW's ID3 impact on the Model 3? I've always thought that Tesla and VW have overlapping markets, which makes VW the biggest threat to Tesla.

Of course, we'll have to see if VW actually delivers, but for the sake of the overall market, I'm hopeful they will. I would definitely be interested in a VW styled hatchback with ~200 miles of range and the full tax credit at ~ $33K. Well see what actually happens in 2020 though.
It feels really good! 10,000 more chose to buy other EV car in one day and more to come. Competition is good! And it is hatch, will sell very well. Hopefully VW will produce 200,000 a year as planned and satisfy all EV market demands. If they make it - they would become a major player in EV market with affordable EVs for folks to buy.
 
webb14leafs said:
On with model 3...

How does everyone feel about VW's ID3 impact on the Model 3? I've always thought that Tesla and VW have overlapping markets, which makes VW the biggest threat to Tesla.

Of course, we'll have to see if VW actually delivers, but for the sake of the overall market, I'm hopeful they will. I would definitely be interested in a VW styled hatchback with ~200 miles of range and the full tax credit at ~ $33K. Well see what actually happens in 2020 though.

There might be some overlap, but leaf/bolt/i3 sales would be impacted first. Only sales to folks who were on the border between long-distance driving and hatchbacks would be affected. As more people become comfortable with EV's, the pool of buyers grow. There are still videos being made of people who just realized that range anxiety is just a phobia.
 
webb14leafs said:
On with model 3...

How does everyone feel about VW's ID3 impact on the Model 3? I've always thought that Tesla and VW have overlapping markets, which makes VW the biggest threat to Tesla.

Of course, we'll have to see if VW actually delivers, but for the sake of the overall market, I'm hopeful they will. I would definitely be interested in a VW styled hatchback with ~200 miles of range and the full tax credit at ~ $33K. Well see what actually happens in 2020 though.

Competition is a good thing!
It is also not a zero sum game. The more choices available the faster the EV market will grow.
 
Zythryn said:
webb14leafs said:
On with model 3...

How does everyone feel about VW's ID3 impact on the Model 3? I've always thought that Tesla and VW have overlapping markets, which makes VW the biggest threat to Tesla.

Of course, we'll have to see if VW actually delivers, but for the sake of the overall market, I'm hopeful they will. I would definitely be interested in a VW styled hatchback with ~200 miles of range and the full tax credit at ~ $33K. Well see what actually happens in 2020 though.

Competition is a good thing!
It is also not a zero sum game. The more choices available the faster the EV market will grow.

Agreed. I'm thinking more about a threat to being the market brand leader.
 
webb14leafs said:
Zythryn said:
Competition is a good thing!
It is also not a zero sum game. The more choices available the faster the EV market will grow.

Agreed. I'm thinking more about a threat to being the market brand leader.

That is a very interesting question!
If VW goes 'all in' I could see them being the EV brand leader in a 3-5 years.
However, I don't see them doing that. Any of the big guys could have been the EV brand leader fairly easily 6 years ago or so. At that time, it was just Nissan, GM and Tesla.
GM never pushed it and Nissan seemed to have some trouble going "all in", although they did better than any other established manufacturer.

For VW to take over the EV market, they need to get their dealers on board, build in quantity, and make compelling cars.
I believe they are capable of all the above, I just don't know if they have their heart in it. The next few years should tell us a lot.
 
Leaf15 said:
webb14leafs said:
On with model 3...

How does everyone feel about VW's ID3 impact on the Model 3? I've always thought that Tesla and VW have overlapping markets, which makes VW the biggest threat to Tesla.

Of course, we'll have to see if VW actually delivers, but for the sake of the overall market, I'm hopeful they will. I would definitely be interested in a VW styled hatchback with ~200 miles of range and the full tax credit at ~ $33K. Well see what actually happens in 2020 though.
It feels really good! 10,000 more chose to buy other EV car in one day and more to come. Competition is good! And it is hatch, will sell very well. Hopefully VW will produce 200,000 a year as planned. If they make it - they would become a major player in EV market with affordable EVs for folks to buy.

Unfortunately the ID.3 isn't planned on being sold in the US. Since all we seem to buy is "crossovers" and SUVs VW is going to wait and sell the Crozz in the US market.

https://www.caranddriver.com/news/a27404958/volkswagen-id-3-ev-confirmed/
 
Zythryn said:
webb14leafs said:
Zythryn said:
Competition is a good thing!
It is also not a zero sum game. The more choices available the faster the EV market will grow.

Agreed. I'm thinking more about a threat to being the market brand leader.

That is a very interesting question!
If VW goes 'all in' I could see them being the EV brand leader in a 3-5 years.
However, I don't see them doing that.

You might be right, but remember that demand in several parts of Europe is much bigger than in the US. Everything is lined up for mass adoption.

Extremely High gas prices.

Government incentives for both purchasing and charging electric vehicles.

Short-ish commutes, and lack of freeways result in less range anxiety.
 
SanCarlosJeff said:
Leaf15 said:
webb14leafs said:
On with model 3...

How does everyone feel about VW's ID3 impact on the Model 3? I've always thought that Tesla and VW have overlapping markets, which makes VW the biggest threat to Tesla.

Of course, we'll have to see if VW actually delivers, but for the sake of the overall market, I'm hopeful they will. I would definitely be interested in a VW styled hatchback with ~200 miles of range and the full tax credit at ~ $33K. Well see what actually happens in 2020 though.
It feels really good! 10,000 more chose to buy other EV car in one day and more to come. Competition is good! And it is hatch, will sell very well. Hopefully VW will produce 200,000 a year as planned. If they make it - they would become a major player in EV market with affordable EVs for folks to buy.

Unfortunately the ID.3 isn't planned on being sold in the US. Since all we seem to buy is "crossovers" and SUVs VW is going to wait and sell the Crozz in the US market.

https://www.caranddriver.com/news/a27404958/volkswagen-id-3-ev-confirmed/

Bummer. I'd much rather have a hatchback than a crossover that just looks like a ballooned compact sedan.
 
IEVS:
All Variants Of Tesla Model 3 Get Small Price Hike
https://insideevs.com/news/349503/tesla-model-3-slight-price-increase/

. . . Electrek was able to get ahold of an email to Tesla employees that speaks to a $400 increase to all Model 3 vehicles. It's important to note that this includes the cars that are no longer listed on the automaker's website. So, "off-menu" trim levels like the $35,000 Standard Range Model 3, as well as the Long Range RWD are impacted.

In terms of feature changes, Tesla told Electrek that the Long Range RWD Model 3 will now get Autopilot as standard. We weren't aware that the feature wasn't already standard since Tesla said all vehicles now include Autopilot. However, we did learn that the "off-menu" $35,000 Standard Range car wasn't included in "all Tesla vehicles."

Apparently, the Long Range RWD didn't include Autopilot either, though it does now, and with that comes a greater price increase than the $400 hike for all other variants.

Now, the least expensive Model 3 on Tesla's website will be listed at $39,900. The Standard Range car will start at $35,400 and the Long Range RWD will see a $1,400 price increase in the U.S. and a $1,000 increase (or market equivalent) abroad.
 
Zythryn said:
If VW goes 'all in' I could see them being the EV brand leader in a 3-5 years.
However, I don't see them doing that.

Especially not with their plan to only produce 30K vehicles in the first round, and then to only have an annual run rate of 100K by late 2020/early 2021? That surely does not sound all in to me.

Unless those plans are changed, this car is going to suffer from immense supply constraint.

Regardless, I've moved well beyond the term "EV brand/market leader". I believe the EV market is poised to undergo significant exponential growth (provided automakers are willing to actually build the damn things!) Tesla has already shown that the Model 3 is capable of competing with conventional vehicles, so we are entering the era where EVs as a whole will start to take over non-EV segments, at which point you can just call it a "market leader" and dispense with the whole EV qualifier. My sights are now focused on that goal. It would be nice if a company like VW with their enormous resources and manufacturing capacity could truly escort us into the EV realm, but if they're not willing to, I'm sure there are some Chinese companies that would be more than happy to (if we can get beyond this whole trade war fiasco).
 
lpickup said:
Unless those plans are changed, this car is going to suffer from immense supply constraint.
As will battery supply. Battery supply is already having supply constraint problems. It takes time and money to ramp up the supply of batteries. Can't build the EV until you have the battery to power it.

VW may well have "enormous resources and manufacturing capacity", but VW or any other major car company can can't go from 0% EVs to 50% EVs overnight. Or in a year. Maybe in a decade.
 
Evoforce said:
mtndrew1 said:
palmermd said:
Can we get back to discussing Model 3. I'm not sure how many pages back to find a post about one. Haha.

Mine is getting a tire rotation tomorrow. Does that count?

Sure does, especially when you come back and post who did it and how that experience went, along with how your tire wear is. :D

I’m sure you were all on the edge of your seats but the Tesla service center rotated my tires and adjusted my glove compartment (was a little loose) without incident.

My rubber band 19” tires have plenty of tread left at 21k miles. I made the service appointment through my Tesla app, dropped off my car at the specified time, got in a Model S loaner, and returned exactly 24 hours later to retrieve my car.

Now you can all sleep at night knowing my tires are in good shape and my glove box is snug for my road trip from Los Angeles to Santa Rosa next weekend.

The entirety of planning for that trip, incidentally, is entering the destination in the nav and setting the cruise at 85. The car will choose all charging stops and durations in both directions, one of my favorite features after years of the CHAdeMO functionality and availability lottery.
 
lpickup said:
I believe the EV market is poised to undergo significant exponential growth (provided automakers are willing to actually build the damn things!)

Your guess! And the reality as viewed by most market analysts;

The main barriers to EV adoption, particularly in sales regions with low or no subsidies, incentives and benefits, are high price and insurance premiums, followed by range, particularly during the winter season, and the lack of ubiquitous and convenient city and roadside charging infrastructure. The existing strata of high net worth individuals in the aforementioned global growth regions are too small to effect a swift substantial fleet rotation away from ICEVs. For most consumers in those regions, used cars and low-priced ICEVs will remain the dominant vehicle type of choice, the car being the costliest discretionary purchase for most households.

https://seekingalpha.com/article/4264912-tesla-pivots-oblivion?dr=1#alt2

lpickup said:
Tesla has already shown that the Model 3 is capable of competing with conventional vehicles, so we are entering the era where EVs as a whole will start to take over non-EV segments, at which point you can just call it a "market leader" and dispense with the whole EV qualifier.

The sustainability has yet to be proven.

lpickup said:
It would be nice if a company like VW with their enormous resources and manufacturing capacity could truly escort us into the EV realm, but if they're not willing to, I'm sure there are some Chinese companies that would be more than happy to (if we can get beyond this whole trade war

VW obviously doesn't perceive the EV market as you do, and the typical automotive consumer likewise.
 
lorenfb said:
https://seekingalpha.com/article/4264912-tesla-pivots-oblivion?dr=1#alt2

No comment. Come back with a reputable, unbiased source please.

lorenfb said:
lpickup said:
Tesla has already shown that the Model 3 is capable of competing with conventional vehicles, so we are entering the era where EVs as a whole will start to take over non-EV segments, at which point you can just call it a "market leader" and dispense with the whole EV qualifier.

The sustainability has yet to be proven.
No doubt it will never be proven to you. So why even bother with this statement?

lorenfb said:
lpickup said:
It would be nice if a company like VW with their enormous resources and manufacturing capacity could truly escort us into the EV realm, but if they're not willing to, I'm sure there are some Chinese companies that would be more than happy to (if we can get beyond this whole trade war

VW obviously doesn't perceive the EV market as you do, and the typical automotive consumer likewise.

No, VW doesn't have a battery supply. Plain and simple.
 
lpickup said:
lorenfb said:
https://seekingalpha.com/article/4264912-tesla-pivots-oblivion?dr=1#alt2

No comment. Come back with a reputable, unbiased source please.

And you have a crystal ball that can forecast exponential growth, right?

lpickup said:
lorenfb said:
lpickup said:
Tesla has already shown that the Model 3 is capable of competing with conventional vehicles, so we are entering the era where EVs as a whole will start to take over non-EV segments, at which point you can just call it a "market leader" and dispense with the whole EV qualifier.

The sustainability has yet to be proven.
No doubt it will never be proven to you. So why even bother with this statement?

2019 Tesla data as yet doesn't corroborate that.

lpickup said:
lorenfb said:
lpickup said:
It would be nice if a company like VW with their enormous resources and manufacturing capacity could truly escort us into the EV realm, but if they're not willing to, I'm sure there are some Chinese companies that would be more than happy to (if we can get beyond this whole trade war

VW obviously doesn't perceive the EV market as you do, and the typical automotive consumer likewise.

No, VW doesn't have a battery supply. Plain and simple.

Oh, so it's a supply chain issue, right? VW doesn't have the wherewithal to source key parts? Please! Your VW inside source, please?
 
lorenfb said:
lpickup said:
lorenfb said:
VW obviously doesn't perceive the EV market as you do, and the typical automotive consumer likewise.

No, VW doesn't have a battery supply. Plain and simple.

Oh, so it's a supply chain issue, right? VW doesn't have the wherewithal to source key parts? Please! Your VW inside source, please?

How about VAG itself? http://brusselstimes.com/brussels/15017/battery-shortage-forces-audi-brussels-to-slow-down-production

The rest of your snipes aren't worth the time.
 
Oils4AsphaultOnly said:
lorenfb said:
lpickup said:
No, VW doesn't have a battery supply. Plain and simple.

Oh, so it's a supply chain issue, right? VW doesn't have the wherewithal to source key parts? Please! Your VW inside source, please?

How about VAG itself? http://brusselstimes.com/brussels/15017/battery-shortage-forces-audi-brussels-to-slow-down-production

The rest of your snipes aren't worth the time.

That's Audi:

Carmaker Audi has lowered the 2019 production forecast for its Brussels plant where it builds the electric e-tron, by more than 10.000 cars to 45.242 units.

If VAG's strategic marketing forecast of BEVs were as large as some indicate in 2019/2020, VAG would find others sources or develop its own supply.
Besides, an initial forecast of 55K is hardly indicating a significant BEV market growth. Given the problem (weak demand) Panasonic has with
Tesla, Panasonic could/would supplement/replace LG as a source. Furthermore, why is that no OEM automotive manufacturer, e.g. GM or Toyota both world automotive market leaders, hasn't forecasted a huge BEV growth in the next few years? With BEVs priced over $30K, the assumed exponential
growth won't happen. Most consumers consider a BEV as an expensive toy.
 
lorenfb said:
Furthermore, why is that no OEM automotive manufacturer, e.g. GM or Toyota both world automotive market leaders, hasn't forecasted a huge BEV growth in the next few years? With BEVs priced over $30K, the assumed exponential growth won't happen. Most consumers consider a BEV as an expensive toy.

The growth has been exponential.

BEVs are getting better. Less limited, less of a "toy".

BEVs are diversifying. More models, more choices.

BEVs are getting cheaper.

This may or may not bail out Tesla. Tesla's big problem is that they need to grow up. Starting in the corner office.
 
Back
Top