Tesla Just Announced Record Deliveries in Q4 2023

[300 H and H]

14:07 min.


Tesla Daily
237K subscribers

While legacy auto is ramping down EV production, all of it at a loss, Tesla is doing rather well.
Maybe it is because the only EV consumers want are Tesla's.

 

[300 H and H]

Tesla Market Share Skyrocketing / Tesla Announcement Coming / Tesla Engineer on Optimus​

http//www.youtube.com/watch?v=MFopKL5DXgU
31:08 min.


Electrified
Electrified
106K subscribers
00:00 - Intro 00:24 - Tesla Deliveries and What's Next 4:57 - Public in Awe of Cybertruck 9:28 - IRA Credits Changed 11:50 - Tesla Engineer on Optimus 13:33 - FSD 12.1 Impressions 15:25 - V4 Improvements 15:46 - TSLA Stock 16:38 - Tesla Announcement Coming 18:19 - Tesla Market Share Skyrockets 19:19 - The BYD Thing 20:20 - Rivian Q4 21:08 - One More 21:31 - Elon Prediction

 

[FrancSevin]

Tesla's are not a spin off. They are organic from an inspired mind and competent team dedicated to success. Their focus is on the EV as a product for a segment of the market. GM, Ford, Chrysler, even Honda, are going EV under pressure, not from the consumer, but the gubmit.

Said another way, the Tesla is a pure product breaking into an actual market need. The others are just mandated also rans.

 

[Melensdad]

Tesla's are not a spin off. They are organic from an inspired mind and competent team dedicated to success. Their focus is on the EV as a product for a segment of the market. GM, Ford, Chrysler, even Honda, are going EV under pressure, not from the consumer, but the gubmit.

Said another way, the Tesla is a pure product breaking into an actual market need. The others are just mandated also rans.

I think this is the best answer.

Tesla answered the real market needs/wants.

That said, I think all EVs, Tesla included, are nearing the desire saturation point and demand will slow. Not saying they won't continue to grow, I just don't think they will grow at the same pace they have been growing. At least for about a year, maybe 2. But over the next 18-24 months we should see a lot of gubmint paid for charging stations bloom like tulips in the spring time and that will help ease consumer minds. Mandates will insure there is future demand for the vehicles so eventually the growth curve should return to a high rate. I still suspect the growth curve will temporarily slow.

 

[FrancSevin]

I think this is the best answer.

Tesla answered the real market needs/wants.

That said, I think all EVs, Tesla included, are nearing the desire saturation point and demand will slow. Not saying they won't continue to grow, I just don't think they will grow at the same pace they have been growing. At least for about a year, maybe 2. But over the next 18-24 months we should see a lot of gubmint paid for charging stations bloom like tulips in the spring time and that will help ease consumer minds. Mandates will insure there is future demand for the vehicles so eventually the growth curve should return to a high rate. I still suspect the growth curve will temporarily slow.

It wouldn't bother me at all to own a car company only producing 2 million cars a year at $60K each sticker price.

 

[mbsieg]

I think this is the best answer.

Tesla answered the real market needs/wants.

That said, I think all EVs, Tesla included, are nearing the desire saturation point and demand will slow. Not saying they won't continue to grow, I just don't think they will grow at the same pace they have been growing. At least for about a year, maybe 2.

This I disagree with. With growth every quarter and production numbers climbing by all manufacturers, I think the Boomer generation is out of touch with the younger generations wants and needs, but we will see in the next quarter.

But over the next 18-24 months we should see a lot of gubmint paid for charging stations bloom like tulips in the spring time and that will help ease consumer minds.

Sounds like Tesla is opening NACS to Ford vehicle's in February. And other manufacturers shortly thereafter. This in itself will take a huge step in the right direction for charging.

Mandates will insure there is future demand for the vehicles so eventually the growth curve should return to a high rate. I still suspect the growth curve will temporarily slow.

 

[300 H and H]

Tesla's are not a spin off. They are organic from an inspired mind and competent team dedicated to success. Their focus is on the EV as a product for a segment of the market. GM, Ford, Chrysler, even Honda, are going EV under pressure, not from the consumer, but the gubmit.

Said another way, the Tesla is a pure product breaking into an actual market need. The others are just mandated also rans.

They say once you operate a Tesla product all the others are like looking at the past. They are really opening peoples.
eyes once the realize they are driving what the future is today. The abilities of the car and it's electronics go way far beyond what has been offered before. And realize they are the leading EV manufacturer with no advertising department, and are just now starting to market
their cars.
Add to the home power wall and grid storage Mega Pac batteries, sold out for the 24 months with a 30% margin and you're not looking
at a car company anymore.

Full self-driving is in full scale testing version 12.0 and soon will be available on a new car, or a monthly subscription on existing Tesla cars. They will have the data to back up that 12.0 is 5X safer than an average human driver. Regulatory approval will probably not be an issue at that point with the data set to back it up. Over 2M miles a day are added to the Tesla data base. Name anyone else who can match that.

The icing on the cake is yet to come with the Optimus humanoid robot. In a years' time these will be assembling Telsa products on the assembly line further reducing cost in a way no other car company can.. Widening the gap even more, rendering an impenetrable wall in the EV markets.

2024 will be another stellar year at Tesla Inc.

 

[Melensdad]

Sounds like Tesla is opening NACS to Ford vehicle's in February. And other manufacturers shortly thereafter. This in itself will take a huge step in the right direction for charging.

Tesla has been open! Musk was very transparent on pushing his standard as THE standard for all companies. It is the other companies that fought against the Tesla standard. I think they were overwhelmed and finally realized that Tesla set the standard.

 

[mbsieg]

Tesla has been open! Musk was very transparent on pushing his standard as THE standard for all companies. It is the other companies that fought against the Tesla standard. I think they were overwhelmed and finally realized that Tesla set the standard.

The actual chargers not the technology.

I should have said Tesla chargers on this forum. On other forums. NACs is used hand in hand with it.

 

[Melensdad]

The actual chargers not the technology.

I should have said Tesla chargers on this forum. On other forums. NACs is used hand in hand with it.

Tesla has been open to having all manufacturers adopt its protocols. The physical plug and the software connection.

 

[FrancSevin]

Tesla has been open! Musk was very transparent on pushing his standard as THE standard for all companies. It is the other companies that fought against the Tesla standard. I think they were overwhelmed and finally realized that Tesla set the standard.

I have never heard it put that way. However, my hat is off, you are spot on.

 

[FrancSevin]

This I disagree with. With growth every quarter and production numbers climbing by all manufacturers, I think the Boomer generation is out of touch with the younger generations wants and needs, but we will see in the next quarter.

Sounds like Tesla is opening NACS to Ford vehicle's in February. And other manufacturers shortly thereafter. This in itself will take a huge step in the right direction for charging.

Ford, VW, Chrysler are shutting down their EV efforts.

So are several rice burner companies. EV Growth by US auto makers is currently stifled.

 

[mbsieg]

Ford, VW, Chrysler are shutting down their EV efforts.

So are several rice burner companies. EV Growth by US auto makers is currently stifled.

You are drinking the oil company Kool-Aid if you think this is true. Yes it has slowed but it is far from shut down. The numbers don't lie. Sales are up every quarter. Maybe not as fast as they initially thought, but you can't argue with numbers.

 

[mbsieg]

Tesla has been open to having all manufacturers adopt its protocols. The physical plug and the software connection.

I am not referring to and never have been referring to technology and physical plug. I'm saying other brands as Ford be able to pull up to a Tesla charger and use it. The word is February. Will it happen in February? I don't know, but that's what Elon and Ford are saying currently. Yes, there are a handful of stations across the US with magic dock that have been this way for six or so months. But ford drivers starting in February should be able to plug into a Tesla fast charger with a adapter.

 

[XeVfTEUtaAqJHTqq]

The Tesla has replaced the Prius as the liberal standard vehicle out here in the PNW. There are tons of them everywhere. Same shitty drivers though.

 

[Ross 650]

I have had a thought about the charging time. I notice that there are many robberies happening at gas filling stations. Now a gas fill up usually takes about 5 to 10 minutes. An electric charge time is much longer. Does this just make it easier on the criminals to do their crimes as they dont have to rush as the victims are available for a longer time??

 

[300 H and H]

I have had a thought about the charging time. I notice that there are many robberies happening at gas filling stations. Now a gas fill up usually takes about 5 to 10 minutes. An electric charge time is much longer. Does this just make it easier on the criminals to do their crimes as they dont have to rush as the victims are available for a longer time??

Not if you lock your car and carry a gun.
Pretty sure you would do both

 

[300 H and H]

The Tesla has replaced the Prius as the liberal standard vehicle out here in the PNW. There are tons of them everywhere. Same shitty drivers though.

Until full self-driving is an adopted technology that is.
Republicans are buying them too. They're supporting Elon because he has destroyed Twitter as the left-wing garbage it once was.
And they are much cheaper to operate as well.

 

[mbsieg]

14:07 min.


Tesla Daily
237K subscribers

While legacy auto is ramping down EV production, all of it at a loss, Tesla is doing rather well.
Maybe it is because the only EV consumers want are Tesla's.

Not sure why people keep saying legacies are ramping down production. Production numbers are up, production estimates are not what they originally thought.

Ford secures second in US EV sales after a record Q4 and year in 2023

Ford remained the second top-selling EV brand in the US, behind only Tesla, after selling nearly 26,000 EVs in Q4....

electrek.co

Ford remained the second top-selling EV brand in the US, behind only Tesla, after selling nearly 26,000 EVs in Q4. The F-150 Lightning was America’s best-selling electric truck in 2023, while the Mustang Mach-E had its best sales year yet.



Ford sold a record 25,937 electric vehicles in the last three months of 2023, up 24% over the third quarter.

 

[300 H and H]

Not sure why people keep saying legacies are ramping down production. Production numbers are up, production estimates are not what they originally thought.

Ford secures second in US EV sales after a record Q4 and year in 2023

Ford remained the second top-selling EV brand in the US, behind only Tesla, after selling nearly 26,000 EVs in Q4....

electrek.co

Ford remained the second top-selling EV brand in the US, behind only Tesla, after selling nearly 26,000 EVs in Q4. The F-150 Lightning was America’s best-selling electric truck in 2023, while the Mustang Mach-E had its best sales year yet.



Ford sold a record 25,937 electric vehicles in the last three months of 2023, up 24% over the third quarter.

Probably because everyone in the know understand the tens of thousands of $$$ they are losing on each and everyone.

 

[300 H and H]

I have had a thought about the charging time. I notice that there are many robberies happening at gas filling stations. Now a gas fill up usually takes about 5 to 10 minutes. An electric charge time is much longer. Does this just make it easier on the criminals to do their crimes as they dont have to rush as the victims are available for a longer time??

I just thought of something. If you shoot someone who is trying to car jack you, it is likely that the Tesla will record it on video.
That has proven to be the case for people who vandalizes your car as well. I think LEO's really like it too!

 

[mbsieg]

Probably because everyone in the know understand the tens of thousands of $$$ they are losing on each and everyone.

Did Tesla make money the first few years they sold them? Of course they are losing money. When you roll the cost of everything into it, no one makes money the first few years.

Edit to add Tesla

Tesla's net income 2022 | Statista

Net income attributable to Tesla’s common stockholders was nearly 12.6 billion U.S.

www.statista.com

 

[FrancSevin]

You are drinking the oil company Kool-Aid if you think this is true. Yes it has slowed but it is far from shut down. The numbers don't lie. Sales are up every quarter. Maybe not as fast as they initially thought, but you can't argue with numbers.

I don't think so.

Why automakers are dialing back EV production goals - Marketplace

Demand for EVs hasn't increased as much as initially anticipated, and higher prices remain a barrier for consumers.

www.marketplace.org

Dealer are complaining their lots are full of EV's they cannot sell.
The numbers speak for themselves.

The only reason the big three are still in EV development programs is Gubmit pressure.
BTW, the oil companies don't lose a dime here because they still sell every barrel of crude they produce.
And for the record, I drink single malt Scotch.