Tesla stock

I think there is a misunderstanding here.

• For the majority of locations, there is lots of excess capacity. Lines are incredibly rare and easily avoidable.
• Not all chargers will be open to non-Tesla vehicles. The numbers I have heard are from 10%-20%
• I am guessing that at the few crowded areas, there will be no non-Tesla chargers.

 

if i knew all that to be true, i would certainly be agreeable.

having zero first hand knowledge of the situation, and even if i did buy a tesla, it would just be home charging and local driving, so i wouldn't be against it.

 

I've seen a lot of new Tesla superchargers installed within 1/2 mile of the major Highways this past year. As Zythryn said, they are not as overcrowded as they used to be. They also are not colocated with entertainment as closely as they used to be. That does not mean that there won't be lines on occasion, but when you replace a 10 stall installation with a 30 stall installation, there is a good possibility that it might be better able to handle peak traffic, holiday rushes, road closures, etc.

Personally, I think that alienating the non Tesla customers will prove to be a bad decision in the long run. At some point Tesla will want to sell their high profit services to the millions of EVs that are already showing up on the road. That's hard to do if the company has been rejecting those customers for a couple years.Electrify America

 

Could be, but there are also a lot more Tesla on the road to go along with the additional chargers.
It’s hard to know the right decision as I doubt we have all the info that Tesla does.
People have short memories, and it will be a long time before non Tesla chargers are up to snuff

 

Why do you say that it will be a long time before non Tesla chargers are up to snuff? While it's true that the EA chargers will not be able to give you incentives for referrals, the rest of the technology is pretty straight forward. Chargers, inverters, wireless payments...

It might be that Tesla has somehow arranged for better maintenance of their chargers. That would be nice, but I have not seen anyone that I could recognize as doing preventive maintenance. Every trip north or south includes driving close to half a dozen supercharger installations, so Ive been able to watch the evolution of the infrastructure in "stop motion" .

 

I guess it is not obvious.
For each Tesla sold a part of the cost includes funding the growth and maintenance of the Supercharger network. Why should people who buy another EV brand not have to pay a portion of this cost?

Mike

 

i mean quantity

 

Tesla isn't sitting on their hands. It has begun.

Tesla prepares more Superchargers for Magic Dock installation

Tesla Starts Retrofitting Superchargers With Magic Dock to Allow Other EVs to Charge

Also just noticed today that the latest phone app version has the tools included for non-Tesla cars to use the app for charging at SuperChargers, though there isn't a wayfinder to mark these stations as CSS-compatible. Yet.

 

Mexico plant announced to build new model, Two new models covered in shrouds but careful to not announce timelines. Stock down $20 from its high yesterday in response.

Refused to answer question about future product time frame. Appropriately.

Well orchestrated presentation except it started late. Focus on constant improvements and cost reductions in all areas. Pretty general, few details.

Lets see what others heard.

Tesla Gigafactory Mexico will build the company's next-gen vehicle

 

Up over 100% 6 months. Down 6% 1 year. Betting on the truck and price drop driven demand? I see more and more of them.

 

This company has defied all naysayers for over 10 years, a force to be reckoned with.

and if you don’t think Toyota and other major players are concerned, just google their public statements

 

Up 142% year to date.

 

it's crazy, and the 'competition is ready to crush tesla' statements never end

 

but when you look at the competition, where is the $33,000. equivalent of the model 3?

 

for you, understood. for many, it's the right car, but not enough to sustain profitable manufacturing