6 ways Tesla ruins everything for automakers up



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Cars

Published on July 27, 2019 |
by Paul Fosse

July 27, 2019 by Paul Fosse


Additional comment on my retweet of the tweet of Casey Neistat.

This article was inspired by a tweet from a popular YouTuber who said his driveway was going to look like a Tesla dealership. I replied that even though I only had one Tesla now, all my family members wanted a Tesla, even though none of them had any interest in the car during the two years I was talking about but they had not seen it yet. Once they spent time in the car, they came to like it. All like instant power, some like prestige, others do not care, and most enjoy low operating costs (especially if we buy them on my account and that 's right). they can use some of the 162,000 free miles I've received as sponsorship bonuses).

Family effect

Photo of Zach Shahan | CleanTechnica

Whether it's a family reunion or a holiday like Thanksgiving, when you show up with a Tesla or other electric vehicle, the subject of the conversation becomes a topic of conversation because it is so different from any other car. I am certainly more active than most people in my Tesla evangelism. It is not surprising then that the 5 members of my immediate family – my wife and I, and my 3 grown children – want to drive a Tesla.

At the present time, we only have one model 3 shared by my wife and me. The 3 children used cars with a lower cost of ownership than the new model 3, but in the next few years, two events are likely to occur. First and foremost, they should have an increased income at the end of their studies and over the next year. In addition, the prices of used models 3 could fall as they get more kilometers. Of course, if Tesla discovers the complete self-driving (FSD), the price of this option will increase, and if it seems that Tesla will get permission to use it unattended in a only market, I hope to be pressed by all Teslas manufactured after October 2016 and can be upgraded to a computer FSD, which will make models 3 more expensive more expensive.

Colleague effect

Photo of Zach Shahan | CleanTechnica

Whether they notice you on the parking lot, whether you take them to lunch in the car or that you are actively asking people if they want a test drive or driving, when someone at your job gets a Tesla, the message is spreading. At my place of work, which has about 300 computer workers, we moved from my car a year ago to 6 Tesla in the parking lot. Many cars do not show up every day because drivers have to share the use of the car with their spouse.

We have about 50 Audi, Mercedes, Jaguar and BMW cars in the parking lot. So you can see that we have a lot of cars to replace. Unfortunately, some of the people who have more expensive cars (more than $ 70,000) own them more to report their status than anything else and do not really care about cars. Model 3 being so affordable, he may not respond to his need to pretend to be a rich man.

Friend effect

People who receive Tesla tend to say how satisfied they are with their cars, their online connections and their friends in real life. This is another way for Tesla (and to a lesser extent for other electric vehicle manufacturers) to promote their cars without spending money on advertising.

Longevity effect

Photo of Kyle Field | CleanTechnica

The model 3 engine is expected to last a million kilometers and the batteries, between 300,000 and 500,000 miles before module replacement, should last nearly five times longer than conventional gasoline cars and maybe three or four times Longer. long as diesel cars (which tend to last a little longer than petrol cars). This means that when someone buys a Tesla, other manufacturers may lose the sale of 5 cars that they would normally build over a million miles.

Some have mentioned that seats or other non-motive materials do not last a million kilometers, and they have one point. I think the safety features will reduce the number of small bumps affecting many older cars, but it may be necessary to create a renovation industry to improve the interior of Teslas and other electric vehicles that have many kilometers and need interior work.

Photo of Kyle Field | CleanTechnica

All the petrol cars that I gave up badociated both propulsion and aesthetic properties, but I'm sure I would have kept them longer if their transmission was reliable and if live updates were constantly broadcasting. interesting new features. to keep me happy and entertained (what each Tesla has).

Segment effect

As I described in this article, Tesla learns quickly. It has a history of dominant segments in which it comes in, and unlike gasoline or diesel cars that dominate a segment for a year or two because they have an updated style or one or two interesting features, Tesla vehicles come with 30 or 40 features that no one else has in development, so that once on a segment, no one else can come up with a competitive product.

I hope Hyundai (which has some good products, including the 2019 CleanTechnica The price of the car of the year will begin to compete, but having a good product does not help if you do not have a volume available for sale. Hyundai has sold less than a hundredth of American cars like Tesla and it's not because Tesla is a hundred times better – that's because Hyundai allocates its volume where the incentives are the highest. (which is rational behavior) and only has so much production capacity.

Image reproduced with the kind permission of Volkswagen

I also hope that dieselgate has pushed Volkswagen to manufacture EVs in sufficient quantities to meet the demand. The company's recent announcements suggest that it is part of this long-term game and that it is seeking to badociate its brand with electric vehicles rather than diesels. It's a good sign.

Satisfaction effect

Photo of Kyle Field | CleanTechnica

As we have written here, Tesla owners are (generally) very satisfied with their purchases. If a Accord owner buys a Toyota Camry, Honda is likely to get it back in a few years if its next Accord is 2% higher than the current Camry. When someone converts to a Tesla, he is probably gone forever as a customer of a gas car because once you have tried a VE, unless you are there. one of the few to experience a bad experience, you will probably only buy EVs for the rest of your vehicle. your life.

Photo of Zach Shahan | CleanTechnica

Conclusion

In this article, I explained six ways that, when traditional builders lose a sale to Tesla, it's far worse for them than if they lost the sale to another traditional manufacturer. I would suggest that these factors are all multiplicative. So, a person buys a Tesla, and then within 2 or 3 years, a few family members, some colleagues, and some of their friends as a result of that first sale (maybe we have up to a point). to 10 sales now); the person then decides to switch to a new model (perhaps the Y model or pick-up) and the cycle starts again in the new segment (and maybe 10 additional people are sold in the new segment). In addition, the car he is trading is destined for a new owner and he sells about 10 cars over 3 years.

You can see in my example how a single sale can easily generate about 3o sales over the next 6 years. If this continues to work, Tesla will not need to advertise. Opinions differ depending on whether it will work for Tesla or, once it reaches a certain size, it will have to advertise to reach certain markets. This is the subject of another article.

Use my referral link Tesla to get 1,000 miles of free Supercharging on a Tesla Model S, Model X or Model 3, here's the link: https://ts.la/paul92237 (but if any one d & # 39; other helped you, please use his link.).


Keywords: Tesla, Tesla Model 3, Tesla Model 3 Long Term Review, Tesla Model S


About the author

Paul Fosse Software Engineer for more than 30 years, first developing EDI software, then data storage systems. Along the way, I also had the opportunity to help create a software consulting company and manage portfolios. In 2010, I became interested in electric cars because gasoline became expensive. In 2015, I started reading CleanTechnica and I became interested in solar energy, mainly because it threatened my oil and gas investments. Follow me on Twitter @ atj721 Tesla Investor. Tesla referral code: https://ts.la/paul92237



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