How Tesla Fumbled
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- čas přidán 22. 02. 2023
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Writing by Sam Denby and Tristan Purdy
Editing by Alexander Williard
Animation led by Josh Sherrington
Sound by Graham Haerther
Thumbnail by Simon Buckmaster
References
[1] morningconsult.com/2022/11/17...
[2] www.nytimes.com/2022/12/21/bu...
[3] www.anl.gov/esia/light-duty-e...
[4] www.wired.com/2013/11/elon-mu...
[5] cnevpost.com/2023/02/08/tesla...
[6] electrek.co/2022/06/14/elon-m...
[7] www.nytimes.com/2023/01/31/te...
[8] www.autoweek.com/news/industr...
[9] apnews.com/article/elon-musk-...
[10] www.nytimes.com/2021/12/06/te...
[11] www.slashgear.com/tesla-makes...
[12] www.nytimes.com/2023/01/05/bu...
[13] www.nytimes.com/2022/12/21/bu...
[14] www.nytimes.com/2018/11/15/bu...
[15] www.bloomberg.com/news/featur...
One note: this video is going to get a lot of negative response, and we’ve made it with full knowledge of that. In fact, #TSLA investors pre-planned their brigading strategy for this video on Reddit, having seen it yesterday on Nebula, so take the comments with a grain of salt. A couple of things I’d like to highlight:
- This video is titled “How Tesla Fumbled.” It’s not “The State of Tesla in 2023.” This video is specifically focused on the ways that Tesla squandered its lead, so it inherently omits the positives-that’s the video we decided to make.
- The thesis of this video is not that Tesla will fail, but rather that Tesla made some missteps that squandered the massive lead it built for itself, and that it’s therefore going to be more difficult for the company to maintain a dominant market position (but not necessarily impossible.)
- This video has no undisclosed funding sources. Wren is the only sponsor on this video. I am not currently a Tesla shareholder, not do I hold any options on the stock.
😊
Good you made it clear lmaooo
Shame to hear that people were planning to go after this video. Good on you to stick to uploading it and ignoring them.
Some people really want to leech off musk's little member, as if they'll get rich too
They're making their cars cheaper now, they'll be alright. And if they're not they'll just sell to a bigger company.
You know what essentially does full self driving, without you needing to make any interventions? Trains
Unfortunately the same logic gives us taxis. Possibly the worst offender in emissions.
Train people don't talk about getting to and from stations and making intermodal connections.
@@egoequus6263 legs
Or if it’s farther, a bike.
@@thatpersonsmusic Tell that to all the soccer mom's toting their groceries and brats. Very little one can get done in a suburban environment without a door-to-door vehicle. Wishing we all lived in a city is not a solution.
@@thatpersonsmusic The problem is that we need effective transportation for the environments already built. I already see new developments that employ walkable suburban layouts in NYC suburbs, but they do not address all modalities because of the existing surrounding areas. Telling people to just tear out the suburbs and rebuild is not viable.
I work in a parts department, and every time we get in a used Tesla to sell at my dealership I die a little inside, we can't get parts from Tesla and have no way to repair them, can't even get license plate screws for them or wiper blades for some. It's so annoying, they operate like an Apple store not a dealership.
I thought there was a right to repair bill that specifically made that kind of policy extremely illegal for car manufacturers, and that it passed a solid 20 years ago, does Tesla just care as little about that law as they care about respecting unions?
@@justalonelypotetoI don’t think Tesla as a company respects laws of the land. Look at their abusive acts in customer service and more importantly its owner’s behavior.
I remember that one guy who rebuilds teslas to spite the company was having a hard time just to get caps for the stems on the tires
My experience with Apple is service is off the chart amazing. Has your experience been bad?
@@pbinnj3250 Apple is very focused on creating an environment that works very well as long as you only use Apple products and are fine with paying Apple to make any of the changes or repairs you need. Personal anecdote, but a friend of mine had her hard drive fail in her laptop and needed it replaced. Unfortunate but nothing is perfect. She had to buy a hard drive, which is expected, then she had to pay over $100 in service fees and pay to ship her laptop to an Apple repair center to get the hard drive installed. A hard drive installation, something I can do in a handful of minutes with a screwdriver on my personal devices.
The build quality issue is somewhat of a self-inflicted wound as well. I'm from Ohio, and Tesla was once offered the chance to buy a GM factory as long as they agreed to take the skilled workforce that came with it, and they refused because of the labor union that came with it. Now that workforce makes cars and batteries for yet another competitor
@@pt9845 you must be legally blind to call Tesla's build quality superior to GM
@@pt9845 Teslas are built like shit compared to other cars in their price range.
Sure, GM workers would be more skilled, but we also know how UAW killed conventional auto companies. I'm not sure if it was a bad decision.
uaw is a cancer on gm and ford and any other manufacturer .
Don't blame them for avoiding unions.
Would have been good to touch on Tesla's anti right to repair as well.
I can half way understand that given many whom attempt such things are stone cold fools. EV's are yet to be fully accepted there after any and all bad pressed kind of means jack. When the average person owns a model 3 for years without fires or explosions. I think Tesla should be pushed to provide a very clear road forward on right of repair and binding. Better batteries and production might be a more major focus but these cars should be as easy to repair as possible. They should seek to become the next toyota except with rwd and shit tons of power.
The video is how Tesla squandered its market lead, not about everything questionable they've ever done. Apple fucks with right to repair too, and they're terribly successful.
That's what suprised me the most in a bad way. They have been the tech leader maximising the innovation so they don't care about competitors copying them because with such fast development their tech will always be couple step ahead, including the software, training servers, data gathered from the whole fleet which are hard to replicate. Then they turned to be Apple of cars where they locked their repair process and selling of spare parts so it's hard to do anything without official service center. Rich rebuilds famously documeneted that on his channel.
Pretty much everyone is that way, especially with anything with a lot of electronics involved. My mechanic has to order special parts from Chrysler for my minivan - so I'm only saving on labor at that point (which is still significant).
@@l.u.c.a.s. at least Apple didn't produce Galaxy Note 7s for 3 years straight, just sayin'
Electric cars, while somewhat better than regular cars for the environment, will never be as good and as helpful as just building a decent transport network
Lol 420 replies nice 🍁
Never gonna happen as long as corporations hold democracy by the nuts.
Someone please show this comment to Americans
Electric cars aren't about saving the environment, they're about saving the automobile industry.
As someone who lives in the USA this is painfully true...
It will be nearly impossible to sever carbrained suburbanites from their dependence on cars without a total upheaval of our economic system. So EVs are a necessary compromise for now.
I hope the trend of everything being a touch screen that Tesla started will reverse. They just aren't the best way to control a car. If you look at F1, they've got a foot pedal for gas and break and literally every other control in the car is mounted to the steering wheel. There's also only one screen and it isn’t touch-sensitive. Maybe that's too far the other direction, but I think it'd be nice in a consumer car. All-touchscreen was a terrible design choice by Tesla, making it unsafe and inconvenient.
Yep, touch screen is annoying as hell. At work there is a touch screen pc next to a normal one and guess what? Everyone uses the normal instead
Touchscreen takes too long and is much more unreliable
@@1queijocas Especially if both you and the screen in question are bumping around a bit because of the whole driving thing
Having a touchscreen is fine. But some controls like audio volume, AC temperature, etc. are much more convenient when they’re on physical buttons that can be found by feel alone. Operating a car is dangerous and requires constant focus on your environment, so minimizing the amount you have to look away from the road ahead is always safer.
i guess having one touchscreen that you can patch through software is cheaper than physical buttons that when even the car itself is shoody quality wise the buttons will probably be worse lmao
Yeah, Haptic feedback is something that cars should be obligated to have. Its a massive risk to have to quit looking on your windshield to fiddle around the touchscreen. In older car, once you go knew the layout. you could change everything with your hand feeling while keeping your eyes on the road.
I like technologie and new stuff. But new is not inherently better and the old fashioned way is the best
As a Tesla owner who lined up for a Model 3, I agree with your points. The only thing I’d add is at least in the US, Tesla’s continued short term advantage will be its charging network. It’s 2023 and PBS Newshour just did a roadtrip with a Rivian in California and ran into all the issues we’ve seen before with these charging networks. Broken chargers, payment systems off line, it was kind of a nightmare. That stuff has got to get fixed before I’d ever have my primary trip vehicle be a non-Tesla EV. Superchargers just work. The company did get that experience right from the get-go, and the payment system is seamless.
I think this is a great point, and for unclear reasons Tesla seems to working hard to make it irrelevant by pushing NACS, getting other cars to use Tesla's plugs and be compatible with Tesla's network - eliminating that competitive advantage
As ev become more popular, there will be more fast charger across the country. Give it another 5 years and every single gas station in the country will probably have a charging station. This is already starting to happen in my area, every resturant, cvs, walgreen, shopping mall, parking lot, and others have a charger for EV. This charging network advantage that Tesla have, like you said is just a short term advantage.
It's probably the smart idea, Tesla would make tons of money off licensing
Superchargers still suck ass, having to stop for a couple hours every so often is a massive disadvantage compared to taking all of 3 minutes to fill up gas
@@faketruth7740only true of metropolitan cities. It will never be financially feasible for every mom and pop gas station in middle America to add a supercharger. Not enough people will use it, they take too long, and the amount required would be insane. EVs are okay at traveling around cities but suck for road trips. Also most EVs take overnight charging to reach capacity… and installing a fast charger in your home is around $5000, on top of the overpriced cars themselves. Massive barriers to entry on all front for realistically no benefits
I know that right to repair wasn’t in the thesis for the video but I think it would have been a nice mention when you were talking about service centers. Tesla could provide better service if they provide parts and repair manuals to independent repair shops but instead they vehemently want customers to go through official channels only which is why they’re in that predicament.
Think about this, if the FACTORY trained tech system sucks this bad, how bad do you think their third party repair support would be?
is probably to keep designs secrets no? maybe there is no documentation ^^?
@@mzaite There are 3rd party specialty Honda, BMW and VW shops in every mid-to-large city in the US; they provide stellar repair service. Why would a 3rd party Tesla specialty shop be any different?
@Michael Zaite because 3rd party mechanics need to compete. If their service is bad, no one will go there.
In my experience, 3rd parties have always been better. But, with companies DRM their products, of course it repairs will get worse. Thats why right to repair is very important
@@brujua7 Third party will only be "black box changes". You don't have to know what's in the box to figure out it's broken, especially on a Tesla which has a very tight internal communication structure. The car can probably tell you what's broken.
The Cybertruck is appropriately named because it literally looks like a truck in Cyberpunk 2077 that didn't fully load, so just appears to be a polygon.
Is that your way of saying it's hideous? because it's hideous.
@@peepinR its lovely
@@davidochoa7117 ur on drugs
over 1 million preorders too
@@pt9845 over 1 million still undelivered 🙃
Severely overlooked consequence: the drivers are gunning to outdo BMW drivers as some of the absolute worst on the roads. They either didn't know what they were getting and don't use any of the driving assist, still leaning with one arm on the wheel and riding the lane lines with a significantly heavier and jerkier steering ratio, or relying entirely on the driving assist and overly cautiously navigating traffic with extended braking distances and mile long lane changes. They're also really fighting for the reputation of not using turn signals.
Most Tesla owners aren't "drivers", they just drive a car sometimes, compared to someone who is passionate about cars and thus takes driving more seriously. They are also much more distracted because they keep playing with their cars. Give these people 0-60 in less than 3 seconds and you're asking for trouble.
@@uselesshero I drive a Prius C and am so much more aware of every other car leading up to a red light or on ramp, let's keep it moving people! I may be small and only have a listed 99hp, but I'm still passing all these dumb M3s (BMW and Tesla) by carrying all of my momentum and timing things correctly.
That’s just LA drivers in general
In fairness most people that drive for work only tend to have limited experience, and adding the urban EV nature on top is just asking for a tard on the road.
I work delivery, I cringe almost daily seeing people just...like...pissing about with the idea of being competent while also not really knowing their basics, or practicing it@@uselesshero
The thing that gets me is the one pedal driving and Teslas randomly slowing down and speeding up.
The Tesla cult is real. It seems like they're taking the Apple approach: Sell a product not as a product but as a lifestyle. Then, it doesn't matter if the product is actually good in any objective way, people will buy it because of the lifestyle it represents. And will act like it's a personal insult whenever you point out the product's shortcomings.
Honestly I don't understand how people get so sucked in by marketing like that, but obviously it works.
yeah but after elon went from annoying tweeting child to a full fledged jerk i think the cult is being eaten away a lot
@meganathan98 he still has his cult, it's just they wre his twitter followers who will never buy a tesla.
@@meganathan98his cult is changing. To a cult that can't afford teslas or are still fully addicted to gasoline.
As it turns out, building a factory that produces half a million cars per year is really hard.
But is it as easy as it was to fix twitter?
Very insightful, I can't recall where I've heard that before ;)
specially when you make it harder for yourself by having a “quantity over quality” mentality that forces you to send a vehicle even if it’s build incorrectly because stopping the line is prohibited
also specially when your workforce slices their hand on a normal basis and they are fucked cause you are too focused on trying to stop them from unionizing than trying to make them produce better cars
It’s even more difficult when you spend more time keeping unionization efforts down than you do ensuring quality
@@barlmax4095 can't blame Tesla for quantity over quality, there was several reports at the time that they were under a lot of pressure from shareholders to ramp up car production.
As a Tesla owner myself, and someone who really enjoys my Model 3 and absolutely purchased one because of the emerging EV reality, this video was spot on. I always thought the same thing about Tesla, that it could have been basically a monopoly, with their superior charging network as their wall to guard them so to speak. Honestly the Model 3 was supposed to be the "grown-up" moment, but it just wasn't. I love my car, I really do, I wouldn't trade it for any other car, but I could also never, in good-faith recommend it to just any random person, since the experience really is so niche. I love this Channel, and this video was truly excellent. Great job
Nice
This hit piece was published 2 weeks ago, about this company with data about 5 to 8 years old....
Literally, every sentence in this video was false, with the exception of leading car being f150.
If you own a tesla, what do you see true in this? I'm very curious.
Elon identified that the niche of high income early adopters was big enough to pursue.
As Henry Ford said it himself: had he done a market study, the consumer would have asked for a faster, more mpg, lower emission ICE (a horse drawn carriage) instead of a model 3 ( model T)
ALSO, to this day, Elon wishes he could have called his car lineup "TESLA" . But since "model T" was taken, he had to go "S3XY". 😁
@@tclmac1 paid fanboy has entered the chat
@@evanmunro1984 have you even seen or heard of Paid fan boy from tesla? Chevy, ford, even byd, they all have paid fan boy or defam boy... but tesla don't pay nobody.
You are dillusional.
The EV market really needs to settle on a single charger design. If Tesla's is propriety, the rest of the market may be able to catch up by standardizing a design that they all use. Having the USB-C of chargers would help the rest of the market greatly.
Outside the US (and Japan, I think), there is a single charging plug now. Except Tesla, even in the US there is an universal one. Tesla is the one not willing to switch, just like Apple. I am so glad in Europe there is an imposed universal plug.
Musk’s filed a patent specifically to make the port proprietary. There’s nothing special about it other than the shape than the federal government subsidize purchase of his high profit vehicles by wealthy consumers. I’m hazy on what the Biden administration did to get Musk to open those superchargers up the other makers. but that’s something.
Your wish has been granted lol
In the rest of the world that's already happened. Here in Europe CCS is so dominant not even Teslas use their proprietary charging port anymore.
@@LAG09they don't use it bc they are not allowed as EU mandated that standard, just like they did USB-C for phones.
Elon Musk: "Delivery logistics hell."
Wendover: "Future content inbound."
Yeah pure bullshit from opening lines. What a childish waste of time.
Makes you wonder why he’s finally going after him tho? Is it because his lean to the right that he is now going after him
@@jonathanpalmer228
+1 Republicans / -1 Democrats
-1 for Democrats in Tesla leaving CA.
+5 at $$$$ profits for Republicans stealing California money with Tesla monopolizing in CA with draconian I.C.E. vehicle policy's in CA.
@@jonathanpalmer228 Probably not. You simply can't throw the word "logistics" around and expect Wendover not to investigate.
👍👍👍👍👍👍👍
Always glad to see Wichita in a video, even though it's almost always because of a problem.
I recently saw Wichita mentioned as the hometown of the former director of disguise of the CIA in an interview!
I liked Wichita's depiction in the 1975 film, _A Boy and His Dog,_ starring Don Johnson in his first film role (if you don't know who Don Johnson is, see _Miami Vice,_ an 80s hit police drama show. He's also actress Dakota Johnson's father).
You have me dying over here man that’s hilarious
I live in Minneapolis so I feel you on that one
Wichita gang
Aged like wine
Does anyone else feel like this is a concerningly more common issue with products now of days? Like even expensive products are built so cheap and are liabel to break early in their lifespan.
Yup, cheaply made with extraordinary prices. So it when it breaks you have to buy a new one
(Not saying it’s good) but I think it’s intentional because of the product only lasts a month the company can sell more of them
Welcome to capitalism friend! It is one of the worst things that humanity has come up with right behind social media.
Late stage capitalism at your service.
Being one of those Kansas F-150 owners, surprisingly, I am seeing more hyundai's and even Rivians out here than Teslas or even F-150s
And it's a good thing 🙂
It's likely the reason why Tesla lowered it's price of it's cars. They would never admit they were forced to, but it's undeniable that the competition is is nipping at Tesla's heels and Tesla's hegemony is in serious doubt as the presence of this video (and others) suggests.
@@gtd9536 thats just business, to compete its sometimes better to sell at a loss up front to look competitive so you can make more money on the back end.
Hyundai is the new Toyota.
@@nntflow7058 Maybe, but i heard some cases that Alabama made Hyundai tend to have engine likes to burn after more than 6-10 years of use ...
The only way to digest this video is watching with SMR on Solving The Money Problem ! 😂
This video has zero context, which SMR provides. If Wendover is just going to list all of the problems Tesla has had over the last five years. Then whats the conculsion? Tesla isnt perfect? Well okay. We are watching the literal equivalent of Teddy Roosevelts quote "It is not the critic who counts: not the man who points out how the strong man stumbles or where the doer of deeds could have done better".
I am finding myself re-evaluating, everything I have heard or learned on Wendover. Thats how bad he has fubared this shit.
found the TSLA investors
@@fumie4996 you bet!
@@fumie4996 you guys are so clever, that’s cute 🥰
being in a tesla has the aesthetics of a dentists office with the comfort of an airport waiting area
loool. What an absurd comment.
Tesla and my office chair are my most comfortable chairs daily.
@@campelodemagalhaesMust be a really crappy office chair.
You're gonna piss off the fanboys...
But I agree. I've sat in every model of Tesla except the roadster, and they ALL feel sterile, cold, bland. It gives off the exact vibe... of being inside a fancy computer with wheels.
@@AtalixZero I’ll take an early 2000s GM shitter with 5 different shades of brown in the interior before I even consider a Tesla
in terms of comfort, the interior is fine, I've sat in plenty of cars and its good. It's not "luxury" but it's definitely not bad and to say so is disingenuous. It's just average or slightly above average depending on the price bracket (or slightly below average for the somewhat overpriced Model S and X).
It's the same problem that so many of these startups have. A group of financiers and tech bros get together and decide to sell dog food. They hire a bunch of 22 year Olds straight out of Stanford, build a web site and find supply chain solutions. But what they don't do is hire anyone with experience in the dog food industry.
Sam, in my city of Kosice, Volvo is buidling huge factory exclusively for the production of EV's. Would be cool if you make a video about the insane logistics of opening up EV factory 😋
That was an interesting emoji choice
@@Dylan_Marshall he’s hungry for knowledge
ok
There wouldn't exactly be a lot of information on the logistics of opening an EV factory. Especially considering it is an emerging market, I'd assume the process would not be made transparent, as to not give their competitors the know how to steal their market share.
@@lurkinturk4284 It's not really all that different from any other car factory... I've had the opportunity to visit both the Tesla Gigafactory in Berlin as well as a BMW factory elsewhere in Germany and you really need to understand quite a bit about the technology to spot differences. They use the same machine suppliers and, outside the drivetrain, largely the same manufacturing processes.
For service centers, it is worth remembering that close to half of states barred them from operating there due to local dealers fighting tooth and nail. It is down to single digits, but has been a large uphill legal battle
Well lets be real, having a mechanic that can only work one brand, and having a car that can only be serviced by one mechanic is problematic in its own right.
(I know other brands are also moving in this direction, it's problematic there as well)
True but other luxury/exotic car brands have even less service centers than Tesla but still maintain a higher quality product than Tesla. Ferrari, Lamborghini,
@@Lucas-hb1uq you’re comparing teslas 40k - 100k to Ferraris and Lamborghinis. You’ve lost already
Wonder if there's a "Right to repair" aspect to this as well.
That's because they sell online and not through dealerships. It's a stupid rule, but you cant have your cake and get to eat it too.
The failure to deliver something compelling in the truck market despite turning the Tesla hype machine up to 11, nearly a half decade ago, is telling. But what that says about the future of their other models is very concerning, too. The Model S is over a decade old. There doesn't seem to be any move to update/refresh/replace it. And with all of their efforts focused on getting Cybertruck out the door, it's unlikely we'll see any movement on refreshing their existing lineup anytime soon.
There's a reason the established manufacturers have shortened their refresh cycles to as short as 2 or 3 years, on some models; and Tesla is not in a position to keep up. They no longer have the cache to coast by on "because it's a Tesla". They're just another car company now. And they need to start acting like it.
Yup. Good thing failure to deliver a truck doesn't mean Tesla isn't insanely profitable. It means they made stupid public statements.... Boo hoo. People like you can gloat about that. I'll gloat about the 14B in profits, eclipsing Ford and GM. So ya... Make fun of old designs and broken promises. That's nothing on profits. I can name tons of companies who did similar. Intel refreshed the same CPU architecture for 8 years and was late on every single release for example. You know about Tesla because the media talks about it. They don't talk about every single company doing the same thing (to less of a degree.). They don't mention Tesla profits either. Because they don't want to look stupid. Tesla wins when we talk financials... The thing I care about as a shareholder. I'm very happy Ford refreshes your designs for you and has "better quality". I hope the 2 billion dollar loss is worth it..... I'll take 14B in profits. Every year we hear about Tesla's tired designs. And every year, we set new sales records...... Lol.....
You say that, as we set another sales record, the north American profit record, etc. Lol.... Yes, you're right, the designs are old... Yet..... We still keep selling em.... Just like how people cry about expensive hermes /Louis Vuitton. Just because you don't want it, doesn't mean someone else doesn't want it. You like refreshed designs? I like money. If we actually have issues, then I care. But if it's just the dumb headlines you normies read because opening a companies financials is too hard? Then I don't care. 50% yoy EPS growth.... That's what matters. When Ford and GM have 0% revenue growth regularly, I don't care what they do. I don't make money with zero growth. Tesla makes money. So I want the vehicles? No. Do I care? No. I care about money. And Tesla delivers more money every year. This year, we'll do 20B +, more than any auto company in the world.. Already did 14B. Dude. Stop reading headlines. The financials are what matters. Tesla wins on financials.
They started taking 50k deposits on the 2nd gen Roadster 6 years ago on the promise that it would come out in 2020. Taking money for a car that far out is ridiculous and should be illegal if it isn't already. You're more of an investor than a customer at that point.
@@Tential1 Wow, that rant was... a lot. Especially after some pretty massive price cuts to address falling demand. I didn't say Tesla wasn't wildly successful. I didn't say they don't sell vehicles. I simply said that their designs are dated. And for an established brand, which they are now, that can be problematic. And as someone who loves money, you should see it as a problem too. The Tesla hype machine isn't done yet, but that time will come. And for the investors, like you, and car enthusiasts, like me, I truly hope Tesla can keep their momentum.
They haven't tried selling a truck yet. They prioritized model y production because demand remained high while supply chain issues took up a lot of resources and made launching a new product way more difficult. Yes, it was significantly delayed, but it is clearly a combination of COVID and being a victim of their own success with the model y. Annoying if you are a reservation holder, but nothing but good news if you are a stock holder.
the thing that does set tesla apart is the relatively fleshed out supercharger network, but that network can be unreliable and far too expensive, unless you have an older model that supercharges for free, this is not a selling point
One reason I think people buy Teslas, which was not mentioned, is because of the charging infrastructure/network. I own a F150 Lightning and on a road trip finding reliable, fast CCS chargers can be hard and off putting.
The two people I know who bought teslas did for this reason. With another car you can’t even plan a trip because you can’t count on the station you need to even be working or have what it says, meanwhile Tesla can tell you real-time which of its chargers are operational and where
Not a problem in Europe lol, also f150s are ridiculous America is a plague
Thought Tesla just said they are opening their charging infrastructure to all soon.
@@TStark-vj2wo For the Americans I hope so, in Europe it was very beneficial when there was a line at a charger, I went on to charge at Tesla in Denmark last summer. It will massively boost the appeal of all other EVs in the states when they do.
@@TStark-vj2wo "By the end of 2024" so in my book not anytime soon.
Also of note: You point out Rivian and Lucid as rivals, but they too have yet to make it through "production hell". As of last quarter, Lucid's reservation holder list was shrinking due to withdrawn reservations faster than due to delivered vehicles. Tesla problems are not always unique.
Like saying my burger spot is a competitor to mcdonalds because i have plans to open a second location
I just watched today Lucid CEO expertly dodging production number questions going full legal department answer. Massive red flags, it seems they are in a really deep shit :\ Saudi's might buy them out completely and then who knows what will happen with them.
but Tesla has yet to enter into production heel with their fugly cybertruck.
@@thomashajicek2747 Sure, but they also have the hindsight of Roadster, Model S, Model X, Model 3 and Model Y + a frickload of profit to a point they are stacking 12-15 billion into the bank on a yearly basis despite putting MASSIVE investments into building multiple factories for cars, batteries, megapacks and so on.
Yea and let’s not forget Rivian is selling most of their current cars at a heavy loss to early reservation holders
All good points, I really appreciate your video. I am no fan of any vehicle manufacturer, but battery capacity is a large portion of this problem.
Musk stans can keep coping.
My Tesla M3 has been sitting in the shop for the past 15 days of 20 days ownership.
The things Tesla did was to make EVs sexy and build out a massive charging network. I owned a volt for years and I loved it, but if you looked at a Leaf, Volt, or other EV at the time, its clear the major manufactures were never going to build something better unless pulled kicking and screaming. Charging overnight is pretty much all the changing anyone will need 97% of the time; but having a fast way to charge that isn't cumbersome goes a long way to erasing range anxiety... and frankly 240v level 2 charging doesn't fill that gap. Tesla changed those things.
As a very happy Volt owner, someone who will almost certainly never own a Tesla, and someone who considers the cars over-rated and more a fashion statement, I do appreciate what Tesla did for the EV market. I acknowledge that, if not for Tesla, the EV market would likely be a small fraction of what it is today. And, ironically, all of the reasons that someone like I don't like Tesla are the reasons it helped propel the rest of the EV market. Namely, they made EVs "cool" and fashionable. I just want a good EV that gets me from point A to point B reliably, safely, and comfortably. But you do need those first adopters, and the more fashion-conscious those first adopters are, the more quickly the rest of the public is going to desire it. Tesla made a fashionable car that fashionable people wanted, driving demand downstream, even if on an individual basis I don't really understand why anyone would opt for an overpriced, poorly-built Tesla given the competition today (granted, the competition has only been competitive in just the last couple years).
@@amvin234 Because I don’t agree with your conclusion. Lots of people are happy with the Volt, I would not be so I buy a car I am happy with which is a Tesla. This video is filled with inaccuracies and bias, drawing conclusions based on insufficient data. I’m sure it attracted the view and like volumes they wished for though. 👏
@@amvin234 Some portion of the market are going to buy a vehicle because they are "cool and fashionable", but can you really say that was the motivation of the 1.3 million buyers that got a Tesla last year? At that price point? Because that would be a very expensive fashion statement. And I get where you're coming from, specially after hearing the tiresome arguments of people who barely drive a couple dozen miles a day being "concerned" about range. However, the Volt and the Nissan Leaf are just unprofitable attempt to keep the government happy. Tesla strategy of starting with the luxury segment of the market made sense because at the state technology was when they started nobody could make a mass-market vehicle (say, something that could compete with the Toyota Camry on price) at a profit. Even then, Tesla didn't became profitable until they came out with the Model 3 and even more so with the Model Y SUV. For EVs to replace ICEs they need to be profitable for the manufacturers, and Tesla is the only one that's making a profit selling them today.
To be clear here; I believe in what Chevy and Ford are doing - the F150 lightning would have been my purchase years ago when I was in the market for larger electric vehicles. I just believe they had to see proof the market was real - and Tesla did that. A different company use to take the Silverado and convert it to a Volt-hybrid (Via's SolTrux) - but they weren't selling to consumers.
That was in the past.
I'm surprised you didn't mention Tesla's superior charging infrastructure.
Not very superior when it doesn't have a CCS plug that the entire rest of the EV market around the world uses.
🙏🙏🙏🙏🙏
He didn't mention it because that's a good thing, and he doesn't want that in his "tEsLA bAd" video. He also didn't mention the fact that states are actively going after Tesla and imposing caps on how many showrooms/service centers they can have, or the fact that other EV's have their own numerous issues..
He makes it clear, he's reviewing their mistakes and their _future_ impact. Clearly they wouldn't be a huge company without many successes. You would have been happy with, "Tesla has a huge charging infrastructure that they continue to expand?"
That would be silly to include. So then he has to review the charging network. So he'd acknowledge Tesla has the largest network for now and continues to grow it but here's the thing: *PEOPLE CAN'T DRIVE CHARGERS* -- the _only_ reason the charging infrastructure becomes relevant when evaluating the future market conditions if there is some sort of major structural issue that will prevent others from expanding their networks to compete.
Considering Tesla just _finally_ opened up their charging standard to everyone else, even they recognize that meaningful competition in charging infrastructure is here or will be soon.
So why mention it? From a storytelling perspective it adds nothing to the entire point of the video _and_ it doesn't fundamentally contradict his point that Tesla has fumbled.
Good
Me seeing this in my feed right now and fully expecting the video to be brand new😂
Haha me to..
13:35 It's wild to see a bit of stock footage filmed somewhere I have driven past hundreds of times, but very cool!
I've been in Automotive Manufacturing for nearly a decade (including a small 'fail fast' start-up). I recently applied and got through a series of interviews with Tesla and during the final interview was able to recognize without working there: "Everything is chaos, It's fast for the sake of being fast, Sacrifice Quality for Delivery". The most senior to least senior professional I interviewed with (6 total people) demonstrated that no one knew what the position would truly cover and had different comprehension on what problems the position was actually solving. I'd worked in this environment before and making measurable changes is near impossible - meaning the 60-70 hours weeks would be pointless because of the culture of "I want it fast a week ago" would create burnout for no 'measurable' reason. I was disappointed; expecting chaos but not something to such a catastrophic level.
Interesting insight, I fear that the speed for speeds sake isn’t unique to Tesla. It’s a perverse interpretation of agile concepts which sought to reduce the fear of failure but has been reinterpreted as doing a half baked job equating to being “high performer”. It’s compounded further by the rewarding of what I call pyromaniac fire fighters, the people who allow fires to start then become organisational heroes for putting out the fires they started or at least left to burn. The quiet consistent performers who stop fires starting are judged to be superfluous. When these people leave or are removed more fires occur and the heroes get even more opportunities to “perform”.
I worked there for 3 years, good on you for noticing this before joining. The engineering teams are mostly populated by smart, but young people who just don't have the experience to recognize dysfunction
@@nbibby It was the same when Elon fired the programmers at twitter who had written the least lines of code. Thus firing the most experienced, most efficient, those specializing in debugging and other safety features and so on. Basically all the worst people to have missing
I mean I was told by an engineer at the much better run SpaceX that they "didn't believe in systems engineering as a discipline". This was right in front of a CEO of a small aerospace company who almost burst out laughing at this 20-something, non-manager engineer's hubris. If SpaceX is that chaotic, you can be assured Tesla is worse.
@@VitaeLibra wait, what? So between someone that solved a problem with 5 lines of clean code and the next dude that needed 150 lines of spaghetti, he kept spaghettiman?
In my state, Georgia, the senate put a hard limit of 5 showrooms Tesla can have open at any time. Dealerships have been lobbying very hard to prevent manufacturers from selling direct to consumers, and Tesla - among other car makers such as Rivian and Lucid, will have problems with expanding.
That’s going to be a big issue for them going forward. Because it was the only EV company, Tesla managed to convince a good number of states to make exceptions to their dealership laws that allowed them to sell directly to consumers. This is something that auto manufacturers have wanted to do for decades, and it gives Tesla a huge competitive advantage and large profit margins. But now that every car company will soon be an EV company, there’s no rational justification to give them that special treatment. I think we’ll soon start to see states either limit or take away that exemption.
@@tcrebelguy Honestly, dealerships no longer make sense, manufacturer to consumer is a better model and I hope every state legalize that approach.
People who vote for politicians that let dealers skim money off their car purchases deserve this
Gotta love the "free market".
@@zhoufang5753 dealership are the one marking car price surge ridiculously.
This whole thing is so much more hilarious knowing how bafflingly bad the cabertruck turned out to be.
Haha 😂
17:10 You are forgetting one argument; Tesla earns money on EVs.
For now they do. As they should.
We will see if they can keep doing that in the future as a niche independent car manufacturer. It would be the first.
I'm a tesla owner up in the Dakotas. I really wanted to go with the Ioniq 5 when I was going the EV route, but the CCS charging network up here at the time of purchase was almost non existent.
I can road trip a tesla out of the Dakotas. the same can not be said of other EV's, unless you plan to make loooooong stops for level 1 charging.
If I were to buy today, I would still likely lean towards tesla, just because of the supercharger network. Electrify America has taken the crown for CCS fast charging in the US, and they have a long ways to go to match the Supercharging network in terms of reliability, availability, and number of locations.
Yeah I feel like this video did not adequately address the absolute dominance of the Tesla charging network versus rivals. It's no contest; electrify America is in a distant second place.
Electrify America stations aren’t maintained well at all; they’re very unreliable. You can’t have an unreliable charging infrastructure if you’re going cross-country. You need to be able to look at your phone, or on your car’s screen, and see not just that the stalls are operational, but precisely how many are in use and what the expected traffic will be at that location when you arrive. My car knows these things long before I arrive there.
@@DannerBanks this is only true in the USA. in Europe we have good regulation that makes all chargers standardized
DING DING DING! This is the primary reason why Tesla will continue to have marketshare and relevance for years to come. The Supercharger network was completely missed by Sam as a reason to continue to buy Tesla.
@@Darkmaiki good point!
I've been noticing so many Rivians on the road lately. Granted, I'm in an area with a HUGE Tesla presence (since the consumers in this area can easily afford them, and there's a location to repair them near here), but still, every time I see a Rivian, it seems like that easily could have been a cybertruck sale.
Hello fellow Seattleite lol.
@@LenaPotechin it’s either Seattle or the Bay Area haha
@@Arishtanxmi nah i see them all the time out in socal suburbs
@@Arishtanxmi Or Chicago; with Rivian's factory here in Normal, IL, we have a lot of Rivans here.
ok
Still don't understand why Tesla's stock price is so high when looking at the build quality of the vehicles.
It's too complicated for you, don't bother.
@@fomin23 lol found the Tesla fanboy 😂. Their stock price is over inflated Elon Musk has even stated this before in interviews🤡🤡🤡🤡🤡🤡🤡
@@nathanv8535 I am an investing fanboy. Looks like investing is also too complicated for you.
@@nathanv8535 its all hype.
Very based video, reminds me of the California rail video. Focus just on the negatives and ANYTHING can look terrible. But i do get it negativity gets views.
"legacy car manufacturers, as a Saturn rolls across the screen" 😂😂😂😂
Right? That was both cruel and a missed opportunity. The big guys and their sales net work changed their tune to match Saturn!m’s and crushed that little company after they demonstrated that if you treated women like human beings, they would buy their cars. Now Tesla comes along and demonstrates some EV things like how you need a supercharger net work, and apparently a pack of lies but that’s nothing new in Detroit. So we shouldn’t be surprised if Detroit quietly grinds tesla down the same way they did Saturn.
Tesla must have hired the design team from Saturn, they look just as generic.
@@heathwirt8919 I suspect that they all look the same to save on production, tooling costs.
Your graph at 6:30 is wrong. For $50,995 you can get a Mach E with a 247 mile range. If you want a 310 mile range its an additional $7,000 and the 0-60 time jumps to 6.1 seconds.
People love to quote top trim specs and base bare bones MSRP.
lol it's propagander
This video is littered with falsehoods. Like when he said BYD sells more EV than Tesla
I also like how he compares the Model 3 to the Bolt and fails to mention charging speeds which is a giant difference
This video is full of biased, damaging, and false information.
Damn, Wren picked correctly sponsoring you. The only more powerful sponsorship they could get in. My eyes is last week tonight.
I've had a Model S since 2017 and I've experienced almost all the negative things the video talks about, but one area where Tesla still blows everyone else out of the water is their supercharger network. My battery has degraded by 5-10% since I got my car, but it's actually easier to road trip than before because there are so many more superchargers than there used to be. When I got my Model S, there were 2 superchargers in the Dallas-Fort Worth area. Now there are at least 10. The superchargers are very reliable too. There might be one or two not working, but most superchargers have 10 or 12 and they usually all work. I've tried these other 3rd party chargers like EVGo, etc, but they suck. You really can't count on them working and when they work, they're really slow. Tesla is experimenting with opening them up to other EVs, but they can always stop doing it if it causes more problems than it's worth. The other automakers don't have anything close right now. Road tripping in my Tesla and hopping between superchargers is one of my favorite parts of the Tesla ownership experience.
It was not bad for long trips as a taxi company but terrible compared to just having a hybrid car. But that taxi business went out of business within 3-4 years after replacing Toyota Prius hybrids with tesla long ranges thanks to the ridiculously higher electricity costs from the city for charging 30-40+ teslas every day all day long.
As a solo user it is probably great, but yeah we had major battery life problems living in a cold winter state too, half the battery would be gone in winter months as opposed to the summer.
So I can imagine living in a warm place with a tesla is probably a pretty great experience.
Where it gets cold it is miserable, the 300 mile battery turns into 150 miles instead. Not good for a cab company.
I don't know if you've been reading tech news, but Tesla has started opening up its charging network to non Tesla cars.
was thinking of an i4 this year, but would you say an electric is worth it?
There's a good reason why gas stations aren't owned by car companies. Because if they did they did then they could put a lot of pressure on people to buy their cars simply because it's hard to get gas if no gas station in town serves your car brand.
The only reason this hasn't been addressed legally in the same way is because EV's aren't big enough yet and chargers aren't common enough yet. But once they are, then if that kind of practice isn't shot down like the plague it is then we're in a for a world of hyper aggressive, monopolistic car companies who have yet another vein to be greedy and exploitative.
I feel like the Supercharger is probably the foot in the door that could help Tesla hold on to a meaningful market share in the next decade. If they lose the charger format war the old boys of auto manufacturing world will eat them for breakfast.
The only part I really question is about why Western companies fail in China: it is less about not understanding the market and more about an incredibly unfair playing field set by the government.
I mean it heavily depends on the industry, but it’s a complicated case by case story in China. In Tesla’s case, they are still heavily supported by the Shanghai municipal government. Whilst electric car manufacturers Nio and BYD are supported by Hefei municipal government and Shenzhen municipal government respectively. Regarding the unfair playing field, the difficulty is most municipal governments are weary of supporting western companies, when domestic alternatives exist and western companies (investors and shareholders) are weary of having the tag ‘Chinese state owned or supported company’ which Tesla is totally fine with and used for extra publicity in China.
The entire video is a lie, all the facts are presented to mislead. Half of the profit of the VW group is made in the Chinese market. Half! Have you ever heard about Wuling Hongguang Mini EV? Maybe this was why Biden said that GM/Bara is the leading EV, because this minicar is best-selling in China and 49% is GM... so this video is just a bad joke full of lies...
the same is true of most countries. The US gives a ton of subsidies to many things that are built in the US for example not to mention rampant lobbying which i’m guessing is easier if you speak the language and already have connections
@@onemorechris Sorry but no, not even close. The amounts of red tape, forced technology transfers, legal inequality, capital controls, forced introduction of party members in your board, ostracism when it comes to certifications etc... The amount of barriers China sets to foreign companies is staggering.
This not to speak to outright bans on services such as for Google tec.. -
@@yoshyoka Huawei is banned in the US. that’s an outright ban too. the US government tried to force the sale of TikTok to an American company: that would be a forced swap of all the board members
I just watched the video of first Cybertruck reveal. It was laughable to read the comments where people discussed how good and innovative this truck, and how they paid deposit and waiting...still waiting.
You go ahead and give an accurate timeline for a stainless steel car that has an exoskeleton, that requires the invention of new production processes :D And then tell me how many decades you were off. I too would be pissed if I didn't see any progress, but that is not the case. You see massive progress in fact. And in a few months first deliveries will start anyway.
@@lordhoden Kind of yeah.... but they lost momentum, while planning to produce first EV truck on Earth, the Ford , Rivian and Hummer released their cars, while Cybertruck is somewhere. Hyperloop is also extremely innovative, hence the progress is extremely slow, but it doesn't help.
@@AK.__ id say more that Elons timelines dont help :D Sure the Ford and Rivian trucks came first, but lets be honest. Those customers wouldnt have bought a cybertruck anyway :D Sure delays suck but i dont think many people that have reserved a cybertruck changed their minds to get a ford or rivian. Thats not the same customerbase imo
@@lordhoden Yes, agree. Whoever want Cybertruck - should wait imo. Who wanted EV truck, the Ford Lightning will be good.
This is a rather good overview.
Tesla has fulfilled its "historical role" - dragging the incumbents, kicking and screaming, into the third millennium. That it still leads the market is thanks to two factors: fanatical loyalty of initial "well off Silicon Valley nerd" early adopters, and relative incompetence of traditional carmakers in this new set of technologies (see, for example, persistent problems VW has with software, while mechanically and design-wise their ID series cars are every bit as good as the ubiquitous Golf.) Bot neither of this will last - the supply of the former is finite, and the latter will learn.
The issue behind VW´s Software problems had to do something with Tesla because the then VW Boss wanted the EV´s more Tesla like the issue was that he came to power at the time where VW readied the new MK8 Golf and ID3 and you can guess how well it works out if a company decides to throw away all their work and start over again a couple of months before the launch
This will last until other companies can catch up with Tesla infrastructure, electric cars are an infrastructure problem not a individual vehicle problem.
Lol. It has succeeded in plunging 100s of Billions of investment in EVs.
Weather EVs deliver on the promise is another thing entirety.
@@SkyGlitchGalaxy They will, or we are back to buggies.
@@bazoo513ICE vehicles will still exist and be produced for a long time yet.
“People don’t care about panel gaps.” - MKBHD
Everyone has a mouth can do review and get views now 🙄
@@thevinceberry Honestly though, to the average consumer a 10-15mm panel gap just isn’t even something they notice or care about. If they like the car, the aesthetic, and/or the convenience that Tesla offers they simply won’t care about panel gaps if they even notice. A lot of car enthusiasts seem to fail in understanding that they are not the average consumer and that the average consumer simply does not care about many of the things enthusiasts do.
He's right, did you ever check for a panel gap from a 1990 gm or ford?
@@ogzombieblunt4626 That's the thing, these things are pretty standard among all cars and most people don't give a damn or were even aware of it, but very successful FUD campaigns in recent years have somehow made Teslas synonymous with panel gaps. Heck, the truth is that an average McLaren has more build quality issues than a Tesla, but you just don't hear anyone about it because there isn't a massively powerful oil lobby trying to spin a certain narrative and shorting their stock.
and on top of that that is an old problem long solved.
It seems like the biggest draw to buying a Tesla in 2023 is the supercharger network. It probably won't be as ahead as it is now by 2030, but for now every other charging station is a gamble.
For Tesla to maintain its competitive advantage in the US, the Supercharger network has to remain exclusive to them, no other carmaker/brand can use it. That simply doesn't work when the goal isn't to have every American drive a Tesla, but to wean America out of ICE, because Mother Nature certainly isn't waiting for them to start reducing emissions. The Sandys, Ivans and Ians are just for starters.
Theres some points that sam failed to mention :(
- In the Europe Market, second hand teslas are just super competitive. Right now i can get a 2017 100D Model S for 55k€, cheaper than a base Ionic 6
- Software experience. The integrated infotainment system is still currently the best.
- Supercharger network and integration
- Looks? As much as the ionic 6 stunning is, a model S still is more beautiful
- The model 3 still has no real competitor in Europe , for there are EV compact sedans but no midsize one
- Before the introduction of the Ionic 6 i keep referring as, there are no other full size sedans "affordable" (BMW, AUDI and Mercredes all really way more expensive), not everyone wants a super big and heavy SUV !
also if you belive in the full self driving part, just that it is not proper full self driving yet doesn't mean it is bad, i don't know any car that has better "auto pilot" yet
Even then, Tesla announced plans to open the network to other cars, and there are reports of superchargers with universal CSS chargers in the US right now. The supercharger draw is beginning to diminish.
Absolutely. I would love to trade my model 3 for an ioniq 5 but traveling any distance without access to supercharger scares me.
Let's not forget that Tesla has been heavily subsidized both directly and indirectly through EV Tax Breaks that came out in conjunction with the Model 3. That is the massive advantage that made them a BIG company.
Like every ICE company ever? If the fuel ppl use was not super super super heavy subsidized, how many car would they even sell?
If Ford owners realy payd what the Fuel was worth, they wouldt sell that many cars, would they?
@@peternystrom921 There's still a massive difference. Everything Tesla sells is DIRECTLY subsidized. I'm very much against fuel subsidy as well, but Tesla is completely overvalued and overhyped regardless.
@@DracogameNo.
@@peternystrom921 The sheer level of delusion into this pathetic, juvenile child's companies is astounding if you look at the numbers that he claims his companies are worth and think, "Yeah, sounds legit."
@@peternystrom921 Fuel isn't subsidized. In fact the opposite. EV's are subsidized by not having to pay for the roads and bridges they use whereas gasoline has way higher taxes than anything but cigarettes and alcohol.
I got my Tesla Model 3 online, for me, I don’t have any issues except battery degradation, otherwise the build quality is very good and close to my Porsche and Mercedes.
Fortunately battery degradation are minimal for Tesla cars. Older EVs had poor battery management. My Toyota PHEV has lost 50% of it's range.
How or when do you feel the battery degradation,? sounds total made up. its nothing that you realy experience.
just keep
it between 20 to 80. mine lost less than 1% in 2 years
BS Tesla interiors are not even close to a Mercedes quality.
I'm sorry but don't compare tesla build quality to porsche or Mercedes. That's a joke.
I’ll prep my popcorn for the Tesla comments
No need, nobody will be defending them
@@bababababababa6124Respect Elon Musk.
@@randomshiba779 no
@@tombo416 Yeah fuck elon lmao
@@randomshiba779 nope
I'm surprised the video didn't touch on the fact Tesla hasn't refreshed/redesigned any cars, which is what legacy car companies do every 3-5 years. This means Tesla cars haven't changed much in years and the aesthetic is getting long in the tooth.
because tesla can't afford to do so. their QC is already seeing a steep decline and that's after a decade of producing the same cars. if they have to up and redesign they'll have a lot of issues. Add on that tesla has a huge amount of brain drain and has really started to slow down in terms of innovation because of it.
They have indeed refreshed them. They take out features every month! You never know what features your car will get until after delivery...
They look completely outdated next to their current competition. They all look like they where designed in the mid 2000s. Which they basicly where.
The model s was a sleek sexy car when it came out. Now it just looks like a 15 year old car.
@@CRneutesla needs to merge with a legacy car maker. They don't have the scale to be competitive.
They need to be able to share platforms and thus cost between multiple brands and models like every other car maker that still exists today. Independend car makers habe no place in the current market.
They had a 15 hear monopoly in which all governments around the world where throwing thousands at every tesla that was sold while recieving billions upon billions of free publicity globally.
That all ends now as the market matures. Tesla will just be another small niche automaker in a very competitive busy market that requires new model cycles every 5 to 8 years..
Love the misaligned door in the thumbnail 😂
NEXT, do an episode on how CZcams "fumbled" the 1st AMENDMANT! An in-depth investigation on why POSTING INTERVIEWS with folks using their OWN WORDS is considered "hate speech"... or am I the ONLY one who thinks that MATTERS???
You Tube has nothing to do with the 1st amendment.
I feel like one thing you didn't mention is that they have developed a reliable charging network that makes the charging experience for their customer way way better than the competition. When it opens up the equation changes, but their chargers are far more reliable than the providers of charging of the legacy automakers.
As Someone Who Prefers Rivian I Was Waiting For Him To Mention That In My Head & Was Surprised When He Didn't Honestly Because That's The Only Significant Advantage Tesla Has Over Everyone Else Currently.
While they may have been the first to get that going, their insistence on not switching their charging cable to the current standard is going result in their network falling behind the combined efforts of every other car company.
Tesla leads in the charging network space. It's not even close. Tesla is poised to scoop up infrastructure dollars like no one else.
are they actually more reliable though? do you have statistics to back this up?
at any rate, the total number of superchargers is gonna be dwarfed by the competition over the coming years. and tesla doesn't even provide adapters for its cars - my brother has a model 3 and can't use any of the fast chargers anywhere near here because there are no superchargers and he has no adapter..
It's a hit piece. Not worth taking seriously. Tesla is doing fine.... better than any other automaker in fact (maybe except Porsche?).
I took delivery of a 2023 Model Y two weeks ago. As others in the automotive space have pointed out, I would say the build quality is greatly improved. In fact, I traded in a 2021 BMW for it. I wouldn’t go so far as to say it is BMW build quality, but one of our other vehicles is an Acura RDX, which has a noticeable rear driver’s door alignment issue and I would rate it on par with Honda / Acura, who IMO, has declined over the years. Yes, as I’ve studied this vehicle 10x more than any other car, I would say I’ve found small things. But there are no issues, no squeaks, no rattles, virtually no body flex/creaks over driveway aprons (which tends to be an issue for European cars like my old BMW that seem to get creaky door seals), etc.
All have declined, or Tesla has just made them look so.
It'll be interesting to see how the newer ones hold up. Body creaks, rattles, etc are the biggest complaints for Teslas that have been driven for a few years.
Is there an aftermarket niche that specializes in the proper reassembly of Teslas?
Someone clearly shorted Tesla stock.
As a Bolt owner, I agree with others that Tesla's competitive edge is its charging network. I can't help but think that Tesla is the Blackberry of EVs - it has really led the pack, but if the kinks continue, it will be left behind. I do give it huge credit for getting the EV market going and exciting people to try EVs at all.
Tesla is like Apple. Legacy auto (GM, Ford) is like Blackberry. Production is hard.
good analogy
@Scenario 7 Gaming that makes 0 sense
now that tesla will be opening their chargers to all you should be ok!
I’m a Bolt owner too. Yes, Teslas have a huge advantage on charging networks. Whenever I plan a road trip I’m made painfully aware a Tesla could have done the trip with ease. It’s getting better for non-Teslas but it’s a long way to catch up with Tesla.
Part of the issue is you can't buy from the lot. You're ordering a $50k vehicle online and when it finally shows up a year later, you're so happy to finally get it, you over look any minor cosmetic slips...
If they were sold on lots, people would notice the mistakes before purchasing, and Tesla would be forced to address the manufacturing problems or have any janky cars sit unsold.
That’s a fair point but if they had higher build quality it wouldn’t be an issue, I bought by Chevy volt online and I knew to expect Chevy build quality
Why would you overlook cosmetic flaws. When I got my Model X I went through everything before I signed.. the ordering online process is just to cut out negotation. Vehicle delivery process is still the same.. atleast where I am (Ontario, Canada)
@@calebweldon8102 when Chevy build quality is being praised you know Tesla fucked up
50? More like 70K+. I was convinced the Y was right for me, until i test drived it in germany. 72k€, and the quality, even of the test drive vehicle, was atrocious :-O i can get a really nice mercedes for that price, arguably without self-driving, but that will last through winter at least.
I would argue not being forced to buy from a third-party like a car dealership is a big advantage. At a car dealership you never pay the sticker price you always get ripped off buy salesman whose just out to get his commission. With Tesla you pay the price you see online.
Might want to start looking at Rivians getting bricked, too. People are reporting not even being able to unlock and open the doors in cold weather and the support is atrocious.
That's what happens when you have silicon valley morons who've never seen snow before building cars.
No, it's only a news story if it happens to Tesla.... When my Mercedes had idiotic problems, it was never national headlines. But Tesla.... They change a price, national headline. Your local dealer gives you a different price every day? Normal...
@@Tential1 that's not much of a point. If company's are accepting money, they need to deliver. And we need to call them out when they don't.
@@AvgJane19 Has there ever been any company in the history of mankind that ramped production without issues? Genuine question.
Honestly, looking at the history of 'trend setting' or 'innovative' companies. It's very rarely the first guy to market who actually ends up coming out top of the heap.
I think Tesla may yet prove to be 'one of those' sorts of companies. Where the market conditions of their early growth change out from underneath them.
Tesla is by far not the first company to attempt EVs.
@@ggApolloIt’s the first company to make them mainstream though, before Tesla you never heard people talk about electric cars. These days when I ask people what their dream car is, Tesla is one of the most common answers
They definitely kickstarted the EV revolution, but I don’t think long term they’ll be the company to take advantage of it the most. We’re still in the growth phase with relatively little serious competition, that’s already changing and as time goes on we’ll move from growth to market consolidation by the biggest players
I just want to ride a train instead of sitting in EV traffic
... then go ride the train lol. Nobody is stopping you.
1000x this
@@jeffmorris5802 "the train" doesn't exist in most of North America because of car-dependent city design. That's the complaint being made here.
I'm pretty hopeful for self-driving public busses in the short to medium term for the US. It's an easier problem than full self driving since the routes can be planned and trained for accordingly. And you could have more, smaller busses to get lower headways, so it might be more economical for lower density areas that's already exist now.
@@cadekachelmeier7251 While that's good in many ways and would definitely be an improvement over a lot of issues right now with basically everyone needing their own individual car in most cities, it's hard not to point out that, at the end of the day, AI technology isn't there yet and it would be far simpler for the re-institution of inter-urban rail lines (HSR would be great, but isn't fully necessary as long as it can match the highway at 60-70 mph consistently) and local street cars/rail lines. These are predictable, reliable, and well-understood rather than waiting on some technology that may not be as quickly developed as people think.
The problem is that the US in particular would need to invest in more publicly owned lines, whether building them or buying/seizing them from private companies. Law in the US already specifies that passenger rail has priority over freight, but because the private companies own the rails, they just ignore it and the US government has rarely challenged them on their practices that by definition end up ignoring that requirement. There's a reason Amtrak is only good and reliable in the portions of the country where it owns the rail lines.
A self-driving bus would be great and more flexible, but what you're hoping for is still less reliable than a train or tram and more prone to error than a standard bus driven by a human, at least for right now.
Rivian isn't a good example for "better quality". They have a lot of fit&finish problems, and even more unjustifiable for the price point
10000%
Chevy stopping orders for the Bolt for a bit and asking customers to park outside away from other vehicles because of battery fires.
The Ioniq5 with a fairly common 12v battery drain issue.
The legacy car brands aren't doing any better for build quality for their EVs or even ICE vehicles historically.
Correct
There are way more serious issues than just fit & finish though. Just off the top of my head I can think of tonneau cover breaking with just regular usage and the trucks just refusing to even unlock in cold weather (no extremes, just freezing temperatures & parked outside) and these are not rare cases...
The 12 Volt battery might be problematic atm.
After looking at some funding site scams, there clearly is an audience that will buy into a dream, even as it becomes a nightmare or such, funding the hubris of the creators/owners (some with good some with grifting intents). So Tesla has a real product, just problems with making/delivering on but it's also the crowd that funds it to see the flaws and truly evaluate where they put their money.
I find it quite fitting that I got a Fisker ad on this video. 😂
As often as logistics is discussed by this channel im shocked the charging infrastructure is not mentioned in this video. Charging issues is quite possibly the biggest tesla advantage and biggest challenge for companies that are new to EV and havnt had a decade in charging infrastructure headstart.
That would make tesla look good! He wouldn’t dare want to do that.
Odd he also didn’t mention the top safety ratings. Hmmm
Exactly
wait did he ever mention FSD? didn't finish the video
And yet, Tesla is the only major EV producer that does not use the world standard CCS charge port. Wouldn't be difficult, or expensive, for all those Tesla charging stations to offer a CCS as well as their own proprietary plug.
The other companies don't need a decade of experience because they use the same chargers as each other and as the rest of the world.
Currently watching this while working at the Tesla Fremont Factory
Haha don’t show this to your boss!
Huge respect to the work you and other employees are doing. Keep in mind Wendover said this video intentionally ignores the positives, and only highlights the negatives. See his pinned comment.
Make sure you align those panels homeboy!!
@@willitbreak5825 I can barely hear you over Elon’s boot in your mouth
@@Powaup lol I’m 99% sure he is subscribed.
Yeah have wondered for a few years what Tesla was going to do when BMW, Mercedes, Ford and GM started making electric vehicles, Tesla could make electric vehicles they had about a decade to learn how to make good cars. Elon taking over Twitter was probably the worst thing that could have happened to Tesla.
I'm always baffled at the life cycle of these models, every single one of them looks outdated at this point. They need a serious facelift on every single model to keep them competitive. We call them California Camrys. There is just too much competition now to simply pass as the "coolest" option.
there is no competition, legacy auto will either partner with tesla or go bankrupt.
@@pt9845 mmmm idk about that? They seem to be doing just fine with their own electric models, they can't keep any in stock! I agree on the "no competition" when it comes to Tesla's interior technology, its truly industry leading. But the exterior styling desperately needs a facelift, especially in today's aggressively short life cycle of cars.
@@caddymac1207 I own a Model 3 and I agree. I’ve heard they’re redoing the Model 3 next year. They just redid the Model S and nothing substantial changed on the exterior, so I’m not very hopeful.
@@pt9845 That's ridicules, the legacy manufacturers are not going bankrupt. Stop repeating this dumb fanboy talking point.
I was was in a Telsa Taxi in Amsterdam three years ago. When I closed the door a big piece of plastic panel fell off. The driver explained that that panel was always falling off.
Hahaha
Is it just me, or does anyone else want a more efficient station wagon? 😅 Electric or hybrid, I’m down for it!
I love station wagons. The only electric ones I’ve seen are the Porsche Taycan Cross turismo which I think looks amazing, and the Alpha Saga Estate, which doesn’t actually exist yet lol
@@Viperin98 the skoda Enyaq is a good one
If buying a Chinese car is acceptable for you, MG has a fully electric one. Model is MG5.
Personally I'm reluctant to buy it due to big Chinese companies being effectively part of CCP so I'm holding out for one from other companies, but that car is highly rated and well priced too.
@@Barbarossa06 while I do agree the Škoda Enyaq looks really cool, it’s more of an SUV than a station wagon
uM. Aren't SUV's just station wagon's with better PR?
Wow! This video DID age well. It's even more right than it was a year ago.
Twitter acquisition was our (shareholders) downfall. I know many have been saying this since square one, but now I must admit to this as well.
Counterpoint on Solving the Money Problem channel.
I'm not sure how they fumbled. They went from nothing to the world's biggest EV auto maker. You can only make as many cars as you have batteries for. If it were that easy to make EV cars, surely the legacy auto producers wouldn't have let Tesla even enter the auto market, never mind dominate it.
What matters a lot is not the product, but the timing. You don't want to enter the market with a technology too early where it is very expensive to iron out the problems and the product itself is too expensive for the consumer considering its actual specs. But you don't want to enter too late or a competitor will have gotten an advantage. LTT just did a video on how tiny hard drive had a few years of making sense when flash memory was too immature a technology.. It is the reason there was a lot of hype around self driving tech but then many closed those divisions or spun them off, obviously it will happen one day, but it just became clear to most that actively funding in-house R&D into it now just didn't make financial sense.
They fumbled according to this nobody's idea of what they should have done. By such is life CZcams is full of nobodys that try to capitalize on others success.
I think you were paid by legacy automakers. And you didn’t mention the huge differences in sales between Tesla and other automakers
@@annika1565 I honestly believe you are right. Wendover has other videos that... seem... well researched, so it seems very unlikely that they would produce something so erroneous without a financial incentive. I hope the paycheck was worth it, because they have significantly damaged their good name. Nebula should drop them until they publish a correction video imo.
Wendover has obviously done a paid for hit job. Also watch Tom's rebuttal on the "Tom Nash" channel.
As a two time Model S owner, I can attest to all being said. My first 2018 model had loads of issues, mainly with MCU not working properly and braking doorhandles. I now drive a 2020 Model S, which solved the MCU problems. However, braking doorhandles are still a thing (I'm on my 12th repair) and rattles are everywhere. I stopped using Tesla service, it's of no use. My contract stops in December, after that, I will go to a different brand.
Third times the charm 😅
This is perhaps where your car is made. Im not in the USA, and my Tesla is perfect. Made in China ... 's factory btw....haha
If u stop using Tesla repairs where do u go to fix?
Same. 2014 Model S. Currently for sale as I replaced it with a Rivian. When I got the Rivian last August, the market looked like I could get $40,000 for my Model S. I held on to it for a couple months because, hey, free Supercharging meant it was still great for road trips. Finally listed it for sale in early October.
Last week I lowered the asking price to $25,000. I have gotten two inquiries - one asking if it has Autopilot, the other asking if I want to trade for a 2008 Mitsubishi Evo.
@@VOLUMEnightclub i think he means he'll ditch his Tesla and get an EV from a different manufacturer.
I've been suprised many times by the ability of other companies to fumble when they seemed poised to rise to challenge Tesla in EVs. Nissan used to be the global leader, and they just dropped it. GM with their Volt and Bolt looked very promising, but then they dropped the ball too.
I think Ford is playing for keeps, and looks very promising, but there's a very good chance that all the biggest automakers will keep fiddling the time away until Tesla releases their Model 2, and continues their dominance.
I completely agree, I'm 100% not at all a truck guy at all (blech, too big), but even if you don't need a truck, the range, battery size to power a house, huge interior, massive front trunk, bed capability, and genuinely shockingly good price kind of makes the Lightning one of the best electric vehicles out there right now.
Building a new car, especially with a completely different powertrain is extremely expensive. You have to spend a lot on research and development of many components. You also lose a lot of the synergies that keep production cost for your line of products down because this is an entirely different product. Ford CEO came out recently and spoke about those challenges in Ford's EV journey. Then you end up having to pass that cost to customers, which make demand lower, thus aggravating the problem since you don't have the economy of scale. Most Auto majors are losing money on their EVs for those reasons. Tesla, with all the issues mentioned, which in my opinion are teething issues for an auto company that's an infant compared to other auto companies, has actually done a good job optimizing cost, lining up supply chain, and creating a viable market where there wasn't.
It’s a bit concerning that GM and the Chevy Bolt are mentioned unironically in this video. From my understanding they are a bit of a running joke in the EV space.
Tesla keeps up the appearance of a startup because if the public and investors shifted their view of Tesla as a traditional automaker, people would instantly see that the company is extremely overvalued in marketcap and the stock price would tank overnight. And then we'd probably see Musk drive one of his cars off a cliff.
This! You hit the nail on the head on this one.
But he would live still hahaha. You see that article about this Indian man who tried to drive his model y off a cliff with his family in order to try and kill them all? but because the battery is on the bottom of the car, the way it fell and crashed kept them all safe 😂
One could only hope. But its unlikely as someone like that never sees anything as their fault no matter how much they lose.
It's not traditional though. You can't be paying attention if you believe that
Fantastic arguments and discussion on CZcams as always
Just to be fair, if someone knows where and how they can go to a dealership today and buy an non-tesla EV without any markups, or even just test drive one , any EV, let everyone know.
Renault Volkswagen Hyundai all have great evs without markups here in europa!
My (European) local bmw dealers has one that you could buy for list price rn.
@@brunoheggli2888
Sorry I don't want to pay the Spacex delivery fees from Europa.
@@ogzombieblunt4626 Ok!Just leave the US and go to Norway Danemark Finnland or the Netherlands!
@@brunoheggli2888 I think he was making a joke because Europa is a moon of Jupiter
You did a great job on this video, I think the biggest gap is talking about charging. While I drive a Chevy Bolt I knew I was missing out on the Tesla charging network, couple that with the bolts slower charging times, the Tesla does provide a great deal a value to justify its price. I still bought my bolt knowing these weaknesses and I’m very happy with it, but these factors are an additional consideration
Ages so well,spot on!
I like how you included a scene of people NOT charging their cars with Electrify America, heh
Electrify America is dysfunctioinal.
150 kWh chargers w/ cables that can only handle 70 kWh. Straight up false advertising. But that’s assuming their app works and/or the charger completes the handshake w/ your car.
@@Bob_Smith19 dont they Split when 2 Cars Charge at one stall?
Wendover: How Electrify America Fumbled
@@Knnnkncht only one car can charge per stall unfortunately
Personally I purchased my model 3 because it was objectively the best deal. Best efficiency, best price/features, best performance and best range.
The only alternative that has significantly less range is the original hyundai Ionic.
Keep in mind all the other brands have significantly smaller volume.
Please tell me if i am wrong on one of these points. I would be happy to know if my opinion is shared.
I had a 2019 Hyundai ioniq before I got a model 3 and I loved the way the ioniq drove but the range has always been a problem. The biggest advantage to getting a tesla is the unparalleled reliability and ease of using the supercharger network. There would have to be something comparable for me to consider using a non tesla at this point even with all of its problems.
I purchased my Model 3 in 2019 because it was easily the best EV available at that time. If I had to buy now I probably would opt for a Model Y. I wish there were more compelling options than Tesla but as at February 2023 there are not…..which is why here in Australia more than 9 out of 10 EVs bought are still Teslas.
@@robsengahay5614 like what would to buy?
bot thread
I’m a car enthusiast who has bought only new BMW and Audi cars since 1999. My model 3 is more solid, more quiet, more fun, and far more responsive than any other car I’ve ever owned out of 20 cars. Whenever I meet other car enthusiasts with negative opinions about Tesla, I point out my car to them and challenge them to find a single flaw in panel gaps, paint, interior quality, anything. They are always impressed. Then I take them for a drive, and they either laugh or scream out, wide-eyed, in surprise when I launch up my curved uphill road in front of my home. Most say afterwards that they intend Ronnie buy a Tesla as their next car.
I think you forgot to talk about their supercharger network
That is mostly just an usa thing. Anyone can charge any ev on any network in the rest of the world.
I usually love this channel but this video felt like it had a few misconceptions like not at a single point during the video that Teslas biggest and arguable best advantage was mentioned, which is their charging network and its not even close. Range anxiety is still a major hindrance towards EV adoption amd Tesla is the only manufacturer currently that addresses this in a reliable manner hence why they are most popular and I also believe the loass in market share is overloaded because your comparing no competitors to having multiple which with any product like in existence will create a split in market share so Tesla is still by far way ahead of the other manufacturer ters despite its very real issues mentioned in this video.
Tesla fought tooth and nail to prevent the standardization of charging plugs while the legacy manufacturers got aboard quickly so for years their charging stations were still tied to how many cars they sold because only they could charge them and others couldn't charge at their stations
It is only an advatage in the usa though. In the rest of the world the supercharging network is available to anyone with any EV.
Any ev can charge at any network anywhere.
TOP 3 electric cars by market share in the US:
1. Tesla Model Y: 29%
2. Tesla Model 3: 23%
3. Ford Mustang Mach-E: 4%
Yea obviously a big Fumble. Man, that video was such a joke
Let's not forget that Ford literally had to use their most "cherished" model name to elevate interests in the Mach-E... ☕🗿
I think Tesla is doing perfectly fine. Not sure what led Wendover to this video
@@cthrivevideo you ALWAYS have to watch the trend... not just the present.
2020 Tesla sold 4x the rest of EV's in US
2021 Tesla sold 3x the rest of EV's in US
2022 Tesla sold 2x the rest of EV's in US
noticed something ?
@@johnsmith-cw3wo Yea I notice that Tesla is just really early to the game. If you are the first who produces a thing, you have 100% market share. And it is obvious that you cannot hold this level. With 66% share in 2022 that is still ridicolous high and of course can never be held. And no sane person would expect such a share to be held by a single company for years. So telling me that from 2020 to 2022 the share of Tesla declined from 80 to 66% is just telling me that they are far ahead of anyone else.
@@cthrivevideo no, I'm telling you they are dropping fast.
"audacious" is certainly one way to describe the cybertruck's appearance.
and it doesnt even have an open bed or boxy cover u could fit things into what where they thinking
I think it looked RAD when it was unveiled but it was soooo long ago that it looks like one of those old forgotten concepts by now. The Rivian truck did a much better job in it's design
@@scarlettwilliamson5370 It has a vault that you can drive with it open or closed.
Lack of innovation
A public service announcement: There is no cybertruck, it's not real
Gonna be fun to see how this video ages. I'll check in, in 10 years
Why wait? Model Y now bestselling car model in the world, gas or electric.
@Dan Sands Because to see how a video ages you have to wait? That's just how time works, you know
There are MILLIONS of videos that have aged like milk on youtube. No one knows what the future holds, especially for EVs. Given how Elon is on his high horse, we will see.
@@IMAPOTATOZ Even if Tesla magically goes down in flames tomorrow, he still owns fully the company that will control all transport in the entire solar system for the next 30 years at least.
@@dansands8140 Elon "owning space travel" is meaningless when it's just a money sink lmao. There's a reason it's only government projects that visit other planets and that's because it's not something that can be commercialised at this point.
i've bougth my 3rd model 3 in germay. Because of the benefits it was financial interesting
Once i had a loos tire (from bad factory tighting). I had to drive by myself to the service center (1 hour drive). Tesla wanted me to pay full for the repairs becuse i could have changed the tires - noted, i only had a summer season with the car
An aerodynamc sedan and good motorized for an acceptable price is the Model 3 alone on the market. A BMW i4 costs way more
THe software makes sometimes concerning errors. I Work in Software testing for the 4 rings and thsi wouldnt be possible on these cars.
I agree that other EV's can offer better value for the car itself, but I really struggle to consider any other EV purely due to the charging network. As a current EV driver of a not-Tesla but renter of many, my experience with public chargers that are not Superchargers has been very poor. Beyond that, competition is great, and hopefully other manufacturers can work together to improve public chargers so that alternative EV's become realistic options for single car households, driving Tesla towards improving the quality of their own cars.
Thankfully, the Biden administration just got Tesla to open their Supercharger network up to other cars by EOY 2024. And they've established a standard for charging if electric vehicle charging companies want federal funds. So this shouldn't be a big problem for much longer.
Yup. I wouldn’t recommend any EV other than a Tesla in America
Biden admin working on regulation to standardize charging specs which will greatly help the network problem.
@@chrisness Not like Teslas are good value, anyway. I wouldn't recommend an EV in the current state of things, period. People who buy EVs today are still considered early adopters and the price you pay and the lack of charging infrastructure you have to deal with is proof of that.
@@addanametocontinue A $36,000 Tesla Model 3 is a great value
I will never forget when that CZcamsr lady made a pickup version of a tesla model 3. If she could do it, so could Tesla
That youtouber lady is Simone Giertz
she's great has a lot of hilarious tech build.
I highly recommend her channel
I also highly recommend Simon Giertz! Such an amazing person who makes equally amazing content
Truckla!
obviously tesla can do it
No, the doge lord who tweets 24/7/365 says they must make an origami stainless casket!!!
Not price not differentiation not innovation BUT it is the charging network. Tell me which one these legacy manufacturers has a network like Tesla superchargers. And remember the most important factor for ev buyers is range anxiety
This is only an USA issue though.
Ive been a wendover fan for years and I’ve been waiting for them to say anything about my home town only to find out that it was in the one video I’d missed for a year
Currently watching this in my Model 3. Yes- the quality of the car could be better but Love this cars tech and performance. Recently did a road trip 1.6k miles while the car drove 95% of the time. Plus I spent around $600 on electricity with 26,000+ miles total on the car. (Charge for free at work most of the time) I’ve only had my front driver light fog up which Tesla’s service team came to my work and fixed it. The customer service was amazing and fast. Total amount for maintenance I’ve spent so far has been $38 to refill the washer fluid 6 times.
@@MakeMoneyOnlineWithEmma Not everyone will have the same charging experience. My experience is- I get to work at 9am and plug it in until 5pm. Practically every night it’s at 80% charge. The only minor inconvenience is when I travel and every 2 hours I have to charge up for 25-30mins which I use the bathroom/eat/stretch out/walk the dog/watch Netflix.
$600 for a 1600 mile road trip is awful! Is that how much supercharging costs?
@@themonkeyman2547 That’s $600 for 26,000 miles. Like I said I charge free at work. Most of that is from charging while traveling which I do almost 2k miles per year.
@@MakeMoneyOnlineWithEmma Over an hour is unacceptable. Which is exactly why Tesla still has the edge - a Supercharger will reliably recharge a Tesla in ~25 minutes. It is a bit more than what you'd spend at a gas station, but then again - 90% of charging will be done at home, where you don't care about the charging time at all.
@@wojciechmuras553 Plus so many retail places have free chargers. I get to the gym/Trader Joe’s and charge while working out/ shopping. For traveling the future is swappable batteries which car company’s like NIO are doing. Hopefully Tesla will implement that.