Tesla Existential Threat?

Tesla Existential Threat?

7,500 federal EV tax credit. The Mach-E comes in rear- or all-wheel drive. Ford says the extended range RWD version of the Mach-E will be capable of 300 miles of range, while the GT model with select options will be able to hit a mid-three-second 0-60 mph sprint. Not bad at all. Range is estimated at 270 miles for the First Edition, about 230 for the GT and Select, and then 300 for the others. Also not bad. The upper-trim cars seem to be AWD only. Interestingly, the site says that the car will be able to gain 47 miles of range in just 10 minutes of charge. That鈥檚 still not quite as convenient as a gasoline fill up, but considering most EV charging is done at home overnight, it鈥檚 a nice time for a top-up to get you the final few miles home if you need it. So Ford ran out of names and had to use Mustang for not just an SUV but an EV SUV?

Another interesting article on the topic of this thread's title -- is Tesla an existential threat to German auto companies? The German automakers appear to be putting all in for electrification, and they'll succeed or fail as businesses through this decision; my best is that they will succeed, and the two biggest reasons will be VW and Toyota. Toyota because they are now developing an EV platform with Subaru, and once Toyota comes out with EVs that are both reliable and cheap, they will be huge in changing the world market. Another interesting article on the topic of this thread's title -- is Tesla an existential threat to German auto companies? The German automakers appear to be putting all in for electrification, and they'll succeed or fail as businesses through this decision; my best is that they will succeed, and the two biggest reasons will be VW and Toyota. Toyota because they are now developing an EV platform with Subaru, and once Toyota comes out with EVs that are both reliable and cheap, they will be huge in changing the world market.

Im not sure Toyota is as committed to making good BEVs. They seem very confused about the viability of hydrogen. PHEV for mass cheap vehicles for a long time. I鈥檓 not sure Toyota is as committed to making good BEVs. They seem very confused about the viability of hydrogen. 鈥檒l stick with PHEV for mass cheap vehicles for a long time. I'm glad Porsche has thrown its hat into the pool. It wasn't that long ago, a lot of nay-sayers coming out of ICE vehicle manufacturers claimed that EVs are a long stretch in becoming mainstay. The reality is sinking in. Not only are ICE vehicle under threat, but a lot of shops and garages are holding off any business expansions wth a wait and see altitude.. A lot of comments here are evaluating Tesla's business performance in terms of analyizing its balance sheet and claiming it cannot possibly sustain as a company going forward.

I'm not too sure that we can categorize Telsa's business model by wall street's standard. It s a growing business and to stay in a leadership position, inevitably it needs cash. Seems to me investors are more than happy to give Tesla that life-support line and in return Tesla is so far getting the job done. The way I look at it, burning cash is not a problem as long as investors are supporting it. The key to Tesla's success is to stay one step ahead of the competition and using money for expansion and stay on top of its game. BEV are still considerably more expensive. Tesla has pushed hard but struggled to hit 35K. The new e-mustang is worse than the model 3 in all aspects for the same price. Even the ID.3 wont be particularly cheap. This isnt a knock on the companies, just noting that the fundamental pricing of these components is still pretty high and coming down slowly. At least relative to the Toyota customer demographic.