Tesla is Destroying the Competition | It’s Not Even Close
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- เผยแพร่เมื่อ 11 ก.ค. 2022
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Breaking down everything that Tesla is setup for in the future from battery supply, to raw materials, to FSD, and much more.
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Topics Covered:
Tesla
Tesla News
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Tesla Rumors
Tesla Leaks
New Tesla
Tesla Model Y
Model Y Tesla
Tesla Model 3
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Model 3
Model Y
Model S
Model X
Tesla Details
Tesla Future
Tesla Battery Supply
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Tesla 2023
Tesla 2024
4680 Cells
Tesla Dominating
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EV Competition - ยานยนต์และพาหนะ
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Many EV companies seem to be “kicking the can down the street”, hoping that they can solve some of these issues later. Tesla is solving them now and will be even more ahead of the competition in the future, by making many of their own batteries, parts, building factories, mining, developing future tech, etc.
@@nelauren I think Elon said that they know of the quality issues and they'll be addressing them.
@@nelauren I agree 100%
@@nelauren Shanghai, Berlin, and Texas Gigafactories are putting out high quality vehicles. I think the quality issue IS the Fremont factory that’s still not optimized due to its cobbled together nature and the fact that California requires them to use “eco-friendly” paint that’s easily scratched and chipped, difficult to apply evenly, and difficult to repair.
Additionally, it seems the quality control mentality there is still “Good enough to ship; let Tesla Service fix it.” (Panel gaps, carpet issues, seat leather wrinkles, trim fitment problems, minor dings and scratches, etc.) It’s hard to change a work culture once engrained.
Yup. I think VW will be one of the only legacy manufacturers to get it right. They seem to be watching Tesla and taking notes, which is a good thing. They had just recently announced they're gonna spend billions on their own battery manufacturing facility. Which will really pay off for them long term like it has/is for Tesla. A lot of the other, especially legacy, manufacturers seem to just be making announcements with no actionable plan for execution. VW is also delaying some of their EVs under some of their sub-brands like Porsche to work more on software (taking another page out of Tesla's playbook, rightfully so). So i think VW has a lot of future potential.
@@VMYeahVN you are spot on. I can’t fathom why it’s so hard for the other companies to simply copy teslas business model. VW studies Tesla closely.
Tesla is turning the legacy autos into startups, while Tesla has become the true Legacy.
Sounds good - totally false. Porsche, Mercedes, on the high end have insanely higher levels of refinement and Toyota on the lower end will be competitive af
I love your research. 🔥
Facts 💯❤️❤️
GM have 30 EVs coming - in total lol 😂
They are in full on delusion mode. You dont even need 30 types of vehicles.
GM is actually going to die/bankrupt in 2025
My first time watching you're content I enjoyed the updates and information on Tesla because of my anticipation of the cyber truck but I had no intention of subscribing. here I am a week later having came across multiple of your videos. *subscribed*
I respect and appreciate your consistency. keep it up.
Great summary of the "state of the EV industry"! We really as a community are going to have to help with all the fud out there, and this goes a long way!
What’s “fud?”
@@seenso it's just an acronym for "fear, uncertainty, doubt"
Awesome video Ryan. Great quality
i got my model 3 long range in 4 month. its been one weak since i owned the car. i love it.
Thanks you Ryan, this was great. Just got my model X after a long wait. How likely are the prices to go up again? And what's the realistic timeline for the price going up? Is there a pattern?
Inflation is the key factor and its not going away anytime soon. FSD will definitely continue to go up as well. I got an allocation through tesla but my 22 model 3 is 10k more at a dealership with 500 miles on it.
I always come away from your videos learning (Great job Ryan). I watched the battery day in 2018 and even as a mechanical engineer I thought some of the things they showed were probably 10 years away. Was I ever wrong, looking at the casting and 4680 technology that Tesla has already used I had one question for you. Have you thought about doing a video sort of full circle on how Tesla has in an incredibly short period of time been able to use paradigm shifting technologies. If I were a young engineer this is the first, second and third choice as an innovative manufacturer (they rock making cars too). Thanks for all you do Ryan.
Great video! Tesla is definitely top tier this decade for sure 🤩
We ordered our Y in November 2021 and our date for getting our Y keeps getting pushed out. From June 2022 to most recently October 1-November 12, 2022 😢.
We ordered a LR, 19" Gemini wheels, Midnight Silver Metallic paint. We keep waiting 😁.
Hi Ryan, do you have advise on best practices for charging a Tesla battery when only driving a couple times a week?
V3 Electric has 10+ years of experience in the solar industry working in the PG&e region and has partnered with Tesla as a Powerwall distributor and certified installer since 2019. The Powerwall is the best solar storage product on the market and it does exactly what it’s advertised to do. Tons of homeowners I’ve worked with swear by having V3 Electric solar + Tesla Powerwall installed at their home. 👍
Can you add a link for the cybertruck order tracker
great work. not clickbait. backed with numbers. I love all evs too, but no one is really scaling otber then tesla. They dont understand or care to acknowledge the supply demand issue with batteries and raw materials like tesla does having 14 years of actually producing EVs and going thru process of developing better supply chains then even existed before tesla. they are going to prop up and grow every mining company who does it within reasonable level of internationally accepted labor/environmental conditions. its cool to witness the transition
Here's a snippet from Australia. Firstly I am a TSLA shareholder (just to get that out of the way)... Australia already supplies 54% of the world's demand of Lithium. Many of these miners are listed on the Aussie Stock Exchange. I don't know of a single listed AU miner that doesn't have either a contract, or is talking about one with Tesla. The latest one I read about was Core Lithium supplying 150,00 tons of Lithium per year, with an option up to 300,00 TPY. This is just ONE miner, and there are HEAPS of them here. Why you may ask? Firstly it's because the Aus Govt has geomapped virtually the whole country, meaning that miners have a good chance of finding what they are looking for. Then there is the mining industry. It is HUGE maybe the biggest in the world... Bla Bla Bla I could go on and on...
Tesla is saturating the market with its 2 prime vehicles. The $50k-70k non-pickup truck segment is relatively small, making Tesla a big fish in a small pond.
I ordered a model 3 red in May, supposed to get in August, now between November2 and December 28, No moblecharger and, something that was not disclosd, and are currently not available and now we have the issue of sharing their fast chargers with all EVs.
They are great cars and in spite of the delays and the crazy removal of the mobile charger, I'm hanging in there.
May
Ordered our Y Feb. 2022 and Tesla gave us 5 different delivery dates ( 2 of which were 2023) before we picked it up on May 2. My wife will not drive anything else. Wall charger works great. Keep hanging.
@@lawrenceroth9229 I ordered a Y in March with dates June- August. Then it went to March 2023 qnd I canceled, Nice job, obviously my timing sucks
We need a track mode for the Model Y Performance.
Also how does optiwatt make money when the app is free?? What data are they selling? I’ve looked on their website and it just says they essentially wanna help the planet which is a nice thought but that’s not gonna make them money.
I think you answered your own question
@@dclpgh I didn’t answer anything. Do you know for sure that optiwatt is not selling user data? They say they don’t, but they have to be selling something to make money.
I hope Tesla NEVER makes track mode available to owners because it will increase insurance premiums for us dumbos that are subsidising those owners for crashes that happen at track days (and I have seen plenty when I was in the BMW car club). If you want to play on a track, get a dedicated track car (like a Plaid for example)... Just my 2c worth.
@@greghudson9717 insurance already doesn’t cover loses incurred at a race track, pretty much every insurance agency has this policy, so I’m not sure what you mean.
One of the most best videos showing Tesla's unassailable lead.
What about kines cars regarding to numbers of sold csrs?
"Destroying the competition" is not a viable way into a future of sustainable mobility.
Rivian also found out the hard way what happens if you try to backdate price increases after a customer places an order.
What’s this I’m hearing that there is almost 0 deliveries of RWD model 3 cars ordered as far back as January when the website was showing June delivery dates. Only performance and kings ranges are being delivered. Rwd orders aren’t even getting VINs yet.
You make great points. Supply of Rare Earth metals will be key to electric cars. I do not think the big Three has thought about the supply chain as much as Tesla. Or the Time it takes to build an electric car assembly line including Engineering the cars themselves. Also Charging Stations . Unlike Tesla who was Brilliant building there own Charging stations I hope Telsa will ramp up charging stations as fast as it is building cars. There are already times when using Tesla chargers require you to wait in line .
Great show, presentation and content A1. Tesla is so far ahead it is embarrassing for automotive OEMs. Thanks
When are you doing more content on that 22 model s you got? Lol!
Lol holy Christ, that F150 Lightning dealer markup...
I saw two now they’re decent I prefer it and rivian over the cyber truck.
Excellent
I think you just made the perfect TH-cam video.
That will change in the next few years. GM is working on some interesting vehicles.
Tesla's cheapest car is essentially $50k with no cheaper models on the foreseeable horizon. The legacy manufacturers are still bringing in revenue from ICE vehicles but steadily releasing models that best Tesla in everything but 0-60 times. What's worse is the top selling vehicle segment is pickup trucks and Rivian, Ford, and GM will all beat Tesla to market. As long as ICE vehicles continue to sell, time is on the side of ICE manufacturers, not Tesla's. Now I haven't even started on speculating about a future ouster of Tesla from China.
People keep saying over and over that Tesla never raises prices on their pre-oeder holders. I placed an order for the Model X many months before we even knew for sure that there was an update coming. At the suggestion of the salesperson, I ordered anyway so the price would lock. Efore the final release, they called me to tell me the price for my Performance (now Plaid) model would be raised by $20,000. Needless to say I told them to go pound sand. Stop with the BS!
Poor you.
So it’s ok for the stealerships to charge a lot extra for your car?
15:09 Just because, someone did notice a problem ahead of each other companies, doesn´t lead to the solution to the main problem. Also keep in mind, some of the big companies, do NDA and such, hard to track down who does or does not anything.
Lots of other solar companies offer Tesla Power walls :)
they will make so much money for replacement parts on these in the future.
that is where they will bank.
Model S Plaid : in Europe , price is NOT locked in. "We will communicate price when delivery is near"
I really like your style of reporting. You don’t come across like a Tesla cult follower like some of the other vloggers on TH-cam.
great video
I have been wanting to get an electric vehicle ever since Tesla was a baby company. I see a few on the road, but something I am not seeing where I live is charging stations.
13:59 There more companies, at least here, around that provide similar service. Some of which, before Tesla did.
Tesla was at a time, ahead of it´s time, but that may soon be a thing of the past.
Even within EVs, there some features, that Tesla simple don´t want. Which on the other hand, gets other brands customers.
Tesla is still ahead. Besides Rivian, no one has the same efficiency as Tesla. Some are offering over the air updates but none can update almost every part of the car the way Tesla does. Their OTAs are pretty much just for the infotainment unit. Biggest advantage is their factories. None can produce as many EVs as Tesla and at a lower cost than an equivalent vehicle.
OTS updates are Tesla's compensation for not being able to manufacture new car models. Tesla can only sell so many $50k+ vehicles. Remove pickup trucks (Which Tesla doesn't sell) and the top 10 selling vehicles in the US have starting prices in the mid $20k. As Tesla models move farther away from that price point, ICE manufacturers are moving in that direction at a fast pace.
I think you have to look at BYD in China, they are competitive... Also Tesla's greatest breakthrough may not be a car, but a FSD robotaxi. If they could get the price point right a lot of people might choose to forgo owning a car which would be game changing.....
14:16 There plenty of other storage provider on the market, that can deliver and have a decent quality, plus a higher integration level to your home.
such as...?
Ryan- something seems to be holding Tesla back as well. They just pushed my estimated delivery date out yet another month. If production is so high, why is it taking 9 months to deliver a car?
Interesting you say that because I've just had my Australian order moved FORWARD to Oct 22 from Nov 22. (china built with CATL made LFP batteries)...
Probably because you ordered a non-top-of-the-line model and the parts from yours are going to someone else whose is.
The only thing stopping me from buying a Model Y is the acceptance that it will have defects (panel gaps, paints, ...) and the fact that It must have a rustproofing applied (and losing the perforation warranty) since I can be sure it will rust (based on comments from current Model 3 owners).
I live close to the “rust belt”, so salt and grimy roads are our life from early December to ned of March...
Not scared at all for the battery duration (as many others) since it’s perfectly possible out of warranty to replace only dead cells and keep on going.
We need more superchargers
I understand the markup of twice the MSRP for a Ford Lightning was an error on the part of the dealer. This is not to say that there isn’t way too much price gouging on the Lightning.
Yeah sure. The error probably happened when Ford told him they were going to cancel his dealership license. IMO.
The $10k price jump for the Model 3 over the past year also classifies as price gouging. Add in the preferential queue placement for FSD buyers and it proves that supply and demand rules all regardless if it's dealer or direct to consumer.
Yup, I want the cyber truck.
Predictions are hard, especially about the future
3:52 Looking for options of an Tesla, you might want to skip US for now. Because other countries does have some valid other cars, in terms of range at least and other stuff.
"Model 3 can be delivered in a few months"
Nope. Where did you get that idea? 3-6 months is the current PROMISED wait.
I ordered mine in Dec 2021. Still waiting. Delivery date changed twice. Now it's Aug to September.
ITS MADDENING i ordered a long range model y in November and just got another pushback on the delivery date it is now August 8th to September 5th :(
Think about this...They're asking people to cut back on AC use during the heat wave is straining the electric grid! but at the exact same time they want everybody to buy an electric car??
Simple. Think cleaner air, global warming etc etc. Get with the program (like me). I am a solar homeowner with a Tesla battery, a model Y coming soon, and already a member of the Tesla VPP (Virtual Power Plant). I'm doing my bit for the planet, and helping keep the lights on for people during our winter power spikes. (I'm in Australia).
Finally got my model y after 11 months of waiting. Just had the car for 2 weeks and have had 3 things wrong with it already .. from center console not being properly installed to back window making a rattling noise when rolling it up.. to now the steering wheel making a rattling noise when driving .. still a fun car to drive, but definitely expect better for a 65k car.
The thing is it's not really a 65,000 car. It's a 35 or 45,000 car with a 20 to $30,000 battery.
Yeah idk what to tell u bro, just not worth the money, just buy a kia ev6 or something
@@senoow4215 I wouldn't even say that. Even those guys are having issues. The kias are having issues. The Toyota's are having issues. The Fords are having issues, and even the Chevys and everybody else is having issues. Tesla is having issues with quality, but all the rest are having issues with the batteries and motors
Any word of advice for those who want a tesla but can't afford it as of yet? Should one just get another EV like the Bolt EUV because it's the most affordable option? Is that something you recommend?
I would wait for Tesla to make the SuperCharger network available to all EV's (including Bolts) so you won't be stuck at a broken public charger, which happens a lot. Just think about it...
Put some of your car money down on Tesla stock. It could go lower, but they will make it back to the highs or higher as production ramps up.
@@greghudson9717 ok sounds good. I was looking at the older model s because we a fam of four and the model 3 would be to tight
@@damanfromtn so you saying when I go in and confirm a order, tell them I wanna put some on stock too or just put it on cash app stocks for tesla?
@@andrecollinssweet7426 It was kind of a light-hearted way of suggesting that investing in Tesla stock at this moment may bring you enough stock gains from the price greatly moving up as they really start to ramp up. Certainly no guarantees of that as anything can happen from an Elon/Tesla mis-step or more general external economic delays....
I personally have been adding to my holdings down here to help pay for my cybertruck when that is finally available to fill my reservation. (which will be a while...😞)
11:18 nitrogen in tires 🤦♂️
Read it as "Tesla is not Destroying the competition | It's Not Even Close", and thought wtf. Then clicked on the video and realised I am indeed high as fuck.
Go Tesla.
All the competition need to do at this point is deliver cars that are 100% ready to go and make the ride quality where you don't feel every bump in the shitty roads across this country (Model X and Model S being the only exceptions to ride quality) and Tesla will either get their shit together or start falling behind.
You can only rely on having the best SW and Supercharger network so long. Most of us charge at home anyway so charging network is becoming less critical (lots of options available now).
What about that FSD though..
I am not for GM succeeding. 😂. They can take their debt loaded company and dig a hole 🕳
Hi Ryan, I am liking your videos. If someone would like to have a conversation about sponsoring a video what do I need to do? I don't see a contact in the about page. Thank you, Ron.
Well don’t forget Ford’s Mach E with the over heating and they don’t even have a fix for it yet. Almost 50k is affected
It'd be really cool to do the solar panels, but finding a house to buy is insanely expensive right now...
Great thing about that is more taxes for local and State, more money for banks on interest and more money for Realtors. win win win
Thoghts on him using solar and trees in his parking lots to reduce heat and increase energy.
Don't tell them about BYD )
Interesting for sure , in my country the Hyundai Ionic5 is everywhere . And VW ID popular not so much Tesla .
Weird. I travel all over and rarely see these cars. Where are you?
Tesla dominates the EV market. Ford dominates the Truck market. Toyota dominates the hybrid market. All different areas.
Wish the model y was a bit more roomier .
Y? Do you have fat passengers?
@@greghudson9717 yes 👍. Need room for my fat self
Its amazing how many Teslas I see on the road now of days. Although they are all starting to look the same haha.
Yup I got 4 neighbor have them soon I’ll be fifth neighbor in the area owning one but I’ve seen few 2023 model y now.
Ryan, when if ever will Tesla no longer be constrained by the production of 4680 batteries. I have not found anyone trying to answer this question.
Wait for master plan pr 3.
Keyword: extreme scaling.
Make at least 10x more in a smaller gigafactory, as they showed at battery day.
It’s coming soon.
Good news for Tesla, but encouraging for more general EV adoption, at least in the USA? I'm not so sure.
140k for a Ford Lightning... lmao why...
The only thing that can challenge Tesla in the US would be a Chinese EV but our politicians would tell you an American monopoly is way better.
Byd sells more cars than Tesla now actually
@@senoow4215since I’m from California I see more people drive home with their teslas more past few days I’ve seen one or two brand new 2023 model y I got 4 neighbors who own tesla and I’m about to be fifth neighbor to own one. It just mind blown to me everywhere I go is just teslas 😂 but I’ve seen some polestar and other EVS but isn’t popular as tesla right now.
@@vce.john1734 California aint the entire world buddy so idk what your point is, i would never buy a tesla atm since they are on the bottom 20% when it comes to quality and repairs
Does anyone think tesla prices will ever come back down or is it only up from here
I think they'll come down with new product introductions, and range increases overtime. So a standard range Model 2 (or whatever they call it), may eventually come with a 250 mile range. By then the Model Y long range might be over 400 miles, and still expensive. We'll have to see how it all plays out though.
Elon has no interest in getting into the mining side of things. He said this recently, and it's actually the refining and processing that's the most labour and time intensive (lithium itself is very abundant).
There is a company (that you apparently have never heard of) that sells more ev’s , that are actually affordable, than Tesla.
And they make their own batteries, which are superior to Tesla’s.
And they own their own lithium mines.
And they make their own chips. And all of their own parts.
This company is called…..BYD.
Hope I didn’t hurt your feelings.
My last 4 days with my new Model X LR has been incredible. The car is simply magnificent. The delivery experience is much less than magnificent, but the car makes up r for it. Tesla really needs to step up their delivery service as that leaves a less than desirable taste in one’s mouth. But OMG this Model X is magnificent!
@@huskypup3489 best part is that I ordered it 15 months ago so I paid $31,000 less than retail today.
Lmao some dude in another videos comment section said "ford is catching up and soon will take over" 😂😂😂😂😂 i couldnt help but think that he most likely has the brain of a "island boy"
I’ve worked with Toyota and let me tell you… I’m not assuming them to scale EVs any time soon. They are a shit show.
They make too much money selling rav4 hybrids and corolla and Camrys lol they don't really care for evs
And CNBC had video tittle "Why Ford's Mustang EV Is Dethroning Its Rivals" :-P
I don't think any of this matters until Tesla's prices come back down to earth. 70K cars is not realistic for most Americans.The model Y was already almost out of reach at 50K when It came out. It has to get back to that price point if Tesla wants to take over the world.
The average EV price in US is $66k.
As long as there is enough demand at that price, then this will not change.
Tesla will lower the price, but not this year.
Hopefully sometime 2023/24.
@@runeoveras3966 Excluding pickup trucks, the top 10 selling vehicles in the US all have starting prices in the mid $20k. That $66k figure is meaningless as its the mean average, not the median. The $50k+, non-pickup truck, segment is very small in the greater auto market.
🎉🎉🎉
There are some very successful EV companies producing a lot of cars in China. Some of these companies are expanding internationally and are delivering far more cars than the ICE manufacturers mentioned in this video. Many people associate Chinese products as cheap quality, but this isn’t the case anymore. China is producing premium quality products in many areas including EV’s. While it’s not there yet, the Chinese EV market is the market that will compete with Tesla in the next few years.
You left out Lucid
Every single Ford Mach E is recalled too! Tesla is 20x the competition
The question is untill when? The competition is just starting for the new company like lucid and rivian, also add the other famous car brands that planning and just starting to make electric vehicle. And imo the lucid air and the rivian r1s is better except for the software that they can improve and update anytime. For now the production of these are just limited but when they start mass production that’s the game changer. And if i have the money to purchase an ev ill go for the lucid but my pocket says go for the model 3 and thats all in, even in that unit if i purchase it I’ll go broke and nothing will left for me for my essentials and other needs😂
"When they start mass production ..." Okay, when will that be. If GM is producing 12 Hummer EVs a day, for 220 workdays a year that's only 2640 Hummers each year. At that rate it will take 30 years to fill the 80K preorders. When will they ramp up to some reasonable number? Will they double production by next year? Not enough. Double again in 2024 and they are still only at 10K per year.
@@brownro214 just add the count of random brand ordered units minus to tesla ordered units and someday tesla will face crisis because every people want the almost perfect unit, and tesla is failing in quality compared to others.
There will be a lot of angry battery makers if the 4680 doesn't meet the needs of Tesla's future cars.
Chinese EV market seems to be better prepared than most of traditional car makers for the future.
He is going to buy up all the ev companies and make them use his chargers
Don’t sleep on Polestar.
I swear Elon Musk is a character from this book series "Enders Game". The characters name is Ukko Joukahainen..
Realistically Legacy auto makers will nee another 2-3 years of development and production scaling to produce at Tesla's current levels.
I am baffled so many wants to buy Model 3/Y. The choice of putting a decoration shelf behind the steering wheel is all I need know...
I pay for premium TH-cam and these in video commercials are annoying. Feels like cable tv where we pay for service and they spam us with commercials.
Good show this so I will keep watching … arg
At some point, a lot of battery materials will become available from recycling. Maybe starting after 2030, less and less mining will be needed.
There's a lot of Nissan Leaf's out there that should be scrapped already - even the ones they just built. (only joking) ;-)
Engine cars need fuel tank, engine, cooling system, exhaust and transmission and computers. Why have Legacy Auto ignored the need for batteries? Maybe because everything except engine and transmission are bought in. Why are batteries any different? Then suddenly it’s - OMG we can’t get batteries or the computers to control everything.
I agreed. But, the post sale service of Tesla is horrible, that is why a lot of buye4s are whaiting fot lore options.
GM: 30 new EV models 2025: LOL!!!!! Tesla & BYD will dominate!
In my opinion, tesla is the best electric car. They have the longest ranges of pretty much any other EV, their performance and technology is incredible.
It’s just because of their charge network. But their ceo is a clown except for being a smart engineer. And these cars have poor quality. Long term the quality will never match the smart Japanese car makers.
diğer otomobil üreticilerine yılda 100000 den daha fazla araç üretmelerini zorunlu tutmak gerekir. İçten yanmalı motorlu otoların ömrü 5 yıl ile sınırlanmalıdır.