It also IS a luxury car in that total sales of cars over $70,000 has remained basically at 100,000 vehicles per year in the US for a bit here and Tesla has now taken 30% of those sales. So it is clear that Tesla is taking sales away from the super nice leather and wood trim and blah blah blah ICE luxury cars. They are…

So Tesla has taken 30% of the luxury car market and they are not scared at all? Last time ANY car company had 30% of the luxury car market was...Ford in the early part of the last century, maybe? These guys are the Black Knight in Monty Python after he has had his arms and legs cut off.

Everyone talking about “profitability” here is missing the point by a mile. Yes, Musk has said it is not his main concern, his main concern is climate change. But he realizes Tesla will need to make healthy profits to stay in business and grow as fast as he would like to. That said, cars are a hugely capital intensive…

Second and third cars, but who is counting. The Model S is their first car produced in a large factory at significant volumes. Making cars is hard. Tesla appears to actually be a very fast learner. I expect build quality to keep getting better over time.

They will have climate control that limits how hot they get, even when they are parked and no one is in them. People in Arizona and Texas will wonder how they ever lived without them in the summer. No more getting into a roasting how car with a steering wheel you can barely stand to touch when you are done shopping or…

I actually speculate that the vast numbers of hybrids, plug-in hybrids, and EVs pouring onto roadways worldwide over the next five years, just for a start, will depress demand for gasoline enough to keep gas prices from rising much past $3 a gallon from here on, or at least until gas cars are rare and gas stations…

Where are they getting their batteries? How many batteries do you figure they can get, to produce how many cars? How much will they have to pay for their batteries? Where will these cars charge on long trips and how much will you have to pay and how long will it take? How much more than a Tesla Model S will these cars…

The issue is not limited to the designs of the cars traditional companies are making. Tesla is close to locking in advantages which will be very hard for other companies to EVER overcome. Batteries are 25% of the cost of an EV, and Tesla will be getting their batteries for at least 30% less than the competition. With…

Big words from a car company five years or more behind Tesla. Launching a sports car in 2020 that has slower acceleration than the SUV that Tesla is selling now and they think they can brag about it? What customers will really pick the more expensive slower car that seats two instead of seven, has no towing capacity,…