The fight for second-best large EV sedan is on! Which will it be? Taycan has a good showing, but Lucid and Karma aren’t out of the conversation yet. The interesting question is how big the market for a $100k EV sedan that isn’t a Tesla going to be?
Santos L. Halper
santoshalper
My guess is that the first EV with a shot at taking the top spot would be the $25k Tesla that they discussed at battery day, probably not into real volume production until 2024 or so. Maybe by 2026 it has a shot at taking the top spot overall. The Cybertruck will be production limited for a while and is likely far…
Fair enough, though the 911 profit margins can only compensate for the Taycan losses for so long... As a former Porsche owner, I’d be happy with a future where Tesla and Porsche are competing at the top of the automotive market...
Well said. As the Tesla leadership team says constantly (including today) on their quarterly earnings calls: They don’t expect the credits to last forever and they don’t rely on them. Eventually, some OEMs will have successfully started manufacturing enough EVs to offset their ICE cars, and the others (I’m looking at…
Exactly. I’ve never understood Erik’s argument that ‘regulatory credit sales don’t count’. If GM had a valuable by-product of building and selling their corvettes that contributed to their profits, Jalopnik wouldn’t discount that. Sales are sales, whether they’re cars, services, or ZEV credits. Tesla’s vehicle profit…
Well, the 2023 $25k vehicle they announced last month might have a solid roof and be a small car to get to that price point, but I wouldn’t count on tons of buttons in it...
I’m still holding out hope that Tesla’s german design team will make a hatch/wagon version of the model 3 that could be shipped globally. That’d make for a more compelling option than the model Y, in my opinion. It’d still probably have 4 doors, though.
It doesn’t seem likely to make them money. With 200+kWh on-board, it’s going to be hugely expensive to manufacture. Plus, at those prices, they’ll probably fewer than 10k a year, so not a big volume vehicle.
At this point, it seems like this is more likely to be one of the last non-SUV mustangs...
Especially when GM’s electric Hummer is on the market. I feel like GM will have the electric-brick-on-wheels market pretty well covered.
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Yeah. Har Mar Superstar is a trip, and really fun to see live. Also, fun fact: He did the theme song for the revival of MST3K. Super cheesy fun.
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Here you go:
Specific cost estimates vary widely, but it’s certainly possible with a fully-developed autonomous service like Uber, Tesla and Waymo are pursuing. Even with a high up-front cost, the benefits of high vehicle utilization and minimized human costs (no drivers, but a small staff for oversight, maintenance, cleaning,…
Would you continue to feel that way if it costs $2-3/mile with a driver vs. $0.50/mile autonomous? That’s a real decision that many people will be making at some point.
No mention of H2 infrastructure? No mention of lowering the cost per kg of H2? I don’t see how this gets off the ground anywhere other than California without at least having a feasible plan for building out the fueling...
Yeah, who needs R&D? It’s not like there’s any fundamental changes coming in the next decade to how cars are made or powered, right?
The best part is no part. The best roof is no roof...
Looks and sounds I’ll give you, but... LUXURY!? We must have wildly different definitions of luxury...
Exactly. VW is smart to start offloading some of their supercar holdings before relative performance bargains like the Lucid Air and Tesla Model S Plaid are on the market stomping all over Lamborghinis in drag races (let alone the Roadster when that is available). Obviously straight-line performance isn’t everything,…