Tesla Is Destroying The Competition | They Won’t Catch Up

Поделиться
HTML-код
  • Опубликовано: 29 окт 2024

Комментарии • 352

  • @RyanShawtech
    @RyanShawtech  Год назад +2

    Check out Masterworks today: www.masterworks.art/ryanshaw

  • @johnh8268
    @johnh8268 Год назад +222

    I'm not sure "unfair" is the right word to use here. All the other car companies are free to make their manufacturing more efficient too. They just choose not to.

    • @danharold3087
      @danharold3087 Год назад +10

      I am sure it is fair. Having the best charging network is a bought and paid for advantage open to all. Rinse lather repeat.

    • @Meatball2022
      @Meatball2022 Год назад +13

      @@danharold3087it’s not unfair. It was just a head start and a long term focus. They basically created the market both on the supply and demand side.
      There was nothing to stop ford from opening gas stations. There was nothing to stop Exxon from manufacturing cars. Tesla had the desire, and foresight to do it.

    • @TweetsTheBirb
      @TweetsTheBirb Год назад +8

      @@danharold3087Tesla has offered their network and drive trains to other car manufacturers. it’s not an unfair advantage it’s just other companies being lazy and not wanting to give EVs a chance in time

    • @livegolfismygt
      @livegolfismygt Год назад +13

      The term generally used for this context is "competitive advantage"

    • @wizzyno1566
      @wizzyno1566 Год назад +8

      ​@@zbyszannaits just the wrong word to use, it belittles Teslas achievements.

  • @Agg1E91
    @Agg1E91 Год назад +52

    Ryan, please note, these aren't "unfair" advantages. They are just advantages Tesla has developed over the last 10 years or so. They broke no rules. Broke no laws. They made choices. Legacy automakers during the same period also made choices. Everyone lives with the consequences.
    In the same way, the ICE vehicles have advantages over Tesla (or any EV), such as ubiquity of support infrastructure, fueling infrastructure. And the transitioning ICE manufacturers have historic advantages through political associations, unions going "to bat" for them over non-unionized companies, such as Tesla, etc.

    • @worr04
      @worr04 Год назад +1

      I agree. A very great video Ryan, but I don't see these as "unfair advantages," rather "earned advantages."

    • @pinolero.
      @pinolero. Год назад

      Yeah, kept saying the same thing out loud, how is this "unfair". Maybe he has stock in some other brand.

  • @AnthonyRayburn-q3p
    @AnthonyRayburn-q3p Год назад +29

    The advantages that Tesla has are not unfair. They are earned and paid for. Nice video though.

  • @KrishnaKotapati
    @KrishnaKotapati Год назад +36

    Calling them “UNFAIR ADVANTAGES” is very UNFAIR.

    • @HikaruKatayamma
      @HikaruKatayamma Год назад +4

      Totally agree. This is horrible wording by Ryan. :(

    • @peteroshannessy8927
      @peteroshannessy8927 Год назад +1

      Agree UNFAIR advantages through EXCELLENCE in management and manufacturing

    • @peedeegt
      @peedeegt Год назад

      Yeah, agreed. This is a good channel, but I really don’t understand why he keeps referring to Tesla’s innovation as ‘unfair’? Very odd wording 🤷🏻‍♂️

  • @CapELarry
    @CapELarry Год назад +30

    "Unfair" is not the right word to use. It's plenty fair. The legacy automakers just didn't put in the effort.

    • @HikaruKatayamma
      @HikaruKatayamma Год назад +4

      I agree 100%. Ryan made a very bad choice with the word "unfairl."

    • @jpslaym0936
      @jpslaym0936 Год назад

      Intelligently engineered advantage is more accurate

  • @wizzyno1566
    @wizzyno1566 Год назад +20

    Unfair implies cheating. There is no cheating going on. All the advantages in your list are totally fair advantages.

    • @HikaruKatayamma
      @HikaruKatayamma Год назад +1

      The only advantage that would be considered unfair is limiting access to the super charger network. They really should open it up fully. I understand WHY they're doing it, but still.....

    • @brianmurphy8811
      @brianmurphy8811 Год назад +2

      @@HikaruKatayamma Why is that unfair? Tesla invested the time and energy into designing and manufacturing the product...nobody else did, or were nearly as successful in what they created whether it's reliability or rate of installation or cost of production. That's not cheating, that's having foresight and perhaps being a student of history. Gas stations didn't just appear when cars were invented. I think you had to go to the general store or the pharmacists for it, in the beginning.

    • @MrCoreyVideo
      @MrCoreyVideo Год назад

      Unfair does not imply “cheating”. “Cheating” is a presumption of unfairness

  • @Smanthers
    @Smanthers Год назад +32

    Great video! I just picked up my 23 model 3 with the LFP and I’m loving it so far. I can totally understand how they have the advantage after using the supercharging network.

    • @tylergood1223
      @tylergood1223 Год назад +7

      Yes, I just got the same car and did a road trip. It was so easy. No swiping a credit card or fiddling with an app. Just plug in and it starts charging. Before my family is done with their rest stop, I get a notification on my phone that it has charged enough to continue.
      I am planning on doing many more road trips in the future with it!

    • @dontbanmebrodontbanme5403
      @dontbanmebrodontbanme5403 Год назад +5

      Congrats. After watching this channel for so long, I've finally pulled the trigger and bought a Model Y long range. It's scheduled to be delivered between October 9th and the 16th. I went with the long range with the thought that even when the battery degrades 10 years from now, it'll still give 280 miles of range. The network will certainly be even better at that point and there will be even less range anxiety and 280 miles will be more than fine.

    • @sunrisejak2709
      @sunrisejak2709 Год назад

      Unfortunately where I live the Tesla supercharger network is over 30% more expensive than the competing charging networks. No doubt the Tesla charge infrastructure is superior but it comes with a pretty steep price sacrifice. Fortunately I can choose to charge at any brand charge outlet (all EVs use the CCS plug including Tesla) and if the other charge companies are substantially cheaper I may pass on the Tesla charge network when traveling. Many Tesla owners are not using the Tesla charge network for this reason and I'm concerned Tesla may slow down the rollout together with its local partner as potential revenue won't be as expected. I also charge from home so it's not such a big deal but it's disappointing that Tesla has adopted this pricing strategy.

  • @inediblenut
    @inediblenut Год назад +19

    I keep getting myself into debates on other channels when I comment on the crazy stories that claim that Tesla will never make a profit, or be a major car company, when they have already done both. Your information only confirms my hunch that not only will Tesla be the dominant auto maker for the next 20 years, many existing auto makers won't survive. I am betting that at least half of all manufacturers will go under before this is said and done. I also think the switch to EVs will happen sooner than anyone realizes, and in 20 years there will be no market for ICE vehicles anymore. Thanks for keeping us informed on the industry.

    • @TheTeslaBaz
      @TheTeslaBaz Год назад +1

      I totally agree with this! My own newer channel aims to explain (in time) how Tesla has no competition bc it's competing eventually against the need for car ownership, period. But until then I feel like Tesla is the only car to buy/switch over to. Especially due to the faster and faster decline in resale value of gas vehicles, esp the closer we get to them being banned.

    • @magnuslarsson337
      @magnuslarsson337 Год назад

      In 5 years the market for new non ICE vehicles will be small…

  • @danielo4915
    @danielo4915 Год назад +21

    Well done. I am not a Tesla or Elon fanatic, but can appreciate their being progressive and innovative while every OEM stood by waiting for them to go bankrupt. The Asian (esp, Japanese) and domestic makes are a decade behind on bringing an EV to market that equates to a Tesla and is also something the public desires.

    • @ProXcaliber
      @ProXcaliber Год назад +4

      Tell me about it… All I ever see and read are comments about “Tesla build quality bad”. Little do they know just how bad basically any car can be. I currently still own an Acura, while I wait for my lease to end. This Acura is from 2021 and only has 17,000 miles (27,358.85 km) on it, and the issues are non-stop. Everything from panel gaps, to terrible paint work, horrendous transmission, to even water leaking inside the cabin if it rains too hard. It also gets terrible gas mileage, and I'm talking like terrible, 21 city and 27 highway, but even those numbers are pipe dreams. Even when driving extremely conservatively, I will only see 17 to 18 MPG in the city, and this means that an entire gas tank only last me about a week. And only gets me about 220 miles (354.06 km) of fuel range in the city. I can't wait to get rid of this car and get myself into a Model Y long range, it can't come soon enough. Never buying an Acura again, or likely any Japanese/Chinese car brand for that matter.

    • @cuda426hemi
      @cuda426hemi Год назад

      @@ProXcaliber Well, that Acura is made in Mexico or Ohio so there you go. Japanese cars are fine, if they are made in Japan. But mind you as soon as China starts exporting to Canada and USA only Tesla will survive. China makes EVs people want all over the world and no Ford, GM or Stellantis will be able to compete.

    • @ProXcaliber
      @ProXcaliber Год назад

      @@cuda426hemi You aren’t wrong. My Acura took a week and a half to get to us from Ohio and this is from the date of purchase.

    • @cuda426hemi
      @cuda426hemi Год назад

      @@ProXcaliber I hear you. I was being at least 20% smart-ass but still. Too bad because a "real" Honda like the Accord back in 80s was a BEAST, actually Civic was too - little jewels. 👀

  • @jhagen4850
    @jhagen4850 Год назад +4

    As a software engineer it's amazing to me how the public doesn't understand Tesla's software advantage. Software RUNS an electric motor. Traditionally auto makers don't make any software. And now you're going to buy a software car from a company that doesn't make software? What's next? Are you going to buy a refrigerator from a lumber company?

  • @frankcoffey
    @frankcoffey Год назад +6

    You missed a big one! Tesla has built their own business software (back office) called Tesla OS and it mostly runs the entire operation. No other automaker can do that and in fact there may not be any business that can do that because they didn't start on it when the company was starting up. Imagine how much IT costs other automakers have that Tesla doesn't have and just like the car software they can change anything they need to quickly. They don't have to pay Oracle or SAP, etc. to do it or some huge fee for a custom integration that could take so long to do it wouldn't even be useful by the time it's finished. To me that's the most unfair advantage at all because no other company can match it.

    • @HikaruKatayamma
      @HikaruKatayamma Год назад +2

      You're wrong. ANY automaker can have their own software development team, but they're too cheap to do it. Instead, they buy a 3rd party framework, and just customize it. That's why you had the big bruhaha a few years ago about that software system using the same signing certificate for EVERY care system, which was then stolen and compromised. This is a common problem with any IOT device EXCEPT Tesla. By keeping things in-house and concentrating on security as well as functionality, they've created a system which is difficult to compromise. Don't believe me? Plug your PC into the ethernet port under the steering column in your car and see what you can access. :D

    • @frankcoffey
      @frankcoffey Год назад +1

      @@HikaruKatayamma I didn't even think of the security aspect just the cost. But yeah, not may hackers would have information about Tesla OS, they can become an expert at any other system with public information.

    • @ProXcaliber
      @ProXcaliber Год назад

      @@frankcoffey This actually isn’t entirely accurate. Tesla actually pays hackers and has been known to take their vehicles to hacking conventions so they can try to crack the security. The prize is often a Tesla car or a large sum of money. They also immediately patch the vulnerabilities if any are found. To my knowledge this is one of the main reasons they also implemented the feature of “pin to drive” so to one of these vulnerabilities.

  • @ashleysilva7414
    @ashleysilva7414 Год назад +6

    "Unfair" advantage is the wrong word. What's "unfair" about what Tesla has done. It should be Tesla's "competitive edge".

  • @shelberkmandmd2075
    @shelberkmandmd2075 Год назад +15

    Ryan
    You are always highly informative with zero B.S. Long time follower. Thanks for your hard work.

  • @mmanjin
    @mmanjin Год назад +9

    You're consistent use of "unfair advantage" is very derogatory toward Tesla. The use of the word "unfair" implies a negative connotation. Just because Tesla has advantages over other car manufacturers due to their superior manufacturing, supply chain, vertical integration and operational prowess does not imply that there is anything "unfair" about Tesla's advantages. You should have used the words "unique advantage" or "distinct advantage" which would have been far more accurate. Tesla is proving what a 21st century vehicle maker should be which is exposing just how incompetent and complacent legacy automakers have become clinging onto outdated, dying and obsolete 20th century ICE vehicle modus operandi.

    • @peedeegt
      @peedeegt Год назад

      Agreed. This whole video is somewhat odd? Literally nothing is ‘unfair’…….Tesla are just innovators and caught everyone else asleep.

  • @timothypeters1775
    @timothypeters1775 Год назад +6

    Tesla's Achille's Heel is Service. My 52k mile Model X had only been operational for 4 weeks this year due to mechanical defects and long wait times for service. Interactions with the service part of the app and service personnel is also frustrating. I looked at other EV options, but ended up trading for a Y Performance this month only because non-Tesla charging infrastructure is awful. As soon as other EV manufactures start using the Tesla network, I'll trade for something else.

    • @danharold3087
      @danharold3087 Год назад +2

      In other words is that a car without a good charging network is not worth having for you. Tesla says it is training 1000s of mechanics. The parts catalogs are online. Have your vin handy.

  • @bogdahn
    @bogdahn Год назад +1

    Not gonna lie, the ad transition was so smooth I didn't even notice until I was in the middle of it. That is just talented video making. Great update Ryan! :)

  • @chrisgomez8775
    @chrisgomez8775 Год назад +3

    I really enjoy your updates and this video was especially well produced, edited and just overall very well thought out. Keep up the great work.

  • @Agg1E91
    @Agg1E91 Год назад +4

    I recently had a need to use a loaner for a day. I had forgotten that profiles are in the cloud. I freaked out when I saw my profile pic and all the settings just as they were on my own Y! 😆

  • @arleneallen8809
    @arleneallen8809 Год назад +5

    Strange use of the word "unfair", generally a pejorative. The winner of the marathon had an unfair advantage - she was faster. Hmmm.

  • @johannesb5807
    @johannesb5807 Год назад +4

    @Ryan Shaw You are stating that they only have 4000 FSD users, but the article you show, states that it its 400.000

  • @mkcinc23
    @mkcinc23 Год назад +4

    I personally like basic Autopilot better than FSD.

  • @johnprice1014
    @johnprice1014 Год назад +3

    They are fair advantages...other car makers aren't willing to think about innovation

  • @Curbow5
    @Curbow5 Год назад +3

    I started with Tesla insurance initially but ended up going back to my bundled State Farm insurance. Tesla insurance was cheaper at the beginning, but they changed the scoring algorithm where you get "dinged" when you drive after 10PM...ridiculous. I called them to complain about this parameter and they suggested if I did not like it, I could always buy insurance elsewhere, so I did.

    • @bryanwhitton1784
      @bryanwhitton1784 Год назад +2

      We found that insuring through State Farm was cheaper than Tesla insurance and have both our Model 3 and Y through State Farm.

    • @stridencesuppressor
      @stridencesuppressor Год назад

      Information for comparison. I use Erie Insurance; my 2017 MS runs $617 / year. $500 deductibles, full tort, part of a bundle. I am not an agent.

  • @peterinns5136
    @peterinns5136 Год назад +3

    Far from "unfair". The advantages come from hard work, innovation, imagination, flexibility, willingness to change and take advice from engineers, not controlled by accountants.

  • @albeit1
    @albeit1 Год назад +4

    10:25 It’s not accurate to say Lucid loses $500K on every car. This number includes their fixed costs and their fixed costs don’t change when they make and sell an additional car.
    And Tesla’s cost advantages aren’t “unfair”. The union and dealer traps the legacy companies are stuck in is what’s unfair.

    • @HikaruKatayamma
      @HikaruKatayamma Год назад +3

      I wouldn't blame unions for legacy companies. They've been making record profits. Don't forget that during the downturn, the Unions agreed to take a wage cut to help bail the companies out. Now that their profits are skyrocketing, the union workers just want their fair share of the profits. I think it's reasonable that the employee wages should go up at the same % rate as the O level people in the company. Anything else is pure exploitation as the O's don't produce a damned thing.

    • @albeit1
      @albeit1 Год назад +1

      @@HikaruKatayamma I didn’t “blame unions for legacy companies”.
      If employees don’t like the profit sharing arrangement they already had and would rather have compensation based on gross profit or the stock price, they can negotiate for that.
      But gross profits at GM are only slightly higher and the stock is actually DOWN from it started after being relaunched as a public company in 2010.
      By what metric are profits “skyrocketing”?
      If profits are different at different companies, how can they be used as the rationale for a contract that is the SAME for all companies?

    • @vancity2349
      @vancity2349 Год назад

      Maybe not 500K on every car but it's substantial...such a poor business model for EV's

  • @royphillips7644
    @royphillips7644 Год назад +1

    One point I think you missed, was that you designed the factory for the product that you are going to produce. The other major factor is the ERP system. That is the software that runs your whole business from order entry to customer payment and everything else in between if they have implemented it with their vendors, they can see the vendor progress in real time on the parts that they need.

  • @jemmliang6095
    @jemmliang6095 Год назад +2

    other big Tesla advantages is the infrastructure: whenever any EV charges, Tesla makes money in solar panel, power walls,utility scale batteries, even the power bidding software ... every new EV sales means one new revenue stream for Tesla ... no one else is as engaged in infrastructure as Tesla, and all other EV brands are essentially helping Tesla printing money in this regard. Very tough for others to compete.

  • @philipcarson-n2p
    @philipcarson-n2p Год назад +9

    Superbly put together video, which was very informative and did not drag on needlessly! It's one of your most effective videos so far, in my opinion. Thanks!

    • @a.ctlyzer
      @a.ctlyzer Год назад +1

      You can actually get a discounted model ordered directly from tesla with less than 4k down payment and a total no more than 20 grand with a ref code.

    • @awood7102
      @awood7102 Год назад +1

      Agreed. Very well done, succinct, and factual video. Thx.

  • @RenatoReisnet
    @RenatoReisnet Год назад +6

    One other thing is that they are taking real advantages of being a battery powered car, so even if a break through comes with other fuel type, still wouldn't be able to have sentry mode or home charging or even "for free" as solar energy... So he put us on a path there is no going back which grants them an unfair advantage too

    • @a.ctlyzer
      @a.ctlyzer Год назад +1

      You know you can get a discounted model ordered directly from tesla with less than 4k down payment and a total no more than 20 grand with a ref code.

  • @nq1999fut
    @nq1999fut Год назад +2

    man, your content rocks!!!!❤

  • @stevenichols4639
    @stevenichols4639 Год назад +5

    Here is nothing unfair about any of the advantages Tesla has they’re all a result of decisions they made. The other manufacturers were capable of making, but afraid to with great risk comes great reward.
    It’s not like for the gut 3/4 of $1 billion to build batteries for the legacy auto makers that got billed out during the 2008 stock market crash. Tesla survived all of that and his big great surgeons all the way well excluding the whole deleting the steering wheel stalks,, thing which is just stupid not as dumb as the yolk, but close

    • @HikaruKatayamma
      @HikaruKatayamma Год назад

      They're also not getting billions in subsidies from the government. :D
      On the other had, they're not a union shop, which is good for profits, but not necessarily good for the employees.

  • @CanisoGaming
    @CanisoGaming Год назад +10

    Tesla has every advantage u can possibly think of. & nowadays with the sped up superchargers stations expansions the advantage is going to get even bigger. Idk the other brands really don't seem to be taking this seriously and they Will all get reeeeally behind

  • @ompomromdom
    @ompomromdom Год назад +5

    It’s only unfair to call it unfair, rather than farting about or forming a union they’re working hard long hours.

    • @HikaruKatayamma
      @HikaruKatayamma Год назад

      Farting about and forming a union? You don't think that the people who are fed up with not getting paid a reasonable rate while companies rake in record profit is wrong? Are you willing to work for minimum wage while your O level "superiors" who don't actually produce anything get massive raises?

  • @markodell883
    @markodell883 Год назад +2

    Ryan: I think the term 'unfair advantage" is wrong and misrepresents what Tesla has done. All of the 'advantages' you mentioned were not unfairly gained, all were gained after much hard work, much failure and going down paths that were contrarian to the consensus (and often ridiculed). I rather think all are 'earned competitive advantages.'

  • @raven----
    @raven---- Год назад +3

    Thank you Ryan

  • @mikedsjr
    @mikedsjr Год назад +2

    Consider the hardest part was battery and infrastructure, I think many could catch up. It’s just still costly.

  • @AlphaOmega333
    @AlphaOmega333 Год назад +3

    Ryan I really enjoy your channel buddy. I leased a Polestar 2 and am hooked on the EV game. I wonder what is going to happen when everyone in the US market switches to NACS. Do you think this is going to affect Tesla’s market share or help them?

  • @TeslaforRevolution
    @TeslaforRevolution Год назад +1

    Awesome content and great explanation👏

  • @TeslaEVolution
    @TeslaEVolution Год назад +2

    Great, but I counted to 28 BIG MOATS for Tesla Vs. ALL competitors most against ICE/legacy, but many against ALL CAR companies. TWENTY-EIGHT, that is a lot of BIG MOATS.

  • @fellswoop2577
    @fellswoop2577 Год назад +1

    I understand that single-stamping huge elements of the car will make manufacturing faster/cheaper and increase profits.
    BUT How is this unification of crucial frame parts going to effect cars in the real world where they need insurance get into accidents?
    Bad but not "totaled" accidents require that parts get replaced, but it cars become only a few huge pieces, isn't that going to make insurance unbelievably expensive?

  • @alloy2005
    @alloy2005 Год назад +4

    Each one of us who owns Tesla is essentially a unpaid QA tester for Elon

    • @HikaruKatayamma
      @HikaruKatayamma Год назад +2

      If you're talking about FSD/Autopilot, the I agree. But then again, we agreed to be QA testers for a beta product.
      Everything else in the Tesla OS is pretty much commercial/public quality product.

    • @EarlLedden
      @EarlLedden Год назад +4

      At no cost or effort to us, and to our ultimate benefit.

    • @alloy2005
      @alloy2005 Год назад +2

      @@HikaruKatayamma This was said to their credit. Union and dealership bloated Big Three really need to rethink how they innovate. Maybe too late.

  • @evgriga
    @evgriga Год назад +2

    Why do you call Tesla advantages, that they developed over the years by hard work, "unfair"? This is strange.

  • @cityslicker8837
    @cityslicker8837 Год назад +6

    Excellent vid...I agree with the analysis of advantages Tesla has but don't see any of these advantages as being in any way 'unfair'. They have arisen through great strategic thinking, relentless pursuit of that strategy and a willingness to innovate in a way no of the other automakers have done in the past. Other companies can learn a lot from their approach and their success is well deserved.

  • @dangilligan2
    @dangilligan2 Год назад +3

    Why do you continually use the word "unfair" ? Sounds like Tesla are doing something inappropriate or illegal. Maybe advantageous would be more appropriate!

  •  Год назад +3

    Informative video, as usual. I have a Genesis GV60, partly because I wanted something different from the herd, and whilst it has OTA updates, they are not as good as Tesla and the customisation of the car appears to be well below what could be provided looking at what is available on Teslas. Do you foresee a situation where Tesla will licence their software for other manufacturers? The benefits would include: additional income stream; greater access to EVs to build upon their neural network; provide access to Tesla Superchargers and gain further data etc. particularly as the infrastructure is likely to be relatively similar notwithstanding the vertical integration that Tesla has achieved. Just a thought.

    • @starvictory7079
      @starvictory7079 Год назад

      But the Genesis has parking sensors, right?
      A Cupra Born, a VW ID3 and ID4 and the new ID7 have proper park assist that work very well.

    • @dontbanmebrodontbanme5403
      @dontbanmebrodontbanme5403 Год назад +2

      The Genesis GV60 only gets 240 miles of range. In the winter, that means realistically, 190 miles. Combine that with the fact that it's only being given partial access to Tesla's super charger network and it charges much slower on it, since the voltage is different (I saw one review where the Lucid only charged at 49kW) and to me, it's not worth the $60K price tag. Although I almost never road trip, I wouldn't feel comfortable doing so in the Genesis. After lurking on this channel for months, I finally pulled the trigger and my Model Y Long Range should be delivered to me in 2 weeks.

    •  Год назад +1

      @@starvictory7079 sure; the GV60 has full park assist with 360 camera and remote parking options that work well when space is tight

    •  Год назад

      @@dontbanmebrodontbanme5403 all noted but the GV60 has access to Ionity 350kw charges at 24p/kw for the next 5 years, so with a bit of planning, the range hasn't been such an issue, particularly in the UK and Europe

  • @MistahFluffay
    @MistahFluffay Год назад +1

    Their advantages aren't "unfair". They've earned it through over a decade of hard work and perseverance. $TSLAAAAA

  • @zachbattack
    @zachbattack Год назад +1

    5:05 although I agree, BMW has done this for a while. The main difference was BMW mostly collected the data at service centers while vehicles were in for work.

    • @ProXcaliber
      @ProXcaliber Год назад +1

      I believe all the imported cars do this, especially nowadays where every car is connected to the internet.

  • @xLopez210x
    @xLopez210x Год назад +1

    12:50 tesla insurance: its completely not worth it. I had it for 9 months based on a 96 score and payed $89 a month it WAS great. Then they started putting stipulating BS in like hard braking, hard turning, hard acceleration, no driving at night, etc and my score dropped to 86. Worked my butt off to get back to 94 yet my insurance was still $178 a month. You literally have to drive like a grandma on life support to get a good score and even so you still pay too much PLUS if someone else forced you to brake hard to avoid an accident Tesla still blames you and your score goes down anyways. I went with progressive and just payed up front for 6 months which came out to $96 a month. Screw tesla insurance.

  • @wesleyw.terpstra1902
    @wesleyw.terpstra1902 Год назад +2

    I wish every company followed "The algorithm". It pays more than lip-service to the old saying KISS.

  • @peteroshannessy8927
    @peteroshannessy8927 Год назад +2

    Brilliant video again, but you may have missed one of the most important. Could you do one on how Musk has a flat management structure, that data is everyone’s boss, that he uses AI to run the factory, that he encourages everyone to work on projects to improve things constantly and daily if possible as told by @Joe.

  • @mafifi9740
    @mafifi9740 Год назад +5

    Tesla has so many advantages over competition that it will take time for any dinosaurs to catch up, starting with the batteries and ending with the super charging stations. It is not funny, but many big heads of the automotive industry will fall, because of Tesla.

  • @jlanon00
    @jlanon00 Год назад +8

    Why describe Tesla advantages as "unfair"?

  • @mkashay
    @mkashay Год назад +1

    Good list of advantages. None of them are unfair though.

  • @C.Zar79
    @C.Zar79 Год назад +3

    None of these are unfair advantages.

    • @HikaruKatayamma
      @HikaruKatayamma Год назад

      Limiting access to the supercharger network could count as that, but nothing else.

  • @timp1293
    @timp1293 Год назад +1

    You keep saying Tesla has “unfair advantage”, but there’s nothing unfair here. Tesla has a huge advantage because it constantly innovates while competitors just don’t do anything to be more competitive.

  • @angli232
    @angli232 Год назад +2

    That’s nice to mass produce but then we be all driving the same car!

    • @ProXcaliber
      @ProXcaliber Год назад +2

      What's the problem with that?

  • @michaelfruchter732
    @michaelfruchter732 Год назад

    Ryan
    Great video and I’m a subscriber
    I didn’t hear you mention # 11 Tesla Solar And Powerwalls etc Thank You

  • @rvangameren
    @rvangameren Год назад +2

    Advantages arent unfair

  • @erichottens3645
    @erichottens3645 Год назад

    The one thing I found out was my Insurance company would doubled my premium for Tesla. $900 increase every 6 months. No joke. Fuel savings $0. I bought a different EV with the range 331 and my insurance went up 1/8 $153 every 6 months.

  • @rippedtopshelf6806
    @rippedtopshelf6806 Год назад +5

    Outstanding video, Ryan. The integration of design and manufacturing is critical. At my site we know that design changes will be required as soon as pre-production build units are manufactured. Very wasteful use of time and materials.

  • @Milliegs
    @Milliegs Год назад +3

    The biggest problem I see with the big 3 is dealerships, unions and charging. Tesla will crush them.

    • @vancity2349
      @vancity2349 Год назад +1

      Lets add, dealer markups, added fees, extra charges, shady sales tactics from the 60's...Stealerships!

    • @ProXcaliber
      @ProXcaliber Год назад +1

      If you want to get really upset, you should look up how dealers in the US work and why they are allowed to exist and why manufacturers can’t sell directly to customers.

    • @vancity2349
      @vancity2349 Год назад +1

      @@ProXcaliber The legacy car industry today is so broken...

  • @mikethekiwi2324
    @mikethekiwi2324 Год назад +1

    You keep saying "Unfair advantage". It's not unfair, it's just an "advantage". It's up to the others to catch up. Unfair would be the case if the others are not allowed to do any R & D.

  • @IvorThomas
    @IvorThomas Год назад +2

    That so-called art investing thing is really cringe. If you want to diversify out of the usual insider controlled crap, start stacking sats and self-custody.

    • @peteroshannessy8927
      @peteroshannessy8927 Год назад

      Masterworks is not a good investment. There are videos explaining why

  • @andreasklossek9252
    @andreasklossek9252 Год назад

    2:43 "Castingmachines"

  • @Smokeshell
    @Smokeshell Год назад

    Good video. The factory is also a comparative advantage, I believe Tesla has called their factories a product if I recall right. The globalization advantage section kinda brushed up against this for a second.

  • @tonysimi1776
    @tonysimi1776 Год назад +3

    Tesla isn't doing anything UNFAIR. The legacy automakers have been shooting themselves in the foot.

  • @codyshields3797
    @codyshields3797 Год назад +1

    I just bought a 2021 model y performance with the fsd and love it all, but, fsd should be cheaper for what it is.

  • @Agg1E91
    @Agg1E91 Год назад +2

    UGHH!!! Phantom braking!!! The single most annoying bane of my commute experience.
    Cruise control on? Gonna be periodic PB.
    FSD-beta in use? Gonna be periodic PB.
    Large vehicle in adjacent lane long braking? Yep, get ready for your Tesla to join in.
    When traffic has been light, I have just sat there letting it brake, to see when it stops braking and when (or sometimes if) it will resume prior speeds. More often than not it will drop to about 1/2 of where it started, and then just drive at that speed. If I give a little nudge to the accelerator, it seems to "wake up" and pretty quickly arrives at the speed it was at just before initiating the brake. It's the weirdest thing and has drawn the ire of drivers behind me on more than one occasion.

    • @bryanwhitton1784
      @bryanwhitton1784 Год назад +3

      I suspect that PB is car specific. I have had my Model 3 for 5 years come November and it has not exhibited PB at all in the last 3 years. Prior to that there was a spot on a freeway interchange where it would brake heavily EVERY day on my way to work. I don't know if it is really PB if it is repeatable but then after an update that all stopped.
      It will on occasion slow down 4 - 5 MPH but then move back up. Maybe that is the new PB? I am on Hardware 2.5 so that may have some bearing on it. I don't know. I have a friend with a slightly newer Model 3 and his experiences PB regularly.

    • @ProXcaliber
      @ProXcaliber Год назад

      This isn’t something that is exclusive to Tesla. For example, I currently have an Acura that does the same thing if my adaptive cruise control is on. It will sometimes even brake for shadows or cars that were making a turn but have long since moved out of the way.

    • @bryanwhitton1784
      @bryanwhitton1784 Год назад

      @@ProXcaliber The same friend that I referred to has a daughter that owns a MB with adaptive cruise control and it does as well. It seems that many want to think it is exclusive to Tesla.

    • @ProXcaliber
      @ProXcaliber Год назад

      @@bryanwhitton1784 The funny thing is that my Acura has both radar and cameras. So you would think that this shouldn’t be an issue at all. And the best part is that I was recently out at night while it was raining, and as I was exiting the highway it almost caused me to crash because it thought that there was a car ahead of me when it was just a reflective turn arrow on the other side of the road.

    • @Agg1E91
      @Agg1E91 Год назад

      @@ProXcaliber You're correct. That's why I didn't mention any other brand. I drive a Tesla and my Tesla annoys me when it happens. My BIL isyed when his SantaFe does the same thing.
      My hope is that future SW upgrades will mitigate that to some extent.

  • @ronsexton3685
    @ronsexton3685 Год назад +1

    It's unfair that you are using the word unfair! They are fair advantages due to the other manufacturers ignoring them for years.

  • @sakupitkanen7574
    @sakupitkanen7574 Год назад

    Great video. Excellent Content.

  • @iAmTCAB
    @iAmTCAB Год назад +3

    I remember when they all laughed at Elon and Tesla

  • @nedywest71
    @nedywest71 Год назад +3

    Thank you Ryan! Great analisis as usual!

  • @donscott1764
    @donscott1764 Год назад

    Not having suppliers that Tesla could rely on would normally seem to be a disadvantage but by focusing so much on design of the manufacturing facility in tandem with the car, and not having old factories to upgrade (other than their first one in Fremont - which they totally rebuilt as soon as they had the money) reduced executive decision making effort and time. Doing so much in-house, means that you can change things fast and not be in endless negotiations with suppliers over changes and schedules. Another advantage not mentioned is Tesla's relationship with the Dahn Li battery research labs. This means they have the latest technology in their battery chemistry and design, something that is a huge advantage. Also with batteries, they were smart enough to link up with Panasonic (a quality battery producer used to huge volumes) in developing the production systems. Lastly, a huge advantage going forward is the SuperCharger network and its seamless integration and simply the number of them across NA and now EU and China. Tesla biggest threat is Musk himself and the dictatorial way he took over and is managing Twitter/X. As his penchant for self-glorification and free-speech for him and his like-minded libertarians/populists, can turn on a dime and if distaste for him rises, it will hurt his brands unless he pulls himself away from Tesla. Then we'll see just to what extent, if any, Tesla is dependent upon him.

  • @ElliottNest41
    @ElliottNest41 Год назад +3

    Excellent video, Ryan. Thank you.

  • @Cyberbeesty
    @Cyberbeesty Год назад +2

    It’s unfair that legacy get bailed out. Tax payers now paying for EV tax credits. The Car industry needed to get disrupted.

  • @howardrowland6371
    @howardrowland6371 Год назад +2

    I don’t see anything “unfair” as you keep saying. Unfair implies doing something illegal or cheating in some way. Everything Tesla is doing is just smart innovations, willing to take risks to get rewards, and thinking outside the box.

  • @slowercuber7767
    @slowercuber7767 Год назад +1

    I just got to the last advantage. You are right, that one IS unfair. I still consider all the others earned.

  • @JohnSmith9382
    @JohnSmith9382 Год назад +3

    Do Tesla drivers not use signals so thats why stalks got removed on the new model 3?

    • @a.ctlyzer
      @a.ctlyzer Год назад +1

      Yea

    • @a.ctlyzer
      @a.ctlyzer Год назад +1

      You can get a discounted model ordered directly from tesla with less than 4k down payment and a total no more than 20 grand with a ref code.

    • @ProXcaliber
      @ProXcaliber Год назад +1

      I have a feeling that their eventual goal is to eliminate the need for having turn signal buttons at all. They might figure out a way to have your turn signals come on automatically based on routing information using the car's GPS and the cameras. I don't agree with this change if that is their plan, but it would explain why they removed stalks entirely.

  • @geoffreyfinch9199
    @geoffreyfinch9199 Год назад

    Ryan! That was an awesome summary of Tesla’s advantages. Of the 10, I think FSD is the #1 discriminator Tesla will have. If they do achieve FSD sufficient to satisfy the regulators, they will be building a safer car, plus they can license the technology to other manufacturers much like Toyota licenses its hybrid drive to others. I think FSD potential is the main reason TSLA shares have a P/E ratio much higher than any other car maker. An 11th advantage is what Tesla is doing to the electrical grid with battery backup, home solar, and cogeneration with local utility companies.

  • @Peter-oh3pm
    @Peter-oh3pm Год назад +1

    The rumor of one piece gigacasted bottom is false rumor.

  •  Год назад

    Thanks Ryan. May I suggest you segment your videos?

  • @flox8342
    @flox8342 Год назад +2

    I really hope that they are not as overconfident as it seems because the competition did not grow that big because it is stupid. Tesla is so far behind on keeping scale profitable because they just aren’t in the market as long as everyone else. So stay f****in humble.

    • @vancity2349
      @vancity2349 Год назад +1

      What competition are you referring too?

  • @danharold3087
    @danharold3087 Год назад +3

    I am appalled by how many people are saying OK Elon has Tesla working now lets toss him under the bus and bring in the bean counters. In part these people do not understand the mission.
    Self driving was and in the general mode still impossible. Nobody knew how difficult it would turn out to be. If Elon and the self driving team were not optimists they would have given up.

    • @JAM-fm8lt
      @JAM-fm8lt Год назад

      Best car ever.
      Most unhinged CEO ever.

    • @danharold3087
      @danharold3087 Год назад

      @@JAM-fm8lt "The line separating the sane from the insane is very thin, and that in fact sanity and insanity are not really two things, but rather one." - Antonin Artaud

    • @JAM-fm8lt
      @JAM-fm8lt Год назад

      @danharold3087 Naaah, however you look at it , he is definitely the most unhinged CEO ever.
      Who in the right mind spends $46B to buy Twitter and makes it worthless within 3 to months of owning it.
      Tesla wasn't his creation but he had the good fortune to have the fund to buy into it.

  • @TrendyStone
    @TrendyStone Год назад

    The UAW is certainly helping Tesla….along with Toyota, Honda, etc.

  • @massimopollastri240
    @massimopollastri240 Год назад

    You pronounced IDRA correctly!!👏🏻👏🏻👏🏻👏🏻 🇮🇹

  • @mriguy3202
    @mriguy3202 Год назад +1

    Two advantages that Tesla has that don't get a lot of attention is that they spend WAY more on R&D than anyone else, and they don't have the legacy expense of paying retirement and healthcare benefits to people who haven't worked for them in 20 years.

  • @0HOON0
    @0HOON0 Год назад +1

    BYD is the serious competition and they didn't even get a mention.
    Due to their governement backing,
    BYD can both manufacture cheaply AND sell well below cost. They can do this for a decade if necessary. They also are starting to dominate in small, poor, and unstable countries. Places Tesla doesn't even compete.

    • @jackyngan2038
      @jackyngan2038 Год назад

      If you ever get thr chance to try out a BYD vehicle, you would be surprised how nice it is. If countries are accepting them, they would be a huge threat to Tesla. Tesla is fortunate that they own the north America market. This is why i have a model 3 due to no competition with EV. They paid their dues to get here.

  • @milli_on4451
    @milli_on4451 Год назад +1

    It is unfair to use the word “unfair” in this particular case 🤷‍♂️

  • @BasitBhaila
    @BasitBhaila Год назад +2

    how many shares do you own :D

  • @paulg9484
    @paulg9484 Год назад +2

    It's not unfair. Automakers stuck to 4 speed transmission forever when there were 6-7 speed. All manufacturers were cheating consumers until Tesla came and disrupt Industry similar to what TMobile did to mobile network

  • @Tesla_Coffee_Tech
    @Tesla_Coffee_Tech Год назад

    Hey Ryan. If I want to send you some interesting info/leaks of vehicles, where/how do you prefer that to be sent. Thanks.

  • @andreasklossek9252
    @andreasklossek9252 Год назад

    4:10 As much as it does reduce the production cost.... i am still sceptic it will do as good for the customer.... sheetmetal, is something most know what and how they work and hold.

    • @vancity2349
      @vancity2349 Год назад +1

      Your living in the past...

  • @arjayjalmaani
    @arjayjalmaani Год назад

    What does data do if they don’t give me automated frunk opening/closing capabilities? 😂

  • @PatrickCPalmer
    @PatrickCPalmer Год назад +2

    Hard to compete a man like Elon

  • @hakonpettersen4140
    @hakonpettersen4140 Год назад

    I think Tesla will open up all Superchargers for all. In Norway 90+% is open to all.

  • @snakefinger7363
    @snakefinger7363 Год назад +1

    I wouldn't call it unfair....
    He worked hard against the system trying to stop him
    The advantage of tesla is deserved, everyone else stayed behind because they choose to

  • @scotduckrow8524
    @scotduckrow8524 Год назад

    Tesla created all the advantages you listed so it is not an UNFAIR advantage!!! Genius is not UNFAIR!!

  • @pef2335
    @pef2335 Год назад

    I don't see the Disadvantages. Some of them if you ask me: weird vision on ending up with a car that doesn't have a steering wheel at all and for that sake leaving out all kinds of very useful features of cars the last decades like an indicator stork, head up display, affordable + comfortable sedan like model (well they finally got something like that in the Model 3 Highland but it took them quite some years!).

  • @frankcoffey
    @frankcoffey Год назад +2

    Tesla has the data and that means they know how often automated driving features are used. I'll be they won't release that data.