Tesla vs. Chinese EVs - Game Over?
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- Опубликовано: 12 сен 2024
- Can Tesla compete with Chinese EVs selling in volume with high margins? A visit to a Bangkok auto show might wake you up.
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#tesla #evs #chinese
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I have had in the last six month a lot of Grab/Uber rides in Bangkok with Chinese EVs and they are feeling great as a passenger. All drivers told me they are very happy with the price and the car.
Yeah my ride in Songkhla - the driver loved his Dolphin and wanted to upgrade to the Atto 3.
The topic that is never addressed about Chinese EVs is their RELIABILITY and SAFETY. No data is ever given (even available). No question Chinese have us beat on price and some design features. However, most YT channels are silent on their mechanical/electrical reliability. There is no mention of self-driving features either. There's more to consider than just price.
@@jean-yvesferry4669 The car will fall apart at your driveway home.
@@dealerovski82You got skin in the game? You’re “all hat, no cattle”?
@@jean-yvesferry4669that's because Chinese EVs have been around for only a few years, hence not enough data on reliability.
This video is bang on. More Americans need to see this.
Please share.
AMERICAN close the door,can't see the truth!
Great Video! I drive a BYD Seal, much more comfortable ride than M3. More comfort oriented instead of sport oriented. I've done close to 10,000km in it, no rattles, no squeaks, its a brilliant car.
The Kia EV5 is cheaper than other Kia/Hyundai offerings because it's made in China and is a Kia body dropped on a BYD skateboard. You won't see that one in the USA.
Was the BYD Sealion7 on show? That's the real Model Y rival, that is about the same size but cheaper in every market, not just in Thailand.
not the 7. 6 hybrid only
I've been there. Love Thailand. Yeah the game is over for the US... China is killing it.
If China EV's ever gets into the US market, without being import taxed out of competition, they may put the other automotive manufacturers out of business in the US.
Absolutely. Chinese EVs wouldnt just be cheaper than Tesla Model Ys and Model 3s, but cheaper than Camrys and RAV-4s.
There are loads of people that can't afford a tesla or won't buy a tesla that may trade their ice cars for a Chinese car like they did for Toyota. I think it's the likes of ford and gm that will be first to feel the pinch
Thailand is very clever. They also have huge import tariffs (except of ASEAN and China), but they offer good conditions for manufactures to build cars in Thailand. So the big Chinese manufactures and Hyundai will build factories in Thailand or already start producing.
BYD already started. Ora Good Cat from Great Wall Motors also.
If Chinese EVs were available in the U.S. they would have to be significantly less than the Tesla equivalent for me to buy. Tesla will sell at a premium because it's made in the USA, charging network, repairability, and tech/ai. Tesla's made in Shanghai should remain competitive because they are cheaper to manufacture. Basically, all legacy autos are screwed if the Chinese EVs aren't hit with high import tariffs.
First of all it's not about you. Yes Teslas will sell at a premium and they are better. But Chinese EVs will capture the low end of the market. There are a lot of people who would love to buy a decent EV for $20K.
Check out the Neta S or the new Xpeng MONA M03. Both are way cheaper than a Tesla Model 3. The M03 is cheaper than a Civic or Corolla.
@@WarrenRedlich Better at what for the same price? Better Chinese batteries?
@WarrenRedlich in what way Tesla is better? You always compare to Tesla long range. Tesla standard range mileage is not long too. In Singapore, the M3sr was just over 300km in total. So if you compared to chinese EVs with over 400km or 500km, it is still better than m3sr but at lower price. Why didn't you take Tesla standard range model as benchmark and its pricing compared to those Chinese EVs. Talking about reliability, BYD has been in Singapore for more than 5 years now without major issues. You just biased against chinese EVs on quality and reliability without concrete proofs. The only Tesla that stands up is their software. Otherwise, many Chinese EVs have better features and lower pricing (or have better comfort than Tesla)... lol. BTW, I'm driving an EV from Hyundai for more than 4 years now in Singapore without major issues or breakdown before
Sandy Munroe predicted this (a wave of Chinese EVs) 2-3 years ago.
Elon too
Chinese won't sale their EV at lower price forever, don't say lower and lower, they just don't rip off people like the American brand.
Good reporting. Thanks.
Basically, hardware is too competitive now. Cutting-edge (AI) software is where the profit potential lies. This applies to vehicles and humanoids.
The Geely G6 has a very advanced software package. Changan (Deepal) uses the software from Xiaomi, which is very good. The weak point of my BYD Dolphin is the software which is made in house. But BYD has a very good dealer network and pushes the other (Chinese) car manufactures. The prices are going down so far, also for fossil cars.
Totally agree with your idea that the future is robo taxi and FSD.
Yes! Tesla never set out to be the number one in volume. Throw in the SC network, insurance, solar, energy storage and Optimus and TSLA will shine for decades!
@@macioluko9484 Dream on. You been listenen tooo much fake news....
Unfortunately both a vapourware so far.
I don’t care how safe they say robo taxis are, I’m never getting in one even if I’m pissed.
Most people just don't understand economics .Why are you are sounding surprised Chinese cars are priced much cheaper than US or European cars. You can look at any product made in China and it will be very much cheaper than any product manufactured in the US.
And why say the best Chinese EV;s are inferior to a Tesla with less range and slower charging capacity when the Chinese cars use batteries made by companies like BYD are better than those used by Tesla.
Tesla does make good cars but they have always been dependent on batteries made by foreign companies .And without that technology the electric car market would not have taken off
and they often say that Chinese made products are of poor quality, by comparing them to much more expensive products. including the person in this video
@@sumpahGWganteng Tesla made in china show superior quality than those made in USA. Likewise with Volvo made in Sweden vs one made in China.
Well with US, EU and Canada putting tariffs on Chinese EV imports we won't see these vehicles until the Chinese agree to setup manufacturing plants in those countries using the labor from those countries. Other than BYD, Geely, Tesla and Li Auto all the rest are still unprofitable which is why they are trying to expand to other markets. There are too many EV manufacturers in China and it is predicted that many will go away and only a handful will remain.
how much is the tariff $10k the Chinese EV manufacturers will still import as they will make a car for half what Tesla can in the USA
what labor? those Chinese car factories are almost all automated.
@@royalmontparkumm no? There are still a ton of things that need to be done by hand like harnessing, seat installations, seat stitching, interior furnishings, testing, quality checks and so much more(I’m no expert but yeah). Tesla has the most automation out of other EVs largely due to giga casting and using automated QC and electronics installations augmented with HoloLens tech.
Unless fsd gets much much cheaper, it is not gonna sell in volume.
Nice video… thanks Warren. We need your voice please keep them videos coming.
Thank you, I will
The BYD seal is handsome and the Tesla model 3 is hideous looking.
Most of the cars displayed won't last 50,000 miles before you see the plastic breaking, paint fading, and cars falling apart, these are just my thoughts with the prices being so low.
50,000 miles is still within the warranty. Your prediction will make them go bankrupt. The real reason why they are so cheap is mainly because they controlled the battery from the technology to the key minerals so that they can make massive production in very competitive price. They have the largest market, and their government is very supportive on EV adoption. The competition is severe there. Those who survived have to be good enough, therefore gain advantage in international competition. Open your eyes and change your mindset. Don't be so stereotype on China. They are different now.
Warren, Australian here. Some interesting observations you make. All the Teslas sold in Australia (like over half the Tesla's made worldwide) are made in Shanghai China. Like the Chinese cars you have shown, they are well made, high tech and affordable. If Tesla and legacy stick to their high sell price they are in trouble. The future is now.
Another thing, when Tesla FSD will arrive somehow within 3 months all Chinese EVs will also have FSD 😅
They'll adopt quicker for sure
You are joking, you need to learn about Huawei's autonomous driving technology.
THIS IS THE LIE IN THE WEST. THE CHINESE ARE NOT ALL SELLING AT LOSS .
FSD. Just remind me for how long has Elon been promising FSD. I can recall in 2015, he said Teslas would achieve "full autonomy" by 2018. And in 2019, he said the company would have robotaxis operating by the following year. Yeah!
12.5 stops at flashing yellows again and has phantom braking…
@@Tommy2tone762 Because vision only. There will be no L4 autonomy that is vision only. No government will contemplate permitting it.
A liar is always a liar
Why only hold Elon accountable? Marry Barra of GM promised 20 new EV by 2023. They released the Blazer EV, and had to stop selling it because of issues. Now GM is abandoning EV for hybrid.
Why are they lying that Elon is the only one to break promise. There is always a reason people lie. What is it?
Only take your opinion as a grain of salt. You are bias cause you own large shares of Tesla stock.
The big 3 US brand is finished in Asia... Nobody wants them and it's difficult to see any on the road. China used to like American cars but their politicians and media are making them really hard to like.
China Media and politics never made America cars hard to sell . and America cars in China is second market in the world, no other country will buy American cars including those allies like japan and Korea
Okay, we lost the American EV market to China.
This is the main reason that I think Tesla won’t make a cheap $20,000 consumer car. I think they will make lower trims of the 3 and Y and go all in on FSD and Rob Taxi. I don’t think Tesla can compete in this low price bracket with China.
They very easily could. Take the m3 chassis, shrink it down some, use the much cheaper induction motor with no rare earths we already know they had planned to use in the unboxed vehicle's. With 50-55kwh catl or byd structural lfp packs=230-260 miles of epa range.
Then strip out features just like the new 4k cheaper cloth seats m3 for the mx market. Cheaper 17" much lighter wheels with even thinner 205-215-65/17 ev tires to gain somemore range. Cut 350-500# out of the current m3 or model Y. And allow for a 4-7k price reduction.
Might not have a glass roof anymore or as many power options. Still with an overall superior product vs the cheap Chinese evs.
But I don't think elon will do this to the TESLA brand. Another more motivated CEO would imo who had lots of experience running a mass market vehicle maker. Even job's once said if you aren't willing to cannibalize yourself? Someone else surely is! 👍🏻🤔
Elon himself said they will expand the annual sales to 3milion. He isn’t saying 20 million a year anymore. (To be clear I’m a huge Tesla bull). I think there strategy is changing. We’ve already seen the low trim model 3 in Mexico. The “unboxed” model is the robotaxi. Tesla and Elon have never said anything about a new cheaper consumer car. I believe in Tesla!
Also, to be clear, I think they COULD release a much cheaper car if they wanted to, but I think they won’t. Elon is a disrupter, and I’m not sure he could really disrupt the market for these cheaper cars globally. People like bigger cars in USA. I think they will release a van, robotaxi, roadster, (and cheaper trims of 3+Y). This is also consistent with the picture of all their cars with three covered up. I think Warren agrees with me?
Tesla is doing just like Apple, keep it high profile for high profit, it is playing with consumer behaviour.
These EV’s you are mentioning are impressive, as are their prices, but what you fail to mention is how much they cost to manufacture, and how much their companies are losing with each vehicle sold because they are trying to undercut Tesla on price, but they are losing money in most cases.
Also, Tesla is about software. No EV manufacturer in the world comes close to competing with Tesla on software, and that will keep Tesla relevant long into the future.
Too many experts 😂
Next point is how long can these guys keep making cars at a loss?
Who cares
They're not necessarily losing money. But like many startups in a phase like this, the game is expanding market share and they're willing to have little or no profits for several years to build their share. BYD is playing a smart game ... until FSD changes the game.
The Chinese can sell at a loss because it is warfare not capitalism for the Chinese government they increase their margines by using slave labor dumping toxic waste rather than proper disposal or mitigation and getting subsidized by the CCP.
Tesla and 10 or 12 Chinese EV makers are currently able to make them profitably. Though the Chinese companies barely make any profit compared to what Tesla makes.
I hope that Tesla can outlast them and can continue to outsell them. Tesla still has advantages over other EVs in my opinion. I am happy that electric cars are getting good market share.
Tesla has a tenuous business case
When cybercab is. available, and fsd becomes level 4 or 5, Tesla does not have to sell cars, only in robo taxi business.
Yep
You tell it like it is and don't pump the stock. Thanks Warren
Loss Gerbil 😂😂😂😂
If you an average income Joe, you would rather buy a budget friendly ev car to drive. Further batteries are expensive to replace and by the time it expired, you can go buy another budget friendly ev carl again. No point buying Expensive EV cats and bogged by expensive battery replacement.
Hey Thanks Warren !!! Very informative video and I agree with your assessment. 👍🇨🇦
That’s just the base price in CHINA. Once you add tariffs etc the price will rise
Seems like classic Android/iOS battle, with Apple/Tesla selling much fewer units but commanding more than 50% of the market profit margin. The long term question is whether Tesla stops selling hardware and focuses on automotive software only?
Tesla will continue to make hardware that embodies the software better than anyone else. But Chinese EV makers will soon license FSD.
@@WarrenRedlich License it or simply steal it?
@lopezb keep saying that. They already doing fsd and lider driving witch is more expensive. Huawei is doing it Baidu is doing it. Why did tesla sign with Baidu if he didn't need them? Typical salty racist
It’s not the same as other tech. Not easy to steal.
If stealing tech is always so easy for the Chinese, why aren’t they landing rockets?
The Ioniq 5 is $57 676 CAD in Canada
Korean vehicles still have about 30% tariffs on it. But Hyundai will open a factory in Thailand. The Kia EV5 is produce in China and therefor more affordable than the Ioniq 5. I was interested in EV 5, but the base model is really basic.
I don’t think we have the ev5 yet in Canada, and recently Canada announced they will also have a 100% tariff on china made evs including teslas.
Warren - waymo in the USA starting to use Zeeker EVmini vans
I saw that. I think that Zeekr is very high priced. Not really mini.
Your assessment is spot on Warren. More US centric investors need to realize why it is so critical for Tesla to show they really solved FSD and actually deliver robotaxi. The Chinese manufacturers will eventually take over the non-autonomous car market
Right; if only Tesla could. There isn't a version of FSD available in the States that could be used for commercial autonomous rototaxis roday. As of a week or so ago, Summon and Smart Summonss weren't available as a product, even though anyone who has purchased or is subscribing to FSD is paying for it. If Tesls could do autonomous FSD today, they would. They don;t need another hype session of 10/10 to do so. As Musk is so fond of saying. there's 2 millions Teslas that are immediately available for roboteslas, except that they're not.
Thanks nice video. I think Warrens one of the better Tesla commentors in the sea of clickbait and non stories these days.
Wow, good to know how competitive the eastern market is, becoming “market killer” for the west
Warren I'm glad your impressed.
PEOPLE TALK ABOUT $50.000 NOW DAYS AS IF IT WERE A GREAT PRICE FOR A CAR 'IT'S NUTS ' NOT MANY CAN AFFORD ANY OF THIS OVER PRICED STUFF .
Amazing Warren. I had no idea China is this good.
Once FSD comes out compairing Tesla with any other car maker will be like comparing an old Nokia 2380 phone with apple's latest iPhone 😅
«Once».... I probably never will happen.
I thought GM is winning the EV race.
Mary led ... or was it Mary bled?
I am living in Thailand and enjoy a BYD Dolphin since 1 year and 30,000 km.
Dolphin is a great city car. I rode in one in Songkhla.
Tariffs.
Trade war!
we are many years from robo taxi
But do these Chinese cars really matter matter since they’re not self driving?. The future is self driving
Agreed.
Xpeng stole teskas autopilot software and are developing fsd as are byd etc
@@mallamal5578😂😂😂 stole. Like they stole 5g right ? Stop yourself you sound like boomer politician
Xpeng did not steal FSD. That’s silly.
@@WarrenRedlich learn to read, I said autopilot
Warren - so, IF a CHYNA model is allowed for sale in the USA, price would double or triple.
go from $25k to $60k at dealership.
and WILL be a lesser car , than any TESLA.
If they face high tariffs you are correct. They are lesser cars than Teslas. I said that more than once in the video. But they are far less expensive and they are good city cars.
And what happens when BYD imports their Mexico-made EVs to the US and Canada, where the batteries and 50% of parts are also made in North America? Wouldn’t these Chinese EVs then qualify for the IRA incentives and also avoid any US tariffs?
@@tomdrewenskus8167hahaha 😂😂😂 you are good man a naive man. The west are professional hypocrites. It's in their nature they will make up another excuse.
I think some Chinese EV makers will try that.
@@tomdrewenskus8167then US government will try other tricks. The baseline is not letting competitors into US market and let the big three to rip off America consumers as much as they want.
Pretty good car, but the US government will not allow it without a big tariff
There are 2 tiers of tax advantage. Made in China, you get a favorable rate. Invest in a plant in 6 years, i believe you can import to Thailand Tariff free until the plant is complete. Then I believe, once your plant is complete, you can import 1 for 1 into the country for what you produce locally.
we will never see these prices in the US due to tariffs
Owner of Tesla top of the line model 3 and Ora Cat here. My brother in law's BYD Seal 3.8s is superior to my Tesla 3 and his brother's Tesla S P100D in every way, let me emphasize in every way.
Sure they’re cheap but you’re gonna have to go through all those growing pain build issues.
Greetings, Tesla's competition is very tough. Today there are Chinese EVs with better prices and the same quality. Whether we like it or not, it's reality. If the fanatics don't want to accept reality, reality will show it to them. If you really want to see the reality of how to make cars of very good and excellent quality at fantastic prices, you have to go to the car exhibitions in China, from there you can almost predict what will dominate in the future,
If you spend %100/month for a robotaxi that is 16 years to pay off A cheap $20K car. That is just a car.. Not expenses. Autonomout wins!
Robotaxi won't work. Real autonomous cars are still years (decades) away for being a mass product.
Average person drives 1k miles in US. That is gonna cost much more than 1k dollars with robotaxi. Not economic at all.
What's the range? miles or km?
Tesla Optimus is doa. Unitree robotics already has them beat.
Ya dreaming
@@RichardTrainor rofel to the mayo. optimus was only on display behind glass casing at the world robot conference last week while tons of other chinese robots were being fully demo'd.
My brother in law just bought a Li Auto L9 and I'm really surprised that the quality is matching the Japanese or German cars.
Warren: tesla cant conpete.... US government: 300% TAX. Elon: 🍺
When did I say Tesla can't compete?
Warren ..Are any of these companies making a profit ?
Some. Small profits.
Would be nice to have those prices when they get to my country 💸
Not all the Chinese EVs are lesser cars than Teslas. Zeekr for example seem very premium.
But are they profitable?
@@DavidD-de3in with declining margins
BYD is, and I think Geely is approaching.
Are you
The ceo? Or the consumer
buyers could care less as long as its affordable
Pretty sure BYD is profitable.
Tesla is outdated and booring.
Should be "Hyundai/KIA/Genesis vs Chinese EVs....
Do they make a profit at these prices?
What are the safety ratings of these cars?
That's the most important factor with price.
BYD has top safety ratings because they sell the sae models in Europe.
A 10k usd city car is pretty common in Asia or south east Asia,
Tesla investors who think Tesla will win by launching more models and build more factory to increase production are just so blinded, robotaxi is and the only way for Tesla to change the game
Yep. Not sure about $10K in Thailand but $15K maybe. I just looked and 500,000 baht is more typical. About $15K.
Hey Warren, great video and always appreciate your inputs as it makes ton of commercial sense. Wanted to get your thoughts on China's ability to eventually develop their own robotaxi network as they've been so good at literally copying and innovating practically anything. Will Tesla still be able to hold it's competitive advantage then?
I don't think any Chinese companies are close on the AI needed to develop true self driving. They can't get the chips. They don't have the fleet. Few are going vision only, which is the solution. They will more likely choose to license FSD once it's running, and they'll adapt quicker than legacy auto.
In case, you didn't get news from China. There are many cities in China that have driverless taxi or private hired vehicles on the road now for the past few years... lol
Hi. I’m in Bangkok.
Can’t find this event online.
Would like to check it out.
BITEC Bang Na. Until September 1.
i just sold all my Tesla stock.
The burning issue with BEVs is thermal runaway. As vehicles age, it is going to be a much bigger issue. Otherwise Tesla does lead on the FSD and Robotaxi front.❤👍
Thermal runaway? Really? Wow you are deeply misled.
@@WarrenRedlich I am concerened, because I do own 2 M3s. Also, I am one of the few that understand the EV down to a chip level🤔. I do understand Teslas design and safety is superior though. Not much to say about Chinese, may look and feel same, may even be cheaper with extra bells and whistles, but not sure on safety and longterm reliability. There may be few Chinese manufacturers better than Tesla, but most are going to cut corners somewhere.I may be wrong🤞,but would err on the safer side though.
There is no safety mechanism in a BEV(yet🤞), that could prevent a thermal runaway due to an external event, such as elevated temperatures nearby, or a battery cell rupture due to road debris, a collision or an accident. Also fire in a thermal runway is more intense and propagates extremely fast, compared to an ICE fire. There is even a YT channel run by a firefighter specializing in BEV fires.
Wow you really have been fooled by anti EV propaganda
Just asking,Won't thèse véhicules be much more expensive in the USA after tariffs and They have to pass Safety and crash tests
BUT huawei have superior autopoilot than Tesla FSD which can drive you from parking lot to parking lot.
Why do you keep saying "I'm not saying they are as good as a Tesla" ? There are many that are at least on par with a Tesla if not better!!!
I still think Tesla still over price with huge profit today, they are really look like mid range car compare to all the Chinese brand in value.
Don’t let the outer look fool you. Need to look at their things you can’t see.
10:42 in Oz i got the Dynamic Seal, solar panels and 30 TSLA for cost of the Performance Seal.
In the long run, I think I'll be better off.
Next new ev will be a Tesla thou.
Seal makes the transition easy.
Still waiting for used ev market to mature.
How do you like the Seal?
@@WarrenRedlich I really like it. The pick is the Premium (80kwh, hud, 2 seat memory...).
Saving up for level 2 at home. Putting it off thou (dca bitcoin & tsla while cheap).
The Seal looks good. Performs better than most ice cars. Efficiency drops off going over 90kph (speed limit 110).
Some software is limited. I'd like to charge in two different times like night and day.
Speed recognition plays up. Could improve ota update?🤞
Thank you. All cars lose efficiency as speed rises.
Warren - nice to have you back. ❤ your videos.
keep in mind the SU7 is built by the crappy by BAIC for Xpeng motors.
BAIC owns the parents for SAAB ICE vehicles & they benchmarked the Taycan & model S.
In CHYNA the SU7 is only Y27,000 yuan.
and would sell over $60k in the USA.
These cars are not crappy. I'm not sure why you think they would be so expensive in the US.
@@WarrenRedlichthanks for being fair man. Most Americans can learn from you sir.
Xiaomi have their own plant and manufacturing SU7 in Beijing. 720,000sqm 150,000 vehicles/year . The second stage construction will be completed next year. Xiaomi have no plans to sell SU7 overseas yet, as their capacity is still coping with local needs.
@@freeskier64 - FALSE , SU7 is made under contract by BAIC off road in CHYNA for Xaiomi SU7.
Xaiomi doesn't have any Automotive tech, Xaiomi does have Displays , Computers & software.
BAIC bought all SAAB ICE car patents .
BAIC benchmarked the TAYCAN & model S Electric cars.
BAIC makes very CRAPPY cars , sells LESS than BYD and Tesla in CHYNA.
@@markplott4820 so what did they built that super factory for? I checked on Google map and it is huge with some test driveway next to it. Is that a BAIC factory?39.718908,116.533525
It doesn’t matter how much they cost. They won’t be sold in the United States. FSD and Optimus also will happen. I hate doubters!
Hey Warren, Welcome to Thailand - BYD will start producing form their new factory in October only 20KM from house in Chonburi. Other Chinese manufacturers building new factories in Thailand - : Aion, Great Wall, Hozon Auto's Neta and Chery. You will also see a lot of Vinfast vehicles around. Very competitive market.
I think BYD already started producing Dolphin there.
Vinfast is troubled. I do see Neta and Aion, some MG but usually hybrids of those.
If Chinese EV makers can compete or exceed Tesla production volumes, technology, and pricing.... why can they not compete or exceed on "autonomy" ?!?!?!? And if so, what would Tesla stock be worth?
Warren - Netta models are made by Horzon motors in CHYNA, they also sell Netta models in CHYNA.
Yep. I mentioned Chinese EVs in the title, didn't I?
I m coming to bangkok next week. Curious to see what cars are driving around
Are any of these companies making money on these cars?
Does not matter. Chinese companies are government subsidized. The strategy is to take market share at any cost, including a loss.
So much for your thesis a few years ago about Tesla selling 10’s of millions of cars by 2030 and the stock being $20k per share. Now the pipe dream is robo taxi and robots, both of which are beyond 2030. The stock has been dead money since 2019. Horrible investment, will continue to be so. Unfortunately I own it.
Yes the first thesis appears to be in trouble. FSD robotaxi and Optimus continue to look bright. Also Energy.
Elon & Tesla were hoping that the volume demand of EVs would be met by the big boyz (Ford, GM or VW) but boy oh boy were they wrong.
You know the scene from Starship Troopers when they’re trying to fend off the bugs and the captain realizes they’re outnumbered by a huge margin?! Yeah! This is it!
The tariffs are the walls but we all know what’s really needed is an aerial extraction!
Disagree. Elon has spoken plenty on this issue and always warned of China
Can’t the energy profit of Tesla give Tesla much more flexibility of being able to lower the prices of Tesla cars so much that no one can compete and goes bankrupt and then Tesla can grow with FSD subscription and robotaxi ?
Service>Product
Tesla can compete with Chinese EV makers. If they are so awesome, where are their cars? Where are their landing rockets?
CHINA EV IS BANG TO SAY ANY BAD ABOUT THEN IN CHINA
Warren, I wonder how sustainable those prices are? Are they making profits? We hear that Tesla is the only EV maker (maybe BYD) that is able to do it profitably.
Most are on the edge of profitability on one side or the other. The game is to grab market share first. Survive long enough and make money after the field thins out.
@@WarrenRedlich Who would've thought the Chinese could move this fast? Even only 10 years ago, legacy auto controlled their entire market, now? Legacy is getting their asses handed to them on not so silver platters as they are ungraciously shown the door. Even the mighty Tesla is forced into a major "regroup". Crazy! If that is what it takes to get us off of Big Oil, I guess we'll just have to ride it out and see where the dust settles.
Tesla will take 10% of total automotive market share, 90% will be Chinese, and Tesla will turn the 10% into 90% more usage
Hate to tell you this Warren, but the best Tesla batteries are from CATL, a subsidiary of BYD. That's checkmate for Chinese cars
Redlick changed his tune. He used to make out that Tesla would be selling 20 million EVs by 2030. Doesn't say that anymore. He also made out that there would be no Model 3 highland. Don't trust him. He's full of crap!
Agree/Disagree. China is copying what Tesla were doing a few years ago and is now coming close to matching them at their own game. But Tesla are still making very high quality EVs and are still selling good volume in China and globally.They should continue this and keep innovating.
Putting all your hope in FSD is wishful thinking. Who's to say XPeng or BYD or someone else don't come up with L4 autonomy in the next few years as well, and beat Tesla to it? I say this because I really don't believe L4 can be acheived vision only. XPeng and BYD both are using radar and lidar as part of a suite that also includes vision, but is not vision only. BYD have about 100,000 software engineers all working on this goal. It wouldn't surprise me if they or XPeng or some other Chinese company get there first.
The best way forward for Tesla is to continue to innovate and compete. They are up there with the best Chinese EVs and are better quality than most if not all Chinese EVs. For now. But for them to continue they need to innovate and to branch into more models, like a city car / hatch Model 2, like a normal pickup, and perhaps a van, as well as ramping up the Semi and the CT.
The minimum of chinese words you should know in chinese is China , is Zhōnggó , pronounced as tsjunggowo .
You are so smart. It is all about FSD for Tesla. The Chinese will dominate. Good luck Chevy and Ford.