Well we had a huge spike in lithium prices the last two years which has since dropped as new sources have come on line. Lithium is now 50% the price it has been the past 2 years.

eh. Grid scale battery factories are being built quite rapidly and prices are dropping. There's good reason for optimism.

This is true but depends on the time scale you are looking at. Prior to 2019 gas dominated new capacity additions. The last 5 years solar and wind took over and are growing rapidly. The IRA will accelerate that trend.

you said build quality which in part comes down to reliability.

peak reddit.

Yes. You know better than the people who actually own the cars. If the people who own the cars have an opinion different than yours they must be in a cult. I hate to break it to you but most car buyers don't give a crap one way or the other about Musk.

That's an old talking point. Model 3 has the second highest reliability rating of any ev.

That's why survey after survey Tesla is at or near the top in owner satisfaction.

eh. ICE vehicles are already losing. These bans don't really do much. The market will already have switched by then. You'd be hard pressed to buy an ICE vehicle by 2035 except very niche vehicles.

That's old data. Battery prices are dropping and will continue to drop.

eh. In terms of added capacity since 2019 wind and solar has greatly outstripped natural gas. As batteries get cheaper and cheaper that trend will only accelerate.

As EV prices continue to come down it will no longer make economic sense for consumers to purchase ICE vehicles.

It is remarkably simple. Sales of your profitable ICE cars implode while you are still unable to mass produce EVs for a profit. Something which only Telsa and BYD have managed so far.

Not everyone is going to successfully make the transition. There will be bankruptcies, government bailouts and or mergers along the way.

>This is exactly where they wanted to be.

And that is why they are failing.

The Tesla build quality has improved considerably in the last few years. The Model 3 is now one of the most reliable EVs you can buy. The model Y has also improved greatly.

https://www.consumerreports.org/cars/car-reliability-owner-satisfaction/tesla-and-nissan-make-the-most-reliable-electric-vehicles-a1003912076/

Where the other manufacturers are aspiring to in 3-5 years is where Tesla was 5 years ago. Toyota recently did a teardown of a model y and came to the conclusion that Tesla had superior manufacturing and that Toyota needs to completely rethink its process if wants to keep up.

https://www.autonews.com/manufacturing/how-toyotas-new-ceo-koji-sato-plans-get-real-about-evs

If legacy doesn't get its act together and fast a bunch are going out of business.

I actually went to go buy an EV6 last summer. The test drive was great and I was ready. Then the stealer wanted $11k over msrp. NOPE.

The stealership was even even trying to sell a low mileage used EV6 for $11k over MSRP of new and pretended that they didn't know a used car didn't qualify for the $7500 tax credit.

Who in your mind has caught up to Tesla in pure EV?

The cybertruck will still be profitable before the lightning is. That's not to say the lightning isn't a good truck. It's just the reality of where the companies are right now.

There's a whole series of Munro videos on the Mach E tear down. Here's the wrap up one

https://youtu.be/p0kFZ9CVLNg

lol. Yeah. Who needs any of them there fancy a u t o m o b i l e s when a horse and buggy is just fine.

You are absolutely, factually correct except you forgot that TESLA BAD.

That's not actually the problem. The problem is that their manufacturing techniques are out dated and bureaucratic and their costs are too high.

Understandable. I just feel the more competition in the EV space the better.

That's true. They will undoubtedly raise the price considerably to start with and not even offer the cheapest version. They can do that because the demand is high and they will be supply constrained at first and can make more profit off the higher end versions. Prices could be in the 80k-90k range and I would not be at all surprised to see them reach 30-40% margins once they hit volume production.

The cyber truck does have 1.5 million pre-orders. The demand is there. It depends mostly on how many they can produce next year.

This is where they should have been 5-10 years ago. Let's hope they can catch up before its too late.

You can avoid that by buying direct from the manufacturer and skip the stealership.