Seems like now that the pure online model has come earlier as has the 35K mass market Model 3 and with this the move to Tesla Network (Master plan II car sharing) and subscription can logically speed up but in the medium term it seems leasing becomes more important even as it tends to make financial reporting look worse because of the way the flows work. A lease is more of a test drive proposition.
Hyundai was offering full service subscriptions for EVs. Wonder if Tesla will do the same. But it seems subscriptions make the most sense or evolve to be very sensible when Tesla Network is up for a discount on driver-less autonomy EV TAAS model.
The way to think of this in reverse is what was Tesla going to do with brick and mortar once it had hit the full transport as a service model? The way it will be spun is this will hit like the solar re-calibrate but that was due to corruption in Nevada- totally ridiculous contract breaking corruption due to completely unjustifiable and backward protection of always under water natural gas- think PG&E's endless scandal but in Nevada with another company.
Now Hyundai/Kia has introduced full BEV long range SUVs at the average selling price in the US and Rivian has done a concept of what a full BEV pick up would be. I expect those offerings relative to Tesla's even in concept to be like the Model 3 vs the Bolt but also in sales. So it seems it will be important for Tesla to release the Semi specs and final build and price plus demos as soon as it can.
It was important for Tesla to hit lower profile vehicles first because of aerodynamic trade off vs efficiencies but it was the same reason fossil fuel pushed them in the US elsewhere and had the big 3 cannibalized other designs in the US because they were trying to push lower fuel economy keep fossil fuel consumption high. But the reality of what people like about SUVs is 1. Perceived to be safer (not true but the objective results of the Model 3 take the edge off that) 2. Like to be up higher for better view. 3. Like the better ability to absorb pot holes and the way more suspension travel and higher profiles tires contribute to ride in a way that still looks good- make them seem more rugged or durable. 4. Perceived to be easier to load or sometimes easier to get into.
What Hyundai and Kia and Rivian are bringing is momentum to Tesla's mission but when you have Gates tied at the hip to Buffet going out of his way to doubt the Semi (need to check how much the fossil fuel industry favors Microsoft) I think that's a clue to the need to nail that down. Plus there is more bs spouting about fuel cells- lately from Huyndai and noticed that even in CA the tax credit for bs fuel cell is higher also noticed a BEV semi with a NG range extender- that is the worse absolute worst way to go. Do not want batteries being wasted trying to keep NG afloat- talk about a huge waste of battery capacity. Thankfully today GM announced that is abandoning PHEVs and apparently hybrids to focus on BEVs because it doesn't want to do dual power trains because those don't work economically! If I've got that wrong it works out to the same because if you can't do a PHEV you can't do a hybrid.
Hyundai was offering full service subscriptions for EVs. Wonder if Tesla will do the same. But it seems subscriptions make the most sense or evolve to be very sensible when Tesla Network is up for a discount on driver-less autonomy EV TAAS model.
The way to think of this in reverse is what was Tesla going to do with brick and mortar once it had hit the full transport as a service model? The way it will be spun is this will hit like the solar re-calibrate but that was due to corruption in Nevada- totally ridiculous contract breaking corruption due to completely unjustifiable and backward protection of always under water natural gas- think PG&E's endless scandal but in Nevada with another company.
Now Hyundai/Kia has introduced full BEV long range SUVs at the average selling price in the US and Rivian has done a concept of what a full BEV pick up would be. I expect those offerings relative to Tesla's even in concept to be like the Model 3 vs the Bolt but also in sales. So it seems it will be important for Tesla to release the Semi specs and final build and price plus demos as soon as it can.
It was important for Tesla to hit lower profile vehicles first because of aerodynamic trade off vs efficiencies but it was the same reason fossil fuel pushed them in the US elsewhere and had the big 3 cannibalized other designs in the US because they were trying to push lower fuel economy keep fossil fuel consumption high. But the reality of what people like about SUVs is 1. Perceived to be safer (not true but the objective results of the Model 3 take the edge off that) 2. Like to be up higher for better view. 3. Like the better ability to absorb pot holes and the way more suspension travel and higher profiles tires contribute to ride in a way that still looks good- make them seem more rugged or durable. 4. Perceived to be easier to load or sometimes easier to get into.
What Hyundai and Kia and Rivian are bringing is momentum to Tesla's mission but when you have Gates tied at the hip to Buffet going out of his way to doubt the Semi (need to check how much the fossil fuel industry favors Microsoft) I think that's a clue to the need to nail that down. Plus there is more bs spouting about fuel cells- lately from Huyndai and noticed that even in CA the tax credit for bs fuel cell is higher also noticed a BEV semi with a NG range extender- that is the worse absolute worst way to go. Do not want batteries being wasted trying to keep NG afloat- talk about a huge waste of battery capacity. Thankfully today GM announced that is abandoning PHEVs and apparently hybrids to focus on BEVs because it doesn't want to do dual power trains because those don't work economically! If I've got that wrong it works out to the same because if you can't do a PHEV you can't do a hybrid.