| > If Tesla's goal was to have an impact on climate change they should allow other car companies to purchase their batteries and motors to build from. They have and they did. [1] You have it backwards. The other car companies have chosen not to purchase batteries and motors from Tesla anymore. Tesla wanted to be a spark. They thought, worst-case scenario: other car companies will come and dominate, and we'll be positioned as a supplier with the best technology. Well, that didn't happen. So now we have a simple dilemma. Tesla needs $$$. $$$ represents choices, research, development, improvement, etc. (Did I mention that Tesla's constant investment in battery technology has been driving down the cost across the industry?) Let's say they want to shutter their car business and just supply batteries and drivetrains. We'll put the cost of a battery pack at $10k. Like any supplier, when selling to other car companies, they have to add X% markup to cover their future goals, research, development, etc. Now, other car companies pay $15k for the battery pack, which leaves $10k left over for all the other parts of the car to reach break-even on that $25k economical car. Margins are already thin, that ain't gonna work. Well, Tesla could just sell the battery packs at cost since they care so much, right? Just so happens Tesla raised $5B. $5B / $10k = 500k battery packs. Great! But there were 17 million vehicles sold in the U.S. alone last year... that's a drop in the bucket. Tesla would need $150B / yr just to sell enough batteries to other car companies at cost. That ain't gonna work. So where do we end up? Well, Tesla can "supply" the battery pack to their self at $10k because, well, it's their battery pack. Thus bestowing a competitive advantage upon their company. > Or actually build an economical car, sub $25k That's the plan. Do you not see their steps towards accomplishing that goal? Tesla literally laid out their plan from the beginning: start at the upper end of the market to capture enough money to throw into R&D such that they can work their way down the curve into the more economical price range. Not sure how this isn't obvious from Tesla Roadster ($150k+), Model S ($75k+), Model X ($80k+), Model 3 ($35k+) ... By the way, you don't get down to a $25k car unless the parts that go into that car cost less than $25k. Tesla has been working to drive those costs down since the inception of their company. Evidence being the many factories they're building and the working partnership they've maintained for R&D on batteries with Panasonic. > no self-driving Self-driving is an add-on. It's not included in the base price of a vehicle. > no performance mode Once again, another lineup. Not the base model. > Just a working, fully electric car that any working-class person could buy, globally Working-class person with a Model 3 checking in. Similarly the Model 3 price point put it firmly within the grasp of my parents who have subsisted on Toyota Camry's and Honda Accord's their whole lives. Their next car will be a Model 3. > That would have much more impact than building luxury electric vehicles. Yeah. Tesla agrees. They're getting there. I'm not sure what they've done in the past two decades hasn't proven that. [1]: https://evannex.com/blogs/news/when-tesla-partnered-with-the... |
Tesla makes luxury cars which is 5% of all car sales (Model 3 included, it starts at $38k). Tesla is 5th in market share for luxury cars in 2019 at 9.78% [0]. That means of all car sales in 2019, Tesla accounted for 0.5%. I'm not bashing Tesla, they make cool products (except that truck concept, that looks like ass), these are just the stats.
I understand their eventual goal is to have previous products help reduce cost for future ones but the impact on reducing CO2 levels by Tesla cars alone is probably not much at this point.
It would be like a new airplane manufacturer starts up and says they want to address the world's transition to sustainable energy and they are going to start with the Learjet/executive flyer market first. I wouldn't say that company is "tackling a major societal problem" I would say they're building a boutique business that as a by-product reduces CO2.
[0] https://www.statista.com/statistics/287620/luxury-vehicles-u...