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Cake day: April 6th, 2024

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  • Your experience is fine and I’m not denying it, but none of what you said is unique to Tesla at this point (except possibly some of the software). An Ioniq 5 charges faster, can use the superchargers and EA and everyone else’s chargers, rides better, has a heat pump, has better lease deals, etc. You can easily find anecdotes just like yours from former Tesla owners that bought other EVs. Of course you can buy cars that charge slower, or don’t have heat pumps, or other features of the Y, but you seem to be just ignoring competing vehicles that do things as well or better than Tesla.

    If you’re in the EU or have access to Chinese EVs, the competition is even more compelling vs the Tesla offerings.



  • There are tons of Y competitors, just not yet from Lucid. It’s the most popular segment with the most competition. Regarding dealers, it’s not a universal benefit. Service and location matter. Rivian for example is really struggling with this. And ask the folks that spent $70k on a model Y a few years ago during the peak squeeze how great they feel about totally not paying a dealer markup. Software is interesting, Tesla does a good job at OTA but in general everyone I talk to seems to want less tech, fewer subscriptions, less invasive tracking, and manual buttons. Half the people I know want to just drive old Toyotas because of privacy. The tech stack and the software mean nothing to me personally. I do care about ride quality and road noise, and last time I was in a Tesla both were awful. Most folks charge at home and the supercharger network is less of an advantage every day. The people that need to cannonball run in subzero temps will drive ICE for another 5+ years anyway. Heat pumps are helpful but not that much. When it’s actually really cold the COP isn’t much better than 1-1.5, and when it’s mild and COP improves you don’t need much capacity anyway. I remember years ago before Tesla put in heat pumps everyone saying it didn’t matter. Sorry for the meandering rant here, the point here is that the Y is by no means a superior vehicle anymore. I personally value nothing that a Y has over an Ioniq 5, and that’s even ignoring that Musk is a Nazi that deserves universal boycotting.









  • Its just not that binary and people change their minds (intentionally and unintentionally). Let’s say you meet some people and you’re not sure if you’d like to date any of them, but you at least know you’d like to get to know them and hang out more. Then after getting to know them (likely in group settings) you then realize that you’d like to date one of them. Then you get the courage to ask and they’re not interested and just wanted to be friends. Sprinkle in some apprehension here and there and then you have the meme. It’s not as black and white as immediately categorizing people you meet as “friend” or “carnal” and then sticking with that label forever. None of this is static and we’re all just making it up as we go.







  • Marginal cost is never zero though. That would imply truly free unlimited energy. There is a cost to build solar, wind, storage, etc. that needs to be amortized. We also want to incentivize folks to not waste energy, so a reasonably strong link between usage and price is helpful.

    It’s going to be interesting to see how this all plays out for gas infrastructure as folks electrify and cut their gas service. Once the spiral starts, fixed costs will grow for the remaining customers and push more people to cancel their service.