Mark Lewis
1 min readAug 5, 2019

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I can see that in terms of whether you are bear or bull on Tesla, but the original article had the following:

“I believe the first tax cut is when demand will start to slow down. In terms of competition there are many electric cars coming to market such as the Jaguar I-Pace, Audi e-Tron, Porsche Taycan, Porsche Mission E Cross Turismo, Mercedes-Benz EQC, Hyundai Kona Electric and Kia Niro EV. Jaguar, Audi, and Mercedes electric cars will all most likely hit the market in 2019 qualifying for the full $7500 tax credit. When one of those cars comes out is when I expect demand for Tesla cars to fall. I do not believe that Tesla is superior to theses cars.”

The prediction of slack in demand is all about market share and the table at that link has sales numbers for the competition. They are still way behind Tesla in terms of sales up through July.

You mentioned that you don’t think the Tesla is superior. I haven’t looked closely at the autonomous driving systems in the Jaguar or Audi, but I absolutely love the Autopilot feature in the Model 3. It makes my commute significantly nicer. I feel like all the other carmakers are way behind in that area. They are adding safety features that take over in certain situations, but their work on the systems that actually drive lags behind. I have no idea how much that potentially drives people to buy Tesla’s compared to other EVs, but it was a major factor for me.

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Mark Lewis
Mark Lewis

Written by Mark Lewis

Computer Science Professor, Planetary Rings Simulator, Scala Zealot

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