we got a fun one going on today why Tesla will never be better than it is right now and it's
recent this is new Tesla hasn't released an all-new car in years and its production was
will continue to hold the brand back from its full potential and uh well I gotta say
while this is a very recent article coming out within the last month this right here
is an old Tesla and it's really apparent you can tell by the styling but especially from right here
in the hood and how old oh they tell you uh it says side profile shot of a red 2014 Tesla
Model S in front of a Tesla showroom in France so they're using a nine year old picture because
I don't know why if I had to guess and I shouldn't guess but if I was just gonna put on my tinfoil
hat for a second I would say if their whole plot is to say that Tesla hasn't released a
new car in years and then they want to show an old Tesla to make it make to make Tesla
look even worse well that would be a good way to do it uh that's might be what they're doing so
let's go ahead and read the article all right we'll skip this first part and we'll get down
to their first real gripes Tesla's had a long tradition of over promising and under delivering
honestly fair enough in same some ways if they're going to talk about full self-driving
the Cyber truck the new Roadster the semi they generally have said that things are going to
come out and while they do come out eventually or at least they at least some of them have come out
eventually like the semi uh it has taken a lot longer than they say so that begins with full
self driving yeah full self-driving has some problems that's a whole thing I'm going to
tackle that in its own specific video because full self-driving and autonomous driving in general is
an incredibly nuanced and complicated subject and it's not something I'm going to tackle with just
one or two sentences in this article and just doing a rebuttal I want to have facts and data
that I can present so we'll we'll leave that for another day there's also the fact that since the
Cyber trucks unveiling in 2019 the car has been delayed numerous times yeah that's totally true
and it is actually one of the more frustrating Parts about Tesla is that they announce their
products and they say they're going to have these release dates but then the release date comes and
goes and they totally miss it and look I totally understand why they've delayed the Cyber truck
why they delayed this Tesla semi and why they are currently delaying the Tesla Roadster but because
I know why they've delayed it I just wish they wouldn't have announced those products or would
have said we'll release them at some point in the future but not give an actual production and
delivery goals to the broad public because that just makes them look like they're intentionally
misleading consumers and so I would totally understand why people are upset about that that's
the now promises limited production to start middle of 2023 yep that's what I've seen but
very limited production it'll be a while before we see mass production at least not until 2024
um it says they say by that time assuming again that Tesla fulfills its production timeline Ford
would have already sold plenty of F-150 lightnings yep that is true Ford's EV sales grew 41 based
on their official press statement good job Ford keep it up oh and let's not forget the upcoming
Chevy Silverado EV whose base work truck trim was recently raided by the EPA to do 450 miles
in a single charge that is incredibly impressive to do 450 miles if I haven't double checked that
with the EPA but if they really are landing 450 miles with the epa's testing methodology that's
really impressive and you could imagine that means Chevy which is GM is trying to position that truck
as a truck that can not only do a lot of miles but probably that will be able to tow for longer Miles
because generally speaking when you're talking about Towing any real weight with EVS you're
going to be looking at more like half of what the estimated range is without Towing so that could
be Towing you know 225 miles on a single charge which is way better than the majority or I think
all of the other electric trucks that I've seen so if it pans out like that good job Chevy but
one thing we gotta say because it's it's just kind of funny to me is they say oh let's not forget the
upcoming Chevy Silverado EB but they're already discrediting the Tesla cyber truck so if you're
saying hey we're going to take this upcoming vehicle but not this other upcoming vehicle
and whatever just kind of funny let's keep going Tesla is still growing fast but others are growing
faster now that is curious with Tesla being the second largest seller of plug-in electric vehicles
okay I'm glad they mentioned it in parentheses here they say which bundles electric and plug-in
hybrid sales in 2022 just behind byd yes that is true if you bundle electric and plug-in hybrid
then Tesla is the number two EV seller in the world if that's what you're classifying as EVS but
I and the majority of people that I know in the EV space don't consider plug-in hybrids as battery
electric vehicles because at plug-in hybrid by definition has an entire gas engine so if you
want to call that an electric car I mean you're welcome to but I don't really like that definition
because I don't think it's very accurate so I like to say battery electric vehicles so that means
it has a battery it does not have an internal combustion engine and then you can have plug-in
hybrids which they're hybrids meaning it has gas and electric but it can run purely off electric
for usually a pretty short distance like generally less than 50 miles I'm not saying they're bad I'm
just saying they're a different thing than battery electric vehicles yeah if you count that then yes
Tesla was the number two seller but if you don't count plug-in hybrids then Tesla is still by far
the number one seller okay this is the graph I was looking for and I think this one is really
telling where you can see uh right here you can see battery electric vehicles in green and plug-in
hybrids in blue and there you can see why while byd when you add both of them together they do
sell more total Vehicles test Tesla is just behind them and if you subtracted out the plug-in hybrids
then Tesla is absolutely destroying them with byd would be coming in actually it looks like third
to Volkswagen if you took it out the plug-in hybrids so that's important to look at I think
this graph is really important so okay now we're all talking about the same numbers let's get back
to it however byd's plug-in vehicle sales grew 204 while Hyundai Motor groups which includes
Hyundai Kia Genesis and slightly higher at 40 percent okay so the part about scaling the that
byd scaled their plug-in hybrids by 200 percent we need to dissect that a little bit because
here's the thing typically EVS their production is constrained by the batteries the batteries are the
most difficult part to scale in production so when you're talking about plug-in hybrid sales plug-in
hybrids have relatively tiny batteries a Tesla Model S for example might have a hundred kilowatt
hours for their battery so given that battery is the limiting constraint with production then
producing plug-in hybrids is way easier because the batteries are just so much smaller so that's
why it's so much easier to scale plug-in hybrids versus battery electric vehicles so I'm not saying
that byd isn't doing a good job I'm just saying that it is much easier to scale plug-in hybrids
China is doing a lot of work they also make and produce their own EVS their Tesla is battling with
numerous other Chinese EV startups that obviously understand Chinese consumers much better than the
American automaker can Elon Musk has also been aggressive in price Cuts in China in order to be
at Price parity with even more affordable locally made EVS well okay a couple a couple things on
that Teslas are locally made in China they have their Giga Shanghai that's in China but on a
different note while it is definitely true that China has a lot of startups and a lot of budget
EVS Tesla one of their huge advantages is that they're not having to compete as much on price as
the other EV manufacturers in China are because Tesla has a moat with their technology and with
their supercharger Network and with everything else that makes a Tesla a Tesla so while the there
is a lot of competition in China for EVS Tesla has somewhat of a moat against that competition
whereas a lot of those other EV manufacturers in China are competing directly on price and they're
driving prices down an unbelievable amount uh the next part Tesla is not released an all-new car in
years this is something we've talked about and it seems like a lot of media Outlets they really like
to capitalize on this idea that oh Tesla isn't releasing new vehicles therefore they must not
be doing very well and it's one of those things where it's kind of frustrating because you'll
see so many Automotive manufacturers and they'll say hey we're coming out with 20 new vehicles 20
new electric vehicles in the next three years and everyone's like wow that's awesome 20 new
electric vehicles but actually the amount of new vehicles that come out don't matter at all
at least to me what matters so much more is the volume of those Vehicles that's being sold so
if a company is coming out with 20 new EVs and they're only selling one of each EV that doesn't
matter whereas if Tesla comes out with one new EV like let's say the model Y and then that model y
goes to become the best selling vehicle in the world well that matters so if Tesla has
the best-selling vehicle in the world and some of the other best-selling vehicles in the world
why would they need to release a new product they're already killing it they have much more
demand than they can currently meet so why do they need to release a new product I would argue what
they should try and do is keep increasing their manufacturing capacity instead of releasing new
products because that's what the market is asking for Via consumer demand okay yeah they say while
companies like Hyundai 4 General Motors release new brands and Sleek EVS every week Tesla's sexy
model range still hasn't received a major update in years and that's exactly my point updating the
lineup doesn't mean anything if you're a Tesla investor or if you're an investor looking to
invest in any of these companies you don't care about new products that are being offered you care
about how much volume are we moving and if we're already moving so much volume that we can't keep
up with demand why would we release a new product to try and increase that demand it doesn't make
sense it would make much more sense to increase our production capacity and that's exactly what
Tesla is doing so they want to say the model S is more than 10 years old already and it looks old
and blah blah blah blah yes but they still have more demand than they know what to do with and
so it doesn't really matter as of right now Tesla because of the way they've positioned themselves
they don't have to play that keeping up with the Joneses that every other automotive manufacturer
has to do where they have to do a facelift on their vehicles every couple years just to keep
demand up because people want to get the new one Tesla hasn't doesn't have to do that so
they're not going to do it and that's great for them because it saves them a lot of the time and
effort that comes with just redesigning a new look just to make it a new look alright moving on it
says it's unsurprising that Americans love trucks the top three best-selling American cars have been
the Ford F-series yeah the Chevy Silverado and the Ram 1500 yep we Americans love our trucks
that is very much true for most history now okay and this is important and with all three coming
or are already off offered in pure electric forms way ahead of the Tesla cyber truck so no well I
mean they are they are coming that the Ford F-150 Lightning is definitely already here and you can
buy one but the Chevy Silverado and the Ram 1500 those you cannot buy their electric versions are
coming but it is not a given that they're going that they're going to beat to cyberstruck to
Market and what I would argue which is even more important than beating something to Market is it
a good product and can you produce a lot of it if they if the Chevy Silverado comes to Market
and it's a great product but they can't produce it well that's awesome but they need to increase
their manufacturing scale and if it comes if the Chevy Silverado comes to Market and it's a bad
product but they can produce it at scale who cares because the demand isn't going to be there so I
don't super care about who's being the first to Market I care about who's going to be successful
in the market that they're entering and uh by the looks of it I mean if we were just going to look
at pre-orders the Cyber truck is going to blow the F-150 Lightning the electric Silverado and the ram
I'm out of the water like you wouldn't believe I think they have like 1.8 million pre-orders
which is something unheard of with a vehicle like nothing has even come close to that so I'm
not saying that Tesla can produce that many cars in a year they definitely can't as far as their
cyber truck as far as right now but if pre-orders are an indication of demand which I'd say to some
extent they are then the Cyber truck is going to be incredibly successful let's move on to the next
thing a cheap Tesla EV is a must and on this I mean we kind of already touched on it a little bit
with the EVS in China but I would argue no a cheap EV for Tesla is not a must right now in the future
I think it will be really important because you do need to hit those budget markets but currently
what Tesla can do by shipping their higher priced Vehicles is they can use those increased margins
to then increase their manufacturing capacity and keep their lead ahead of the competition
as soon as they're no longer getting more demand than they can meet with with their
current production as soon as they're doing that then they should introduce the more budget model
and then they'll increase their demand like crazy because now they're accessing a whole new wealth
of customers but until then they should actually keep selling their higher priced items in my
opinion they're like the model y the model 3 the model X and the model S they should keep selling
those because those products will allow them the revenue streams in order to build out their
manufacturing capacity so that later down the road they can produce those more budget options
but until then they should keep with the higher revenue streams all right and they kind of talk
about that a cheap Tesla EV probably won't bring a lot of profits for the brand and that's what I'm
saying is until their demand really starts waning they don't need to worry about that so they can
keep on going and they even address this sort of elephant in the room which is that at the moment
the Tesla Model 3 is the most affordable model they offer with 272 miles of range and starts at
forty thousand dollars which is pretty good and is in fact within the average transaction price
of a new car in America so there you're saying well yeah it's already in the normal transaction
price of a new car but they should make a cheaper one it's like okay well sure and then we have
what the future of Tesla is going to be like well let's see delays are the norm and being on time
in terms of production development deadlines is once in a blue moon occurrence I agree with that
that's something that's one of the frustrations I have with Tesla and definitely we should let
them know we don't like that the Next Generation Tesla Roadster is still M.I.A yeah that part is
a bummer the Cyber truck yeah it's a bummer it's getting delayed getting delayed but okay let's get
into this the world of BBS doesn't anymore revolve around Tesla Legacy Automotive manufacturers have
started to catch up while China has so many EV startups that Tesla's appeal has been reduced in
that market again like we talked about as long as they're moving all the production capacity
that they have it doesn't so much matter if their demand goes up or down because they're
already selling everything they can sell as long as the pricing can hold then they say if
Tesla wants to do better than how they're doing right now they need to continue releasing Fresh
Products including one that costs lower than the model 3 along with being able to release its new
cars to customers as opposed to Simply unveiling a pre-production prototype and okay there we got the
final tone of the article and I gotta say did did they prove their uh we'll call it their thesis at
the start why Tesla will never be better than it is right now no all they really said to me is that
hey once the Cyber truck comes out they're gonna be doing really good and once they release their
lower priced more budget model like their 25 000 model that they've rumored that they're going to
come out with eventually then they're going to be killing it so even the article seemed to kind of
admit that once they released their budget model that's going to do really well so it feels a bit
silly to title the article why Tesla will never be better than it is right now but as we talk about
in every video we got to address why is an article like this being written and I don't know this
is purely an educated guess but if I had to make that guess I would say the reason these anti-tesla
articles come out is because Legacy Automotive manufacturers pay for advertising on sites like
this what that ultimately means is these media Outlets aren't going to turn around and bite the
hand that feeds them Tesla on the other hand does not pay for advertising in media Outlets so if you
are a media outlet and one company is paying you money and the other company isn't well guess what
you're going to write there's actually a lot more to it than that with fossil fuel companies and
how much push they have on media Outlets but we'll talk about that in a separate video so
yeah this one uh let me know what you think about this article and articles like it in the comment
section below thank you so much to all my patreon supporters for the reason I can keep making videos
like this without them I wouldn't be able to do it and if you find articles like this one which
is just a terrible article in my opinion then send it my way my email and my Twitter handle those are
down below if you want to hit me up hit me up and the article that you send may make it in a
future video all right that's gonna do it for this video see you guys in the next one peace [Music]