<story><title>Over 10% of Tesla Model S EVs Fail Germany’s Strict Inspection After 3 Years</title><url>https://www.thedrive.com/news/44068/over-10-percent-of-tesla-model-s-evs-fail-germanys-strict-inspection-after-3-years</url></story><parent_chain><item><author>brianwawok</author><text>Been waiting for 10 years for the legacy manufacturers to flood the market with BEV. As recently as a year ago, Toyota was still betting in hydrogen.&lt;p&gt;Basically, I’ll believe it when you see it. Right now the BEV market is basically Tesla or sacrifices.</text></item><item><author>lkrubner</author><text>Tesla, the stock, is currently priced as if it will never face competition. Even with the big correction of recent weeks, it is still priced at more than several of its competitors combined. This is not a rational price. The fact is that the market will soon be flooded with excellent electric cars from Toyota, Mercedes, BMW and more. This article certainly should worry anyone holding Tesla stock: less than 4% of the BMW  Smart Fortwo Electric Drive showed defects, compared to 10% of the Teslas. And this is in the year 2022. It&amp;#x27;s only going to get worse and worse from here on out, as the big companies bring their whole networks to bear. Even worse, whereas Toyota, Mercedes, and BMW have international networks of dealerships, Tesla has only a very small base of institutional support to work with. It simply isn&amp;#x27;t rational to hold Tesla stock. The preponderance of evidence favors the idea that Tesla will shrink and the other companies will grow, in the electric market.</text></item></parent_chain><comment><author>littlestymaar</author><text>It&amp;#x27;s not as if Tesla “flooded the market” either in that period. The EV market was just niche so far, and if it&amp;#x27;s changing recently, it&amp;#x27;s benefiting historic manufacturers at least as much as Tesla.&lt;p&gt;Right now, you can find EV for every price tag and since a Tesla gets you the quality of a cheap one for the price of a high end one, its main value is as a status symbol.</text></comment>
<story><title>Over 10% of Tesla Model S EVs Fail Germany’s Strict Inspection After 3 Years</title><url>https://www.thedrive.com/news/44068/over-10-percent-of-tesla-model-s-evs-fail-germanys-strict-inspection-after-3-years</url></story><parent_chain><item><author>brianwawok</author><text>Been waiting for 10 years for the legacy manufacturers to flood the market with BEV. As recently as a year ago, Toyota was still betting in hydrogen.&lt;p&gt;Basically, I’ll believe it when you see it. Right now the BEV market is basically Tesla or sacrifices.</text></item><item><author>lkrubner</author><text>Tesla, the stock, is currently priced as if it will never face competition. Even with the big correction of recent weeks, it is still priced at more than several of its competitors combined. This is not a rational price. The fact is that the market will soon be flooded with excellent electric cars from Toyota, Mercedes, BMW and more. This article certainly should worry anyone holding Tesla stock: less than 4% of the BMW  Smart Fortwo Electric Drive showed defects, compared to 10% of the Teslas. And this is in the year 2022. It&amp;#x27;s only going to get worse and worse from here on out, as the big companies bring their whole networks to bear. Even worse, whereas Toyota, Mercedes, and BMW have international networks of dealerships, Tesla has only a very small base of institutional support to work with. It simply isn&amp;#x27;t rational to hold Tesla stock. The preponderance of evidence favors the idea that Tesla will shrink and the other companies will grow, in the electric market.</text></item></parent_chain><comment><author>steveBK123</author><text>Re: Volumes
Yeah it&amp;#x27;s really something.
The supply chain issues probably pushed the convergence out 3-5 years.
It doesn&amp;#x27;t help that most of them haven&amp;#x27;t secured a fixed battery supply the way Tesla has.&lt;p&gt;Just this year between recalls &amp;amp; battery delays in new product rollouts, GM shipped something like 400 (not 400K, literally 400) BEVs in Q4.  Ford is targeting to ship ~300K BEVs in 2023 which is only an aspiration and would bring them to 2018-2019 Tesla volumes.  With the doubling of Tesla production rates annually and new factories about to open, Tesla could be at 2M&amp;#x2F;year by 2023.&lt;p&gt;I wouldn&amp;#x27;t mind some other makers at least coming closer so I can make my 2nd vehicle a non-Tesla BEV.  Tesla is fun but it&amp;#x27;s a very opinionated car (like Apple) with design choices that cannot be optioned away (yoke, falcon wing doors, gear stalk removal, touch screen UI dependence, etc).&lt;p&gt;Re: production quality 
It shouldn&amp;#x27;t be a huge surprised that ~2018 era Teslas are doing poorly on inspections now.  Watch Munro tear downs and the evolution of the build quality over time has gone from early 90s Hyundai to actually impressing him.</text></comment>