> Compare to the Audi e-Tron, which has a fairly massive 95kWH battery but only scores 204 miles of EPA range. They claim they're only using 88% of the battery capacity so that charging is faster and battery longevity is preserved, but thats a really weird engineering decision that belies the fact they have made a terribly inefficient (and perhaps rapidly degrading?) battery pack/drivetrain.
Audi chooses to limit charging thresholds to preserve battery life and your conclusion is that they must have a rapidly degrading battery pack? More likely is they're being ultra-cautious because they don't have their own data in place for how the batteries will respond.
> Turns out making EVs is harder than everyone thought. We were told the traditional automakers would just wade in and obliterate Tesla...
This is all based on the new Model S having a range 80 miles higher than the e-Tron and 50 miles higher than the I-Pace.
The danger to Tesla's ability to dominate the EV market isn't these two models, the danger is a swamp of competition. Just VW is planning to launch 50 different models by 2025 on its modular electric platform, from multiple brands and in every price point from $30k to $100k. I'd expect Tesla to still be the largest selling model within its particular niches, but its one crossover will be nipped at the heels by 20 different crossovers from competitors, all serving different use cases and price points, and the same for SUVs. It won't even launch a small city hatchback, where VW alone will have 5-10 different models.
Although I’m not even sure this should be characterised as a threat, Tesla was never going to maintain a total dominance in electric cars and that’s not required for it to become a significant and profitable manufacturer.
The question really is at what level of scale and profitability Tesla is happy to end up. The I-Pace is actually doing well for Jaguar, because Jaguar is a niche producer, it's currently providing 10% of global Jaguar sales. I'd expect Tesla to settle in as something around BMW, luxury price points, decent profit margins, solid but not massive sales numbers. The model 3 has ended up solidly within that price bracket.
> Audi chooses to limit charging thresholds to preserve battery life and your conclusion is that they must have a rapidly degrading battery pack? More likely is they're being ultra-cautious because they don't have their own data in place for how the batteries will respond.
Well, its clearly inefficient, whether it degredes rapidly or not was just a guess. My argument is that building EVs is harder than Teslas critics have admitted. If Audi don't know the degreadation state for their own battery then that kindof backs that up. The e-Tron is a nice enough car but it was trailed as being a Tesla killer and its clearly not that.
> This is all based on the new Model S having a range 80 miles higher than the e-Tron and 50 miles higher than the I-Pace
My argument is not really about range, its about range for a given battery size - i.e. efficiency. Batteries are heavy and expensive - thats why building an affordable long range EV is such a challenge. If your EV is inefficient, it will be heavier and more expensive than it needs to be.
Even if the e-Tron used 100% of its battery it would still only get 230 miles of range. Still below the base Model S, which - probably - has something like a 70/80 kWH battery - smaller, lighter and cheaper.
I like the look of the i-Pace but it seems to be smaller on the inside than it should be. It supposed to be an SUV and just 500lbs lighter than the enormous Model X but its got just a slightly bigger boot than the Nissan Leaf (17 cubic feet vs 15.3). Presumably, thats because its full of big heavy battery.
> I'd expect Tesla to settle in as something around BMW, luxury price points, decent profit margins, solid but not massive sales numbers. The model 3 has ended up solidly within that price bracket.
Yeah you might be right, I am disappointed that they abandoned the $35k target for the Model 3.
> Audi chooses to limit charging thresholds to preserve battery life and your conclusion is that they must have a rapidly degrading battery pack?
I mean, that would be a weird reason to limit it, but every other reason is weird too. 12% degradation over 100k miles would be pretty high. They've started with 12% degradation from the factory by design in order to avoid it!
I suspect they desperately want to avoid further scandal, especially with electric cars because these are supposed to be turning over a new leaf after dieselgate. They're not sure exactly how well battery thermal management will work, so they choose a strict limit. I suppose if they find there isn't a problem they could relax it OTA. No-one complains if they get more later, only if they get less.
Audi chooses to limit charging thresholds to preserve battery life and your conclusion is that they must have a rapidly degrading battery pack? More likely is they're being ultra-cautious because they don't have their own data in place for how the batteries will respond.
> Turns out making EVs is harder than everyone thought. We were told the traditional automakers would just wade in and obliterate Tesla...
This is all based on the new Model S having a range 80 miles higher than the e-Tron and 50 miles higher than the I-Pace.
The danger to Tesla's ability to dominate the EV market isn't these two models, the danger is a swamp of competition. Just VW is planning to launch 50 different models by 2025 on its modular electric platform, from multiple brands and in every price point from $30k to $100k. I'd expect Tesla to still be the largest selling model within its particular niches, but its one crossover will be nipped at the heels by 20 different crossovers from competitors, all serving different use cases and price points, and the same for SUVs. It won't even launch a small city hatchback, where VW alone will have 5-10 different models.
Although I’m not even sure this should be characterised as a threat, Tesla was never going to maintain a total dominance in electric cars and that’s not required for it to become a significant and profitable manufacturer.
The question really is at what level of scale and profitability Tesla is happy to end up. The I-Pace is actually doing well for Jaguar, because Jaguar is a niche producer, it's currently providing 10% of global Jaguar sales. I'd expect Tesla to settle in as something around BMW, luxury price points, decent profit margins, solid but not massive sales numbers. The model 3 has ended up solidly within that price bracket.