Tesla Model Y vs. competition – wait, who’s that?


– The Tesla Model Y
has started deliveries, but even more EV SUVs and
crossovers are coming. Like the Audi e-tron
Sportback, the Q4 e-tron, the Byton M-Byte, Mazda MX-30,
Nissan Aria, Volvo XC-40, the BMW iX3 and the Mustang Mach-E. How will the Tesla Model Y
hold up to the EV competition? Or is that even the right
question to be asking? I’m Matt Ferrell, welcome to Undecided. (soothing electronic music) (air whooshing)
(bell ringing) So, several years ago,
I put down a deposit on a Tesla Model 3 right
when it was announced because I wanted to
get off of fossil fuels and do my part to help with the transition to electric transportation. It was a side benefit that the Model 3 is also an amazing car to drive. But I know that’s not true for everyone that buys a Tesla or any other EV. Some buy cars because they
really like the way they look. Others because of how fast they are or the way they handle when driving them. Or if you’re able to fit all of your kids into the back seats. So when I was looking at how the Model Y might stack up to the competition, I realized that focusing only on EVs was probably a mistake. And taking a step further back, I thought a good starting
point and place for comparison was looking at the
broader SUV and car market as a whole from Q4 of 2019. Now, I’m using the Model 3 as a gauge for how it stacks up to all
the other vehicles, EV or not. Now, a quick side note, before I get into my
take and my projections. The state of the world right now has kind of turned everything upside down. Nobody knows at this point how car companies are going to be impacted by the forced shutdowns
and the slowdown in sales. And I’m not taking any of that uncertainty that’s going on into
account for my analysis and my comparisons in this video. But it’s definitely going to have some kind of impact in the coming months. And on a personal note, I really do hope that everyone is staying safe, staying healthy, and watching out for
your friends and family. We’re all in this together and, that said, let’s get into it. Let’s start by looking at the
Q4 2019 numbers for all cars. The best-selling car in the
US was the Toyota Camry, which is (chuckling)
shouldn’t be a shocker, with 78,522 sold. The Tesla Model 3 came in eighth place with 47,275 cars sold, which beats out cars
like the Nissan Sentra, the Ford Fusion, the VW
Jetta and the BMW 3 Series. Now, one interesting note about
the top 20 best-selling cars is that the prices mostly
range from just under $20,000 to the upper $20,000 range, with an average starting price of $23,850. Now, only two cars have
starting prices around $40,000, which are the Tesla Model
3 and the BMW 3 Series. And the fact that a $40,000 car is so far up the list says a lot about the demand for the Model 3. (air whooshing) Comparing the sales numbers, Tesla’s sold about 60.2%
the number of Model 3s compared to the number-one Toyota Camry. So how does this help in
looking at the Model Y and SUVs? Now, bear with me for a minute since we need to set the stage with the SUV sales numbers first. The SUV and crossover
market is much larger than the passenger car market. The number-one selling SUV from Q4 of 2019 was the Toyota RAV4, which
sold 123,446 vehicles with a starting price of about $26,000. The top 20 SUVs have an
average starting price of about $28,359, which
is roughly $5,000 more than the average starting
price of the top 20 cars. The Model Y is only selling the long-range and performance versions right now which have a starting price at $52,990, which is $4,000 more than
a comparable Model 3. And this fits right
into the price variance between the car and SUV markets. We also saw that the
Model 3 sold about 60.2% the amount of the number-one selling car. Now, if demand for the Model
Y matches that of the Model 3, that gives us a similar 60.2% sales target from the number-one selling
SUV in that category. That means, using the Q4 2019 SUV numbers, Tesla could have sold
about 74,000 Model Ys, putting them in fifth
place on the top SUV list. Now, that’s right behind the
Toyota RAV4, the Honda CRV, the Chevy Equinox, and the Nissan Rogue. To double-check my logic there, if you look at the vehicles
regardless of category, the Toyota RAV4 is number four, the Toyota Camry is number seven, And the Model 3 is number 22. If you compare Toyota cars to Toyota SUVs, the Camry sells about
63.6% the number of RAV4’s. So that’s the difference
between car and SUV in the number-one selling brand. Again, if we apply that
percentage to Tesla, we would see the Model Y
selling about 74,000 vehicles compared to the Model 3 at 47,000. Back in the Q4 2018 earnings call, Elon said this about the
SUV market and the Model Y: – [Elon] I would expect
Model Y will probably be, I expect Model Y will be maybe 50% higher than Model
3, could be even double. And that’s if the midsize
SUV segment is the, worldwide, is the most
popular type of vehicle. So, we’ll probably see
higher volume of Ys upgrade. – Which also falls right in line with what I pointed out in the Q4 numbers. But to go back to my original question about how the Model Y will hold up against the upcoming EV SUV
competition specifically, there’s a pretty long list of a EVs on the way in the next year or two. To help understand where things might land for any of those EVs, I think if we look at what’s already on the market today as a guide, we might get a better sense. We have the Audi e-tron
starting at $75,000, the Hyundai Kona at $36,990, the Kia Niro EV at $38,500, the Jaguar I-PACE at $69,850, and the Tesla Model X at 84,990. In Q4 of 2019, Audi
sold about 1829 e-trons, which is clearly not a big seller. It’s the lowest-selling
Audi SUV on the market, including internal
combustion engine versions, like the Audi Q8, which sold
about 3972 in comparison. Or the top-selling Audi, which is the Q5, with 18,380 vehicles. When it comes to the upcoming
Sportback and Q4 e-tron, I think we’re gonna see more of the same: good EVs that make for happy owners but in much smaller numbers than their internal
combustion engine variants. But then we have something odd happening with Hyundai and Kia because they have two very-well-reviewed EV SUVs. The Kona sold 826 and the Niro sold 733. These SUVs have been extremely popular and have long waiting lists. But Hyundai and Kia are struggling to produce them at volume. The low sales aren’t
from a lack of demand. But to me, it shows that if you build a good quality, affordable EV, people will wait for them. Then there’s the Jaguar
I-PACE at 752 sold. Now, according to one report I found, the supplier of the
electric drive train system said the sluggish I-PACE sales are about half of what they expected. By comparison, the best-selling EV SUV is the Tesla Model X at 5500 sold. So why is the most expensive SUV also the best selling in the group? I think it comes down to perceived value. The cheapest models are in high demand, but the companies are struggling
with keeping up supply. The more expensive versions, now, while they are very
refined and people do like them, they don’t match on range and user experience of the Model X. Basically, none of them are hitting on all of the essentials. They’re missing the mark on supply or on features and user experience, when the key is hitting on both. And that’s why, on the
list of upcoming EV SUVs, there are three that I
think are worth highlighting and putting up against the Tesla Model Y because they hit on
price, mileage, styling, and possibly perceived value. (soothing electronic music) The Nissan Ariya, which is supposed to
be coming out in 2021. Nissan has one of the best-selling SUVs on the market today with the Rogue. And my parents have one
and absolutely love it. Nissan is not the new
kid on the block, either, when it comes to Evs. And even though the Nissan LEAF isn’t the best selling EV on the market, I think Nissan has a shot at delivering a very compelling SUV, and an even better price. There aren’t a lot of details
yet available for this one, but some are expecting it to
have about a 300 mile range. And if this comes in at
prices that are expected, this is going to be a
very compelling competitor to the Model Y. (soothing electronic music)
The VW ID.4, which is expected in 2020. Whatever you think about VW’s motivation for going all-in on EVs, it really doesn’t matter in the end. VW is doubling and tripling down on EVS and coming out with a lot of
really interesting options. They’re the company I’m most excited about in the EV space after Tesla and the one that seems to have
laid the groundwork better for the transition than the
other traditional automakers. With plans to build 1.5
million EVs by 2025, that’s something to get excited about. VW have said the ID.4 should
have up to 310 miles of range, which puts it squarely in
the territory of the Model Y. Now, that is the
optimistic EU WLTP rating, so we can expect the EPA numbers to be a little lower than that, but it’s still in the ballpark. It should also support Fast Charging, which will most likely be able
to take advantage of networks like Electrify America,
which VW has been funding. And size-wise, it should be comparable to the Kona and the Model Y. (soothing electronic music) The Ford Mustang Mach-E,
which is due in 2020. Now, I’m going to admit it
that I am a little biased here. I’m a fan of Ford, my
parents owned several Fords when I was growing up. I owned a Ford Fusion Energy
before my Tesla Model 3 and I really love that car. I did a full review of it a while back if you’re interested in watching it. And there’s a little
national pride there, too. I want to see one of our
oldest car companies in the US make the transition to
electric successfully. And I have to say that I
really like what I’m seeing from the Ford Mustang Mach-E. Unlike the previous two competitors, this one we know a lot more about. The base model will have a similar range to the standard range Model
Y when that one’s available. Both will be around 230 miles. While it takes a much larger battery pack from the Y to achieve the same range, the owner ultimately won’t care as long as the price and
the value are the same. The styling is also very Ford. It evokes a muscle car which will speak to a segment of car buyers that don’t like Tesla’s design aesthetic. All three of these companies have the potential to
strike a chord with buyers, offering competitive
mileage for the dollar and bringing a lot of value. But given the track record of how current EV SUVs have fared, (soft electronic music)
as well as how unproven some of these companies are
at selling EVs at scale, I don’t think any of them
will overtake the Model Y for the number-one spot anytime soon. And that’s not to say
that they won’t sell well, because I think some
of them actually will. There’s plenty of room in the market for several top-selling EV SUVs out there. (air whooshing) Now, while I think Nissan VW and Ford Evs are the top three to keep an eye on as competitors to the Model Y, I really do think it’s wrong to look at it as EV SUV competition. In fact, I really wish places
like US News Car Reports would stop categorizing EVs separately. Like they need some kind
of special treatment. I know it’s so car companies
can say things like “We have one of the
best-selling EVs in the market.” But again, that’s not helpful. A good EV is a good car, period. It should hold its own not
just against other EVs, but other cars no matter the drivetrain. And Tesla has been proving
that EVs are competitive when you provide the right
value to the customer. And we’ve seen a huge number of people trading up from things like
Toyota Camrys to Tesla Model 3s, which is a dramatically
more expensive car up front. And that’s because the value is there. I think the Tesla Model Y is going to strike the same exact chord, which is why I think my Model
Y’s 74,000-unit estimate based on those Q4 2019
numbers is conservative. It’s not only going to be
the best-selling Tesla, it’s going to be one of the best-selling
vehicles in the market. And if I’m right, it’ll be in the top 10
best-selling vehicles. That’s compared to everything, trucks, SUVs, and cars. And jump into the comments and
let me know what you think. What cars do you think are the biggest
competitors to the model Y? And how well do you
think they’re gonna sell? And as always, thanks
so much for watching. I’ll see you in the next one.

100 Replies to “Tesla Model Y vs. competition – wait, who’s that?”

  1. I think that the Tesla autopilot will draw more people when the self driving comes out when it can stop at stop sign and red lights and take sharp turns. Also with the smart summon that the car can pick you up when it’s raining. That’s another big factor.

  2. Ford's traditional customer base will make the transition to an electric fleet difficult, and flat out the inability of people letting go of the past will make it hard for companies like Ford to be successful. In my opinion, the American car companies will have the most difficult time building EV. Tradition and Car history means more to a majority of customers than innovations.

  3. The big limiting factor is batteries. Tesla is ahead of everyone on that. The only other competitor that seems to be taking EV's serious is VW. No one else is planning on producing them in mass.

  4. Yes, but I doubt that Ford will have their Mach-E priced right. I believe they will lose $20,000 per car and eventually go out of business if they price it right. I think the Hyundai Kona is a good car.

  5. hey, I would love an in-depth video on Hydrogen fuel cell cars vs. Tesla because the videos I find tend to skew the numbers a bit or use the worst ones they can find… I would love it! thanks and I love ur vids

  6. There is no Tesla Killer – this is a stupid assumption. The EV is compared so tiny still – Tesla opened the door to this market only. VW also will sell all EV´s they can produce – how many will that be? They plan 330k per year capacity in the first year.
    Right now the biggest advantage Tesla´s is the supercharger network. Lets see – worldwide the independent charger companies will bypass Tesla fast – if the EV market is really picking up as planned.

  7. Matt Ferrell – NONE of the Brands/Models you mentioned can MATCH what even what a 2012 Model S can do.
    the LEGACY car makers are a JOKE.
    even the Model 3 is Less Expensive than many of the Legacy BEV on offer.
    and Because TESLA is Vertically Intergrated, I predict TESLA will Recover sooner than ALL of Legacy car makers.
    as they ALL will be facing Supply Chain Disruption, Meanwhile TESLA begins Production again.
    Legacy car makers are a JOKE as are the Startups, Rivian, Lucid, Faraday, SF motors, NiO, Byton and others.

  8. I'm stoked about Rivian. I think they will actually be Tesla's first real competition. I just wish they had gone for Tesla supercharger integration. I'm still really stumped on why no automaker is making use of it.

  9. I like electric cars. I have a Mitsubishi Outlander PHEV. I would love to have a Tesla except for one problem. Cross country trips. I live in the west and it takes me 2 days to get to Texas. Even with "fast charge" you spend a significant amount of time charging. For instance from San Diego to Las Cruses you get to stop at a McDonald's at Gila Bend for 55 minutes. The total time charging according to the Tesla web site is 2.8 hours. Driving time according to Tesla is 13 H 16 min for 690 miles. Google maps says 10 hours that matches. Fuel stops are much faster. For around town they are great. My Outlander seldom runs on gasoline except for long trips. I charge at home from a 120 V outlet.

  10. As long as they stop making the EV's look dorky and lame like the bmw i3 for instance I'm good. Look how VW made their well known Golf a full EV version. You can't tell apart unless you see that little e right before the golf making it an e-Golf. That's the path I advice all other automaker companies. Why make I-pace if the F-pace is already there and known. Why make etron if well known Q5 and Q7 are there. Just keep they current models and produce full EV versions of them and see your sales rise.

  11. We need competition to bring down the price of EVs for us consumers. You don't want one company to have a monopoly.

  12. I’m trading in my ‘19 highlander hybrid for an MYP. There are things I will miss – the size and ability to take dips and speed bumps without feeling them. However, I am still only getting 20-23 mpg. I can’t take pumping gas anymore!!! I will NO LONGER support the oil industry. Now, can I please have my VIN number…

  13. Great comparison very thoughtful and balanced I thought.
    One car you forgot to add in there was the Chevrolet Bolt EV. I realize it's smaller than the SUVs you talked about later on. But you mentioned the Hyundai Kona and Kia Niro. And actually the Chevrolet Bolt has more leg room and headroom front and rear than the Kona And virtually identical rear legroom and headroom to the Nero although less cargo area.
    But the Chevy Bolt is larger in almost every way than the Hyundai Kona other than a slight width advantage in the rear seats.
    One advantage with the Chevy is there are a ton of used ones out there for good prices.
    And so far the reliability has been very good.
    The car does DC fast charge much slower than other vehicles. but if you just needed a vehicle for around town It would be perfect for that. And if you absolutely had to take it on a road trip you certainly could do so, only you will be spending significantly more time at the charging stops.
    2020 they got a new charging profile for the Bolt. Pete charging speed is the same but the taper is much more gradual, I believe 2021 is supposed to get much faster charging. this could end up being delayed as well as the mustang Mach E due to conversion over to produce ventilators for the pandemic..

  14. Appears that everyone else is at least a few years behind Tesla, and Tesla has cash now, and is accelerating their tech. Anyone buying a Mach-e over a Tesla is like buying a Motorola phone for MORE $$ than an iPhone/Samsung…why would you; other than to be different?

  15. I mean at least my Tesla doesn't have a fake grill… like wtf what an bad design to have an fake grill???‍♂️

  16. After owning an EV I can’t see myself going back to a combustion engine. It’s just so much better in so many ways.

  17. Interesting to know why GMs Volt is not mentioned seems an incredible car right price and features shame GM have pulled out of the right hand drive market

  18. Kona EV and Kia Niro are the only ones that are somewhat competitive to the Model Y. Mostly because they still have the $7500 tax credit, which can bring their prices $15 to $20k less than the LR Model Y. I know the Kona and Niro do not have all the features that the Model Y has. But if someone is just price conscious and just wants to get the less expensive option, both the Kona and Niro are decent gateway electric CUV. As for those luxury options, they all cost more than the Model Y and have less features and range.

    Also, the comment that the user won't really care about the battery size as long as they get the range may not be so true. The bigger the battery, the longer it takes the charge. The Model Y has a 75 kWh battery and gets 300+ miles, while the competing Mach E needs close to 100 kWh to get the same range. While, yes, the person can drive the same distance, but when you need to stop for a charge, every minute charging the Model Y gets you more miles back compared to the Mach E, which means you get back on the road faster and do more driving and less waiting.

  19. Good vlog, however, one point that no one so far (that I have seen)has mentioned is in marketing a big name brand that moves into a new market still has to prove itself. Evs may look almost the same externally as ICE vehicles but they are a completely different product and thus each company will need to prove itself as an EV manufacturer in order to get high sales. In addition to that modern EV's will need to be smart cars in order to be competitive and will need to build a good reputation in that area also.

  20. The model 3 must have woken up America to how good an ev is to drive so the Y will simply be unquestionably the vehicle to have over all others.
    As to the competition, they need to compete with themselves first before taking on Tesla ie they must view which of their ice models their particular ev is replacing. Only Nissan with the Ariya stands a chance. But much depends on how Nissan plans to allow customers to configure the vehicle, battery supply and price. If customers can only configure the model without an e-Power range extender Nissan will not produce enough to get high volume so the prices will be too high and only those who don't want a model Y will purchase it. If Nissan offer the rex option and get the prices right they will give Tesla a run for their money.

  21. All my ICE-fan friends had one comment going in five years straight! – Not enough range.
    But now some of them bought IPace! i don get it!

  22. The analysis is somehow interesting, but I believe you miss something here. Your whole point is US-centric, forgetting that 95% of the worldwide market is, well, outside of the US. I don't say this cannot give some trend, coz it obviously does, but still, generalizing US figures to a worldwide levels seems biased.

  23. I think one thing to keep in mind regarding price, at least here in the U.S., is the federal and local tax credits. As these begin to go away for non Tesla manufacturers the focus will increasingly shift to value. This is where Tesla has hit a home run. The phase out for them really turned into much ado about nothing because Tesla was able to show long term value in their products and people were able to justify the added cost. Traditional OEMs, and startups for that matter, are going to really have to step up their perceived value in the eyes of the customer if they hope to survive. Frankly, I just don't see it happening with the vast majority. VW probably has the best chance to pull it off but the American manufacturers are just too little, too late. They aren't going to be able to show value and still make any sort of profit. They just waited too long to see the writing on the wall…in my opinion.

  24. I agree with your comment that EV's should now be seen just as cars and compete on a level playing field. (If a slightly more expensive one for now) I've had a Kona for a month now and am loving it.

  25. WV will be late. By at least 1 to 2 yrs. Might be more if we are talking about volume. They are still doing what they have been doing for the last 5 yrs.. talking & bragging..

  26. Baffling to me that Tesla would not at least offer an optional instrument cluster. They could make a 10x markup on that. Such a costly car, but so bare… I know how good it is, but with self driving not happening any time soon, why omit the loved behind-steerig wheel-screen?
    I know Model X sales will plummet because of the Y regardless. Price difference too big to justify. Plenty of virtue signaling for the money with a Y.

  27. Thank you for your great analysis. I am hoping that this situation is resolved soon and I can go see the Ford Mustang EV.

  28. My first EV is a 2015 LEAF. Now I also own a Model 3. I am really attracted to the Model Y – because of the hatchback and longer range. I haven't really seen any other incoming SEVs (sports utility EV) that I like. I love my LEAF when I first got it, but it looked like a toy car when compared to my Model 3. I suspect the Nissan Ariya would not stack up with the Model Y either.

  29. Great episode as always. Thanks for all the great info. My spouse has a model 3 that he got last year that we absolutely love. At first I didn't think the model Y would be all that special but the more and more I learn about it the more I'm starting to want one for myself. I am not sure where it will end up on the charts but I'm hoping that one ends up in my garage soon. #Tesla

  30. Way to go. Great video. You didn't leave me with unanswered questions. You're not a fortune teller but your data driven guesswork is worth a listen. Thanks!

  31. Think you are spot on the money. But then that is my analysis too. I however have not gone into the detail you have but from speaking to people.
    Many I know are holding off buying a new car now and hoping their fossil car will last another 3 to 4 years so they have the better choice and better infrostructure of charging / longer battery range.

  32. Teslas big problem in the long term will be their lack of reliability and build quality. At the moment they have had the market more or less to themselves.

  33. Excellent video with lots of good data very well organized and presented. Best point made in the piece “A good EV is a good car.”

  34. My thoughts
    * Tesla Model Y – Is that 3rd row actually viable? If so, buying it rather than wait for CyberTruck for 6 adult passenger capacity
    * Audi e-Tron – Nope (expensive low range, bad value, no charging, many reasons no to care)
    * Byton M-Byte – Need more info, specifically about charging infrastructure, service centers, etc
    * Mazda MX-30 – First exposure to that here. Would be willing to consider after test drive / hands-on. Need info on charging infrastructure, warranty, etc
    * Nissan Ariya – Same as Mazda
    * Volvo XC40 – Remember seeing these plugged-in and charging a Houston Space Center parking lot when went to plug in our Model 3. I thought it was a PHEV.
    * BMW iX3 – Nope (assuming overly expensive, including on lifetime maintenance)
    * Ford Mustang Mach-E – Nope
    * KIA Niro / Hyundai Kona – Maybe, if they actually start selling straight up in TX
    * VW ID 4 / Buzz – Maybe, once they actually start selling straight up in TX

    If VW ID Buzz is > 6 passenger, affordable, and available and service supported in TX, very good chance I may opt for that as our 2nd EV over either Model Y or CyberTruck. The 2nd vehicle we want to replace with EV is our family minivan (KIA Sedona).

  35. Great video as always Matt. But why didn't you include Polestar 2 as a competitor? You mentioned Volvo XC40 recharge. Polestar 2 is built on the same platform and due to release this year.

  36. I'm on electric cars number three and four. Bolt and 3. Electrify America went live in my area last spring.

    Electrify America user experience is a disaster. I've used it now 26 times I think, and only three of those have been seamless. Talk about anxiety prone travel!

    Having to plug the car in multiple times change charging stations and even having the whole location in Herkimer be down (8 hour mode 3 trip took 13+ in the Bolt), leaving us to slow charge at a nearby library, means these off-brand cars aren't anywhere close to ready for prime time.

    If early majority buyers start getting these cars and then have these experiences, they will tell all their neighbors not to buy these cars.

    Residual in the off-brand EV market will continue to be horrible, making total cost of ownership extremely high.

    Anybody that's not either an early adopter, or really aware of what they're getting into, should not buy an electric car other than Tesla.

    Full stop.

  37. Everyone is 5-10 years behind probably 10 yrs is closer. In the next 2 years if you don't have full FSD, you're out of the competition. No one is even close to full FSD, they are floundering with technologies that won't work no matter what they show, they won't pass the govt requirements for full FSD. Tesla is already close to doing that. And for FSD you need the right hardware, the software and the fleet. No one but Tesla has any of those. Buy any other brand in the next 10 yrs and you'll have lane keeping and obstacle avoidance and maybe a nice plush interior with a myriad of buttons that will still be familiar. GEOfencing and Lidar or derivatives won't work to get to full FSD. Visit last years Tesla Autonomy Day on YouTube. When Tesla gets Full FSD, that's when the doo doo will really hit the fan with the competition and stock will soar.

  38. Hyundai/Kia are the only competition for Tesla at this time. Dedicated platform watch out. Ford Mach E's efficiency is a joke and it is their hopeful range. Don't matter what your dad owned Ford is not buying into others platforms for nothing. Theirs is a dude and nothing to compare to Tesla (kona not so much). Ford needed to drop batteries (weight) to match the speed of Tesla which makes Ford's performance a real dude. But it looks OK I guess? Never cared too much about looks in a car; always mechanics and how she goes.

  39. don't believe in GERMAN RANGE LYES, they lie 40-50% of their range. PLUS: any luxury is an EXTRA PAYMENT…

  40. How will these models make money for the companies? Their costs are almost certainly considerably higher, which means losing money on them. Also, they have to get dealership buyin – no small task since they will make less on each car (no maintenance, where over half their profits come from).

  41. I'll tell you how I think those other new EV's will do against the Model Y when those other companies actually make them……… 'at scale'.

  42. You speak of user perceived value, but never mentioned 1) the charging network, or 2) present and anticipated future driver assist capability, or 3) over-the-air software upgrades; all, of course, Tesla strengths. Do you not consider these important aspects of the user value experience?

  43. to me the Y does not look like an SUV … and it's in the luxury segment , that segment will suffer greatly in the coming month or years . We need an EV priced for for the people not just the rich people … like an after war effort

  44. THIS IS A ONCE IN A 100 YEAR SITUATION ……WRONG!!!!!!
    Coronavirus represents a pattern and will not be the last outbreak: Expert
    https://www.youtube.com/watch?v=hxiq8n2g_us

  45. I wish Subaru went all in on EVs. Long before Tesla was a thing I wanted to convert a Brat to electric, but never had the tools or money for it. Imagining a WRX or Impreza wagon with Tesla performance… well it's NSFW.

  46. At this point Tesla has very little competition in its niche. Unfortunately the EV's are still a niche product and even with a 300+ miles range are grossly impractical for the average Joe. Buying a tesla or any EV also requires a modification of your house electrical system and purchasing and installation of charging equipment, please add this 4 to 8 K in your vehicle price calculation. The resale value is another ticking bomb that will hit Tesla in the next few years. We already see a noticeable crowd of unhappy and frustrated Tesla owners that can't repair or service "their" cars. No one wants to touch these marvels of technology and Tesla wants an arm and a leg to perform even simple repairs. Tesla is a fun product, but vast majority of consumers also inderstand money, not everyone is ready to dump 40K and get a glorified Civic that cant resell. We are far from the triumph of the electric vehicle. I see a lot of clouds in Tesla's future.Tesla still didn’t turn an annual profit — in fact, it lost $862 million in 2019. But that was better than the $1 billion loss the company posted in 2018. I hope they turn profit soon because if something happen to the mother ship, all those drivers of a fancy 3's, S'es, Y's and so on, may wake up having a very expensive conversation piece parked on their driveways!

  47. They separate EV's from regular cars cuz they know they're much better and will eventually replace all ICE cars

  48. Here in the EU a price of 65K EUR is far-far from being "affordable". Still Tesla model Y and even model 3 are luxury cars. That angle should be and will be exploited from the other big car companies.

  49. Do you think the model y will be getting the new 1 million mile battery (400+range)? When do you think they will begin production with the new battery? Thanks

  50. Instead of "How will the Model Y stack up to the competition?", you should flip it to be "How will the competition stack up to the Model Y?"

  51. there s no competition… the opponents don't have reliable super chargeur in the same amount as Tesla everywhere in Europe for a cheap price.

  52. Battery availability has been, and will continue to be, the limiting factor for all that don’t have a reliable battery supply chain.

  53. The US and their pickup trucks… for me it's not understandable why so many people think they need a big Ford F-series pickup truck and I get a feeling most don't really need it ?

  54. Matt, the Kona and Nero aren't hard to get because there are hard to keep up with demand, It's because Kia is artificially limiting the amount they produce. Why? So they can continue to sell their popular ICE SUVs. My local dealers won't even carry the base model. They only ever buy one at a time.

  55. I think you are missing 4 crucial points:
    1) Software. None of the competitors are any where near making sophisticated software like Tesla and even doing OTA updates. Tesla is far ahead in self driving capabilities also.
    2) Battery Mangement Systems: Again you have Tesla and all the others. Automatic pre-heating, faster overall charging and better use of installed capacity.
    3) Charge network. Tesla is providing a full blown network, which is easier to use than any other provider. And it is available everywhere and in large numbers. And they provide the energy for a reasonable price. In Europe trans european trips in anything but a Tesla is a drag.
    4) Efficiency. None of the competitors, except Hyundai Ioniq, is anywhere near Tesla when it comes to overall efficiency. I used to drive a Nissan Leaf 30 kWh edition and that used like 25% more energy, than my new Tesla model 3. And in an attempt to shoot them selves in the foot, Hyundai made the new ioniq considerably worse or less good than the old one?

    Just one of these advantages would be enough to kill any competitor and Tesla has all 4. From what I have heard, Nissan has repeated their "succes" of making a lousy battery management system on their Ariya also. Also sticking with ChaDeMo is a big mistake in Europe. Audi is not really a competitor. The software in an e-tron is an ICE version, which they, not very successfully, have tried to update to an EV. But full of bugs and hard to use. And it is so inefficient, that it is more like a city car. Ford has to make a huge battery, to get some performance out of the car, which means they will not make any money on it, thus trying to limit the numbers they make. It's a "share holder calming" exercise. VW has huge software problems, and since they will not, or can not, do OTA, they are forced to keep the cars in a warehouse until they have rewritten the software. But at least VW seems to have started building an EV from scratch. But their performance are nowhere near Tesla.

  56. Matt your videos are truly worth watching with great content and sound reasoning. Thank you. I have been waching Sandy Munro tear down of the model y every day with bated breath. So far they are fixing most everything he thought was poorly done on the 3 and most of the comments have revolved around the use of more expensive parts or techniques that have made the car better thsm the 3. Still alas, tesla is having fit and finnish problems but are generally better than the model 3s.

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