Have you read these threads? There are people here who claim to have invested all their savings into TSLA, and yet seem fairly clueless about the industry in which Tesla competes. The more things that get announced, the more they want in.
Tesla haven't yet proven that they can reliably build a cheap, profitable vehicle at scale, but still people talk about the next one and the next one...
Meanwhile, the Bolt is out, reviews are positive, and HN doesn't talk much about it. Not Elon, I guess.
http://www.motortrend.com/cars/chevrolet/bolt-ev/2017/2017-c...
1. The charging situation, and the ability to drive long distances without much trouble. Thanks to the Supercharger network, Tesla's cars can plan a route to get you from nearly any point A to any point B without too much longer of a drive than most people would do in a gas-powered car. The Bolt can use third-party chargers, but AFAIK it takes longer to charge and there's no concerted effort to ensure coverage with those. (Here's an article on this from a reviewer who likes the Bolt: https://electrek.co/2016/09/14/the-very-good-chevy-bolt-revi...)
I think this is a bigger point than most people who aren't actually planning to buy an EV think. The Bolt's lack of an answer to range anxiety makes it more of a commuter car, which puts it more in the same arena as the Nissan Leaf rather than any of Tesla's cars.
2. Autopilot. This is a very exciting feature Tesla is pushing very hard that the Bolt doesn't have at all.
And on top of those, there's also the fact that AFAIK you can't buy the Bolt in most places, which kind of puts a damper on how popular it can be.
I can't buy one.
Chevy doesn't appear to be manufacturing them beyond a handful of review units for magazines like Motor Trend and a small number of end-user sales in states where they need the ZEV Credits. People are unenthusiastic about the Bolt because they're matching Chevy's apparent level of enthusiasm.
The rhetoric around the Bolt ("Chevy did it! They were first at scale with a $35k car!") is arguably even more disconnected from reality than anything people are saying about Tesla. The Model 3 isn't a compliance car that is masquerading as a serious effort. Tesla is planning on selling it nationwide. They didn't restrict pre-orders to California and Oregon. Setting aside the actual cars, these are big differences.
At Chevy's current roll-out pace, my Model 3 pre-order will arrive long before any local Chevy dealerships are willing to sell me a Bolt (while passive-aggressively pushing me towards an internal combustion vehicle the entire time).
And product development goes in clear phases. There is no product development on S,X or 3, the 3 is in production preparation now. So it makes completely sense, that the product dev teams are now working on vehicles past the Model 3.
I like Tesla and got one of the first reservations for the Model 3, but it seems pretty fair to say that they often take on a lot more than they're actually equipped to deliver.
- Get Model 3 production line working. (He said he'd live at the plant to make that happen.)
- Get battery factory to full operation.
- Get Falcon Heavy to first launch. (Already years late, but supposed to launch this year.)
- Get Brownsville launch facility built and operating. (First launch scheduled for 2018.)
- Get crewed Dragon working. The US currently has no manned space capability. (First crewed launch delayed again, to 2018.)
- Get self-driving working reliably.
https://www.teslarati.com/elon-musk-wasnt-kidding-creating-t... https://www.wired.com/2017/01/inside-tunnel-elon-musk-alread...