Cult of Tesla (Motors)

In my last post I asked if Detroit should be worried about Tesla and the Tesla 3. I said that it would mostly effect the Germans and the BMW 3 series in particular.

Since I wrote that I have personally met 2 people that have put their money down to reserve a spot for a Tesla 3.

Oddly they are very much like me. They are not luxury car buyers. They don’t spend big bucks on status. They are Toyota and Honda buyers. They drive cars till they fall apart.

What else they have in common is they make 6 figure incomes. They would strongly fit in the category of the millionaire next door. They don’t show wealth, they have it.

Another thing they have in common is they embrace technology. They are the customers that Apple loves.

These are the same people that bought the second generation iPhone and iPad. The one that had shown some usefulness although not as much as today.

Why is this important? Quite frankly, the car doesn’t have to be perfect. The biggest complaint about the iPhone is that as a phone it sucks. Reliability is actually not all that great. Mostly because the network carriers that place the calls but there are bug fixes and software updates all the time.

Well, just like we have learned to tolerate less than perfect reliability from our phones we will allow the same annoyances from our cars. That is if the car is “special”. And the Tesla if anything is special.

Just look at Consumer Reports. In their initial tests the car broke the 100 point barrier. Yet when looking at long term reliability they can no longer recommend the car. Seriously?

You can’t really expect Tesla to compete with a Honda Civic or Toyota Camry. They are basically reliable transportation, but not much fun to drive. They are not as dull as driving a Prius or Yaris but there is no joy in flooring the accelerator on an entry ramp and reaching 60 MPH in 8-10 seconds.

The Tesla can have a few bugs and even need a trip or two to the Tesla version of the Genius Bar every now and then and people will still love it. As Consumer Reports bares out with there less than stellar reliability rating after the initial wow of 100 plus.

As long as the car performs the cool things fairly well people will tolerate a few bugs.

Driving an EV that can do 0-30 faster than almost any ICE car is pretty cool but having an EV that can do 0-60 in six seconds will make that trip to work just that much more fun. Then when you get on the highway having the car do most of the driving for you, how great is that.

Tesla is attacking 3 markets here, Luxury German small sedans, Japanese midsize sedans and Apple. Yes, Apple. This is where all your customers who buy the next upgrade are about to spend their dollars very soon. If Apple wants people to buy their watch they might want to start working on apps that interface with Tesla right away.

I predict that Tesla will follow the trajectory of Apple all the way to where Apple is today.

Apple like Microsoft will write software that runs in most brands of car. Tesla will produce the cars and the software that people who just want a solution that works, most of the time.

I used to build my own computers and spend hours experimenting with the latest modems and graphics cards. Then about 2006 I gave all that up and since I went Mac I never looked back.

My next car will probably be a Bolt or eGolf. My next car after that. A Tesla S when the price hits around $40k, maybe a second generation 3 when it hits $35k with all the bells and whistles.

Just this last year I stopped doing most of my own car repairs. With any luck brakes will be off my list of repairs as well.

I am looking forward to the day that auto mechanics wear lab coats and not overalls.

Coming form a guy who sells Synthetic Motor Oils that says a lot! Amsoil, the next best thing to being oil free.