@TheStalwart @tracyalloway @NatBullard Just listened to this. Good ep, but it was kinda funny listening to this in a Model 3. "future is here, just not evenly distributed" comes to mind.

Anyway, I think people need a better appreciation for how dominant Tesla is in EVs, at least in US: 1/

@TheStalwart @tracyalloway @NatBullard 2) Re road trips - we've taken a bunch of 500-1000mi family road trips in the Model 3. This is only feasible in a Tesla right now. There are superchargers every 20-30mi on virtually every interstate (& elsewhere), which will get you ~200mi of charge in ~20mins.

@TheStalwart @tracyalloway @NatBullard 3/ Other manufactures (like Ford) advertise their charge networks & "plug count", but it's disingenuous. They're talking about the slow general-purpose EV stations that dot the country, but those are useless for trips. Like 8hrs+ to charge 200mi. Supercharging is *huge* Telsa adv

@TheStalwart @tracyalloway @NatBullard 4/ So this vision of taking a family road trip and stopping every couple hundred miles for a longer break, to take the kids in, get some food, etc, while your car charges is already here...but only for Teslas. We prefer superchargers that are in Panera or Walmart parking lots btw

@TheStalwart @tracyalloway @NatBullard 5/ You guys talked a lot about Ford & the F150 Lightning. I get it, Ford trucks have a deep legacy (I have an F350 & have owned several), but Ford's 200k reservations pales vs the 1mm Tesla has for Cybertruck. Also Model 3 had 500k reservations in 2017. Demand for Teslas is huge

@TheStalwart @tracyalloway @NatBullard 6/ But yeah, EV trucks will be portable power/work centers. Looking forward to that.

And how about an air compressor built-in? (I think @elonmusk said they're doing that):

@TheStalwart @tracyalloway @NatBullard @elonmusk 7/ Anyways, I think Ford will be very successful with the Lightning.

But more broadly, on the Q of what's fundamentally different with EVs... It seems like EVs strongly bias towards the car becoming far more about software than it ever has been...

@TheStalwart @tracyalloway @NatBullard @elonmusk 8/ You guys touched on this, but it's probably a bigger advantage for Tesla than many realize. They have software in their DNA. You see this in everything from who they hire for key roles, to how the product feels. Gonna be hard for legacy car cos to be so deeply software-centric

@TheStalwart @tracyalloway @NatBullard @elonmusk 9/ Everything from autopilot (even if FSD never works), to entertainment - can watch netflix, browse web, & play games in a Tesla (when parked) - to how my car is now MUCH better - including 0.5s faster 0-60 - than when I bought it 3yrs ago, due to over-the-air software updates

@TheStalwart @tracyalloway @NatBullard @elonmusk 10/ Also Model 3 is the safest car ever tested by NHTSA. This is HUGE consideration for families!

And that's another thing uniquely made possible by ground-up EV design: very low-center of grav due to batt gives huge physics advantage.

@TheStalwart @tracyalloway @NatBullard @elonmusk 11/ And re cost... EVs have higher sticker today - Tesla Model 3 is $45k (before incentives). But you can option a Camry to $45k, and the Model 3's total 5yr cost of ownership will be way lower cuz no oil changes, no transmission, brakes last 100k-mi, etc...

@TheStalwart @tracyalloway @NatBullard @elonmusk 12/ Anyway. It's great that Ford and GM and everyone else have finally at least mentally gotten on board with EVs. But it's insane how utterly dominant Tesla already is. All the things pundits talk about for the future exist for Tesla owners today. And they're not $100k anymore.