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Tesla releases Q1 2024 deliveries: disastrous results

electrek.co

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Re: Tesla releases Q1 2024 deliveries: disastrous results

#121

Post by cqqxo4zV46cp »

ein0p wrote: post #84
epistasis wrote: post #29

Earlier quoted context omitted.

I ask owners of other EV vehicles how they like their car, and >50% of my sample size of ~10 bring up "at least it's not owned by that crazy man" as a big reason as they explain the other deficiencies. (Mostly bad controls, UX, etc. stuff that the Tesla gets right.) I have a Tesla Model 3 right now and it's my favorite car ever, by far, but I also will be unlikely to buy another tesla. It's not the same company as si…

Funny, I'm considering buying our second Tesla (to replace my BMW) because the company _is_ run by Musk. I'm also big fan of not dictating what other people should say, and find his direct communication style refreshing, even though I disagree with some of his opinions. And that's before we even bring up several other areas where he's successfully doing civilizationally impactful work.

All I’ll say is: don’t advertise your lust for a Muslkian “direct” communication style during job interviews. All I’m hearing is “terrible to work with”.

I’m sure you’ll appreciate the direct nature in which I communicated this, even if you disagree with it.

Re: Tesla releases Q1 2024 deliveries: disastrous results

#123

Post by Workaccount2 »

afavour wrote: post #16
leosanchez wrote: post #5

Earlier quoted context omitted.

What happened?

I’m going to assume that awful Q1 results lead employees to suspect layoffs are on the way. I imagine they are correct.

They should just do an offering. That stock has held it's stupidly massive over valuation for 5+ years now. Just dump it on whatever dumb ass investors have been propping the stock up.

Re: Tesla releases Q1 2024 deliveries: disastrous results

#124

Post by JKCalhoun »

FredPret wrote: post #91
hn72774 wrote: post #73

Could it be that Musk's inflammatory language and behaviors are a turn off for potential buyers? They are a turn off for me. I like the vehicles but I'd never get one.

It's such a shame that he's sullying his reputation like this. Howard Hughes-like. He could have retired in a blaze of glory a couple of years ago, straight into the pantheon of epic American entrepreneurs.

South African entrepreneurs?

EDIT: I had heard he was South African. Googled it though: "South African-born American businessman" so I guess he is American now. Thanks.

Re: Tesla releases Q1 2024 deliveries: disastrous results

#125

Post by rrix2 »

leetharris wrote: post #99
coldpie wrote: post #63

Earlier quoted context omitted.

Yeah. Ten years ago it was the cool, new brand. Now it's what you buy when you want to rep an insane drug addict transphobe's fall from grace. I'm looking to buy a Hyundai later this year.

> Now it's what you buy when you want to rep an insane drug addict transphobe's fall from grace. Drug addict? You mean his ketamine for depression? And when you buy a car are you "representing" the CEO's views? What are the CEO of Hyundai's personal beliefs? Do you even know?

The CEO of Hyundai hasn't bought a media company to put his mistaken beliefs and bad habits in front of millions of people.

Re: Tesla releases Q1 2024 deliveries: disastrous results

#126

Post by ein0p »

rvnx wrote: post #58
Ekaros wrote: post #14

Earlier quoted context omitted.

Or the reality that there is lot more options so people gravitate towards them. And brand loyalty might also be a thing, of which there is lot for also other brands.

The technological gap is tightening, Tesla was alone before, the same way that Nvidia is "alone" for now. Tesla still has some advance in terms of autopilot (in the US), but for all other things, it's an electric car with a great software but a rather low-quality hardware finish if to compare with other brands like Mercedes.

It also has much better range than the Mercedes, accelerates faster, costs nearly half as much, and can use Superchargers. I can forgive the slightly less fancy "finish" for all that.

Re: Tesla releases Q1 2024 deliveries: disastrous results

#127

Post by smallmancontrov »

dralley wrote: post #103
FredPret wrote: post #91

Earlier quoted context omitted.

It's such a shame that he's sullying his reputation like this. Howard Hughes-like. He could have retired in a blaze of glory a couple of years ago, straight into the pantheon of epic American entrepreneurs.

His behavior isn't the only Howard Hughes callback. The entire Cybertruck project screams it.

Apparently Henry Ford bought a newspaper (the Dearborn Independent) to publish his opinions on jews. History sure does rhyme. What is it with car CEOs?

Re: Tesla releases Q1 2024 deliveries: disastrous results

#128

Post by moogly »

onion2k wrote: post #51
ta8645 wrote: post #31

Not sure how it will affect things going forward, but the Model 3 may help. Jay Leno did an excellent segment about it a few weeks back, with a pair of Tesla engineers: https://youtu.be/WLMalLy_3JU

Making more Model 3s than Tesla can sell is a big part of the problem. The Model 3 and Y account for 43,000 out of the 46,000 unit overrun.

Tesla don't even dare show the Model 3 numbers. I suspect they are very, very low in comparison to the Model Y, looking at official sales numbers tracked in other countries.

If I were a Tesla stockholder I would be very disappointed in Tesla not breaking down sales like every other car manufacturer does.

It's starting to look increasingly boneheaded to spend time and money on the Cybertruck instead of a new lower-cost SUV (the Model Y isn't really a SUV in my book). Their platform is starting to feel dated compared to the competition. I'm sure some stuff from the Cybertruck platform will trickle down to the next like steer-by-wire and 800 V (which they are catching up on), but since I don't build cars, I don't know how amenable that platform is to build normal cars on.

Re: Tesla releases Q1 2024 deliveries: disastrous results

#129

Post by AlexandrB »

headmelted wrote: post #47
bethekind wrote: post #12

Earlier quoted context omitted.

Robot taxis not coming soon enough?

I was under the impression (admittedly from an article I read a couple of years ago) that the consensus within the company was pretty much always that robo-taxis were one man’s pipe dream. Weren’t there also disclosure documents a couple of years ago when they were trying to license autopilot that said they believed internally they were at level 2 as opposed to 4/5? (I might be remembering this part wrong)

> I was under the impression (admittedly from an article I read a couple of years ago) that the consensus within the company was pretty much always that robo-taxis were one man’s pipe dream.

If robo-taxis were ready with the kind of economics outlined by Musk it would be financially irresponsible to actually sell the cars to others instead of just building a massive Tesla fleet and pivoting towards transportation services.

Tesla's still selling their cars? If so, then they're not robo-taxis.

Edit: The other option for Tesla would be selling the cars for a high enough premium to offset the lost taxi revenue. The fact that Tesla seems to be in a price war with other EV makers is not a promising sign for robo-taxis.

Re: Tesla releases Q1 2024 deliveries: disastrous results

#130

Post by timbit42 »

leetharris wrote: post #112
ayan wrote: post #6

i hope elon's behavior is part of the drop in demand. i'm afraid it is mostly economic though.

It seems to me this is heavily related to Elon being a vocal Republican. I wonder if people would care as much if he was a quiet Republican?

I don't think it's so much because he is Republican. It's what he says that matters.
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