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Tesla releases Q1 2024 deliveries: disastrous results

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Re: Tesla releases Q1 2024 deliveries: disastrous results

#131
post #7

This may be related as well, in a smaller way: https://www.reuters.com/business/autos-transportation/would-...

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…

> Mostly bad controls, UX, etc. stuff that the Tesla gets right.

What? Tesla's controls are ass. They're infotainment responsiveness is great, but the turn signal steering wheel buttons, windshield wipers, drive mode select, etc... are all absolutely horrible.

It's literally the reason we passed on the Model 3 & S when shopping for an EV. The extra 20-60 miles of range wasn't worth it to put up with that nonsense.

Re: Tesla releases Q1 2024 deliveries: disastrous results

#132

"Disastrous" seems like a significant overstatement. To me this looks more like "unsurprising". Tesla has some additional business lines which might eventually prove quite valuable, but in the short to medium term it is mostly a car company. The whole car industry is dealing with the results of higher interest rates. It would be much more surprising if Tesla somehow turned out to be immune to that.

Any reaction to bad news for Elon Musk businesses are outsized for the amount of hate people have for him. I'd say the hate is pretty well-deserved but I also value SpaceX and Tesla tremendously and I hope they continue taking us into the future.

Re: Tesla releases Q1 2024 deliveries: disastrous results

#133

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.

I didn't think about the parallel to the Spruce Goose, but it's a fair comparison. Honestly, it seems to happen to a lot of megalomaniac, ivory-tower type creators - the urge to build something to top their last creation (and for all his faults, Elon does have some really impressive creations behind him). The other example that jumps to mind is George Lucas with the Star Wars prequels.

Re: Tesla releases Q1 2024 deliveries: disastrous results

#134
post #42

Some friends bought a Model X about six months ago, spending over $100k — that’s down from the almost $150k that Tesla was demanding a couple years ago when we bought one (and both were fairly fully loaded). First, my experience 2 years ago was the A/C compressor was so loud that during summer with cooling running at maximum, you couldn’t hold a conversation in the cabin because of the noise. Tesla investigated and e…

I have had the exact opposite experience w/ both of my cars, multiple friends have had the opposite experience also - what is your point?

Re: Tesla releases Q1 2024 deliveries: disastrous results

#135
post #87

Earlier quoted context omitted.

> It's very likely that Musk himself is contributing to the reputational downfall This. I really like Tesla as a brand, but Musk should really stop over-promising and under-delivering. Their technology is really good, but far away from the promises of their CEO.

It almost feels like he's just overpromising to get other car companies to miss what is the USP of a Tesla vehicle - the efficiency. The autopilot nonsense is criminal, but the fact that VW group, Mercedes nor any Japanese manufacturer can't hold a candle to the upper limit of 4 miles per kilowatt. If a model 3 was within my budget, I'd get it despite of the lack of a good radar-guided cruise control, despite the lac…

My non-Tesla EV hit its advertised range out of the factory, and hasn’t meaningfully shifted in the 2-3 years I’ve owned it. Literally every Tesla owner I know complains about not getting the range they thought they were buying. More than one has switched away because of it.

Speak all you want about Tesla’s efficiency, but it’s hardly a meaningful USP against the absolute bad taste left in one’s mouth after hypeman Elon yet again under-delivers.

Re: Tesla releases Q1 2024 deliveries: disastrous results

#136

Interest rates and vehicle prices too high, must come down to expand TAM. Future benchmark rate cuts should improve affordability (most people finance and buy a payment), but Tesla will need to navigate burn rate until central bank pivots.

> Interest rates and vehicle prices too high, must come down I'm still a bit surprised how many people, even professionals in the lending space, hold this view that "interest rates must fall!" We're still relatively low for federal interest rate[0]. Near zero interest rates are not sustainable long term and have lead to a tremendous asset bubble we're still just figuring out the consequences of. It's a bit frightenin…

American consumers run on credit because of wage stagflation in the face of inflation and price levels. Either wages must go up or credit costs must come down to improve affordability if prices aren’t coming down.

Securing wage increases takes time, worker organizing, etc. credit affordability is as easy as Chair Powell holding a press conference.

https://www.marketplace.org/2023/02/08/americans-use-of-cred...

https://www.federalreserve.gov/releases/g19/current/default....

Re: Tesla releases Q1 2024 deliveries: disastrous results

#137

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.

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.

[flagged]

Re: Tesla releases Q1 2024 deliveries: disastrous results

#139
post #64

Earlier quoted context omitted.

very few people outside the permanently online care about this

Perhaps! That leads to a question actually: I wonder how many people know that Musk intentionally reinstated accounts for literal neo nazis, and very obviously has personal knowledge of Andrew Anglin being on the service? I suspect most people do not know, because getting caught providing material support for nazism would destroy a normal person's reputation.

The 2016 election changed the calculus. Supporting white supremacists is no longer a deal-breaker.

Re: Tesla releases Q1 2024 deliveries: disastrous results

#140

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.

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.

He's a US citizen, he lives in the US, and his companies are headquartered in the US. "American" is definitely an appropriate label here.
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