Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

Tesla releases Q1 2024 deliveries: disastrous results

electrek.co

Post reply on HN
Print view View original

191–200 of 312 posts

Re: Tesla releases Q1 2024 deliveries: disastrous results

#191

Post by mikestew »

FredPret wrote: post #79

Tesla has the Cybertruck now (is it shipping yet?). People love trucks, so this might work out great for TSLA. But they don't really have an SUV, which is by far the most popular form factor. The Model Y is closest but it's still a bit car-ish. Interest rates are up. Their chairman is going through a very public ...episode. They'll definitely overcome the headwinds: they still have superfans despite the Musk antics;…

Tesla has the Cybertruck now (is it shipping yet?). People love trucks, so this might work out great for TSLA.

Here in Redmond, where buying a Tesla seems to be a rite of passage for Microsoft employees, I will often see three Teslas at an intersection (and maybe one behind me). The things are everywhere. If you've got a dead cat, careful you don't hit a Tesla when you swing it around.

And I've seen a total of one Cybertruck. Either not that many have been made and shipped, or no one is buying. People do love trucks, and they even love electric ones because I seen Rivians all the time (and a few Lightnings). But I've only seen the one lonely, butt-ugly Cybertruck.

Re: Tesla releases Q1 2024 deliveries: disastrous results

#192

Post by e36 »

kllrnohj wrote: post #176
e36 wrote: post #170

Earlier quoted context omitted.

That's just for the cars with that yoke steering wheel, right? The controls for the more "normal" cars is pretty intuitive. Except for headlights. I don't know why it couldn't just have a switch for headlights.

No, it's for all of them. The Model 3 was updated to also have the stalks taken away and the PRND controls moved to the roof https://www.tesla.com/ownersmanual/model3/en_eu/GUID-A5F2B9D...

Whoa, that seems like so much more work to manage and use than the current standard.

Re: Tesla releases Q1 2024 deliveries: disastrous results

#193

Post by panick21_ »

KennyBlanken wrote: post #179
testbf wrote: post #2

Well I’m a Tesla employee and I started looking for a new job today. There’s a lot of smart people who see where this is going.

"Lot of smart people who see where this is going"...uh huh. The smart people left years ago and started working at Lucid and elsewhere. All the people who had talent got sick of Musk's shit, saw the company stagnating, and left for functional, non-toxic workplaces. Tesla has spent the last ~5 years resting on its laurels, aside from (eventually) producing a pavement-queen meme vehicle that breaks down on even the sim…

All those smart people really turned Lucid into a hypergrowth company.

Re: Tesla releases Q1 2024 deliveries: disastrous results

#195

Post by mullingitover »

AlexandrB wrote: post #187
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.

Forget the content of what Musk says, the fact that he's on Twitter so much seems like a bad sign if you're a Tesla shareholder. His attention is already split between 3-4 companies, if he's tweeting all day on top of that how much attention is Tesla and its problems/opportunities getting?

A business who had an assistant manager who spent this much time on Twitter during business hours would've written a pink slip a long time ago. Investors/BODs are shockingly forgiving. How is he creating value when he's spending half his time being a keyboard culture warrior?

Re: Tesla releases Q1 2024 deliveries: disastrous results

#196

Post by dragontamer »

themaninthedark wrote: post #177
dragontamer wrote: post #75

Earlier quoted context omitted.

I'm a big fan of Toyota Prius Prime and RAV4 Prime. (High efficiency vehicles, Prius Prime is #1 most green car of ACEEE list, etc. etc.). But people buying Tesla aren't aligned to Toyota. But a better match to culture is likely Jeep Wrangler 4xe. Incredible offroading performance, reasonable towing capacity, large size / in-your-face advertising to some extent. And electrified, so that your daily commute is efficien…

We have EV sports cars, SUV, trucks and package vans but I have not seen an EV passenger van. I suppose they are out of fashion right now but honestly that is the form factor that I would be most interested in. I could use it for both home projects but also with the longer body it would have have a fairly decent range so wouldn't be bad for the family road trips. I don't like the idea of having to stop every 2 or 3 h…

Chrysler Pacifica PHEV should be mostly electric on daily drives and then gasoline for the long trips.

Honestly, passenger van / road trip vehicle makes the most sense in PHEV form factor out of all other styles IMO.

Re: Tesla releases Q1 2024 deliveries: disastrous results

#197

Post by FireBeyond »

addicted wrote: post #80
kylecordes wrote: post #52

"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.

It’s below estimates, so it’s by definition “surprising” relative to the people whose business it is to predict these things. Disastrous may be going too far unless it portends further drops going forward. But disastrous may also be the right word because Tesla’s valuation is based entirely on massive growth. So even if this means Tesla will start growing fairly normally as opposed to rapidly, that’s bad for Tesla st…

There is suspicion that Tesla always seemed to just exceed predictions, predictably. I'm sure plenty of people made money when "oh look, another quarter of exceeding expected results".

Re: Tesla releases Q1 2024 deliveries: disastrous results

#198

Post by ericmay »

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.

> I'm also big fan of not dictating what other people should say

Me either, but in this context what would that have to do with Elon Musk or Tesla? Are you suggesting that other automobile manufacturers or their CEOs try to dictate what other people say?

Re: Tesla releases Q1 2024 deliveries: disastrous results

#199

Post by williamsmj »

FredPret wrote: post #79

Tesla has the Cybertruck now (is it shipping yet?). People love trucks, so this might work out great for TSLA. But they don't really have an SUV, which is by far the most popular form factor. The Model Y is closest but it's still a bit car-ish. Interest rates are up. Their chairman is going through a very public ...episode. They'll definitely overcome the headwinds: they still have superfans despite the Musk antics;…

> People love trucks, so this might work out great for TSLA.

1. there is essentially no market for pick-up trucks outside the US.

2. the market for pick-up trucks inside the US is dominated by suburban American dads. They love trucks because they can imagine pulling up to a job site in one. We all know, even the suburban dads, that if you pull up to a job site in a Cybertruck, the guys working there are going to laugh at you. Look into your heart. You know this to be true. That's the kiss of death. (That and the fact the panel gaps are like two inches.)

Re: Tesla releases Q1 2024 deliveries: disastrous results

#200

Post by NovemberWhiskey »

themaninthedark wrote: post #177
dragontamer wrote: post #75

Earlier quoted context omitted.

I'm a big fan of Toyota Prius Prime and RAV4 Prime. (High efficiency vehicles, Prius Prime is #1 most green car of ACEEE list, etc. etc.). But people buying Tesla aren't aligned to Toyota. But a better match to culture is likely Jeep Wrangler 4xe. Incredible offroading performance, reasonable towing capacity, large size / in-your-face advertising to some extent. And electrified, so that your daily commute is efficien…

We have EV sports cars, SUV, trucks and package vans but I have not seen an EV passenger van. I suppose they are out of fashion right now but honestly that is the form factor that I would be most interested in. I could use it for both home projects but also with the longer body it would have have a fairly decent range so wouldn't be bad for the family road trips. I don't like the idea of having to stop every 2 or 3 h…

The Volkswagen ID.Buzz (sic) is supposed to start selling in the US this summer.
Post reply on HN