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EVs Are Selling Well for Everyone Except Tesla

jalopnik.com

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Re: EVs Are Selling Well for Everyone Except Tesla

#31

Post by cmgxyz »

Rinzler89 wrote: post #26
pantalaimon wrote: post #14

Earlier quoted context omitted.

Being so strongly associated with Elon Musk and therefore his political opinions really shrank the customer base. EVs aren’t very popular with the average right wingers.

Moving the blame on right wingers feels incredibly wrong. Reminds me how certain movie directors blame the right wingers for their movie flopping, when the real reason is their movie just sucks mega balls period. Just own your failures and stop looking for right wing straw men everywhere as scapegoats. Money talks in the free market and consumers vote with their wallets so if you make products that are top quality an…

I’ll bite. Who are we talking about here?

Re: EVs Are Selling Well for Everyone Except Tesla

#32

Post by mFixman »

consumer451 wrote: post #2

> Sales data from April, collected by Automotive News, shows growth in the EV market outpacing that of vehicles as a whole. Electric sales were up 14 percent as a whole, which is a promising number. Yet, when you take Tesla out of the equation, those numbers skyrocket: Non-Tesla EV sales grew a full 69 percent over the same period.

Aren't the majority of US electric cars Teslas?

This is a crap article. Comparing the second derivative of cars in the road is classic statistical cheating.

Re: EVs Are Selling Well for Everyone Except Tesla

#33

Post by candyman »

cebert wrote: post #9

I am in the market for a new vehicle and am strongly considering purchasing an EV. Tesla’s lineup seems stale to me. The Model 3 is relatively modern. However, the Model Y is due for a refresh but project Juniper has been delayed. The Model X, and S are also stale. Competition offers fresh models with more better build quality and design. Tesla seems to be falling behind.

It reminds me of how Ford started and owned the market, then GM became dominant by offering different colors, models, and styles that would appeal to the market segment that wanted a car but not the model T.

Other companies like BMW are doing very well with electric models because they are focused on delivering the same "BMW experience" in electric models.

As far as I can tell the 3 and the Y are decent vehicles but no longer illicit the kind of emotion that excites a purchase. I don't get the cybertruck at all in terms of product/market fit. Seems like an "Edsel moment" to me.

Re: EVs Are Selling Well for Everyone Except Tesla

#34

Post by Sakos »

shoo wrote: post #17
ghusto wrote: post #12

> Electric sales were up 14 percent as a whole, which is a promising number. Yet, when you take Tesla out of the equation, those numbers skyrocket: Non-Tesla EV sales grew a full 69 percent over the same period. Nice This is such dodgy reframing that I feel compelled to fix it: "EV sales are up 14%. Manufacturers other than Tesla made up the bulk of that".

it's dodgy reframing, but you can't conclude that non-Telsa manufacturers made up the bulk of it, at least from that isolated quote Suppose Tesla had 99% market share at the start of the period. Sales of the entire market growing by 14% could be explained by 13.44% growth for Telsa's share and 69% growth for the other 1% market share. without knowing the absolute values, the headline is fairly meaningless

I agree that the "framing" can be misleading, but in this case, it's burying how bad it is for Tesla actually.

> New Tesla registrations fell 17 percent in April, marking three consecutive months in the red. Tesla’s share of the U.S. EV segment dropped to 46.3 percent in April from 63.8 percent a year earlier, S&P Global Mobility said.

Tesla's growth in sales isn't just lower than everybody else's. It's negative. They're selling less than they used to while also losing market share and while their competitors have plenty of sales growth.

I don't see any way to frame this positively.

Re: EVs Are Selling Well for Everyone Except Tesla

#35

Post by kjksf »

JumpCrisscross wrote: post #21
mc32 wrote: post #15

Earlier quoted context omitted.

I guess… But it was approved a while ago, except for some reason Delaware went against precedent and disallowed it so they moved to Texas where it was re-approved.

> Delaware went against precedent and disallowed it Board competence is super precedented. Normally the courts defer to business judgement to an obnoxious degree, but if the Board isn’t independent it can no longer be assured to be serving its fiduciary duty. (To investors majority and minority.)

The ruling was mostly not about board's competence but based on judge's opinion that during original vote the shareholders weren't properly informed about things.

Given that re-approval happened at similar levels of shareholders support, that judgement seems incorrect.

And yes, it is unprecedented as in "there's no similar ruling in Delaware history".

And I stress "similar", not the "board competence" idea you made up.

As you yourself noted, the precedent in Delaware is that judges stay away from second guessing boards or shareholders and this seems like an activist ruling, not something based on past Delaware rulings.

Re: EVs Are Selling Well for Everyone Except Tesla

#36

Post by dsr_ »

Rinzler89 wrote: post #26
pantalaimon wrote: post #14

Earlier quoted context omitted.

Being so strongly associated with Elon Musk and therefore his political opinions really shrank the customer base. EVs aren’t very popular with the average right wingers.

Moving the blame on right wingers feels incredibly wrong. Reminds me how certain movie directors blame the right wingers for their movie flopping, when the real reason is their movie just sucks mega balls period. Just own your failures and stop looking for right wing straw men everywhere as scapegoats. Money talks in the free market and consumers vote with their wallets so if you make products that are top quality an…

[flagged]

Re: EVs Are Selling Well for Everyone Except Tesla

#37

Post by Mashimo »

emmelaich wrote: post #11

And yet "Tesla Y has taken the top spot on the sales chart, outselling the Corolla in 2023 as the world's most popular passenger car." According to https://www.drive.com.au/news/tesla-model-y-worlds-best-sell... I think the car advice journalism is hopelessly polarised and political, like everything else. Sad.

Your comment feels polarized and somewhat political.

Re: EVs Are Selling Well for Everyone Except Tesla

#38

Post by tnolet »

cebert wrote: post #9

I am in the market for a new vehicle and am strongly considering purchasing an EV. Tesla’s lineup seems stale to me. The Model 3 is relatively modern. However, the Model Y is due for a refresh but project Juniper has been delayed. The Model X, and S are also stale. Competition offers fresh models with more better build quality and design. Tesla seems to be falling behind.

Also in the market and have the same feeling. The new Volvo EX30 looks very nice in comparison to Model Y and 3.

Re: EVs Are Selling Well for Everyone Except Tesla

#40

Post by JumpCrisscross »

Sakos wrote: post #30
JumpCrisscross wrote: post #10

Earlier quoted context omitted.

> Tesla had momentum and they used it to the max They had momentum and fumbled it with the Cybertruck. They retain a massive sourcing and production expertise advantage, as well as a built-in marketing advantage in their existing customers (and Superchargers). In the time they fumbled they lost the low-end market to China. They’re currently bleeding the aspirational market to higher-end, more-differentiated brands. I…

When the Cybertruck launched was already too late for them to have launched a "budget" Tesla, and a budget Tesla is what they really needed to cement their lead in the EV industry. Now there are a bunch of decent competitors in Tesla's market segments and China is eating (or will eat) everybody's lunch in cheaper segments (except for the US, I guess, with the 100% import tax). I have no idea what they're doing. It lo…

> When the Cybertruck launched was already too late for them to have launched a "budget" Tesla

Sure. When the Cybertruck started diverting resources it wasn’t.

> they're all in on robotaxis?

Current market leader is Mercedes with an SAE Level 3 vehicle [1]. (Tesla markets like it’s Level 5, but it’s technically Level 2, same as my Subaru.)

Waymo is Level 4 [2]. They appear to be at their field’s forefront. If Tesla could sell a Level 4 vehicle, even one that only carries that guarantee on certain routes at certain times of the day in certain weather, it would be a game changer.

[1] https://fortune.com/2024/04/18/mercedes-self-driving-autonom...

[2] https://www.sae.org/blog/sae-j3016-update 3.5 if you’re picky

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