Earlier quoted context omitted.
Yes, Tesla's execution has been really terrible. There's some really good tech inside their cars, but the direction of which cars to make, when, and the investments in non-car tech, the over-promising of "Full Self Driving," etc. All huge detractors. There's also the CEO, who has a huge public profile, deciding to become extremely political, which smart CEOs usually avoid doing because it has little potential to help…
> Tesla has massively benefited from subsidies to EVs, but is alienating the political party that has enabled all of that. Well, he's expecting some reciprocity from the next administration for all his help, and Trump has said openly that he will support EVs as a consequence of Elon's strong support.
BMW Overtakes Tesla in European EV Sales for First Time
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Re: BMW Overtakes Tesla in European EV Sales for First Time
#122Earlier quoted context omitted.
> a consequence of Elon's strong support. What strong support? I recall that Elon publicly announced he was going to do a massive contribution to Trump's campaign fund, and then he announced like two days later that he wasn't going to do it.
> Elon publicly announced he was going to do a massive contribution to Trump's campaign fund I don't think he has publicly announced anything like that. Actually, he denied it. https://www.theguardian.com/technology/article/2024/jul/24/e...
Re: BMW Overtakes Tesla in European EV Sales for First Time
#123The Tesla brand has suffered enormously due to the actions of its owner.
Re: BMW Overtakes Tesla in European EV Sales for First Time
#124How much of this is driven by lumpy delivery? Tesla used to do this all the time: book thousands of orders, send them all over on a boat at once, then announce that they were the top-selling car in Swagistan (for that month, and no longer time scale). Is it the same story for BMW?
We've never known how poplar Tesla is vs electric cars. For a long time they were the only option outside of a few individual models (Leaf, i3, Volt). They were easily the most well known. We're at the point where Tesla will stop being a near default choice as people realize they have other options. So we'll start to find out what their popularity really is. The US has also been distorted by the charging network issu…
https://i.imgur.com/ZNv1AyD.jpg
Could it change? Maybe. But right now Tesla is the most popular EV in the US and Europe.
Re: BMW Overtakes Tesla in European EV Sales for First Time
#125This is going to happen eventually. There are many reasons why Tesla is going to hit a ceiling. Tesla build quality is terrible . Their service department is overbooked, under staffed, expensive, and not set up for success. Environmental people won't want to support Elon, and right wing people who like him won't want to buy an electric car. It's only a matter of time before established players eat Tesla's lunch.
Re: BMW Overtakes Tesla in European EV Sales for First Time
#126Earlier quoted context omitted.
The step-change is real, and a lot of people don't know that Tesla now has the best self-driving ability out of all the competition. But that's only true on 4th gen hardware, and unfortunately that represents a minority of the vehicles sold to date.
>best self-driving ability That's a useless superlative unless it's level 5.
Re: BMW Overtakes Tesla in European EV Sales for First Time
#127Earlier quoted context omitted.
>The real reason Tesla is suffering is because they've not delivered on innovation, quality, or price in a long time. Haha what. Price has dropped, quality increased, their self driving tech recently had a step change in functionality. I don't really think Tesla is suffering but I think most of these narratives are in peoples heads and don't reflect reality.
> Price has dropped, quality increased Has it though? Look at what a mess the Cybertruck is. Price is nearly double what was originally promised, quality is the lowest of any vehicle on the US market.
Re: BMW Overtakes Tesla in European EV Sales for First Time
#128Earlier quoted context omitted.
Was it not the mission of Tesla to make electrical cars an alternative to cars running on petrol? To me this was achieved. Bmw or Tesla, i do not care about that too much. But we have an alternative. Great! And politics, well, only for people who do not agree with him it is an issue. But that's normal in politics, is it not?
The mission of Tesla is to maximize value to its shareholders
Re: BMW Overtakes Tesla in European EV Sales for First Time
#129Maybe I’m in a bubble, but I didn’t even notice BMW had EVs
The most popular BMW EV is probably the i4, which has that incredibly loud and ugly 4-series grille shape with a flat, plasticky-looking material. They're very noticeable! In a bad way. Image: https://bmwi.bimmerpost.com/forums/attachment.php?s=aae66d26...
Re: BMW Overtakes Tesla in European EV Sales for First Time
#130The Tesla brand has suffered enormously due to the actions of its owner.