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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

#161
post #37

Tesla still way ahead in yearly sales and other EV's are suffering tremendously from large incentives to clear their inventories. Model Y remains on track to be the best selling car in the world two years in a row, while being roughly double the cost of the next best selling car.

No, BYD passed Tesla in sales in Q4 2023. Tesla was ahead, but that is no longer the case.

Re: BMW Overtakes Tesla in European EV Sales for First Time

#162

Earlier quoted context omitted.

> Excluding a part of the population for no practical reason at all is bad business. But when the politics becomes extremist, that share becomes huge, and it becomes disastrous business. Companies do this all the time though. The trade off is, of course, that you get more support from customers the other side. > But the guy's principles is "big business is right"... I'm not sure what he wants to achieve. This is not…

> Companies do this all the time though. The trade off is, of course, that you get more support from customers the other side If by "do this all the time" - you mean pander towards a specific affinity group, then I agree. Patagonia's politics are well known. What's less common is for CEOs to reverse polarity and publicly declare loyalty to a party in opposition of the products alleged mission.

> What's less common is for CEOs to reverse polarity and publicly declare loyalty to a party in opposition of the products alleged mission.

Take at a look at the list of US states by vehicles per capita or vehicle miles driven per capita. Red states at the top. If you're trying to get people to buy electric cars and stop burning oil, those are the ones you need to convince.

Re: BMW Overtakes Tesla in European EV Sales for First Time

#163
post #36

Earlier quoted context omitted.

I'm not convinced that's actually the dominant factor. The market share for EVs is still small enough that there's no real shortage of buyers. But it turns out that having a hundred years of domain experience building cars actually matters for something. Tesla cars have had a lot of avoidable failures on technical merits.

As far as ICE vehicles go, most mechanics will advise you to lease a BMW / Audi over buying one. After 60k miles, the maintenance costs and electrical gremlins are noticeably frequent. German EV's are probably better built - fewer electrical issues over a longer duration (I hope), and fewer moving parts to replace. I think this is a product differentiation / segmentation problem. People who wanted the current Tesla o…

Even if German cars don't last, when they roll off the assembly line, they don't have panel gaps and loose or missing parts.

There's also a difference in brand positioning. If I know nothing except the car one drives, driving a Tesla, BMW, Audi or Mercedes conjures up different stereotypes in my mind. Which manufacturer wpuld you associate with the following: a Senior VP at Goldman, a petrolhead who does occasional track days, a Bitcoin millionaire, a suburban mom, a FAANG L5 SWE in the SF Bay?

Re: BMW Overtakes Tesla in European EV Sales for First Time

#164

The Tesla brand has suffered enormously due to the actions of its owner.

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…

> 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 and lots of potential to hurt.

I don’t know about this. Virtually all CEOs of tech companies bent over backwards to support BLM and many donated tens of millions to those BLM affiliated organizations - many of whom turned out to be grifters. But if anyone takes a public stance supporting an opposing political ideology, suddenly it is a huge controversy for CEOs to be political? Or take something that liberal societies support like free speech - when Musk advocates for a minimalist approach to moderation it suddenly becomes “fascist”?

To me the hyperbolic outrage in response to Musk just seems like a dishonest power struggle, where people on the political left are bent on only allowing their voice and influence in society.

Re: BMW Overtakes Tesla in European EV Sales for First Time

#165
post #133

Earlier quoted context omitted.

Please show the evidence of how it has suffered

Multiple in thread mentions they cancelled their order due in whole or part to him, they are not alone. https://news.ycombinator.com/item?id=41334247 https://news.ycombinator.com/item?id=41334102 etc Personally, I decided to not to buy a Tesla because of how he over hyped self driving and then tried to weasel out by calling the system ‘full self driving’ when it’s clearly not. It doesn’t mean the cars are actually cr…

I've boycotted AT&T for over 25 years, after AT&T charged me for the phone calls made after I had reported my phone stolen. I was young and stupid, so I paid, but I never gave them my business again.

In regard to Musk, I'll avoid anything he is related to. He doesn't treat others with respect, but he demands it for himself. He's egotistical, highly emotional, and impulsive. He's successful only because he inherited wealth and was able to parlay that into greater wealth.

Re: BMW Overtakes Tesla in European EV Sales for First Time

#166

Earlier quoted context omitted.

> 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.

> 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.

Must didn’t announce any kind of contribution to Trump. Various left leaning social media figures ran this misinformation, however, I assume in an attempt to galvanize their side into donating and to continue their unhinged attacks on Musk.

Re: BMW Overtakes Tesla in European EV Sales for First Time

#167
post #70

Earlier 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?

I was seriously considering a Model X until Mr. Musk decided to open up on his political ideology..

This attitude reads to me like: only those who agree with you deserve a place in our economy and society.

Re: BMW Overtakes Tesla in European EV Sales for First Time

#168

Earlier quoted context omitted.

> Excluding a part of the population for no practical reason at all is bad business. But when the politics becomes extremist, that share becomes huge, and it becomes disastrous business. Companies do this all the time though. The trade off is, of course, that you get more support from customers the other side. > But the guy's principles is "big business is right"... I'm not sure what he wants to achieve. This is not…

Talk about a not accurate representation... > the Twitter acquisition followed a period of Twitter (and most other social media) banning a lot of conservative accounts for publishing truthful reporting (New York Post) The NY Post's Twitter has been banned multiple times, including the most recent one that happened in March 2023, well after Musk's takeover of the company. > or actual satire with the disfavored politic…

> The NY Post's Twitter has been banned multiple times

They were, in particular, suspended immediately prior to the 2020 election over a story that was substantially accurate.

> Twitter had terms of use.

Everything has terms of use. All of the terms of use are purposely written so that anything the company wants can be construed as a violation.

But also, "misgendering people" is a point of political dispute. "We prohibited the opposition's politics and then banned them for it" is in fact what they're objecting to.

Re: BMW Overtakes Tesla in European EV Sales for First Time

#169

Earlier quoted context omitted.

> BMW registration for the month of July 2024 Do the manufactures consider sales to dealers in their sales numbers or are they actual sales to people that then registers the car as in use?

Registration is generally done when the consumer takes possession of the vehicle.

I understand when registration is done, but that does not answer the question.

Are the numbers what the makers sell to the dealers but have yet been sold to a buyer, or are they legit sells to buyers? I can see where the makers pad their numbers by using what was sold to the dealers to have on the lots as they've technically sold the car, but it's a misleading number. Same game as storage makers using powers of 10 vs powers of 2 in their capacity claims.

Re: BMW Overtakes Tesla in European EV Sales for First Time

#170

I did some digging.The title is misleading - YTD Tesla is way ahead - https://imgur.com/56eG7CN Actual Numbers - BMW registration for the month of July 2024 were up by 300~ cars. Original Source - https://www.jato.com/resources/media-and-press-releases/bmw-... Quoting this comment - streptomycin- Yes https://i.imgur.com/ZNv1AyD.jpg Although BMW is making some nice EVs and they are selling more than they used to, the…

> BMW registration for the month of July 2024 Do the manufactures consider sales to dealers in their sales numbers or are they actual sales to people that then registers the car as in use?

Ya, it is kind of weird because the Dealer is actually the OEM's customer. But they measure in sales to the consumer, which is a more useful number because:

1. Dealers will order certain high demand vehicles all day long when they are allowed to do so ("allocations") even though they don't have specific consumers in mind to buy them.

2. When new models become available they will also order a bunch of that new model.

3. They will order some random vehicles to look nice in their showroom or on the lot. Fun example: I recently drove by a Porsche dealership that had a bunch of Macan's lined up out front -- one in each color!

So, sales to the consumer is more useful because it's the only way to measure actual consumer demand. This is also why you sometimes see a model that hasn't been manufactured for several years show up in these new car sales reports... they were sitting on a lot unsold for that long.

You can also find numbers for how many of each model they've manufactured each month, which is useful for different reasons of course, and sometimes they sit on the manufacturer's lot for weeks or months before they're delivered to dealers. We saw this coming out of the pandemic when there weren't enough trains to transport the cars (most cars leave the plant on a train).

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