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Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

electrek.co

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Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#161

Post by joakleaf »

Gud wrote: post #135
piokoch wrote: post #99

Earlier quoted context omitted.

Frankly speaking, I read about Musk going bankrupt every month since Tesla's were introduced, than SpaceX was supposed to sank Musk (until it turned out that it and Virgin "disrupted" space industry), than Twitter purchase, now we have Cybertruck. Not being a fun of Musk as a person (as I am not fun of B. Gates or S. Jobs) I do appreciate that he delivered a breakthrough in at least two industries that were considere…

The fundamentals have changed. Sales are tanking. I’m guessing the share price is being propped up by some financial shenanigans and retail investors. FWIW I was an early investor in TSLA, back in 2012. I made 30x my initial investment. I lived the company and was a big fan of Elon until something happened to his brain. I have observed this company for a long, long time.

Same as you, I think. Invested in 2013… I have sold more and more shares as the market cap reached ridiculous levels compared to other car companies, and as I felt Musk was over promising and under delivering more and more.

He has mislead both investors and customers for years, but his recent behavior and statements have been, at the very least, odd. Even disregarding politics, I don’t believe that he is steering Tesla in the right direction, and he is not behaving as a responsible or serious CEO with a clear meaningful vision for the company, or as someone who even cares about it.

Not sure if something happened to his brain, but it doesn’t feel normal, calm or rational.

I sold the last shares I had this winter.

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#162

Post by zfg »

Yeul wrote: post #134
lfsh wrote: post #104

Earlier quoted context omitted.

I think the main reason Tesla became popular is range. The build qality has never been as good as other brands.

Tesla was the only EV that was somewhat affordable and the supercharger network was really good. In 2025 in my own country the Netherlands several Chinese companies have entered the market and there are non Tesla supercharger stations. We are now in the "tough competition" stage.

All brands have been able to use Tesla chargers in Europe for years now. Tesla is just one charging network operator out of many.

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#163

Post by t0bia_s »

stephc_int13 wrote: post #41

Tesla is done in Europe for political/cultural reasons. Tesla is done in Asia for competitive reasons but I think that Cybertrucks could be the nail in the coffin for even the most MAGA brainwashed Elon fan, once they drive it…

I can spot Tesla cars almost daily in big European cities. I never saw Cybertruck and I'm glad for that, because this vehicle has tawdry design.

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#164

Post by lnsru »

VincentEvans wrote: post #68
lnsru wrote: post #55

Earlier quoted context omitted.

Model 3/y are still the best priced electrical vehicles on the market. There are enough poor people that can’t afford the new Mercedes CLA and must drive model 3 instead. I wouldn’t invite Elon for lunch, but I wouldn’t invite German brand managers either.

As an apparently “poor person” owner of model 3 bought used, who it seems “must drive” it - I dislike the whiff of elitism in your post. What must your world look like that you consider a 30K off-lease car a poor person’s last resort vehicle…. It might surprise you - as having never owned an EV before - I turned to Tesla because I thought of it as buying a trend-setting vehicle from a pioneering car maker that envisi…

I am driving model y as a poor person. Can’t afford Skoda Enyaq or ID.4 or ID.7 or the nice BMW iX. There are no cheaper cars than Tesla that can be used as a first and the last car in a household.

It was clear to me since the incident with the English diver in 2018 which direction Elon took. I was observing him very carefully as a techno messiah before, very interesting personality and his companies. I wasn’t fan, it was just something new and never seen before.

And I had a moral dilemma back then. Support Elon buying Tesla or pay 15000€ more for Skoda… I just went with Elon. And now I am cool with that. Remember dieselgate? VW managers paid a company to gas apes with diesel fumes in US (because such tests are illegal in EU). God knows what did elsewhere. VW isn’t better by any means, just less press coverage.

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#165

Post by llamaimperative »

wqaatwt wrote: post #158
llamaimperative wrote: post #153

Earlier quoted context omitted.

It’s excellent for its price point! Not so much for the $75-$120k Tesla price tag.

Isn’t Tesla’s price point closer to $40-50k though?

Not the Model S, which was the "early lead" that they squandered

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#166

Post by zfg »

Brookeden55 wrote: post #129
aswanson wrote: post #58

Earlier quoted context omitted.

You don't have to be terminally online to see nazi salutes at national political conventions or people protesting and pelting cars & stores nationwide.

[flagged]

Just yesterday Musk was making excuses for Hitler:

https://meidasnews.com/news/elon-musk-retweet-hitler-didnt-m...

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#167

Post by mytailorisrich »

wqaatwt wrote: post #151
mytailorisrich wrote: post #103

Earlier quoted context omitted.

Absolutely, people in Europe want nothing to do with the Nazis. That's why they drive Volkswagen .

By that standard pretty much every major German company established before the 50s is somehow “nazi”. Then again I don’t see how can someone seriously say stuff like that, in what way is modern VW related to nazis?

Just pointing out the idiocy of the current situation. VW was actually founded by the Nazis and even the name is not neutral, so if "activists" want to use the label "Nazi car" then surely that is as close as it gets...

This is not serious stuff, indeed.

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#168

Post by bamboozled »

qwertox wrote: post #113

There's a video embedded in the article which points out the problems. But there's also a recent follow-up video where he tells what Tesla had to fix, and it's pretty concerning. It was more than just those panels. https://www.youtube.com/watch?v=VT8FC4yF_68

That video...it's amazing that someone would put up with it. I would seriously be demanding a refund.

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#169

Post by stephc_int13 »

vishnugupta wrote: post #70
stephc_int13 wrote: post #41

Tesla is done in Europe for political/cultural reasons. Tesla is done in Asia for competitive reasons but I think that Cybertrucks could be the nail in the coffin for even the most MAGA brainwashed Elon fan, once they drive it…

> Tesla is done in Europe for political/cultural reasons I don’t know anything about Tesla or EVs or Europe. But is there a precedence to this? That a good product went extinct because of political/cultural reasons?

Tesla is in a very peculiar position as an automaker, P/E ratio (price of the stock compared to earnings) is extremely optimist regarding the potential, with self-driving, robots and overall market dominance.

But all of that is not real, it is, at best speculative, and the cars themselves are not great, especially when compared to other EVs.

The huge valuation of Tesla will crumble dramatically as soon as investors stop believing the promises. And having poor/declining or even stagnating sales is very likely to trigger some close scrutiny and doubts.

Re: Tesla Cybertruck deliveries on hold as trims are flying off 'bulletproof' truck

#170

Post by jqpabc123 »

Gud wrote: post #124
joakleaf wrote: post #101

Earlier quoted context omitted.

I think, the consensus is that Tesla would have to be at least as low as around $100-$120/share before there is a margin call on Musk's debt (with Tesla stock as collateral). So it will still have to drop 50% from current levels for the house of cards to start collapsing. But I guess nobody outside Musk and the bankers know the actual price point. Is it possible -- Yes, but not super likely in the near term.

Why not? Even at 50% of its current valuation, Tesla’s market cap would still be twice as high as Toyotas. Doesn’t sound reasonable to me, considering their sales are tanking…

Tesla is outrageously overpriced as an auto manufacturer.

Most other manufacturers currently have a P/E ratio around 10. Tesla is around 120. Yes, you read that right --- about 12X higher than the competition.

To justify it's current valuation, Tesla would have to capture a majority of the global market and become the world's most popular car brand. It currently has around 12% of the global market.

In my opinion, what Tesla has to offer just isn't that good and is being rapidly surpassed.

https://electrek.co/2025/03/13/mercedes-cla-ev-finally-here-...

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