Things Are Bad at Tesla. They're About to Get Much Worse
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Re: Things Are Bad at Tesla. They're About to Get Much Worse
#2Re: Things Are Bad at Tesla. They're About to Get Much Worse
#3Re: Things Are Bad at Tesla. They're About to Get Much Worse
#4BYD makes nicer cars at a cheaper price. The only advantage Tesla has is protectionism in the US market.
Re: Things Are Bad at Tesla. They're About to Get Much Worse
#5Are TikTok users being steered to anti-Elon content as retaliation for DOGE or something?
Re: Things Are Bad at Tesla. They're About to Get Much Worse
#6BYD makes nicer cars at a cheaper price. The only advantage Tesla has is protectionism in the US market.
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“China had a plan when they let Tesla have a fully owned factory. They wanted the technology and the knowledge and experience. With that came a risk China would take that technology and build better stuff,” said shareholder Ross Gerber, CEO of Gerber Kawasaki Wealth and Investment Management. “That’s exactly what they’re doing. Now they’ve got really competitive vehicles, really competitive technology and the vehicles are cheaper.”
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And BYD had a leg up...
Re: Things Are Bad at Tesla. They're About to Get Much Worse
#7BYD makes nicer cars at a cheaper price. The only advantage Tesla has is protectionism in the US market.
The US, for all its "free market" pretensions, doesn't really do capitalism very well.
What people are now seeing in China, with the rise of more than a half-dozen EV companies in competition with each other, would be impossible in the US. We've got nascent protectionism, total non-enforcement of anti-trust laws (and a very slow and very cowed judiciary,) a complex+selective regulatory environment, and industrial policies that shift with the weather. American manufacturing firms like Tesla and US Steel no longer know how to compete on the merits. And big tech, like big pharma, is a game where small firms are inevitably bought before they can possibly threaten the entrenched major players.
Re: Things Are Bad at Tesla. They're About to Get Much Worse
#8BYD makes nicer cars at a cheaper price. The only advantage Tesla has is protectionism in the US market.
-- “China had a plan when they let Tesla have a fully owned factory. They wanted the technology and the knowledge and experience. With that came a risk China would take that technology and build better stuff,” said shareholder Ross Gerber, CEO of Gerber Kawasaki Wealth and Investment Management. “That’s exactly what they’re doing. Now they’ve got really competitive vehicles, really competitive technology and the vehi…
This has been going on for decades. Any adult in Tesla management should have known that the chances of this happening were 100%.
Re: Things Are Bad at Tesla. They're About to Get Much Worse
#9Are TikTok users being steered to anti-Elon content as retaliation for DOGE or something?
I definitely have heard a frazzled shift in tone from the fine folks at donation-centered talk-oriented journalism folks which I have listened to obsessively for years.
I think it's OK, if there's a lion hollering you might need some gravity and momentum to hear it and they are certainly trying to find the new polarity.
Re: Things Are Bad at Tesla. They're About to Get Much Worse
#10Are TikTok users being steered to anti-Elon content as retaliation for DOGE or something?
I’m seeing a huge upswell in organic hate for Musk over the last little while across a bunch of forums online, as well as people making jokes about him in real life (this is in Australia), and the dropping Tesla sales seem to be confirming the trend.
So the simplest explanation is not anyone ‘steering’ anything, but just that he’s absolutely trashed his own reputation outside what is a fairly narrow political persuasion internationally…
(The kind of pro-Trump style conservatism is fairly large in the US but a much smaller minority in much of the rest of the world, and of course the overlap of that and people who would buy EVs is even smaller)