Tesla's Global Vehicle Deliveries Plunged in Second Quarter • Hacker News Board

Re: Tesla's Global Vehicle Deliveries Plunged in Second Quarter

#31

Post by guywithahat » Wed, Jul 02, 2025, 7:55 PM UTC

surgical_fire wrote: post #21

guywithahat wrote: post #18

Earlier quoted context omitted.

What is wrong with Elon? All I've seen are hit pieces peddling misinformation. If we were to look at this critically, I think Tesla just misplayed the market after covid. Their cars are too expensive and too premium, which is what people wanted during covid but as the market becomes more competitive people are looking for more affordable options

> What is wrong with Elon? If in the Year of our Lord 2025 you have to ask this question, I don't think any of the mutiple things I could link here would convince you otherwise.

If you think this is obvious I worry you're deep into conspiracies. I would respond more in depth but I'm not sure what conspiracies you're personally devoted to

Re: Tesla's Global Vehicle Deliveries Plunged in Second Quarter

#32

Post by kikokikokiko » Wed, Jul 02, 2025, 7:56 PM UTC

amanaplanacanal wrote: post #24

EA-3167 wrote: post #22

Earlier quoted context omitted.

It's worth saying that the price gouging by BYD has reached the point where their own government is publicly scolding them and telling them to stop, so I'm not sure if BYD is a model of anything we want to be following. https://www.reuters.com/business/autos-transportation/chinas... I think you're also glossing over the impact of Musk's disastrous foray into politics, his Tweeting, and his Nazi salutes.

I've never heard of pricing a product too low called "price gouging" before.

Well, it can be tought as self gauging. ¯\_(ツ)_/¯

Re: Tesla's Global Vehicle Deliveries Plunged in Second Quarter

#33

Post by roscas » Wed, Jul 02, 2025, 7:58 PM UTC

ed wrote: post #25

supportengineer wrote: post #3

I'm ready to buy a second one, to replace an older vehicle, but I will get a used one this time.

I own a model 3 but would be hesitant to buy another Tesla given there’s a genuine risk the company won’t be around in a few years.

With fair competition, Tesla is out of business in weeks. And stop the "green credits" crap, because others are givin Tesla money for absolute nothing because all electric cars are not green. If you really want an electric and that is not because you want a green car, buy it from BYD or any other China brand, Toyota or Merc or BMW.

Re: Tesla's Global Vehicle Deliveries Plunged in Second Quarter

#34

Post by surgical_fire » Wed, Jul 02, 2025, 8:04 PM UTC

guywithahat wrote: post #31

surgical_fire wrote: post #21

Earlier quoted context omitted.

> What is wrong with Elon? If in the Year of our Lord 2025 you have to ask this question, I don't think any of the mutiple things I could link here would convince you otherwise.

If you think this is obvious I worry you're deep into conspiracies. I would respond more in depth but I'm not sure what conspiracies you're personally devoted to

> conspiracies

You keep repeating that word. I don't think it means what you think it means.

But by all means, entertain me. What "conspiracies" do people "devote" themselves against Elon?

Re: Tesla's Global Vehicle Deliveries Plunged in Second Quarter

#35

Post by schiffern » Wed, Jul 02, 2025, 8:06 PM UTC

roscas wrote: post #30

schiffern wrote: post #26

Earlier quoted context omitted.

>so many compelling alternatives With the recent news BYD has been cooking their books, are there any alternatives left that aren't being sold at a huge loss? If the alternatives depend on subsidies from gas car sales, it would seem the automotive industry has not actually solved the problems (both technical and economic) necessary to transition the world off fossil fuels. Doesn't sound like much of an alternative (f…

Yes, the brand is Tesla. They receive money from other brands to buy fake "carbon" credits, they receive money from the state and from their shareholders. So US pays for Tesla like China does for some brands. It's the same. And an electric car is not an alternative for gas cars. A zero km electric car has already tons and tons of CO2 on it's back because mostly of the battery. It's not being "green". It's just make p…

Wow, "long tailpipe" myth is a blast from the past...

  >receive money from other brands to buy fake "carbon" credits

Also smog credits, and kids' developing lungs can assure you urban smog is very real.

This kinda proves my point. If other automakers don't want to buy smog/ carbon credits from Tesla then make zero emission vehicles. Companies that can't make the vehicles of the future cease to exist, part of "creative destruction" which is an explicit goal in such market-based pollution policies.

We decided those are the rules of the game (because pollution sucks). Can't get offended at the players just because the rules of the game did exactly what we intended.

  >they receive money from the state and from their shareholders

Equally (or more) true for the other majors, so that doesn't explain how Tesla makes money on EVs and others can't.

Re: Tesla's Global Vehicle Deliveries Plunged in Second Quarter

#36

Post by verdverm » Wed, Jul 02, 2025, 8:15 PM UTC

baggachipz wrote: post #5

supportengineer wrote: post #3

I'm ready to buy a second one, to replace an older vehicle, but I will get a used one this time.

Have you considered alternate brands? My wife's Hyundai Ioniq 5 is pretty nice.

Ioniq 6 is also very nice, better build quality than the model 3

Many Hyundai are already on the 800V architecture and charge faster

Re: Tesla's Global Vehicle Deliveries Plunged in Second Quarter

#37

Post by verdverm » Wed, Jul 02, 2025, 8:16 PM UTC

IamLoading wrote: post #6

toomuchtodo wrote: post #4

Earlier quoted context omitted.

https://www.strategyand.pwc.com/de/en/industries/automotive/... EVs (as well as PHEVs) surging in 2025 Q1 numbers.

Interesting. Thanks. I own an EV car, but one thing i hate is non-Tesla EV charging. Electrifiy America charging points are so tribal and time sink!

There's a new non-Tesla network in the works, partnership between 8+ auto companies

https://www.ionna.com/

Re: Tesla's Global Vehicle Deliveries Plunged in Second Quarter

#38

Post by tobias3 » Wed, Jul 02, 2025, 8:19 PM UTC

silverquiet wrote: post #29

EA-3167 wrote: post #22

Earlier quoted context omitted.

It's worth saying that the price gouging by BYD has reached the point where their own government is publicly scolding them and telling them to stop, so I'm not sure if BYD is a model of anything we want to be following. https://www.reuters.com/business/autos-transportation/chinas... I think you're also glossing over the impact of Musk's disastrous foray into politics, his Tweeting, and his Nazi salutes.

Dumping would be the economic term for flooding a market with underpriced goods in order to drive out domestic competitors. I don't know if that's what they're doing, but it does seem plausible, though it's hard to imagine that Tesla's prices would be competitive either way.

In Chinas case the term would be overcapacity since it applies to the whole sector not just BYD.

Re: Tesla's Global Vehicle Deliveries Plunged in Second Quarter

#39

Post by chung8123 » Wed, Jul 02, 2025, 8:20 PM UTC

kentm wrote: post #19

padjo wrote: post #8

And still trading at a p/e of 180+. Anyone able to offer an explanation?

As far as I can tell, people are expecting a pivot into AI/robotics being major revenue drivers.

Which is weird since he is keeping his AI company private and separate.

Re: Tesla's Global Vehicle Deliveries Plunged in Second Quarter

#40

Post by toomuchtodo » Wed, Jul 02, 2025, 8:21 PM UTC

tobias3 wrote: post #38

silverquiet wrote: post #29

Earlier quoted context omitted.

Dumping would be the economic term for flooding a market with underpriced goods in order to drive out domestic competitors. I don't know if that's what they're doing, but it does seem plausible, though it's hard to imagine that Tesla's prices would be competitive either way.

In Chinas case the term would be overcapacity since it applies to the whole sector not just BYD.

Hopefully, they'll work harder to export. Global light vehicle sales are ~90M units/year, there must be a market somewhere for these BEVs where they can at least break even, and as long as they can break even they can continue to ramp manufacturing capacity.