Man I should have shorted Tesla stock, but when these bubble pop is hard to predict
The market can stay irrational longer than you can stay solvent.
Tesla market share in US drops to lowest since 2017
31–40 of 332 posts
Re: Tesla market share in US drops to lowest since 2017
#32Political issues aside, Tesla has a variety problem. If we converge the split between midrange and premium, their lineup consists of a midsize sedan, a midsize SUV, and a niche truck. Early on this was in their favor, but with more automakers entering the fray with serious attempts to compete, they’re going to have to add at least a couple more models to reman competitive: something in the vein of a Chevy Bolt on one…
The jump between the X and Y is too big. It’s more or less a 50-100% price increase depending on how you look at it. The Y is very small for the SUV form factor, and the X is very expensive. I have to imagine that there is a market for something between the two.
Re: Tesla market share in US drops to lowest since 2017
#33Political issues aside, Tesla has a variety problem. If we converge the split between midrange and premium, their lineup consists of a midsize sedan, a midsize SUV, and a niche truck. Early on this was in their favor, but with more automakers entering the fray with serious attempts to compete, they’re going to have to add at least a couple more models to reman competitive: something in the vein of a Chevy Bolt on one…
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Not trying to justify or excuse any of that, just wanted to focus on the anemic model lineup problem which is piled on top of Tesla’s other problems.
Re: Tesla market share in US drops to lowest since 2017
#34Political issues aside, Tesla has a variety problem. If we converge the split between midrange and premium, their lineup consists of a midsize sedan, a midsize SUV, and a niche truck. Early on this was in their favor, but with more automakers entering the fray with serious attempts to compete, they’re going to have to add at least a couple more models to reman competitive: something in the vein of a Chevy Bolt on one…
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Re: Tesla market share in US drops to lowest since 2017
#35Political issues aside, Tesla has a variety problem. If we converge the split between midrange and premium, their lineup consists of a midsize sedan, a midsize SUV, and a niche truck. Early on this was in their favor, but with more automakers entering the fray with serious attempts to compete, they’re going to have to add at least a couple more models to reman competitive: something in the vein of a Chevy Bolt on one…
Again, politics aside, I just find the lineup boring. Every model outside the Cybertruck looks like a ten year old car. Even the refresh of the model Y is still reskinning a design language started with the Model S, but with any interesting soul stripped out to reduce cost. The nerd in me loves the technology, particularly behind the scenes features of the Cybertruck like 48v architecture. In the end I want to drive…
My wife thinks they all look like jellybeans. Tesla makes them like that to maximize efficiency, and they’re still #1 on that metric, but people don’t care about that.
Re: Tesla market share in US drops to lowest since 2017
#36Political issues aside, Tesla has a variety problem. If we converge the split between midrange and premium, their lineup consists of a midsize sedan, a midsize SUV, and a niche truck. Early on this was in their favor, but with more automakers entering the fray with serious attempts to compete, they’re going to have to add at least a couple more models to reman competitive: something in the vein of a Chevy Bolt on one…
They haven’t released anything decent since the Model 3, which was a massive success. It’s baffling to me that they’re now betting the company on robotics, rather than improving and extending their existing lineup of cars.
Re: Tesla market share in US drops to lowest since 2017
#37Earlier quoted context omitted.
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Not trying to justify or excuse any of that, just wanted to focus on the anemic model lineup problem which is piled on top of Tesla’s other problems.
No reason to focus on politics - if it wasn't elon musk nobody would care cared that it was two pathetic attempts at it, you start at 90 degree angle from your heart, not flat on your chest.
Re: Tesla market share in US drops to lowest since 2017
#38Political issues aside, Tesla has a variety problem. If we converge the split between midrange and premium, their lineup consists of a midsize sedan, a midsize SUV, and a niche truck. Early on this was in their favor, but with more automakers entering the fray with serious attempts to compete, they’re going to have to add at least a couple more models to reman competitive: something in the vein of a Chevy Bolt on one…
> Tesla has a variety problem. If we converge the split between midrange and premium, their lineup consists of a midsize sedan, a midsize SUV, and a niche truck
I don’t know if you have checked out other OEMs lineups lately…Ford doesn’t even make a sedan anymore. That’s right. Just SUVs and trucks. And mustang supercar. Other OEMs have similarly trimmed their lineups. You can thank CAFE er al for that.
Re: Tesla market share in US drops to lowest since 2017
#39Political issues aside, Tesla has a variety problem. If we converge the split between midrange and premium, their lineup consists of a midsize sedan, a midsize SUV, and a niche truck. Early on this was in their favor, but with more automakers entering the fray with serious attempts to compete, they’re going to have to add at least a couple more models to reman competitive: something in the vein of a Chevy Bolt on one…
The six-seater Model Y L, which has already been launched in China, fills in that "SUV that's the next step up in size" gap.
https://en.m.wikipedia.org/wiki/Tesla_Model_Y_L
But yes, I fully agree that deprioritizing/stopping the low-cost "Model 2" was a major mistake. Particularly with tariffs keeping Chinese EVs out, Tesla could have pretty much owned the space in the US. (Although Elon's DOGE antics would still have alienated a large portion of the customer base.)
Re: Tesla market share in US drops to lowest since 2017
#40Political issues aside, Tesla has a variety problem. If we converge the split between midrange and premium, their lineup consists of a midsize sedan, a midsize SUV, and a niche truck. Early on this was in their favor, but with more automakers entering the fray with serious attempts to compete, they’re going to have to add at least a couple more models to reman competitive: something in the vein of a Chevy Bolt on one…
They haven’t released anything decent since the Model 3, which was a massive success. It’s baffling to me that they’re now betting the company on robotics, rather than improving and extending their existing lineup of cars.
The Model 3 was released in 2017 (!).