Tesla market share in US drops to lowest since 2017 • Hacker News Board

Re: Tesla market share in US drops to lowest since 2017

#181

Post by holmesworcester » Tue, Sep 09, 2025, 3:57 AM UTC

protocolture wrote: post #157

Fomite wrote: post #94

Earlier quoted context omitted.

This. None of them make me go "Damn, that's a good looking car..." any more than a number of others. The Cybertruck is just am embarrassment, design wise.

Honestly I really think the winning move for the 80% of the market that isnt already in an electric is "This is your current car, but electric".

Electric does make it pretty important that the software is unusually good for a car, though, because the software has to compensate for non-ubiquitous charging infra. Tesla does this very well. There are some quirks around charge scheduling and charge limiting that Tesla does really well too. It's not rocket science but software in most "current cars" is terrible.

Re: Tesla market share in US drops to lowest since 2017

#182

Post by doctorpangloss » Tue, Sep 09, 2025, 3:58 AM UTC

mminer237 wrote: post #58

leetharris wrote: post #6

The whole EV market is growing and everyone is racing to buy one before incentives run out. The article is framed as a hit piece and even has political statements in it. But here is an exact quote from the article: "Sales of new EVs jumped more than 24% month over month in July to 128,268, according to the Cox data, driven by the looming end of a $7,500 tax credit for EVs and attractive deals. Tesla saw sales rise 7%…

If EVs in general rose 24% due to rushing to get in before the tax credit ends but Tesla—the largest seller—only saw a 7% bump, isn't that a failure? #2 GM had a 10+% bump. Ford had a 19%. Hyundai, Honda, Kia, and Toyota all rose 60+%. Volkswagen rose over 450%. Sure it's fine in a bubble, but they are doing worse than most other car makers.

Low baseline, more to gain.

Another POV is the measurement is meaningless, and the market seems to agree.

The auto industry is a good bet as long as you think Americans of means gravitate towards a car lifestyle, which is almost certainly true.

Re: Tesla market share in US drops to lowest since 2017

#183

Post by [deleted] » Tue, Sep 09, 2025, 4:06 AM UTC

DoesntMatter22 wrote: post #80

rayiner wrote: post #35

Earlier quoted context omitted.

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.

I don't know the model y is the best selling car in the world so it seems like it worked pretty well

[deleted]

Re: Tesla market share in US drops to lowest since 2017

#184

Post by amluto » Tue, Sep 09, 2025, 4:10 AM UTC

ajross wrote: post #159

lgleason wrote: post #45

Boring lineup, Lack of recent innovation, poor repairability and a CEO who has alienated people on both sides of the political isle. The 1 trillion dollar package the board is offering Musk is a joke. They need to find a new CEO.

Nah, they're still the best cars you can buy[1]. It's all down to Musk's political antics. [1] Seriously, it's hard to be lacking in innovation when other brands still don't even have walk-up unlock or 360° cameras, much less drive themselves around or launch like rockets. And the repairability thing is a meme from back when they had part production lag due to crazy scaling. Getting a Tesla fixed now (and yes, I have…

I’ve recently test-driven EVs from a few brands, including Tesla. One stood out for building an EV that actually felt like a functioning car: Kia. It actually has buttons for things that are commonly adjusted while driving. The current crop of Teslas don’t even have physical controls for reverse.

Re: Tesla market share in US drops to lowest since 2017

#185

Post by metaphor » Tue, Sep 09, 2025, 4:18 AM UTC

ajross wrote: post #159

lgleason wrote: post #45

Boring lineup, Lack of recent innovation, poor repairability and a CEO who has alienated people on both sides of the political isle. The 1 trillion dollar package the board is offering Musk is a joke. They need to find a new CEO.

Nah, they're still the best cars you can buy[1]. It's all down to Musk's political antics. [1] Seriously, it's hard to be lacking in innovation when other brands still don't even have walk-up unlock or 360° cameras, much less drive themselves around or launch like rockets. And the repairability thing is a meme from back when they had part production lag due to crazy scaling. Getting a Tesla fixed now (and yes, I have…

> And the repairability thing is a meme from back when they had part production lag due to crazy scaling.

Respectfully, bullshit; auto insurance companies I've dealt with certainly begged to differ, and have priced comprehensive/collision premiums for Teslas accordingly.

Re: Tesla market share in US drops to lowest since 2017

#186

Post by otterley » Tue, Sep 09, 2025, 4:19 AM UTC

randycupertino wrote: post #122

lgleason wrote: post #45

Boring lineup, Lack of recent innovation, poor repairability and a CEO who has alienated people on both sides of the political isle. The 1 trillion dollar package the board is offering Musk is a joke. They need to find a new CEO.

I low key have a conspiracy theory that the "1 trillion dollar pay package" is just Tesla PR fluff - smoke and mirrors to steal attention away from the poorly performing cybertruck sales and falling stock. If they spin news with dramatic flair highlighting Musk’s bonkers pay package it's a distraction from Tesla’s more immediate and tangible troubles, political alienation of their buyers and ongoing regulatory and ma…

A pay package of that magnitude is a material business fact. If Tesla is lying about this, that would likely constitute securities fraud and risks imprisonment for the people involved in making it.

Re: Tesla market share in US drops to lowest since 2017

#187

Post by amluto » Tue, Sep 09, 2025, 4:19 AM UTC

johnnyanmac wrote: post #66

stingraycharles wrote: post #36

Earlier quoted context omitted.

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.

I know the Cybertruck as a "release" is stretching it, but it technically did release. Prematurely, 100%. But it's out there. The QC on the Cybertruck pretty much shows why they lost their brand power over the years, though. Even when ignoring the politics.

I’m waiting for owners to discover water damage in the equipment under the hood liner: Cybertruck’s lack a scuttle/cowl/gutter [0] to collect and divert water from the bottom of the windshield. Basically every car ever has one, except the Cybertruck. This isn’t a QC problem — it’s just poor design.

[0] I’m not sure anyone agrees what it’s called.

Re: Tesla market share in US drops to lowest since 2017

#188

Post by otterley » Tue, Sep 09, 2025, 4:23 AM UTC

lotsofpulp wrote: post #86

nemomarx wrote: post #78

Earlier quoted context omitted.

I think the target audience for a Toyota or Honda (boring but reliable car) isn't very interested in the kind of quality control Tesla has. They're supposed to make up for that in other features and the unique style of the truck is part of that, in theory.

The people I see with Model 3 and Y are the ones who came from Camrys and Rav4. Tesla EVs have the most data to support their reliability (at least the 3/Y), and they are clearly very reliable. Plus it costs just as much as a Rav 4, but has tons more torque. And the software is much better even though it lacks Carplay.

If Elon’s antics didn’t already turn me off as a Tesla customer, lack of CarPlay support slammed the coffin shut completely.

Re: Tesla market share in US drops to lowest since 2017

#189

Post by jbm » Tue, Sep 09, 2025, 4:24 AM UTC

nofriend wrote: post #168

jbm wrote: post #166

Earlier quoted context omitted.

I've generally advocated ignoring Musk, but it's impossible to defend him in good faith as a reasonable figurehead for a multinational company. His X page in particular portrays a man who cares deeply about 4chan/pol politics and very little about his car company. If he cared at all, you'd see a better repair process with them. There is a Tesla repair hub in Calgary where I live, and I had to wait 5 weeks for them to…

Tesla exists to make money. Every car company in the world charges more than independent mechanics for repairs, because that's how you make money.

The price was not the issue, the fact that they took 5 weeks for a potential safety issue was. (In my case, it turns out that the issue was related to a torn bushing in the suspension; a common issue with a Model 3 w/ more than 100k kilometers apparently).

The fact that they took longer AND were more expensive than local providers was ridiculous, and certainly not a good look compared to my experiences at Toyota with my Sienna.

-edit- (That and the fact that they shouldn't be resource constrained when the most valuable car company in the world)

Re: Tesla market share in US drops to lowest since 2017

#190

Post by jcranmer » Tue, Sep 09, 2025, 4:28 AM UTC

andsoitis wrote: post #93

nabla9 wrote: post #15

Earlier quoted context omitted.

As the link you provided shows Tesla's revenues have been flat almost 3 years now.

> As the link you provided shows Tesla's revenues have been flat almost 3 years now. 2024: $97.69 B, i.e. +0.95% vs. 2023 2023: $96.77 B, i.e. +18.8% vs. 2022 2022: $81.46 B, i.e. +51.35% vs. 2021 So flat for 1 year (going into 2024) and we don't yet know 2025 numbers, which is less pessimistic than your "almost 3 years flat".

2025 is half done, and Tesla is down about $3B/quarter compared to last year already. If that trend keeps up, then 2025 will come in around $85B or so. (Although analyst expectations seem to be that Q3 and Q4 will jump back to 2024 levels, which... really defies all the available evidence.)