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

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

#101

Post by metadat » Tue, Sep 09, 2025, 2:02 AM UTC

DoesntMatter22 wrote: post #82

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.

The model Y is the best selling car in the world, so this statement doesn't really make sense

You already mentioned that 2 minutes ago in the same submission: https://news.ycombinator.com/item?id=45176460

https://news.ycombinator.com/newsguidelines.html

Please consider what your commentary adds to the discussion before posting, repetition detracts from thread quality. Thanks!

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

#102

Post by andsoitis » Tue, Sep 09, 2025, 2:03 AM UTC

Aurornis wrote: post #13

andsoitis wrote: post #5

Company value is dependent on expected future profit/revenue/etc. not market share per se. If the market grows in size and you’re able to grow revenue and profit, reduced market share in and of itself doesn’t matter. While the U.S. market share has declined, Tesla's overall annual revenue has continued to grow from $11.75 billion in 2017 to over $97 billion in 2024, though it saw a slight decline in revenue for the 1…

> If the market grows in size and you’re able to grow revenue and profit, reduced market share in and of itself doesn’t matter. The Tesla story and its high valuation were based on the idea that Tesla had won the car market, others couldn’t catch up, and Tesla was going to be doing laps around the competition with all of their additional business lines that grew out of their class-leading EV business. If their EV bus…

> If their EV business is losing market share, that really is a problem for the narrative. They could be fine as an EV company, but they’ve sold themselves as something far more.

Long-term growth is pinned on success in AI, robotics, robotaxis, and autonomous services.

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

#103

Post by cmxch » Tue, Sep 09, 2025, 2:03 AM UTC

a_bonobo wrote: post #63

adrr wrote: post #41

Earlier quoted context omitted.

Still the best EVs on the market in terms of range, performance and price(in the US). Chevy bolt competitor wouldn’t make sense because Chevy couldn’t even make the chevy bolt work and stopped production 2023. EV trucks don’t make sense at all, they can’t tow unless you want to recharge every 100 miles. Also range is severely reduced offroading. I don’t get why auto manufacturers keep pushing them on the public. Tesl…

It seems you don't have BYD in the US, except for buses? Here in Australia you see far more BYDs than Teslas by now. They're cheaper with a bit more range.

That’s by design. And people would rather put up with the allegations against Elon’s conduct over the certainty of PRC conduct.

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

#104

Post by cosmic_cheese » Tue, Sep 09, 2025, 2:04 AM UTC

armadsen wrote: post #90

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.

I think the current Prius PHEV looks much better than any Tesla right now. (It’s a plugin hybrid not a pure EV, of course.)

The current Prius is legitimately cool looking. Hard to believe it’s the same family that had been lampooned for its design for most of its existence.

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

#105

Post by radpanda » Tue, Sep 09, 2025, 2:04 AM UTC

dghlsakjg wrote: post #44

hammock wrote: post #38

Earlier quoted context omitted.

> 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.

Ford makes plenty of sedans. It doesn't sell any in Canada or its neighbour. Don't forget that about the other 95% of the people on earth

> Ford makes plenty of sedans

Does it? Since they stopped building the Mondeo in Europe they don’t sell any sedans there or in most places I’m aware of. The only Ford sedan I’m aware of in production anywhere is the Chinese-market Ford Mondeo built in a joint venture with Changan.

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

#106

Post by neilv » Tue, Sep 09, 2025, 2:07 AM UTC

armadsen wrote: post #90

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.

I think the current Prius PHEV looks much better than any Tesla right now. (It’s a plugin hybrid not a pure EV, of course.)

IMHO, Toyota did an awesome job of taking the 2004 Prius funny wedge compact eco-nerd-mobile look (which might have been exactly what it needed at the time), and making it look sleek and modern and powerful.

I'm imagining a designer looking at the earlier windshield slant, and knowing they could work with that, and retain references to the iconic earlier design.

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

#107

Post by dragontamer » Tue, Sep 09, 2025, 2:08 AM UTC

rayiner wrote: post #35

rcdemski wrote: post #26

Earlier quoted context omitted.

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.

The new Prius has a similar coefficient of drag as a Tesla Model 3 but the Prius manages to look a LOT better.

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

#108

Post by radpanda » Tue, Sep 09, 2025, 2:08 AM UTC

rayiner wrote: post #35

rcdemski wrote: post #26

Earlier quoted context omitted.

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.

My understanding is that the Lucid Air Pure is more efficient than Tesla’s offerings, but yes, Teslas have tended to be more efficient than compliance BEVs and a lot of other efforts from legacy automakers.

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

#109

Post by cosmic_cheese » Tue, Sep 09, 2025, 2:09 AM UTC

bsder wrote: post #100

hammock wrote: post #38

Earlier quoted context omitted.

> 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.

> You can thank CAFE er al for that. Somewhat, but I'll blame business finance way, way, way more. The US automakers are doing the exact same dumbass thing they did in the 1970s with "BIGGER!-shouted (and more profitable)-whispered" until the Japanese automakers showed up and wiped the floor with them. Well, BYD is coming and is going to wipe the floor with them . "Those who cannot remember the past are condemned to…

It’s amazing that US automakers can’t foresee the bubble of $70k SUVs and trucks and the stretched out loans those entail popping. It’s practically guaranteed to happen, and with how the economy has been probably sooner than later.

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

#110

Post by cmxch » Tue, Sep 09, 2025, 2:10 AM UTC

johnnyanmac wrote: post #69

a_bonobo wrote: post #63

Earlier quoted context omitted.

It seems you don't have BYD in the US, except for buses? Here in Australia you see far more BYDs than Teslas by now. They're cheaper with a bit more range.

Nope, tarriffs. I'll admit that the 175% tarrifs on Chinese vehicles was indeed a Biden decision. https://www.utilitydive.com/news/joe-biden-china-tariff-hike... To be precise, 100% on vehicles, 50% on solar cells, and 25% on Batteries. This was frmom a year ago, though. Who knows if/what Trump added on top of that. Bonus Article: https://www.caranddriver.com/news/a62694325/ford-ceo-jim-far... >Ford CEO Jim Farley ad…

The only way I’d be interested in a Xiaomi (or any other Chinese car) is if they decided to make a Ford Panther platform lookalike that has no features dependent on phoning home to China.