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Tesla Is Sitting on a Record 50k Unsold EVs

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Re: Tesla Is Sitting on a Record 50k Unsold EVs

#121

Post by zulux »

bigtex wrote: post #110
tlogan wrote: post #67

Earlier quoted context omitted.

I think Tesla as a company is doing the right moves. The management (excluding Elon) seems solid and smart. The problem is that we often attach a company or a larger idea to a single person, even when it is much much bigger than that individual. People started boycotting Tesla because of Elon Musk, without considering that Tesla is actually thousands of engineers, workers, and managers. And majority of decisions are…

The Model Y is going on 8 years old, S and X are being shutdown. That leaves you with the 3 and Y. Cybertruck will be shutdown soon. What new models have they announced?

Robotaxi... It's going through iterations and could be turned into a sub 30K ev.

Re: Tesla Is Sitting on a Record 50k Unsold EVs

#122

Post by dmix »

motiw wrote: post #105

Tesla's FSD problem isn't the technology, it's the positioning. It's genuinely good at what it does but selling it as "Full Self-Driving" set an expectation it can't meet. If they had framed it as the best safety feature, always aware co-driver watching out for you, people would trust it far more and adoption would be much higher.

I noticed they call it FSD (Supervised) on their site now https://www.tesla.com/en_ca/fsd/safety

probably to differentiate from their limited testing of Robotaxis in Austin https://robotaxitracker.com/?provider=tesla

And there's a community which tracks their progress independently https://teslafsdtracker.com/

Re: Tesla Is Sitting on a Record 50k Unsold EVs

#123

Post by jauntywundrkind »

adjejmxbdjdn wrote: post #77
amelius wrote: post #57

Earlier quoted context omitted.

No. For all practical purposes, Chinese cars are perfectly fine for most consumers. Since you cannot beat China on manufacturing costs, this war is already lost. Musk or no Musk.

There is no reason Chinese EVs couldn’t have been beaten on cost. The labor/environmental costs of car manufacturing is relatively low and more than made up in the cost of shipping cars. One example of this was the number of foreign car manufacturers that were relocating manufacturing to the NAFTA region to serve the U.S. car market even before the tariff nonsense. The area where China might have an edge is batteries…

I like your pretty optimistic take. I'm not convinced but I want to believe, and that's an interesting take.

One critical correction though: BYD makes 16% of the world's batteries. And makes cars. So there is vertical integration in play. https://cnevpost.com/2026/02/04/global-ev-battery-market-sha...

Ford and Stellantis are meanwhile busy trying to partner with Chinese companies, to make their own battery factories. Even though it seems like maybe they'll end up making more batteries for stationary power than for vehicles.

Re: Tesla Is Sitting on a Record 50k Unsold EVs

#124

Post by senordevnyc »

amelius wrote: post #90
whizzter wrote: post #85

Earlier quoted context omitted.

Chineese phonemakers exist yet Apple pulls in a significant portion of profits due to their _halo_ allowing them to sell at a higher price point. Tesla had that, all Musk had to do was refrain himself from waving his hand around in that certain fashion. New registrations in Sweden for the past 3 years, Sweden alone would've probably absorbed about 14000 cars of that unsold stock. 2023 20388 341835 0,0596428101276932…

> Chineese phonemakers exist yet Apple pulls in a significant portion of profits due to their _halo_ allowing them to sell at a higher price point. The difference is that most customers have the financial wiggle room to buy a more expensive phone. With cars this is an entirely different story because cars are the most expensive things people own (besides a house). For most people it holds that a car should just get t…

And yet the average price paid for a new car is up to $50k. Americans definitely aren’t just buying a basic car to get them from A to B.

Re: Tesla Is Sitting on a Record 50k Unsold EVs

#125

Post by RickJWagner »

MPSimmons wrote: post #30
Aurornis wrote: post #17

This is all so frustrating. Tesla could have easily been an American auto maker generational success story. Instead they’re working hard to undermine their own success, turn their brand toxic, and even design vehicles that are unappealing to key purchasing demographics (Cybertruck).

Yes, Elon's trajectory has been absolutely unbelievable since 2019 or so. Talk about a guy who cratered his whole reputation. It's a shame.

Really? What was it you liked about him before, but not now?

Re: Tesla Is Sitting on a Record 50k Unsold EVs

#126

Post by RickJWagner »

jcranmer wrote: post #101
blastro wrote: post #68

Earlier quoted context omitted.

Free speech erosion under Biden... can you elaborate?

There are a lot of people who are unhappy with the steps the government took to crack down on COVID misinformation, and some people are still upset about Twitter's decision to limit spread of the Hunter Biden laptop story (which was entirely unilateral, and reversed within 24 hours). Both of these took place in 2020, when Trump was president, but of course Trump's greatest coup was to make everybody think Biden was p…

The number of media outlets that spiked the laptop story is shameful.

There really isn’t a good excuse.

Re: Tesla Is Sitting on a Record 50k Unsold EVs

#127

Post by Hikikomori »

freedomben wrote: post #118
greekrich92 wrote: post #111

Earlier quoted context omitted.

Damn it's really an infringement on our rights that they cracked down on people yelling "fire" in a crowded theater

Read the links. It wasn't just that. People from the administration were actively talking with social media companies and telling them to take stuff down. At some points they even demanded it. andy do you really think the Hunter Biden laptop story was equivalent or even close to "yelling fire in a crowded theatre"?

They didn't. Fbi told Facebook etc to be on the lookout for Russia pushing stories to influence elections etc, they didn't ask them to do anything specific. Bidens campaign did ask Twitter to remove nudes of his son, which already broke Twitters own rules. This is why the twitterfiles were a nothing burger.

Re: Tesla Is Sitting on a Record 50k Unsold EVs

#128

Post by senordevnyc »

dj_rock wrote: post #106
MPSimmons wrote: post #30

Earlier quoted context omitted.

Yes, Elon's trajectory has been absolutely unbelievable since 2019 or so. Talk about a guy who cratered his whole reputation. It's a shame.

And yet he's only about 500B richer than the second richest person in the world: https://www.forbes.com/real-time-billionaires/

So? I’d much rather be one of the lesser billionaires and still have my reputation, scruples, and dignity.

Re: Tesla Is Sitting on a Record 50k Unsold EVs

#129

Post by RickJWagner »

ndsipa_pomu wrote: post #100
jongjong wrote: post #70

Earlier quoted context omitted.

What did he do specifically to crater his reputation? Is it his politics? He seems to have reasonable beliefs there. It's not like he's been supporting Trump unconditionally. He doesn't always agree with Trump. Is it because of his stance in favor of free speech? How is that a bad thing? As someone who doesn't like any side of politics, I don't get it.

Two very public Nazi salutes without any attempt to deny it afterwards will certainly crater anyone's reputation. It's not really politics, but more a question of humanity, but then people don't become billionaires without having a contempt for others and a desire to underpay and mistreat everyone you come into contact with.

[flagged]

Re: Tesla Is Sitting on a Record 50k Unsold EVs

#130

Post by senordevnyc »

zulux wrote: post #121
bigtex wrote: post #110

Earlier quoted context omitted.

The Model Y is going on 8 years old, S and X are being shutdown. That leaves you with the 3 and Y. Cybertruck will be shutdown soon. What new models have they announced?

Robotaxi... It's going through iterations and could be turned into a sub 30K ev.

Any day now…
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