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Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

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Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#131

Post by akmarinov »

Retric wrote: post #123
jdross wrote: post #106

Earlier quoted context omitted.

I am so confused when I read things like this because my Tesla model 3 is effectively self driving for me for months now. Hundreds of miles without intervention. No other car I can buy can do this yet

Months where you’re still required to be paying attention. Meanwhile 2 years ago Mercedes-Benz Drive Pilot a level 3 system let you sit and watch a movie without paying attention to the road. Personally that’s way more useful for me even if they didn’t let you turn it on at highway speeds.

Actually Mercedes killed their Drive Pilot for now https://insideevs.com/news/784404/mercedes-level-3-drive-pil...

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#132

Post by vardump »

VirusNewbie wrote: post #49

My (2019) Tesla has been the most reliable car I've ever owned, but it sure seems like they're not interested in being a car company anymore. Not having turn stalks and the drive selector, making me either pay for internet access or use bluetooth if I want to play spotify or youtube music (which I get for 'free' in cars with CarPlay or Android Auto), making the cybertruck way too big for a garage, discontinuing the m…

> Not having turn stalks

Aren't turn stalks back now?

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#133

Post by pedroma »

pllbnk wrote: post #83

Many of the comments here resemble Reddit, disappointingly. I read HN due to market insights, analysis, interesting perspectives. I am sorry for digression.

There is a lot of anti-American sentiment on HN and Reddit. You may think it a bit ironic, but maybe the "YCombinator" part takes a back seat to "Hacker News".

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#134

Post by SvenL »

shubhamjain wrote: post #101

The mystery I can wrap my head around is how Tesla has avoided getting hammered despite being hit from a hundred different directions. What exactly is the market pricing in? They peaked around 2021, and even after posting multiple quarters of disappointing results, the stock is still trading above 2021 levels. For almost any other company, slightly lowering guidance or missing estimates by a few percentage points sim…

They don’t care because Musk is marketing Tesla not as a car company but as a technology company (building robots and self driving rental service). And why does he do that? Maybe because his car sales are down…

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#135

Post by tempestn »

jdross wrote: post #106
TulliusCicero wrote: post #102

Earlier quoted context omitted.

There's a lot of true believers who think Tesla+Musk will crack self driving and/or humanoid robots any day now.

I am so confused when I read things like this because my Tesla model 3 is effectively self driving for me for months now. Hundreds of miles without intervention. No other car I can buy can do this yet

Based on the self driving trials in my Model Y, I find it terrifying that anyone trusts it to drive them around. It required multiple interventions in a single 10-minute drive last time I tried it.

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#136

Post by cyberax »

rsynnott wrote: post #6
pseingatl wrote: post #2

BYD is a formidable competitor and a great product for less.

BYD is not, despite the press, really very big in Europe (though it is in a couple of individual countries, notably Spain). Europe-wide, Geely, the Chinese manufacturer that everyone forgets about, is actually bigger: https://eu-evs.com/marketShare/ALL/Groups/Bar/All-time-by-Qu...

BYD has barely started exporting cars, a bit less than 1 million last year. The total European market is 11 million cars a year. The global market is 90 million units.

And BYD obviously is focusing on easier markets, where they don't have to fight against tariffs.

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#137

Post by apparent »

gradus_ad wrote: post #80
Betelbuddy wrote: post #30

Earlier quoted context omitted.

This is a quote from Tesla latest earnings call, at 04 min.. "Because we're really moving into a future that is based on autonomy and so if you're interested in buying a Model S and X, now would be the time to order it, because we expect to wind down S and X production in next quarter and basically stop production of Model S and X next quarter. We'll obviously continue to support the Model S and X programs for as lon…

The whole pivot to Optimus is insane. I can understand the market following Elon down all the other paths he randomly skips down but Optimus... Really?? The only way to explain it is it's not being taken seriously but Elon seems to be taking it very seriously...

Is this because of his comp package, and the moonshot incentives it creates?

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#138

Post by speedylight »

VirusNewbie wrote: post #49

My (2019) Tesla has been the most reliable car I've ever owned, but it sure seems like they're not interested in being a car company anymore. Not having turn stalks and the drive selector, making me either pay for internet access or use bluetooth if I want to play spotify or youtube music (which I get for 'free' in cars with CarPlay or Android Auto), making the cybertruck way too big for a garage, discontinuing the m…

All EVs will naturally be more reliable than ICE cars because there are a lot less components that can break!

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#139

Post by maxdo »

linkjuice4all wrote: post #89
gradus_ad wrote: post #80

Earlier quoted context omitted.

The whole pivot to Optimus is insane. I can understand the market following Elon down all the other paths he randomly skips down but Optimus... Really?? The only way to explain it is it's not being taken seriously but Elon seems to be taking it very seriously...

It's especially strange considering the amount of work that Tesla (the company) put into becoming a car manufacturer which is certainly no easy feat. I'm sure some of the know-how, process, and tooling/supply lines could be transitioned to general purpose robot manufacturing - but why would you build these supply lines and factories just to screw it all up like this?

Ai solved(ing) coding in 2026

Robots doing drunken panda moves FSD are insanely good using MacBook grade + and not even grass iPhone hardware

few other companies are doing large scale self driving large scale pilots

Cars are already heavily built using specialized robots today

Id say it’s equally stupid for any other car brand to invest money into something not autonomous or robotics.

Re: Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

#140

Post by SloppyDrive »

CamperBob2 wrote: post #111
pllbnk wrote: post #83

Many of the comments here resemble Reddit, disappointingly. I read HN due to market insights, analysis, interesting perspectives. I am sorry for digression.

What market insight explains TSLA other than the same thing you'd hear on Reddit: that TSLA investors are a glassy-eyed, slack-jawed cult? Are there any other explanations that can be steelmanned, just for the sake of an even-handed discussion? "We're going to build humanoid robots" just doesn't seem like enough. Neither does "We're going to build robotaxis", considering that other companies like Waymo are already we…

They have a current production capacity in the high hundreds of thousands, a software solution that has a reasonable chance of competing in the self driving market, and a worldwide distribution platform.

So the optimistic valuation is based on: Global ride share killer + Large car manufacturer + power infrastructure + Robotics.

Somehow the valuation is as though TSLA will succeeded early enough to entrench itself; if robotaxi wide rollout happens in the next six months, i would be happy to say TSLA is worth more than its current valuation. If it cant then at best 30% of current valuation.

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