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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

#141

Post by throwerxyz »

petesergeant wrote: post #72
mekdoonggi wrote: post #5

Good. Seems like the sales decline will reach the US eventually too. Even Toyota is coming out with compelling EV products this year. Tesla came from nowhere, developed essentially one world-dominating product (lumping the 3 and Y together), then the CEO basically ruined everything. Imagine Tesla with a "normal" CEO and marketing department. They would have a bunch of different trims and options for the 3/Y, a redesi…

> Tesla came from nowhere, developed essentially one world-dominating product (lumping the 3 and Y together), then the CEO basically ruined everything. It seems strange to attribute only the fall -- and not the rise -- to the CEO

There exists a huge amount of Musk derangement syndrome these days.

Elon Musk is a great businessman and develops great products for general consumers. There is not much wrong with him other than his online persona... which most normal people can ignore. He's probably more normal than any other business leader.

What's weird is people lumping in some of Elon's actions with falls in Tesla sales as if he didn't:

1. Predict it

2. Gift the whole world the motivation to do it

I don't care about Elon Musk. He's a good businessman and a weird personality. But it doesn't take a genius to realise that he can't lead a winning product unchallenged, forever.

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

#142

Post by linkjuice4all »

forgetfreeman wrote: post #103
linkjuice4all wrote: post #89

Earlier quoted context omitted.

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?

Actually if you run the tape back Tesla spent over a decade on trivially preventable manufacturing fuckups by attempting to ignore a century of industry knowledge on the subject and just wing it silicon valley style. That they have infrastructure that is capable of performing manufacturing at some scale is not in question. That any of it is sufficiently optimized for sanity to be repurposed remains to be seen.

The Giga Press and battery factories (to some extent) seem pretty heavily tied to automobile manufacture. Regardless - there are many automobile production lines that found a second or third life producing down-market brands or moved to other countries because they still have some value.

I guess I'm just continuously baffled by the complete fuck-up that is/has-been Tesla motors.

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

#143

Post by tsimionescu »

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

You need only look at Tesla's attempts to compete with Waymo to see that you are just wrong. They tried to actually deploy fully autonomous Teslas, and it doesn't really work, it requires a human supervisor per car.

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

#144

Post by kuerbel »

seemaze wrote: post #86
palmotea wrote: post #67

Earlier quoted context omitted.

> but we're gonna take the Model S and X production space in our Fremont factory and convert that into an Optimus factory, which will... with the long-term goal of having 1 million units a year of Optimus robots in the current S/X space in Fremont." I don't know how well that's going to work out for them. I saw these robots ( https://www.youtube.com/watch?v=NVX6vq0RSnY ) on the Chinese New Year Gala, and they look wa…

Great. First ram goes through the roof, and now china has kung-fu robots. 2026 is going great.

They could add EATR (https://en.wikipedia.org/wiki/Energetically_Autonomous_Tacti... ) technology to run it and then we have gone almost full horizon zero dawn.

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

#145

Post by maxdo »

I watched his interview recently to save you time, and the suffer :

His Vision — Hate It, Laugh at It, or Love It:

AI has solved (or is solving) coding in 2026.

Robots are doing drunken panda moves, yet FSD is insanely good — running on MacBook-grade hardware.

A few other companies are running large-scale self-driving pilots.

Cars are already being heavily built using specialized robots today.

At this point, it’s stupid for any car brand to invest money into anything that isn’t autonomous driving or robotics.

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

#146

Post by lnsru »

CamperBob2 wrote: post #104
lnsru wrote: post #85

Earlier quoted context omitted.

Take the reports with a grain of salt. Tesla does not mandate maintenance. The cars in the reports are the ones who left factory and get checked after 3 years of intensive use without any maintenance. Check the light alignment, check rust in the brakes and check the suspension and the inspection will be fine. Still cheaper than 400-600€ bi-yearly coolant refill from other manufacturers. Plus Tesla has published repai…

Still cheaper than 400-600€ bi-yearly coolant refill from other manufacturers Wow, what car is that? Even Porsche owners would say, "Damn, son, they're taking you to the cleaners."

Mercedes does this yearly. It’s running gag from all the car influencers when they show the 800-1000€ service invoice of the EQS after first year. Imho it’s definitely a scam.

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

#147

Post by shubhamjain »

SvenL wrote: post #134
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…

I always assumed “tech company” meant using technology to build a fundamentally better car from the ground up. I don't know at what point the bait-and-switch happened, it was suddenly about pursuing every stupid moonshot fantasy at the cost of making better cars.

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

#148

Post by throwerxyz »

jimbob45 wrote: post #76
petesergeant wrote: post #72

Earlier quoted context omitted.

> Tesla came from nowhere, developed essentially one world-dominating product (lumping the 3 and Y together), then the CEO basically ruined everything. It seems strange to attribute only the fall -- and not the rise -- to the CEO

Shhhh we’re pretending that China wasn’t behind the massive propaganda campaign against Tesla to boost the popularity of their own BYD brand.

I'm surprised people are forgetting that the person who predicted the coming wars against his personality was himself. He basically told everyone what was coming... then it came and people still fell for it.

Elon is a loser socially and that's about it.

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

#149

Post by hcnews »

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…

At some point you have to wonder if there's some manipulation going on? Do 100s of bots buy and sell these stocks at specific times to keep the price up? Maybe there's an institutional investor or few who secretly back Elon and are part of a scheme?

A bit speculative reply but would appreciate if anybody links any such analysis'/investigations.

From my limited knowledge, I know people have been shorting Tesla based on fundamentals for a while now but haven't been successful.

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

#150

Post by Retric »

akmarinov wrote: post #131
Retric wrote: post #123

Earlier quoted context omitted.

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...

They canceled it because of poor adoption rather than any technical issues.

Which if anything looks worse for Tesla long term. If luxury car owners aren’t willing to pay 200$/month for self driving then trying to up charge people buying used model 3 and Y’s after canceling the S and X looks dubious. Which means that 100$/month subscription likely loses them money vs an 8k purchase.

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