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Tesla market share in US drops to lowest since 2017

reuters.com

161–170 of 332 posts

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

#161
post #41

Political issues aside, 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. Early on this was in their favor, but with more automakers entering the fray with serious attempts to compete, they’re going to have to add at least a couple more models to reman competitive: something in the vein of a Chevy Bolt on one…

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…

Lucid offers the best range of any EV. And while not really directly comparable to the Model S Plaid because it is twice the price of the Plaid—- Lucid’s Air Sapphire absolutely out performs the Plaid in every scenario. I think the days of Tesla’s dominance in the EV space are dwindling rapidly. If Lucid can get their midsized car out, at a reasonable price, I don’t see any real reason to buy a Tesla unless you just particularly fancy one. That’s not a great proposition for a company that was once considered a tech company with a huge lead over everyone else. It’s only a matter of time before the double whammy of lackluster innovation and Musk’s politics come home to roost.

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

#162
post #119

Earlier quoted context omitted.

Is it? I thought it was overtaken by the RAV4 a while back.

And if we're including the RAV4, then you probably also need to include Chevy and Ford's pickup offerings, which would also be far ahead of any Tesla. (And yes, a quick google confirms[0] the RAV4 is ahead of any Tesla offering this year.) [0]: https://www.caranddriver.com/news/g64457986/bestselling-cars... edit: see replies, this is US-only.

Looking at your link, it seems to be US only stats?

Best selling in 2024 world wide was Model Y even including trucks? https://www.visualcapitalist.com/ranked-the-worlds-best-sell...

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

#163

Earlier quoted context omitted.

OTOH, Cybertruck is one of the only original car designs in modern memory. It’s dumb as hell, but I like it. That said, I have no idea who it’s for, I wouldn’t buy one. But I respect them for designing such a ridiculous vehicle, and for it actually being able to sell, albeit somewhat poorly compared to expectations. I say all of this as a recent $TSLA bear with a healthy short position.

shorting TSLA is never smart because TSLA investors are not driven by any rhyme or reason. Elon is the greatest salesman to ever live and people have been buying his sh*t for decade+ now. if TSLA was a reasonable company investment-wise I would mortgage my house to short the shit out of it :)

Yeah -- I am of the opinion that TSLA is rather obviously highly overvalued, but the market can stay insane for longer than I can stay solvent so there isn't anything I can do to act on that.

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

#164
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.

OTOH, Cybertruck is one of the only original car designs in modern memory. It’s dumb as hell, but I like it. That said, I have no idea who it’s for, I wouldn’t buy one. But I respect them for designing such a ridiculous vehicle, and for it actually being able to sell, albeit somewhat poorly compared to expectations. I say all of this as a recent $TSLA bear with a healthy short position.

It's original in the way that a toddler drawing a car in crayon on your wall is original.

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

#165
post #162
post #119

Earlier quoted context omitted.

And if we're including the RAV4, then you probably also need to include Chevy and Ford's pickup offerings, which would also be far ahead of any Tesla. (And yes, a quick google confirms[0] the RAV4 is ahead of any Tesla offering this year.) [0]: https://www.caranddriver.com/news/g64457986/bestselling-cars... edit: see replies, this is US-only.

Looking at your link, it seems to be US only stats? Best selling in 2024 world wide was Model Y even including trucks? https://www.visualcapitalist.com/ranked-the-worlds-best-sell...

Interesting. I can't see the source for the data in your link (it cites Statista, but that's just a graph and requires a subscription to see the source data.)

Not saying it's wrong (I have no idea, that's why I googled), but would be interesting to know.

edit: but also, you're right that I inadvertently looked at US-only data. I did say it was a quick Google. :) Edited my original comment.

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

#166

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'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 see my car (including an un-explained situation where they bumped me, despite me being concerned about a safety issue). I eventually took it to an EV repair shop who did it for half of what Tesla quoted because, FFS, the world's most valuable auto company is "Resource Constrained" with mechanics.

Seriously, how can they afford a trillion on a CEO when they are parking expensive Cybertrucks on the front lawn of their Calgary store?

I still love driving my car (a 2019 Model 3), but I have no faith that Tesla will actually improve on it with their current leadership structure.

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

#167
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.

OTOH, Cybertruck is one of the only original car designs in modern memory. It’s dumb as hell, but I like it. That said, I have no idea who it’s for, I wouldn’t buy one. But I respect them for designing such a ridiculous vehicle, and for it actually being able to sell, albeit somewhat poorly compared to expectations. I say all of this as a recent $TSLA bear with a healthy short position.

It's dumb as hell but I don't like it.

But I know what you're saying. I give it credit for being out there when nothing else in the auto industry is. Sadly though, its failure will likely further entrench the rest of the industry.

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

#168
post #166

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'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.

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

#169
post #159

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 don't know why you're getting junked. A friend's Model Y was rear-ended, and he had it fixed in less than two weeks. Did have a sensor problem afterwards, but that was taken care of immediately. I think you're accurate that they are still ahead of the competition, but the race is getting closer.
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