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Tesla market share in US drops to lowest since 2017

reuters.com

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

#171

Post by jbm »

cmxch wrote: post #110
johnnyanmac wrote: post #69

Earlier quoted context omitted.

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.

For the sake of argument, why should I be more afraid of phoning home to China (a country I will probably never go to) than phoning home to the US or Canada?

If I'm making an inappropriate joke to my wife while we drive, I'd prefer the former than the later.

(Obviously, much like you I assume, I'd rather have no internet connection)

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

#172

Post by dzhiurgis »

Fomite wrote: post #94
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…

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.

If you buy car for looks this forum is not for you.

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

#173

Post by yalogin »

FireBeyond wrote: post #136
yalogin wrote: post #62

This is expected. Tesla enjoyed a more than a decade long position as the leader. Even now it’s a strong pick because of the extensive charging network they built. No other company comes close, and this charging network will reap recurring revenue for them. However the cars themselves are really shitty. I mean really bad for quality and do not offer any aesthetic value either, they appear very plain and generic at th…

My brother-in-law, who has worked for both Tesla and Rivian and owned a 3, a Y, an R1T, is now on his second CT, and is just as unhappy with the second as he was with the first. Creaks, rattles, things feeling flimsy or fragile.

Yeah absolutely trash cars. They milked the customer for a long time with that crap. About time things changed

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

#174

Post by kube-system »

ajross wrote: post #159
lgleason wrote: post #45

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…

Tesla was not first to market for keyless entry, 360 cameras, nor level 2 ADAS. In fact, they are behind. A couple of automakers are now shipping level 3 ADS systems.

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

#175

Post by dghlsakjg »

FireBeyond wrote: post #129
dghlsakjg wrote: post #49

Earlier quoted context omitted.

If you follow up on the story, Tesla was cleared of all wrong doing after an investigation. Tesla did sell that number of vehicles, they just were very behind on filing for the incentives, but still within the program guidelines. Once the government announced that the incentives were running low, they filed all of their backlog at once. I love to hate on Elon as much as the next person, but everything was above board…

I think there's something else going on there, although yes, that was the statement. > Tesla’s head of sales for Canada, emphasized in a March 28 letter that the filings followed program guidelines, which allowed post-delivery submissions despite recommendations for pre-delivery assessments. but this alludes to something more: > Despite the clearance, Tesla will still be excluded from future iZEV programs Huh. Why, I…

If you read the rest of the sentence you removed the second quote from you will see why.

It isn't a mystery, the PM of Canada and several premiers have openly stated that Tesla isn't going to be eligible because Musk is Musk, and Tesla is American.

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

#176

Post by AlotOfReading »

nofriend wrote: post #168
jbm wrote: post #166

Earlier quoted context omitted.

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.

Unlike Tesla, legacy OEMs are prohibited from owning dealerships in the US. They make the same (or more) money selling the parts to an independent shop. They only lose out on things like certification / training / diagnostic equipment with third party shops that don't buy everything the way a dealership is required to.

The relationship between dealerships and OEMs is complicated, incestuous and fundamentally adversarial.

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

#177

Post by tonymet »

mandevil wrote: post #133
tonymet wrote: post #47

“Tesla sales rose 7% even as market share fell”. So they’re still selling more cars, but there’s hotter EV competition. I thought that was the goal.

It's complicated. Tesla sales rose 7% in July, month-over-month, but the expiration of subsidies hangs over the whole thing. This factor caused total EV sales in the US to jump 24%, month-over-month, as a whole bunch of sales got pulled from future quarters to the present. But because of the expiration of subsidies, those sales that got pulled ahead into July will probably not be there in September or October. This i…

I agree , but I still feel picking and choosing indicators is misleading. A story includes many observations . You did a better job

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

#178

Post by sethops1 »

randycupertino wrote: post #122
lgleason wrote: post #45

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 low key have a conspiracy theory that the "1 trillion dollar pay package" is just Tesla PR fluff - smoke and mirrors to steal attention away from the poorly performing cybertruck sales and falling stock. If they spin news with dramatic flair highlighting Musk’s bonkers pay package it's a distraction from Tesla’s more immediate and tangible troubles, political alienation of their buyers and ongoing regulatory and ma…

I think it's a desperate attempt by the board to get Musk to focus on Tesla again. Tesla has a PE ratio of around 230 right now. If that comes back down to the reality of a declining-sales mid-sized car company, it's going to be an absolute blood bath.

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

#179

Post by Gud »

AlotOfReading wrote: post #176
nofriend wrote: post #168

Earlier quoted context omitted.

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.

Unlike Tesla, legacy OEMs are prohibited from owning dealerships in the US. They make the same (or more) money selling the parts to an independent shop. They only lose out on things like certification / training / diagnostic equipment with third party shops that don't buy everything the way a dealership is required to. The relationship between dealerships and OEMs is complicated, incestuous and fundamentally adversar…

Tesla are also prohibited from running OEM dealerships by most states.

That they went with online sales only was an incredibly smart move and they cut out an unwanted middleman. I’ve been following Tesla for a long time. I made a small fortune investing in them in 2012.

The folks at Tesla Motor Club were very happy to buy directly from Tesla.

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

#180

Post by asadotzler »

decimalenough wrote: post #39
cosmic_cheese wrote: post #16

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…

The six-seater Model Y L, which has already been launched in China, fills in that "SUV that's the next step up in size" gap. https://en.m.wikipedia.org/wiki/Tesla_Model_Y_L But yes, I fully agree that deprioritizing/stopping the low-cost "Model 2" was a major mistake. Particularly with tariffs keeping Chinese EVs out, Tesla could have pretty much owned the space in the US. (Although Elon's DOGE antics would still hav…

It's a 6-seater, but I don't think it fills all of that category gap because it's barely a 6-seater.

All the other 3-rows have decent headroom in that last row. The Kia and Hyundai almost 42 inches. I haven't looked into the Cadillac or Volvo, but from the outside they look about the same.

All but the shortest adults and children will be uncomfortable in the Tesla third row. I'll bet it's used more for groceries than passengers.

To compete in the 3-row market, I think Tesla's gotta build something that can accommodate adults too.

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