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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

#181

Post by loandbehold »

tsimionescu wrote: post #143
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

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.

They are behind Waymo but they are getting there. They started giving fully autonomous drives since last month without safety driver in Austin. Tesla chose a harder camera-only approach but it's more scalable once it works.

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

#182

Post by wraptile »

SoftTalker wrote: post #53
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…

2019 is far too new to make any pronouncements on reliability. Get back to us in 2035.

The car is still under warranty and they are talking about reliability. A good ol' Toyota will live longer than Tesla has been a company.

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

#183

Post by testdelacc1 »

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 kind of analysis are you expecting? Someone explaining why Tesla’s stock price is justified despite the falling car sales? It can’t be explained because it’s a meme stock.

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

#184

Post by Tarq0n »

shellkr wrote: post #153

Tesla (or Elon) decided to fight the labour union.. people do not like that much. So when there are alternatives people do that.

In Europe people aren't really aware of the labor politics, but doing a nazi salute has made Elon radioactive.

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

#185

Post by loandbehold »

Retric wrote: post #150
akmarinov wrote: post #131

Earlier quoted context omitted.

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.

Mercedes system was pretty useless because you could only use it in very limited conditions (specific freeways, only following another car). Nobody wants to pay $200/month to use it for 5% of their driving. Tesla FSD drives for you end-to-end.

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

#186

Post by danaris »

maxbond wrote: post #151
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…

The market discounts future returns but it is unclear and shifting what proportion of those returns are from the operations of the company in the market it sells products in and what proportion comes from the operations of traders in financial markets. More plainly, traders discount returns from buybacks and dividends financed by the operations of the company and returns from selling their shares to "greater fools".…

There's zero chance that Musk will have suddenly "solved" FSD in a day, a week, or a year. He's not an engineer; he's a money man, and a grifter.

That's why people keep giving Tesla money: because Musk has fooled so many people into believing he's this amazing engineer, who could, possibly, "solve" FSD overnight—and, moreover, has gotten them to buy into it so deeply that they have tied their identity into that belief, and so in order to continue to cling to it, they reject empirical evidence of both his lack of qualifications and his outright crimes.

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

#187

Post by Tarq0n »

throwerxyz wrote: post #148
jimbob45 wrote: post #76

Earlier quoted context omitted.

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.

DOGE and the nazi sale happened. That's not just problematic social media posting.

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

#188

Post by wolvoleo »

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.

No, he's done that all by himself sorry.

Turns out nazi salutes don't make one popular here in Europe.

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

#189

Post by brightbeige »

bamboozled wrote: post #157
paxys wrote: post #125

Earlier quoted context omitted.

Tesla is the world’s largest meme stock. People stopped applying rational pricing models, and rationality in general, to it a lot time ago.

If Tesla is worth a trillion dollars, is it a meme ?

If Tesla is a meme, is it worth a trillion dollars ?

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

#190

Post by danaris »

satvikpendem wrote: post #180
plugger wrote: post #177

Earlier quoted context omitted.

No it's not, it's a car company. It may be moving to robots, but for companies to survive they require products and profits, neither of which seem to be real when it comes to Optimus. According to Musk commercial sales may begin in 2027 with wider consumer availability in 2028. I don't know about you, but when I hear Elon Musk state that something will be real in 2 years I don't believe it at all. This is the exact s…

They are being sarcastic.

Poe's Law applies here. Especially on HN, especially with respect to Musk. There are a disturbing number of people here who have fully bought into his lies.
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