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Tesla market share in US drops to lowest since 2017

reuters.com

211–220 of 332 posts

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

#211

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…

Seems counterintuitive, no?

The first thing I thought of when I saw that pay package being floated was the current state that Tesla is in. That's the primary reason such a package seems so fucking bonkers.

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

#212

Earlier quoted context omitted.

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…

A pay package of that magnitude is a material business fact. If Tesla is lying about this, that would likely constitute securities fraud and risks imprisonment for the people involved in making it.

The company that had to pay out $20 million (in addition to Musk paying another $20 million) to settle with the SEC after being accused of securities fraud in 2018, and whose owner has just been accused of another instance of securities fraud by the SEC this year may, in fact, be engaging in securities fraud here?

Well, color me just absolutely shocked.

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

#213

Earlier quoted context omitted.

This is a non-sequitur. The Optimus demonstrations so far have been partially controlled (though the degree to which they were appears to be overstated). This doesn't change the fact that they've done public demonstrations with the robots while Boston Dynamics hasn't.

It's not a non-sequitur, because if the "partial control" of the robot is significant enough, it's no longer a robot.

This isn't true at all? Robots can be controlled externally, either fully or partially. ASIMO didn't stop being a robot because it was under external control for demonstrations (from what I can tell, much more external control than the Tesla robots).

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

#214
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…

> 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.

Most truck drivers will never tow a thing in their lives, and they will almost certainly never offroad (unless you count the leaves on the driveway)

EV trucks make perfect sense in that context.

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

#215
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.

> ...one of the only original car designs in modern memory. ... I respect them for designing such a ridiculous vehicle

Based on the criteria, you might like the Fiat Multipla https://en.wikipedia.org/wiki/Fiat_Multipla

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

#216

Earlier quoted context omitted.

Honestly I really think the winning move for the 80% of the market that isnt already in an electric is "This is your current car, but electric".

Electric does make it pretty important that the software is unusually good for a car, though, because the software has to compensate for non-ubiquitous charging infra. Tesla does this very well. There are some quirks around charge scheduling and charge limiting that Tesla does really well too. It's not rocket science but software in most "current cars" is terrible .

I drive a 2018 Nissan Leaf and the software is sometimes laughably bad. But the basics like when you’re charging are ok in my experience

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

#217

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…

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…

If Teslas were durable, built well, easily repairable, with strong aftermarket support, I would applaud them for sticking with the same bland design instead of endlessly tweaking it like every other car and tech company in a misguided effort to stay "fresh". However the opposite has occurred where Teslas appear to be bland, poorly made, and unrepairable.

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

#218
post #199

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.

They were coasting for a while on false promises of self-driving abilities by "the end of this year" every year and consumers have finally caught on that Tesla's not trustworthy about such claims.

And their recent updates have made basic autopilot frustrating to use. Their reliance on only camera and map data is really showing how much Elon actually knows about self driving reliability.

Heck, the backup cross traffic detection only alerts when a car or pedestrian is already crossed and out of view. It’s absurdly bad.

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

#219
Is it because the creepy breeding kink, drug addict CEO playing a neo nazi edgelord who supports far-right extremist parties all over the world? Or is it the noncompetitive products that were oversold for decades? FSD scam? Humanoid robot scam? Cyberanything fail?

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

#220
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...

The RAV4 outsold it in 2024: https://www.linkedin.com/posts/felipe-munoz-carindustryanaly...

The more interesting stat is that Toyota has 5 of the top 10 best selling cars.

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