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.
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Tesla market share in US drops to lowest since 2017
231–240 of 332 posts
Re: Tesla market share in US drops to lowest since 2017
#232Boring 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…
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Re: Tesla market share in US drops to lowest since 2017
#233Earlier quoted context omitted.
Putting up with PHEV + ancient Toyota tech vs the looks takes a special person.
Toyota sold the most cars of any auto group in 2024. They seem to understand the car market.
They also spent billions trying to destroy EVs. Don't underestimate power of oil and legacy auto's marketing and political influence.
Re: Tesla market share in US drops to lowest since 2017
#234Earlier quoted context omitted.
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’ve recently test-driven EVs from a few brands, including Tesla. One stood out for building an EV that actually felt like a functioning car: Kia. It actually has buttons for things that are commonly adjusted while driving. The current crop of Teslas don’t even have physical controls for reverse.
> The current crop of Teslas don’t even have physical controls for reverse.
... Wait, seriously? Like, you have to _use the touch screen to put it in reverse_? That can't possibly be the case.
Re: Tesla market share in US drops to lowest since 2017
#235Earlier 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.
I was quite enthused about the cybertruck when it was announced. A lot of it was using the same material as starship and I was quite into the multiplanetary stuff. Since then with Musk doing nazi salutes and DOGE I'd be somewhat embarrassed to have one.
Re: Tesla market share in US drops to lowest since 2017
#236Earlier quoted context omitted.
> 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 I don’t know if you have checked out other OEMs lineups lately…Ford doesn’t even make a sedan anymore. That’s right. Just SUVs and trucks. And mustang supercar. Other OEMs have similarly trimmed their lineups. You can thank CAFE er al for that.
Ford makes plenty of sedans. It doesn't sell any in Canada or its neighbour. Don't forget that about the other 95% of the people on earth
Does it still? Used to see lots of Fords in Ireland, but my impression was that at this point Ford Europe was all but dead in the consumer market; you still see a lot of Transit vans etc, but it'd be very unusual to see a new Ford car.
Re: Tesla market share in US drops to lowest since 2017
#237Earlier quoted context omitted.
The Bolt is coming back. Chevy’s reason for discontinuing it wasn’t that it didn’t sell, but that the platform was outdated. The new one is on their current platform and roughly analogous to the old EUV model. Pricing is another question though, and no CarPlay/AA while also coming from an old guard auto manufacturer means no sale from me.
Normally when you have a popular car, you don't pull it from the market. Tesla hasn't pulled any of their products. Has a company ever done that? They sold it at a loss and now trying to make it profitable with LFP batteries and other cost cutting. I still doubt its coming out.
While it's a larger pause than normal, this actually seems to happen quite a lot when a manufacturer dumps an old EV platform; there was a gap between the Renault Zoe and 5, and between the second and third gen Leaf, say. I assume it's partially for retooling, but also "why not buy this car built on a 15 year old EV platform, btw its replacement is coming out next week" seems like a _very_ hard sell.
Re: Tesla market share in US drops to lowest since 2017
#238This 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.
> is now on his second CT, and is just as unhappy with the second as he was with the first.
... Why on earth would one keep buying them?
Re: Tesla market share in US drops to lowest since 2017
#239Earlier quoted context omitted.
As the link you provided shows Tesla's revenues have been flat almost 3 years now.
> As the link you provided shows Tesla's revenues have been flat almost 3 years now. 2024: $97.69 B, i.e. +0.95% vs. 2023 2023: $96.77 B, i.e. +18.8% vs. 2022 2022: $81.46 B, i.e. +51.35% vs. 2021 So flat for 1 year (going into 2024) and we don't yet know 2025 numbers, which is less pessimistic than your "almost 3 years flat".
Anything happen in 2022?
If you adjust for inflation, the 2022-2023 rise is going to look fairly anaemic (and 23-24 is a drop, of course).
Re: Tesla market share in US drops to lowest since 2017
#240Earlier quoted context omitted.
They haven’t released anything decent since the Model 3, which was a massive success. It’s baffling to me that they’re now betting the company on robotics, rather than improving and extending their existing lineup of cars.
Tesla's focus on robotics feels like Meta's focus on AR: Waaay ahead of time. I may be proven wrong, but until then I'll point to ~ten years of FSD promises.
They seem to be making similar mistakes in trying to build stuff from sci-fi rather than what works in the real world. I mean industrial robots have been a thing for ages and domestic roomba type ones are becoming popular but humanoid is a bit of a sci-fi thing. Similarly collaborative virtual worlds like Fortnite are a big hit ($20bn+ revenue) but not Meta's attempt to do the Snow Crash fictional thing.
There's no reason really why robots have to be humanoid, or that you have to interact with virtual worlds by strapping the screen on your face.