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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

#241

Post by majani »

ncallaway wrote: post #176
seydor wrote: post #105

Y all need to realize that Tesla is a humanoid android company now, and soon will dive into teleportation, immortality and invisibility.

I gotta give Musk credit. I continue to think his grift has reached the end of the road, and I'm always shocked at how credulously the market follows him onto the next grift while immediately forgetting the prior one. The market is far more naive and credulous than I anticipated, and Musk seems to understand much better than I just how fucking moronic most market participants are.

Since he's now being seen as a conservative, he is now adding into Christian elements to his grift. Expect to see him get even more mystical now

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

#242

Post by amluto »

CTDOCodebases wrote: post #100
linkjuice4all wrote: post #89

Earlier quoted context omitted.

It's especially strange considering the amount of work that Tesla (the company) put into becoming a car manufacturer which is certainly no easy feat. I'm sure some of the know-how, process, and tooling/supply lines could be transitioned to general purpose robot manufacturing - but why would you build these supply lines and factories just to screw it all up like this?

Judging by the news isn’t the pivot to creating autonomous driving systems for other manufacturers cars? If I’m understanding correctly the pivot is to sell just the autonomous driving systems. This way it can be trained on more data. It’s a hard sell to do this while competing against the car makers whose business they are trying to court. Selling actual cars was like Uber when they started with a black car service.…

What does any of this have to do with Optimus? Driving a car by sticking a humanoid robot in the driver seat would be amusing but is a terrible idea.

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

#243

Post by TheTxT »

helloplanets wrote: post #164
thefounder wrote: post #114

Earlier quoted context omitted.

That’s irresponsible at best give it doesn’t support full self driving. I never understood why end users are allowed to just beta test a car on public roads.

Legally Teslas are Advanced Driver Assistance Systems, while Waymos for example are Automated Driving Systems. If you're driving a vehicle in the former category, you'll be on the hook for reckless driving if you aren't fully supervising the vehicle. I'm pretty sure the original commenter was supervising the driving, though.

Except for their limited Robotaxi service. They have recently ditched their safety driver as well, so there is truly no one "driving" the car.

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

#244

Post by TheTxT »

ahartmetz wrote: post #236
loandbehold wrote: post #181

Earlier quoted context omitted.

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.

>more scalable It's cheaper, that's all it is.

Which makes it easier to scale?

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

#245

Post by dudefeliciano »

3rodents wrote: post #173
simonebrunozzi wrote: post #168

So, let's try to guess: is Tesla going to be dominating robots and autonomous driving, and worth $10T, or at some point this castle of cards will fall to the ground?

My predictions: 1. Tesla does not dominate robots or autonomous driving, it fades away 2. Tesla’s stock price exceeds $10T after it is shoe-horned into being a part of SpaceXAIBoringTesla Musk is almost certainly too big to fail at this point. The cult of personality and SpaceX give him a lot of room for financial engineering, he doesn’t need Tesla.

if democrats win midterms and then 2028 elections, they will be able to come back in full force and retaliate at least against the most egregious of Trump supporters. Will Musk survive in that scenario?

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

#246

Post by tim333 »

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…

I guess the thesis is Musk is building the sci-fi future. Robots, cities on Mars etc.

It's impressive what marketing images can achieve - the future vision pumping the stock, the seig heil halving car sales.

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

#247

Post by dudefeliciano »

CamperBob2 wrote: post #7

Many have argued that Musk's shift to far-right politics is responsible for some of this decline -- and it certainly makes some sense -- but I wonder if the cause and effect are being conflated. If Musk were aware that Tesla was going to lose this much ground due to factors beyond his own mismanagement, including the threat of Chinese imports and a widespread shift away from EVs due to a right-populist sentiment swin…

Why would you try to put a charitable spin on it? Musk is not a 5d chess playing super genius, quite the opposite.

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

#248

Post by maxdo »

thefounder wrote: post #214
maxdo wrote: post #205

Earlier quoted context omitted.

they have very good guardrails to prevent you that, unlike autolane etc. Teslas has sensors , eye trackers etc is it possible to shoot yourself in the leg, sure. But not in any different way vs human doing irrational things in the car, make up, arguing , love etc. Human-being is an irrational create that should not drive except for fun in isolated environment. Tesla or Waymo or anyone else.... It is good to remove hu…

>> It is good to remove human from the road, the faster the better. I’m all for this but not to replace dumb people with dumb software. I think the FSD should be treated more like the airplane safety. We have the opportunity to do this right not just what’s the cheapest way we can get away with it.

well, if you don't read news that try to panic about everything new, that's +- exactly how people currently use FSD.

When I'm driving FSD If i want to drink, eat, etc, instead of doing weird one hand tricks every driver did, i just turn FSD and let it drive. When I'm tired , I'm doing the same. Again , attention control works really good, it doesn't let you sit on the phone etc. unlike many other cars with less advanced features. You can't be on FSD + Phone but you can easily be on the phone + lane control in other car.

Phone is by far the biggest real killer of people, and no body is trying to create a campaign against phone mounts, etc.

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

#249

Post by flyinglizard »

loandbehold wrote: post #181
tsimionescu wrote: post #143

Earlier quoted context omitted.

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.

Clearly at this point the camera-only thing is the ego of Musk getting in the way of the business, because any rational executive would have slapped a LIDAR there long ago.

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

#250

Post by hackable_sand »

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 ?

It's not though
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