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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

#261

Post by NalNezumi »

Betelbuddy wrote: post #30
jackvalentine wrote: post #25

I just ordered a 37,000AUD BYD, the "$25k (USD) car" that Elon used to promise was coming. Seems like I'm not the only one with 2779 BYD EVs sold in the country in January compared to just 501 Teslas.[1] [1] https://business.carsales.com.au/news-room/news/vfacts-janua...

This is a quote from Tesla latest earnings call, at 04 min.. "Because we're really moving into a future that is based on autonomy and so if you're interested in buying a Model S and X, now would be the time to order it, because we expect to wind down S and X production in next quarter and basically stop production of Model S and X next quarter. We'll obviously continue to support the Model S and X programs for as lon…

Can someone enlighten me WHO the customer to those million Optimus robots are?

I've been working in robotics for years now, I've talked with ex Optimus developers, FigureAI devs, some Japanese humanoid devs, researchers, talked to people in conferences and no one. Absolutely no one I've met take Optimus seriously. If a lab is considering buying a humanoid they'll go to China. Hell, even MIT professors that have been crucial to the development (Boston dynamics etc) seems to not put too much emphasis on Tesla.

But I've also been to industrial robotics conferences, mostly for customers and user focus and not developers and usually the perception is different in those circles.

So who are the optimistic customers for Optimus?

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

#262

Post by forgetfreeman »

linkjuice4all wrote: post #142
forgetfreeman wrote: post #103

Earlier quoted context omitted.

Actually if you run the tape back Tesla spent over a decade on trivially preventable manufacturing fuckups by attempting to ignore a century of industry knowledge on the subject and just wing it silicon valley style. That they have infrastructure that is capable of performing manufacturing at some scale is not in question. That any of it is sufficiently optimized for sanity to be repurposed remains to be seen.

The Giga Press and battery factories (to some extent) seem pretty heavily tied to automobile manufacture. Regardless - there are many automobile production lines that found a second or third life producing down-market brands or moved to other countries because they still have some value. I guess I'm just continuously baffled by the complete fuck-up that is/has-been Tesla motors.

There is a particular breed of bullshit artistry that appeals to popular imagination and investors. Buckminster Fuller comes to mind here.

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

#263

Post by ben_w »

DoesntMatter22 wrote: post #112
citrin_ru wrote: post #12

Given less than stellar sales how come TSLA stock is not far below all times high and 15% higher than a year ago? Investors still expect some miracle?

Still making fantastic profit every quarter. So there's really no issue.

Those profits have also gone down; the only year they made lower-but-still-positive profit than 2025 ($3794m) was the first year since their founding in which they made any profit (which was 2020 and $721m).

Tesla's total profits over its entire existence ($37,883m [0]) is about as much as Musk has personally made by selling Tesla shares ($40bn ish [1]), but of that profit I can find $12.8bn can be attributed to government incentives[2] that have now largely or completely gone away.

[0] Net lifetime based on all the ups and downs of https://en.wikipedia.org/wiki/Tesla%2C_Inc.#Finances

[1] I assume some of this got rounded: https://markets.businessinsider.com/news/stocks/elon-musk-te...

[2] Between US federal ($11.4bn for just zero-emission vehicles standards) and local state incentives (and more, I didn't fully sum everything): https://www.washingtonpost.com/technology/interactive/2025/e...

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

#264

Post by dudefeliciano »

SloppyDrive wrote: post #140
CamperBob2 wrote: post #111

Earlier quoted context omitted.

What market insight explains TSLA other than the same thing you'd hear on Reddit: that TSLA investors are a glassy-eyed, slack-jawed cult? Are there any other explanations that can be steelmanned, just for the sake of an even-handed discussion? "We're going to build humanoid robots" just doesn't seem like enough. Neither does "We're going to build robotaxis", considering that other companies like Waymo are already we…

They have a current production capacity in the high hundreds of thousands, a software solution that has a reasonable chance of competing in the self driving market, and a worldwide distribution platform. So the optimistic valuation is based on: Global ride share killer + Large car manufacturer + power infrastructure + Robotics. Somehow the valuation is as though TSLA will succeeded early enough to entrench itself; if…

> if robotaxi wide rollout happens in the next six months

No worries, in 6 months Elon will promise something else and we'll be asking the same question again

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

#265

Post by zvqcMMV6Zcr »

mentalfist wrote: post #73
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…

That's an uncommon experience. Tesla is a very strong leader for faults, breakage, and costly maintenance/repairs in the 3-5 year old segment. See any European comprehensive car inspection statistics report.

> That's an uncommon experience.

The very first thing that Tesla was criticised for was terrible QA process. The quality was random and there were huge differences between factories. So I can totally believe there are plenty of Tesla made cars that made their owners happy. Of course few people can afford such gamble.

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

#266

Post by DarkNova6 »

mlrtime wrote: post #256
mekdoonggi wrote: post #5

Good. Seems like the sales decline will reach the US eventually too. Even Toyota is coming out with compelling EV products this year. Tesla came from nowhere, developed essentially one world-dominating product (lumping the 3 and Y together), then the CEO basically ruined everything. Imagine Tesla with a "normal" CEO and marketing department. They would have a bunch of different trims and options for the 3/Y, a redesi…

>then the CEO basically ruined everything. Is it me or do the nay-sayers state that Elon is a grifter and added nothing to Tesla, but yet he ruined it? How can he both not create something and ruin it? Also, Tesla isn't the only manufacturer (In the US) stopping electric cars, Porsche (IMO Taycan is the best electric model) is essentially stopping electric cars too, nothing to do with Elon. Just my observation.

Musk didn't found Tesla, he invested into it when it was small. Musk brought good marketing and gave the people who were declined at GM a platform. So far so good.

It was a success. He got more investment, built factories, became market leader. Built an industrial stack where there was none.

And gradually he got crazy. Dodgecoin, Nazi gestures, thinking he has to safe humanity because left radicaly are destroying it.

Instead of cutting down on costs, Tesla insisted it is the only electrical car and priced it as such. Not to mention the cybertruck disaster everybody saw from miiles away.

Meanwhile, the Chinese have the best electrics with the currently best industrial basis for production and cheap resources.

Musk has too much money, got lucky with an investment and started becoming complacent. The rest of the story writes itself.

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

#267

Post by beAbU »

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".…

What is it about FSD that results in this valuation though?

If elon builds a time machine and goes to the future to get FSD tech from 100 years from now and rolls it out to all teslas tomorrow, what will change? Will every car driver get rid of their cars and get a tesla? Will that suddenly justify the stupid valuation?

Realistically, I don't think the majority of drivers will care that much. Sure, their sales will go up, but I can't see it going up by that much.

FSD will never be "achieved" suddenly. The tech will incrementally improve every year, across all manufacturers until one day we are manual driving only 1% of the time with FSD doing the rest. Like AGI, there is no moat in FSD. This is the natural outcome of the trajectory that we are on right now, and nothing about tesla is making me believe they will offer anything that other OEMs can't.

No, I think the market is much more cynical than that. Tesla is a meme stock similar to bitcoin or GME. Investors are degenerate gamblers, hoping that it will continue to rise because that's what it does atm, and hoping they won't be the one left behind holding the bag when it crashes one day. It's little more than a voluntary ponzi scheme that most big investors openly buy into knowing full well what's at stake.

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

#268

Post by mattmaroon »

andsoitis wrote: post #208
mattmaroon wrote: post #52

Earlier quoted context omitted.

No but thanks to Elon there are a million unemployed federal government workers.

> there are a million unemployed federal government workers Wikipedia notes about 300,000 people were laid off. Not a million. https://en.wikipedia.org/wiki/2025_United_States_federal_mas...

Thanks joke police!

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

#269

Post by mattmaroon »

palmotea wrote: post #70
mattmaroon wrote: post #57

Earlier quoted context omitted.

They don’t. Their market cap is higher than all the successful car companies combined. Becoming a successful car company would cost Elon half of his unrealized capital gains. It’s far better to be the company who is going to make us $30,000 robot slaves because that’s a bigger market and one he’ll own entirely. The only question is what will be the next hype cycle when that succeeds about as well as the Cyber Truck.

> It’s far better to be the company who is going to make us $30,000 robot slaves because that’s a bigger market and one he’ll own entirely. The Chinese are making humanoid robots too, and my bet is they'll be better and cheaper than Tesla's.

Oh I was in no way saying I agree with any of that, just explaining how his mind seems (to me) to work.

He hyped electric cars to the point where someone in here in 2017 told me I was nuts to buy an ICE car because there wouldn’t be any gas stations left in five years. That’s why his share prices are out of proportion to reality.

Now that it turns out the EV market isn’t growing as fast as it seemed when it was all early adopters, and autonomous delivery isn’t ready and won’t be for at best a few years, he’s gotta hype the next thing.

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

#270

Post by Yossarrian22 »

jdross wrote: post #106
TulliusCicero wrote: post #102

Earlier quoted context omitted.

There's a lot of true believers who think Tesla+Musk will crack self driving and/or humanoid robots any day now.

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

Because if you get in an accident you personally not Tesla are liable. Soon as I’m not liable for an accident when the computer is driving I’d sell my other cars and put my family in pink PT Cruisers if those were the only cars offering that
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