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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

#321

Post by beAbU »

ryandvm wrote: post #318
beAbU wrote: post #267

Earlier quoted context omitted.

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 g…

Why don't all the other automakers wise up and just start promising full self driving "next year" as well?

Because their stocks aren't memes, their investors are serious, nobody really GAF about self driving and fully autonomous driving isn't actually the "killer app" many think it is.

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

#322

Post by SirMaster »

jqpabc123 wrote: post #308
SirMaster wrote: post #296

Earlier quoted context omitted.

A bus crashing into a stationary Tesla counts as a crash for Tesla? What in the world is this metric?

Ask Musk why he refuses to provide details of accidents so we can make a judgment. Tesla’s own Vehicle Safety Report claims that the average US driver experiences a minor collision every 229,000 miles, meaning the robotaxi fleet is crashing four times more often even by the company’s own benchmark. https://www.automotiveworld.com/news/tesla-robotaxis-reporti...

I don't see how we could know the rate of US driver minor collisions like that. No way most people reporting 1-4mph "collisions" with things like this.

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

#323

Post by myvoiceismypass »

hirako2000 wrote: post #109
kelipso wrote: post #33

Earlier quoted context omitted.

Wonder what the maintenance picture for Tesla will be like from now on. Crazy expensive parts at the very least I would imagine.

Can be turned into value, owning a Tesla is a symbol of status.

About half the ubers I take are Teslas. So, for me it largely signals "ride share" these days.

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

#324

Post by ryandvm »

wvenable wrote: post #126
Hamuko wrote: post #107

Earlier quoted context omitted.

> What exactly is the market pricing in? Elon Musk.

But that doesn't make any sense anymore either.

It does if you assume there is somebody dumber to buy your stock.

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

#325

Post by myvoiceismypass »

tedd4u wrote: post #95
gradus_ad wrote: post #80

Earlier quoted context omitted.

The whole pivot to Optimus is insane. I can understand the market following Elon down all the other paths he randomly skips down but Optimus... Really?? The only way to explain it is it's not being taken seriously but Elon seems to be taking it very seriously...

I think the only thing he can do now is have Tesla "acquire" SpaceX. He already had SpaceX "acquire" the AI thing, so that would roll all three up into a pubco where he can hide things about the business as needed (no fear of SEC problems).

I suspect it would be the other way around - SpaceX is gonna IPO in a few months at a similar valuation to Tesla right now, and once the Elon pump can go wild on the public, who knows how quickly SpaceX will go to the moon.

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

#326

Post by schubidubiduba »

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.

I find it highly unlikely that the Chinese drove him to donthe Nazi salute

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

#327

Post by TulliusCicero »

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

It's a very capable L2 system, it's just that it's been a very capable L2 system for a while now, and it still seems far away from reaching L4.

And of course, Musk's insistence that they don't need other sensor types like lidar or radar definitely looks like it's getting in the way.

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

#328

Post by curiousguy »

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…

Wouldn’t this be a side effect of everyone buying only indexes funds or ETFs?

Me and other millions of people are investing in our pensions every month and buying ETF (S&P500 or global) and indirectly buying Tesla stocks even if we don’t want to.

The system would need a big shock to cause the ETFs to rebalance and reduce the proportion of Tesla stocks that are part of the index.

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

#330

Post by loandbehold »

herewego wrote: post #303
loandbehold wrote: post #172

Earlier quoted context omitted.

I'm using FSD for 100% of my driving and only need to intervene maybe once a week. It's usually because the car is not confident of too slow, not because it's doing something dangerous. Two years ago it was very different where almost every trip I needed to intervene to avoid crash. The progress they have made is truly amazing.

Would you use FSD with your children in the car? I sure as hell wouldn’t. Progress is not safety.

Yes I do in fact use FSD with my children in the car.
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