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Tesla's German car sales more than halve in October as wider EV sales jump

reuters.com

41–50 of 147 posts

Re: Tesla's German car sales more than halve in October as wider EV sales jump

#41

Earlier quoted context omitted.

Not releasing any new model in half a decade (let's forget about cybertruck - tesla already did) didn't help either.

Nope, bad strategy advice. Tesla is battery-limited, not demand-limited. Adding models would only add complexity without meaningfully increasing revenue. It helps to know basic fundamental facts about the company.

Please explain how a demand limited company is seeing dramatic reductions in its annual sales? They used to be demand-limited. Not today.

Re: Tesla's German car sales more than halve in October as wider EV sales jump

#42

I don’t understand how the Tesla fanboys don’t realize how badly he’s torched his consumer base with his politics…

It might help if Tesla would release some new models that aren't obnoxious gimmicks with missing paint jobs.

Re: Tesla's German car sales more than halve in October as wider EV sales jump

#43
post #36

Elon promised too much (self driving cars coming next month, this time for real), and the market has realized that after the 25th promise, he‘s not going to deliver. Also, Elon should have stick to cars and rockets. His venturing into politics, and into media (with buying X) didn’t help him either. He got demystified, and demolished his image of a super focused half-einstein, half-edison. Now more of an half-Trump. A…

It wasn't a promise, it was a lie.

Re: Tesla's German car sales more than halve in October as wider EV sales jump

#44
post #38

Part of this is down to musk being an obnoxious prick, but a larger part is down to teslas not actually being innovative, cheap or high quality enough any more. They look dated, or weird, have patchy customer service, and are not even that long range anymore.

They are all over Berlin as rentals, which you can rent from your phone, and pay per kilometer. People can test drive them easily, and they are not super nice cars. We much prefer the Audis, Toyotas, and Volkswagens that are also in the pool.

From US sales, Audi can't give away their electric cars. Is it any different in Berlin or are you referring to gas/diesel Audis?

Re: Tesla's German car sales more than halve in October as wider EV sales jump

#45

I don’t understand how the Tesla fanboys don’t realize how badly he’s torched his consumer base with his politics…

It's not only politics, although it certainly didn't help. Tesla did not release new cars, except for Cybertruck, for how long ? 5 years ? 10 years ? Their lineup was great initially, and there was 0 competition. Now there is a lot of competition and their lineup did not change at all. Their car business is dying. That's why they try to be an AI & Robotics company. Edit: Here is a good link to follow the sales data -…

Does anyone know if Musk's robotics/AI business is under Tesla? What prevents him from launching the robots under a new company? Is there any protection for Tesla investors against these kind of things?

Re: Tesla's German car sales more than halve in October as wider EV sales jump

#46

Earlier quoted context omitted.

Nope, bad strategy advice. Tesla is battery-limited, not demand-limited. Adding models would only add complexity without meaningfully increasing revenue. It helps to know basic fundamental facts about the company.

Please explain how a demand limited company is seeing dramatic reductions in its annual sales? They used to be demand-limited. Not today.

[deleted]

Re: Tesla's German car sales more than halve in October as wider EV sales jump

#48
Swasticars don't sell well.

The main problem with Musk's proposed pay deal is that he still gets paid billions even if he continues to fail:

https://www.reuters.com/legal/transactional/musks-record-tes...

Tesla's sales target is now to have sold 20 million cars in total by 2035. That's fewer cars in total in what will then be the 32 year history of the company than Toyota sold in the last two years:

https://www.nytimes.com/2025/09/05/business/elon-musk-tesla-...

Tesla's target used to be 20 million per year:

https://www.reuters.com/business/autos-transportation/tesla-...

But Tesla's board doesn't care. They got theirs:

https://www.nytimes.com/2025/05/13/business/tesla-stock-sale...

https://www.afr.com/technology/life-changing-wealth-stopped-...

Re: Tesla's German car sales more than halve in October as wider EV sales jump

#49
post #39

It'll be interesting to see how this plays out. Tesla has been way, way overvalued for a very long time. If that starts to change I suspect it'll change very quickly and Musk's status might see a dramatic change.

If Tesla's valuation had to follow earnings it would not even be in the SNP500

Re: Tesla's German car sales more than halve in October as wider EV sales jump

#50

Earlier quoted context omitted.

Not releasing any new model in half a decade (let's forget about cybertruck - tesla already did) didn't help either.

Nope, bad strategy advice. Tesla is battery-limited, not demand-limited. Adding models would only add complexity without meaningfully increasing revenue. It helps to know basic fundamental facts about the company.

Delusional take. Look at sales and/or inventory trends over the past year. The demand is clearly crashing, and for many good reasons
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