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Tesla market share in US drops to lowest since 2017

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Re: Tesla market share in US drops to lowest since 2017

#62
This 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 this point. I can see why people are picking other cars. Of course the whole nazi turn of their founder doesn’t help.

Re: Tesla market share in US drops to lowest since 2017

#63
post #41

Political issues aside, 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. Early on this was in their favor, but with more automakers entering the fray with serious attempts to compete, they’re going to have to add at least a couple more models to reman competitive: something in the vein of a Chevy Bolt on one…

Still the best EVs on the market in terms of range, performance and price(in the US). Chevy bolt competitor wouldn’t make sense because Chevy couldn’t even make the chevy bolt work and stopped production 2023. EV trucks don’t make sense at all, they can’t tow unless you want to recharge every 100 miles. Also range is severely reduced offroading. I don’t get why auto manufacturers keep pushing them on the public. Tesl…

It seems you don't have BYD in the US, except for buses? Here in Australia you see far more BYDs than Teslas by now. They're cheaper with a bit more range.

Re: Tesla market share in US drops to lowest since 2017

#64

Political issues aside, 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. Early on this was in their favor, but with more automakers entering the fray with serious attempts to compete, they’re going to have to add at least a couple more models to reman competitive: something in the vein of a Chevy Bolt on one…

I don't know why we're putting politics aside. I'm sure those political escapades didn't help in cratering their stock.

All companies are trying to cut on variety right now. Of course, a software service used daily won't be hit as hard as a mid-class car company. Heck, even the affordable car companies are charging mid tier prices these days. The results are clear if things don't change.

Re: Tesla market share in US drops to lowest since 2017

#65

Earlier quoted context omitted.

The six-seater Model Y L, which has already been launched in China, fills in that "SUV that's the next step up in size" gap. https://en.m.wikipedia.org/wiki/Tesla_Model_Y_L But yes, I fully agree that deprioritizing/stopping the low-cost "Model 2" was a major mistake. Particularly with tariffs keeping Chinese EVs out, Tesla could have pretty much owned the space in the US. (Although Elon's DOGE antics would still hav…

As things stand, assuming that Nissan can manage to remain afloat, that “Model 2” market segment is going to be snapped up by the 2026 Leaf, which will start at ~$25k before incentives and is just a touch bigger than the Bolt EUV was and comes with NACS, fast charging, and a properly cooled battery. There’s little in the US EV market that comes close to competing at that price range. Keep in mind that these things wi…

> Keep in mind that these things will be built in Japan and imported. I’m sure Tesla could’ve figured out some way to have an offering the same price or cheaper.

Seeing US salaries and the strength of the US dollar (and the weakness of the yen right now!)... I wonder.

At one point I don't know how you can be competitive with factories abroad. This is where protectionism comes in I guess!

Re: Tesla market share in US drops to lowest since 2017

#66

Political issues aside, 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. Early on this was in their favor, but with more automakers entering the fray with serious attempts to compete, they’re going to have to add at least a couple more models to reman competitive: something in the vein of a Chevy Bolt on one…

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.

I know the Cybertruck as a "release" is stretching it, but it technically did release. Prematurely, 100%. But it's out there.

The QC on the Cybertruck pretty much shows why they lost their brand power over the years, though. Even when ignoring the politics.

Re: Tesla market share in US drops to lowest since 2017

#67

Political issues aside, 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. Early on this was in their favor, but with more automakers entering the fray with serious attempts to compete, they’re going to have to add at least a couple more models to reman competitive: something in the vein of a Chevy Bolt on one…

Manufacturing is about cash flow

If they were not hurting super bad, they would have a factory tooling up for Roadster2

I assume the cyberflop is the missing revenue they needed to keep the flywheel going

Re: Tesla market share in US drops to lowest since 2017

#68
post #17

Earlier quoted context omitted.

You can only cut costs so much before you're selling the equivalent of a $50k geo metro. When they removed the center horn and the stalks from their cars, they officially jumped the shark. But I bet they saved at least $50 per car from their costs. I still can't believe the NHTSA hasn't issued a recall.

I get your broader point; comparison to a Geo Metro is a bit much.

Yeah, at least the Geo Metro had an easy to use horn, turn signal stalks, and reliably functional wipers.

Re: Tesla market share in US drops to lowest since 2017

#69
post #41

Earlier quoted context omitted.

Still the best EVs on the market in terms of range, performance and price(in the US). Chevy bolt competitor wouldn’t make sense because Chevy couldn’t even make the chevy bolt work and stopped production 2023. EV trucks don’t make sense at all, they can’t tow unless you want to recharge every 100 miles. Also range is severely reduced offroading. I don’t get why auto manufacturers keep pushing them on the public. Tesl…

It seems you don't have BYD in the US, except for buses? Here in Australia you see far more BYDs than Teslas by now. They're cheaper with a bit more range.

Nope, tarriffs. I'll admit that the 175% tarrifs on Chinese vehicles was indeed a Biden decision.

https://www.utilitydive.com/news/joe-biden-china-tariff-hike...

To be precise, 100% on vehicles, 50% on solar cells, and 25% on Batteries.

This was frmom a year ago, though. Who knows if/what Trump added on top of that.

Bonus Article: https://www.caranddriver.com/news/a62694325/ford-ceo-jim-far...

>Ford CEO Jim Farley admitted he has been driving a Xiaomi SU7 for six months and said he "doesn't want to give it up."

Re: Tesla market share in US drops to lowest since 2017

#70
post #53

Battery prices have dropped so much over the past ten years. So I don’t understand why they can’t make a cheaper vehicle. At some point EVs should be way cheaper than ICE vehicles.

Musk has said he didn't see a market or need for an affordable car, so any reduction in battery cost is just profit for them
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