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

reuters.com

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

#61

Post by TheAlchemist »

yangikan wrote: post #45
TheAlchemist wrote: post #15

Earlier quoted context omitted.

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?

Well, if you follow his adventures a bit, it's quite obvious that there is absolutely nothing preventing him from that.

2 years ago, while claiming that Tesla is the leader in AI, he launched a private ... AI company (xAI), for which he took Tesla GPU chips, and now he tries to make Tesla ... invest in said company, at a valuation (>B100$) that could only be compared to something like Dogecoin.

All of this, with your and my retirement money, since the stock is in the S&P.

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

#62

Post by schiffern »

TheAlchemist wrote: post #15
moosedman wrote: post #2

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 -…

  >Tesla did not release new cars, except for Cybertruck, for how long ? 5 years ? 10 years ?
As stated earlier, this is extremely bad strategy advice.

Tesla is battery-limited, not demand-limited (delivery wave concern trolling from OP's headline aside). Adding models would only add complexity without meaningfully increasing revenue.

It helps to know basic fundamental facts about the company before commenting.

  >Now there is a lot of competition and their lineup did not change at all.
More misinformation. Tesla continuously updates their cars unlike most manufacturers which are stuck in "waterfall" model year refreshes.

See Sandy Munro's excellent breakdowns on the phenomenal pace of innovation at Tesla compared to competitors.

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

#63

Post by TheAlchemist »

schiffern wrote: post #62
TheAlchemist wrote: post #15

Earlier quoted context omitted.

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 -…

>Tesla did not release new cars, except for Cybertruck, for how long ? 5 years ? 10 years ? As stated earlier, this is extremely bad strategy advice. Tesla is battery-limited, not demand-limited (delivery wave concern trolling from OP's headline aside). Adding models would only add complexity without meaningfully increasing revenue. It helps to know basic fundamental facts about the company before commenting. >Now th…

Not demand limited ? Yeah sure, CEO once said that they have infinite demand (at the right price /s).

If they are not demand limited, can you explain why they slashed prices, are offering countless promotions which evaporated their margins, and are running the factories at 50% capacity ?

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

#64

Post by chollida1 »

fundatus wrote: post #47

Interesting, not only is Tesla 50% down YTD, but it seems like BYD almost caught up with them: 15,595 (Tesla) vs. 15,171 (BYD)

> Interesting, not only is Tesla 50% down YTD,

TSLA is not down 50% YTD. Its up this year so far.

Can you show the math that shows it down 50% YTD?

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

#65

Post by Forgeties79 »

buellerbueller wrote: post #51
verdverm wrote: post #21

Earlier quoted context omitted.

The winds have shifted, politics has seeped into everything, consumers are voting with money, most people are rejecting contemporary right-wing policies and politics. No longer are we going to tolerate the intolerant. If you are willing to look past the moral failings, you are seen as part of the problem and should expect consequences. Social dynamics are at work > (Edit: three downvotes and a Godwin's Law reply drop…

>most people are rejecting contemporary right-wing policies and politics. Hmm... >No longer are we going to tolerate the intolerant. If you are willing to look past the moral failings, you are seen as part of the problem and should expect consequences. Social dynamics are at work The woke left forcing ideological conformity loses them a lot of support from the center-left, which turns out is not a winning electoral s…

You’re totally right. Rampant government cuts, attacking healthcare subsidies, attacking LGBT Americans, threatening universities, ego-driven tariff policy, and just generally poor economic stewardship, should be the electoral strategy. It sure seems to be working out for republicans.

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

#66

Post by mk89 »

This is not just German related, apparently. It seems Tesla sales in EU are falling since 2023 [0].

And it seems that until now, Tesla sales in Eu are 30% less than last year [1]

There is more competition, finally.

[0]: https://www.benzinga.com/tech/25/01/43092840/tesla-struggles...

[1]: https://electrek.co/2025/11/03/tesla-tsla-keeps-getting-batt...

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

#67

Post by bryanlarsen »

rstupek wrote: post #44
pimeys wrote: post #38

Earlier quoted context omitted.

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?

The VW group sells 13 different vehicles built on the MEB platform. The id.4 alone sells comparably to the Tesla Y, but if you consider all 13 the same car they are far and away the best selling car in Europe.

Considering all 13 the same might be a stretch, but if you just take the 6 that are the same size as the id.4 you still end up with the same result.

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

#68

Post by AndrewDucker »

themafia wrote: post #27
moosedman wrote: post #2

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

I don't understand why people think only left wing voters would buy a Tesla. If you think that's true then people aren't buying a quality vehicle they're buying an ideological badge. If you don't think that's true then people aren't buying them because they're not quality vehicles.

1) Left wing people have been more likely to buy an EV because they're seen as better for the environment.

2) Even if he only drives away the left wing half of the population that still halves his customer base.

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

#69

Post by tcfhgj »

afavour wrote: post #58
schiffern wrote: post #52

Earlier quoted context omitted.

False premise. The company isn't demand limited, despite the (conspicuously implied and never actually stated) conclusion the headline desperately wanted you to reach. https://news.ycombinator.com/item?id=45827800 I really wish people had any media literacy left. This brand of lying without lying is extremely common in modern media, and also extremely easy to spot once you know what to look for.

Did you even read the article? > KBA said Tesla sold 750 cars in Germany in October, down by 53.5% from a year earlier. The number of Teslas sold in the January-October period dropped 50.4% to 15,595 units, compared with the same period last year. To be clear, you are suggesting that Tesla had no delivery "wave" between January and October? And that is the sign of a healthy company?

His claim is it's battery limited. I understand that as too little batteries are able to be produced to match the demand?

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

#70

Post by fundatus »

chollida1 wrote: post #64
fundatus wrote: post #47

Interesting, not only is Tesla 50% down YTD, but it seems like BYD almost caught up with them: 15,595 (Tesla) vs. 15,171 (BYD)

> Interesting, not only is Tesla 50% down YTD, TSLA is not down 50% YTD. Its up this year so far. Can you show the math that shows it down 50% YTD?

I am talking about the numbers in the article (Tesla sales in Germany), not the stock:

> The number of Teslas sold in the January-October period dropped 50.4% to 15,595 units, compared with the same period last year.

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