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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

#61

Post by KennyBlanken »

pbronez wrote: post #29
rsynnott wrote: post #6

Earlier quoted context omitted.

BYD is not, despite the press, really very big in Europe (though it is in a couple of individual countries, notably Spain). Europe-wide, Geely, the Chinese manufacturer that everyone forgets about, is actually bigger: https://eu-evs.com/marketShare/ALL/Groups/Bar/All-time-by-Qu...

Geely is also present in the US via Volvo and Polestar. They haven’t delivered an affordable entry level EV yet, but I’ve been impressed with the Polestars. I’d never buy one because a Chinese car running on Google software sounds like a nightmare, but they’ve been good when I rented them.

Polestar's recent vehicle launches have gone extremely poorly because the software is so buggy. Their service network is also non-existent in the US.

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

#62

Post by adgjlsfhk1 »

prawn wrote: post #46
Betelbuddy wrote: post #30

Earlier quoted context omitted.

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…

I think those are just two of the models that aren't pushed particularly hard. As I understand it, Model 3 and Model Y are the major models in recent time? I think S, X and Cybertruck are just 3% of 2025 deliveries?

the fact that Tesla's newest model sold pitifully isn't exactly a mitigating factor.

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

#63

Post by lateforwork »

Musk expects ~80% Of Tesla's value will be Optimus robots [1]. It can't be any other way given that he helped elect a President that's against electric cars, against regulation for limiting climate change, against collaborating with our European allies.

https://www.theautopian.com/elon-musk-doesnt-see-cars-as-a-p...

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

#64

Post by enaaem »

rsynnott wrote: post #20
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?

It's not a car company anymore, it's an energy company... Ahem, I mean self-driving... Er, maybe robots? ... Okay, that not going so well? How about quantum? That's probably a thing, right? Tesla seems basically priced based on hype, rather than anything relating to its actual business.

Maybe someday they will do half the things Hyundai is doing right now.

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

#65

Post by Incipient »

6510 wrote: post #45
georgemcbay wrote: post #40

Earlier quoted context omitted.

> It is a forced pivot to avoid having to admit failure. It is also a neat way to reset Elon's Very Reliable Prediction Clock. I look forward to hearing about how fully functional Optimus robots will be ready to ship "later this year" for the next 10 years.

I thought this was the greatest product demo https://www.youtube.com/watch?v=R40IDdAkRZM I struggle to imagine what the US version of this intimidating propaganda movie would look like. My mind renders only pictures of square dancing.

China is absolutely crushing everyone mostly across the board in technology these days. It's comical today, but will just be embarrassing soon.

The only bit visually we see China a little behind is AI but I suspect they have much better closed/unreleased models, and the fab/chip space, but they'll close that gap in a short few years I'd expect.

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

#66

Post by mandeepj »

k12sosse wrote: post #56
mandeepj wrote: post #32

Earlier quoted context omitted.

> they are building stuff on the Moon That's SpaceX!

The AI company?

Someone else might say ISP (starlink)? But you always go by the parent company unless they have clear boundaries like conglomerates.

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

#67

Post by palmotea »

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…

> but we're gonna take the Model S and X production space in our Fremont factory and convert that into an Optimus factory, which will... with the long-term goal of having 1 million units a year of Optimus robots in the current S/X space in Fremont."

I don't know how well that's going to work out for them. I saw these robots (https://www.youtube.com/watch?v=NVX6vq0RSnY) on the Chinese New Year Gala, and they look way more dexterous than any Optimus video I've ever seen.

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

#68

Post by palmotea »

lateforwork wrote: post #63

Musk expects ~80% Of Tesla's value will be Optimus robots [1]. It can't be any other way given that he helped elect a President that's against electric cars, against regulation for limiting climate change, against collaborating with our European allies. https://www.theautopian.com/elon-musk-doesnt-see-cars-as-a-p...

> Musk expects ~80% Of Tesla's value will be Optimus robots [1].

Well one way to do that is destroy so much of Tesla that the Optimus division is 80% of the (much smaller) value that remains.

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

#69

Post by aj_icracked »

mattmaroon wrote: post #52
KennyBlanken wrote: post #50

Earlier quoted context omitted.

> 1 million Optimus robots Are there that many unemployed actors available?

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

[flagged]

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

#70

Post by palmotea »

mattmaroon wrote: post #57
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…

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.

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