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Tesla market share in US drops to lowest since 2017

reuters.com

71–80 of 332 posts

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

#71
post #22
post #20

Earlier quoted context omitted.

Wait, how do you honk on a Tesla?

There’s a capacitive button on the newer steering wheels.

No, the horn is in the middle, the capacitive horn only steering wheel existed on early builds of the model S refresh (when plaid was first released), but after ~6 months they added the normal horn back.

https://www.tesla.com/ownersmanual/model3/en_us/GUID-DEB259C...

https://www.tesla.com/ownersmanual/models/en_us/GUID-DEB259C...

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

#72
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…

Yeah, because BYD and other chinese makers are locked out.

Semi-solid state is coming for Tesla's lunch.

"Tesla has image problem." You mean the multiple nazi salutes? The "don't apologize to your past" to the AfD? Being high on something on national television? Unhinged posts on twitter? Kekius Maximus?

EVs are luxury products. You can get 90% of electification with a 50-mile-range PHEV and mitigate the charging infrastructure problem. I have a used Tesla and a PHEV, and if my PHEV only had 50 instead of the paltry 20 mile range, 100% of my daily trips would be fully electrified.

As for further examples of Musk's incompetence, there should be three different badges: Tesla, an ultra-high luxury brand that focuses on traditional cabin comfort, and a low end mass brand. They should have a minivan, station wagon, an actual large SUV, a subcompact city car, a real pickup truck, a work van, and where is the goddamn semi?

Tesla should have bought a struggling auto company for manufacturing, design, and suppliers, and used that for the low-end badge and for PHEVs. Nissan would have been perfect I would think.

Tesla should at this point have joint ventures with huge numbers of electrification avenues: construction equipment, prosumer lawn mowers, "side by sides", golf carts, ATVs, jet skis, boats, if it has an ICE motor, Tesla should be expanding into it with a good name brand.

Of course Tesla solar is moribund, the solar roof is nowhere.

And if anyone claims again that grid storage will deliver some massive sales to Tesla: any success is temporary. Grid will be won by sodium ion and other grid-specific storage chemistries that cylindrical cell manufacture won't be able to compete with.

And yet another point: Tesla's cylindrical cells were an advantage ... five years ago. It's not anymore. Sodium Ion, LFP, semi-solid state, sulfur chems, all will probably be pouch. Cylindrical is basically legacy manufacturing tech.

Musk's cozying up and inevitable fallout with Trump definitely put the EV credits in crosshairs. Probably wouldn't have survived the era of insanity, but that gravy train (1/3 of tesla's profits ... at least) is over.

Finally, let's not forget the total disaster that the dry-cathode 4680 battery cell is. Basically still vaporware, and the Chinese manufacturers have better tech already in manufacture.

AND YET, I'm sure the stock will go up based on the bad news.

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

#73

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.

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

I fully agree, I just wanted to focus specifically on how their offerings are lackluster even if there weren’t other problems.

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

#74
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…

The Bolt is coming back. Chevy’s reason for discontinuing it wasn’t that it didn’t sell, but that the platform was outdated. The new one is on their current platform and roughly analogous to the old EUV model. Pricing is another question though, and no CarPlay/AA while also coming from an old guard auto manufacturer means no sale from me.

Being a GM product, the Bolt won’t have CarPlay either.

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

#75
post #35

Earlier quoted context omitted.

Again, politics aside, I just find the lineup boring. Every model outside the Cybertruck looks like a ten year old car. Even the refresh of the model Y is still reskinning a design language started with the Model S, but with any interesting soul stripped out to reduce cost. The nerd in me loves the technology, particularly behind the scenes features of the Cybertruck like 48v architecture. In the end I want to drive…

My wife thinks they all look like jellybeans. Tesla makes them like that to maximize efficiency, and they’re still #1 on that metric, but people don’t care about that.

Toyota has done quite well by maximizing efficiency.

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

#76

Earlier quoted context omitted.

The Bolt is coming back. Chevy’s reason for discontinuing it wasn’t that it didn’t sell, but that the platform was outdated. The new one is on their current platform and roughly analogous to the old EUV model. Pricing is another question though, and no CarPlay/AA while also coming from an old guard auto manufacturer means no sale from me.

Being a GM product, the Bolt won’t have CarPlay either.

That’s what I said.

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

#77
post #65

Earlier quoted context omitted.

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!

Why not produce abroad? Tesla has factories in China after all

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

#78
post #35

Earlier quoted context omitted.

My wife thinks they all look like jellybeans. Tesla makes them like that to maximize efficiency, and they’re still #1 on that metric, but people don’t care about that.

Toyota has done quite well by maximizing efficiency.

I think the target audience for a Toyota or Honda (boring but reliable car) isn't very interested in the kind of quality control Tesla has. They're supposed to make up for that in other features and the unique style of the truck is part of that, in theory.

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

#79
post #22

Earlier quoted context omitted.

There’s a capacitive button on the newer steering wheels.

No, the horn is in the middle, the capacitive horn only steering wheel existed on early builds of the model S refresh (when plaid was first released), but after ~6 months they added the normal horn back. https://www.tesla.com/ownersmanual/model3/en_us/GUID-DEB259C... https://www.tesla.com/ownersmanual/models/en_us/GUID-DEB259C...

The X has a capacitive horn.

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

#80
post #35

Earlier quoted context omitted.

Again, politics aside, I just find the lineup boring. Every model outside the Cybertruck looks like a ten year old car. Even the refresh of the model Y is still reskinning a design language started with the Model S, but with any interesting soul stripped out to reduce cost. The nerd in me loves the technology, particularly behind the scenes features of the Cybertruck like 48v architecture. In the end I want to drive…

My wife thinks they all look like jellybeans. Tesla makes them like that to maximize efficiency, and they’re still #1 on that metric, but people don’t care about that.

I don't know the model y is the best selling car in the world so it seems like it worked pretty well
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