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Tesla market share in US drops to lowest since 2017

reuters.com

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

#81

Post by gonzobonzo »

nabla9 wrote: post #7
bluedevilzn wrote: post #2

The stock on the other hand…

Less than 10% of Tesla's value is in existing business. Tesla's revenue hasn't grown in three years 1. Car company (true) 2. energy company (eh) 3. robotaxi (next year since 2018) 4. robots ... Google, Amazon Robotics/Kiva, Hyundai/Boston Dynamics, even Nvidia are ahead of Tesla in AI+robotics.

> Google, Amazon Robotics/Kiva, Hyundai/Boston Dynamics, even Nvidia are ahead of Tesla in AI+robotics.

Optimus seems to be much closer to actually being released as a product than Atlas. After over a decade, Boston Dynamics still hasn't shown anyone a live, unscripted demo of Atlas as far as I can tell (Tesla was showing those with multiple Optimus robots a year ago). And they don't appear to have any plans for actually selling it as a product anytime soon.

I'm skeptical of the humanoid robot market in general, but at the moment Tesla and Unitree appear to be the two companies ate the forefront of it.

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

#82

Post by DoesntMatter22 »

stingraycharles wrote: post #36
cosmic_cheese wrote: post #16

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.

The model Y is the best selling car in the world, so this statement doesn't really make sense

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

#83

Post by mitthrowaway2 »

dghlsakjg wrote: post #44
hammock wrote: post #38

Earlier quoted context omitted.

> 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 I don’t know if you have checked out other OEMs lineups lately…Ford doesn’t even make a sedan anymore. That’s right. Just SUVs and trucks. And mustang supercar. Other OEMs have similarly trimmed their lineups. You can thank CAFE er al for that.

Ford makes plenty of sedans. It doesn't sell any in Canada or its neighbour. Don't forget that about the other 95% of the people on earth

Article is about US market share, so it's reasonable to infer that the GP is referring to their competition in that market.

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

#84

Post by atomicnumber3 »

johnnyanmac wrote: post #64
cosmic_cheese wrote: post #16

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.

We're putting aside the political stuff because there isn't a lot to discuss. You're either cool with it, or Tesla is completely off the table. And nobody will likely be switching camps at this point.

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

#86

Post by lotsofpulp »

nemomarx wrote: post #78
lotsofpulp wrote: post #75

Earlier quoted context omitted.

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.

The people I see with Model 3 and Y are the ones who came from Camrys and Rav4.

Tesla EVs have the most data to support their reliability (at least the 3/Y), and they are clearly very reliable. Plus it costs just as much as a Rav 4, but has tons more torque. And the software is much better even though it lacks Carplay.

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

#87

Post by cogman10 »

lumost wrote: post #32
cosmic_cheese wrote: post #16

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…

The jump between the X and Y is too big. It’s more or less a 50-100% price increase depending on how you look at it. The Y is very small for the SUV form factor, and the X is very expensive. I have to imagine that there is a market for something between the two.

The problem is that the X isn't a particularly large SUV. The X is slightly wider and about 1ft longer.

And in many ways it's inferior to the Y. Tesla's mega casting and structural pack gives the Y excellent range and a lower weight for a cheaper battery.

I think the reason Tesla hasn't done mega casting and structural packs for the other lineups (besides the equipment costs) is because it'd make them eat into the revenue of the top tier models. A model 3 cutting down several hundred pounds would be range competitive with the model S. The shorter range LFP batteries could still land you in previously long range land.

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

#88

Post by johnnyanmac »

atomicnumber3 wrote: post #84
johnnyanmac wrote: post #64

Earlier quoted context omitted.

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.

We're putting aside the political stuff because there isn't a lot to discuss. You're either cool with it, or Tesla is completely off the table. And nobody will likely be switching camps at this point.

Can someone be cool with it but also admit that it definitely affected the market share? I can do that with Bud Weiser's trans campaign, even if I agree with it.

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

#89

Post by morleytj »

DoesntMatter22 wrote: post #80
rayiner wrote: 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.

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

Is it? I thought it was overtaken by the RAV4 a while back.

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

#90

Post by armadsen »

nemomarx wrote: post #78
lotsofpulp wrote: post #75

Earlier quoted context omitted.

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.

I think the current Prius PHEV looks much better than any Tesla right now. (It’s a plugin hybrid not a pure EV, of course.)
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