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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

#91

Post by esafak »

seemaze wrote: post #86
palmotea wrote: post #67

Earlier quoted context omitted.

> 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 wa…

Great. First ram goes through the roof, and now china has kung-fu robots. 2026 is going great.

At least start with folding the laundry and helping the infirm. They went straight to martial arts.

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

#92

Post by belZaah »

There’s an old saying: if civil engineers built houses the way software people build software, the first woodpecker to appear would destroy the civilization. With Tesla, we build cars. That, as told in court documents, absolutely should continue accelerating while in cruise control despite the driver pressing the brakes. There’s a century of institutional knowledge on system safety built into most cars. And (looking at you, Pinto), the carmakers are not even especially good at it. As a former software engineer, I’d rather rely on some actual engineers rather than a bunch of tech bros led by a deranged sociopath.

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

#93

Post by dboreham »

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...

Saw lots of BYD in New Zealand recently. Probably more than I saw in Hong Kong.

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

#94

Post by tjpnz »

bhouston wrote: post #35
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…

This reads to me like someone saying “you can’t dump me, because I am preemptively dumping you.” It is a forced pivot to avoid having to admit failure.

Sounds a lot like Mars.

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

#95

Post by tedd4u »

gradus_ad wrote: post #80
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…

The whole pivot to Optimus is insane. I can understand the market following Elon down all the other paths he randomly skips down but Optimus... Really?? The only way to explain it is it's not being taken seriously but Elon seems to be taking it very seriously...

I think the only thing he can do now is have Tesla "acquire" SpaceX. He already had SpaceX "acquire" the AI thing, so that would roll all three up into a pubco where he can hide things about the business as needed (no fear of SEC problems).

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

#96

Post by tjpnz »

KennyBlanken wrote: post #50
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…

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

Plenty of Mocap actors.

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

#97

Post by dboreham »

asa400 wrote: post #48
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 a cult. Really. This is a stock devoid of any connection to reality, fundamentals, products, anything. All that matters is that Musk is on the nameplate. Do not bet against the ability of people in a cult to remain irrational in the face of overwhelming evidence. Do not touch the cult.

It's a bit more than just his name. It's the statements he makes, that turn out to not be true.

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

#98

Post by derefr »

spiderfarmer wrote: post #36
rsynnott wrote: post #20

Earlier quoted context omitted.

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.

The reason Tesla stock is still high is the same reason Bitcoin is worth anything.

...capital flight from totalitarian regimes?

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

#99

Post by gpt5 »

0xbadcafebee wrote: post #71

Poor Elon. How's he gonna get to Mars^H^H^H^Hthe Moon now? Oh right, the same way he built Tesla: government handouts.

SpaceX is making that majority (70%) of its revenue, and all of its profits from Starlink, and mostly from subscriptions.

98% of government money SpaceX receives is payment for services rendered, which they provide at a significantly lower cost than their competitors.

On the other hand, their competitors are routinely receiving actual handouts. For example, ULA used to receive a $1 billion annual "Launch Capability" stipend essentially just to keep their lights.

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

#100

Post by CTDOCodebases »

linkjuice4all wrote: post #89
gradus_ad wrote: post #80

Earlier quoted context omitted.

The whole pivot to Optimus is insane. I can understand the market following Elon down all the other paths he randomly skips down but Optimus... Really?? The only way to explain it is it's not being taken seriously but Elon seems to be taking it very seriously...

It's especially strange considering the amount of work that Tesla (the company) put into becoming a car manufacturer which is certainly no easy feat. I'm sure some of the know-how, process, and tooling/supply lines could be transitioned to general purpose robot manufacturing - but why would you build these supply lines and factories just to screw it all up like this?

Judging by the news isn’t the pivot to creating autonomous driving systems for other manufacturers cars?

If I’m understanding correctly the pivot is to sell just the autonomous driving systems. This way it can be trained on more data. It’s a hard sell to do this while competing against the car makers whose business they are trying to court.

Selling actual cars was like Uber when they started with a black car service. Get into the luxury market then leverage that so get into the mass market.

Perhaps this is why Elon has been so adamant about not using LiDAR

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