Tesla Is Sitting on a Record 50k Unsold EVs
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Reading Tesla workers shared images from car cameras, including “scenes of intimacy” was enough to put me off Tesla. The build quality being garbage and Musk also being a garbage human being make the company just a complete waste of space.
It's funny how that wasn't really a problem until they found that bond underwater car in a garage recorded by a tesla and it belonged to nazi musk.
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You got to be a special kind of asshole if you’re buying a Tesla these days.
And if you own one from before, the only responsible thing to do is sell it on the used market to reduce demand for their new cars. You might not get the price you want but come on. You could afford a Tesla; I’m not crying for your pocketbook.
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Thats after they got spacex to buy a large number of them.
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Shouldn't a rebadged Tesla be an Edison?
Musk is much more of an Edison than a Tesla. If he'd been honest he would have named his cars Edison. Then, the cool rebadge could have been Tesla. But, even he was smart enough to realize what an asshole Edison was, even if he didn't recognize the Edison in himself.
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Isn't that like 50k x 20k$ (rough costs estimate) = 1B$ of slowly realizing losses?
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Destroys them all because unprofitable to sell, whines about major loss, demands government bailout.
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I thought that was just the Cybertruck, which yes, I wouldn't drive even if someone gave me one. I'd flip it and buy something else.
I think both the sedan and roadster are okay electric cars, and I think they have enough range I could use them to reduce the amount of gas I burn in my Volt for longer trips.
But, I haven't really been paying attention to Tesla recently, and Elmu has certainly been looking horrible to me.
The problem is the door locks are electric, so if the car loses low voltage power, the buttons to open the doors no longer work. Worse yet, the Model 3 only has emergency physical latches in the front seats, so good luck in the back, kids.
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This is my stupid fucking friend who can’t get off Elons nuts at all. It’s fucking sad. He literally bought a model Y the other day despite me telling him Rivian is about to release a competitor because he thinks he can add it to the robo taxi fleet in a year or two. God I love him and am sick of this shit.
To be fair, we will have full self driving by the end of the year, according to Elon every single year for the last decade.
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Isn't that like 50k x 20k$ (rough costs estimate) = 1B$ of slowly realizing losses?
Most car dealers have months of inventory, Tesla typically has a couple weeks or less. In the grand scheme of things compared to other automakers this is actually tiny, and they are usually on the bottom of the list of OEM inventory.
For Tesla though, this is higher than usual, and unless most of them are in transit to customers, indicative of an issue.
Edit: Just for reference.
Q4 2024 - 12 days
Q1 2025 - 22 days
Q2 2025 - 24 days
Q3 2025 - 10 days
Q4-2025 -15 days
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Tesla has 35% market share in Norway.
France saw an increase in Tesla registrations by 203% year over year.
Sweden had a 144% increase in registrations. Denmark had a 96% increase.
In the US, the core demographic remains white male, ~48 years old, with a household income exceeding $140,000, particularly in conservative states (Texas/Florida).
Part of the problem is that competition is still lacking in many ways especially when it comes to charging infrastructure.
Yeah, I have to say, I still see Tesla as the leader by far here in the us. And given how price of cars has skyrocketed, teslas are now also “affordable”. It’s a shame they seem to be abandoning the car market. There’s finally some EV choice but not much, half of the choice was just cancelled, and most are not good.
Rivian is our best choice for the next compelling EV, but R2 cost significantly more than Tesla.
- A lot of people online like the Equinox and it’s inexpensive, but poor efficiency, horrible software and no CarPlay. Also I’ve never seen one. GM cars in general don’t do well in my part of the US so it would be challenge to get people to see they exist
- Lucid looks great on paper and I’m excited to see their mass market vehicles in a year or two, but they e really been struggling. I hope the saudis continue to see it through
- Hyundai/Kia have been kicking ass on choice but low efficiency and still haven’t kicked their historical reputations for poor quality and easy to steal
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You got to be a special kind of asshole if you’re buying a Tesla these days.
I didn’t realize TSLA stock had an upward trend most of last year and is only heading downhill this year.
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Yeah, I have to say, I still see Tesla as the leader by far here in the us. And given how price of cars has skyrocketed, teslas are now also “affordable”. It’s a shame they seem to be abandoning the car market. There’s finally some EV choice but not much, half of the choice was just cancelled, and most are not good.
Rivian is our best choice for the next compelling EV, but R2 cost significantly more than Tesla.
- A lot of people online like the Equinox and it’s inexpensive, but poor efficiency, horrible software and no CarPlay. Also I’ve never seen one. GM cars in general don’t do well in my part of the US so it would be challenge to get people to see they exist
- Lucid looks great on paper and I’m excited to see their mass market vehicles in a year or two, but they e really been struggling. I hope the saudis continue to see it through
- Hyundai/Kia have been kicking ass on choice but low efficiency and still haven’t kicked their historical reputations for poor quality and easy to steal
I hope the R2 works out well. I'm not planning on getting a new car in the near future, so by the time I do, it should have all it's kinks ironed out and be a great towing vehicle for a light camping trailer.
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Depends how much the average consumer is paying attention. Many probably don't know that every EV can use the Tesla chargers now.
The competition here is certainly constrained. Most car manufacturers are making less EVs due to decreasing overall demand and expirarion of federal EV tax credits.
The real competition is on the other side of the Pacific. Europe and Canada have accepted that on some level while the US continues to artificially prop up its EV market ex-China.
There are legitimate concerns don't get me wrong. But the US won't be able to hide from a more dynamic and competitive product forever.
the US continues to artificially prop up its EV market ex-China.
It’s not even that: a little protectionism is normal trade policy globally. This would be fine, if it were temporary and if there was a goal to develop the domestic industry.
The real problem is the combination of protectionism, while also rejecting the technology change and shrinking down to the home market. The protectionism will stop at some point. Realistically it has to. But when it does, American legacy manufacturers will find themselves struggling to sell buggy whips to a world that sees them as museum displays. We’re trying to milk a few more years out of the legacy technology at the cost of totally ignoring the future
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i have a BYD here in Australia.
Legit, how is it? I'm Canadian and they are going to come to market here soonish.
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I would rather walk than buy a tesla
I would rather crawl over broken glass than give money to Nazi Musk for one of his Swasticars
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And here I am, still thinking anything but sedans are ugly af. SUVs are the most hideous vehicle I've ever seen. Ugly and absolutely the worst possible kind of shape.
Well 2nd worst. Trucks are worse since they tend to be taller. Plus I've never met a decent person who owns one of those tall ones. They're all just chick size competitions, smallest dick finally wins in their eyes. If you absolutely have to have a truck, get one of those Japanese types that are almost as small as a real car that actually has a bed on it.
Whoever started the trend of trucks getting bigger, taller, and fatter all while the bed is smaller than my tiny cars backseat should actually be executed. How many people are they responsible for killing?
The reason the trucks keep getting bigger is to meet emissions regulations. Sounds nuts, right? But instead of making them more efficient, they could use a loophole of making them bigger instead, because the law applies in a size vs efficiency ratio, not efficiency by itself.
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Not talking about towing
Talking about a bedspace only, 1-2 man crew setup
A Bobcat ZS4000 Stand-On Mower 48″ is a 64" long mower for example, so it should juuuust fit in there, but to be safe I mentioned smaller, though personally if I were to do something like this I'd want a greenworks electric, costs half as much as the truck
For sure, you'd see a range drop, but it shouldn't be anywhere near as severe as pulling a trailer
A small standon, a ramp to get it on and off the truck, a rack with a trimmer, edger, hedger, blower, pruner, mini chainsaw, maybe a delta powerbank or gas generator to recharge the tools as you drive about or they're in standby
I'd expect a drop in range about 25-30% with that but not as severe as a pull behind trailer
~130-150 miles of range is doable if you plan the route and cluster clients, which any Semi-competent business owner who could afford a fleet of these would be capable of doing or paying someone to manage the routes
Every other EV has a 50% range penalty while towing. This won’t be any different. The ~85 kilowatt hour battery in the state truck is the same-ish capacity as the model Y, but has 2/3 less range total than the model Y. Sadly, there’s no way that it’s more efficient than the model Y.
That said, for sure using the bed to haul tools would be more efficient, but now you’re talking about using gas tools because there’s not enough capacity in the truck to charge them up between jobs. They needed to make this thing the “model 3/Y, but a truck”, but they failed even at that.
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the US continues to artificially prop up its EV market ex-China.
It’s not even that: a little protectionism is normal trade policy globally. This would be fine, if it were temporary and if there was a goal to develop the domestic industry.
The real problem is the combination of protectionism, while also rejecting the technology change and shrinking down to the home market. The protectionism will stop at some point. Realistically it has to. But when it does, American legacy manufacturers will find themselves struggling to sell buggy whips to a world that sees them as museum displays. We’re trying to milk a few more years out of the legacy technology at the cost of totally ignoring the future
This is absolutely true.
Even with the advent of the Industrial Revolution, Britain initially struggled to compete with the sheer quality and cost-effectiveness of Indian hand-woven fabrics.
They instituted a 100% tariff on importation of Indian fabric to support their nascent mechanized textile manufacturing.
This allowed them to hone the machinery by creating a sandbox to grow their new expertise in. The quality could not match what was produced by hand but the sheer volume and efficiency could easily outdo manual methods.
Over time as they gained political influence, they were able to point guns at and break the thumbs of the right people in India effectively eradicating Indias domestic textile industry.
They then forced Indian markets to accept British cloth with no tariff, making that consumer sandbox bigger.
Minus the colonial / coercive economics at the end there, this is an example of Britain using tariffs very effectively to grow their own industry while taking down a global leader in textiles (one that even the Romans wrote of 1500 years prior).
May well have played out the same without supportive policy, but the protectionism certainly helped them grow their own industry faster and the violent / coercive colonial element helped them remove a traditional, higher quality though analog/manual competitor sooner.
What America is doing is more of a dying empire vibe. Protection for the sake of clinging to the old and familiar way, with no plan or strategy to adapt for the future.
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Our next goal for them: 100.000 evs unsold.
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Anecdote:
I was recently browsing an auto listing app for a used EV as I'm thinking about switching to an EV from my ICE hatchback, and the market near me is absolutely flooded with Teslas, primary model 3s. And it's not just "old" ones either. Tons of 2020-2024 models as well.
Model 3s are some of the best vehicles ever made - extremely safe and powerful with great handling. Also, extremely low cost long term. Buying used is totally fine. Also there’s literally nothing we can do as consumers to affect Elon. Just treat the company as separate from him.