Tesla Is Sitting on a Record 50k Unsold EVs
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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.
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Isn't that like 50k x 20k$ (rough costs estimate) = 1B$ of slowly realizing losses?
Its not very much, Chrysler had over a million vehicles in stock 18 months ago.
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Hold the line
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Luckily there are a lot of nice EVs from better brands!
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Its not very much, Chrysler had over a million vehicles in stock 18 months ago.
Noe I am curious how much quicker batteries degrade being idle than ICE engines.
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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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GM did the same thing 2008 before it all collapsed.
Along with financial chicanery, the only part of GM that was profitable was GMAC. Their shitty cars are loss-leaders for a predatory finance operation.
Tesla in Canada has parking lots full of cars they registered to grab and incentive, then the CDN government told them to fuck off. Meanwhile, the cars just sit and rot. Tesla is trying to sue, but they don't stand a chance.
Tesla is already half what it was in 2024. it will be dead as a car company by end of 2027, about the time multiple internet satellites will have been launched to kill starlink.
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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.
Now we will have robots by the end of the year.
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Surpass Tesla in software?
Most of us want less software not more
That's why everyone is so hyped about Slate. Less of this garbage is a paid feature these days.
That’s why everyone is so hyped about Slate.
No one is hyped about Slate. Europe has better EVs for less already.
file Slate along with:
Canoo
Bollinger
Aptera
Nikola
Telo
and another dozen bullshit US EV companies.
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Slate is a good niche, its range is fine for the purpose its supposed to fill
Imagine a fleet of them for a lawncare business paired with a 30-42" standup electric mower rig
Cost of operations would be dittly squat, could be further buffered with solar and replacememt parts dirt cheap. Roi would be extremely quick and then it'd be pure profits
People are already doing that with used Teslas pulling trailers (yeah its funny to see, but the people doing it have shown their numbers and its pretty nuts)
Whats not fine about the Slate is no awd version. On an EV it's a minimal endeavor to make that work so there's really no excuse
Having experienced awd I will never personally own another vehicle without it if I have a choice. Especially a truck. My driving conditions are way too harsh to not have it
Whats not fine about the Slate is no awd version. On an EV it’s a minimal endeavor to make that work so there’s really no excuse
AWD is only a thing in stupid vehicle designs where they put all the weight up front, and the drive wheels at the back.
An EV truck has proper weight distribution, AWD would offer no advantage, just add weight and cost more.
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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
So tow a small trailer behind a Prius
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- Tesla is a
car company - Tesla is a
battery company - Tesla is a robot company <---- you are here
- Tesla is a
company
One can hope at least
Tesla is a robot company <---- you are here
2028: Florida man's penis burned off in Tesla sexbot.
- Tesla is a
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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.
Model 3s are some of the best vehicles ever made
- extremely safe and powerful with great handling.
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I wouldn't call them super cheap though they depreciate a lot from the new prices. Lots of quality ICE cars of similar age at lower prices, i.e. they are still expensive cars.
You can get fantastically good deals on used Fiskers. The company is bankrupt but there's a lively community of owners and getting stuff like repair parts isn't hard. I'm slightly tempted but only slightly. What I really want is an EV conversion for an old cargo van, so it would have very few computers inside.
You can get fantastically good deals on used Fiskers.
you are a endless pool of bad advice.
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What about the idea of the battery degrading or getting worn out or whatever? I've never owned one and I have sort of zero concept of that. I think they're warranty covers through 150k or something like that?
Battery is not the problem, it's the flimsy gadgetry in the rest of the car, and the motors.
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I own a Honda Fit. It's small, is reasonably petrol efficient, has actual dials and physical knobs for an interface, and needs just basic maintenance to run reliably.
Of course they've been discontinued in Canada.
Blame idiot Canadians who buy pickups instead, not Honda.
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My last car was a Camry, and it was huge compared to what I remember them as (my mom has an 80s one when I was a kid). I've downsized to a Corolla (after I destroyed the Camry whoopsie) now tho.
And I have no idea what those alphabet/number soup cars even are. If they can't get a real name thae they can go extinct. I'm not learning what an e45 is, or a ZQ73 is.
But yeah they have gotten more unwieldy, and that shit needs to stop.
But what I meant to say got lost in my other point, which was my opinion that even given the most safe shape and sizes possible, I think everything but sedans are ugly, just aesthetically speaking. I understand the practical reasons, but they're all ugly.
SUVs are not practical. Hatchbacks or wagon sedans are practical.
SUVs are just big to give the impression of value and to sell to an increasingly obese demographic.
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Their Q1 sales were actually up over last year. It's insane.
The same kind of pieces of shit that still use Twitter.
They significantly dropped the prices at the dealerships. A model 3 is now like 36k compared to 50+ last year., but I'd rather walk on glass. We bought a Ford Maverick instead.
