As Tesla moves away from promising unsupervised self-driving in consumer vehicles, I've been working on a model to try to determine Tesla's potential liability for the false promise on millions of cars.
Any thoughts?
Tesla European sales are to decline 100K units this year while European EV market grows 30% $tsla $tslaq
EV market isn't slowing:
"Every 5th new car registered across Europe is now a pure electric BEV model
That applies to both a 12-month trailing basis & also during opening 10 mo of 2025"
#alwaysbecharging
Quite refreshing to read real people tweets here.
A very good article from Team FrUD:
"...dispite Musk’s many hopeful statements about self-driving). It’s Schrödinger’s FSD: responsible when Tesla wants it to be, but not when Tesla doesn’t want it to be."
TSLA TSLAQ #AUTONOWASHING
-- “Shenzhen is the center of the world’s hardware manufacturing industry because it has workers rubbing shoulders with academics rubbing shoulders with investors rubbing shoulders with engineers,” Dan Wang told me. --
✍️ by @robinsonmeyer.bsky.social for @heatmap.news
heatmap.news/electric-veh...
Tesla delivery estimates for the full year have dropped since my last post below. The latest:
• My Estimate: Below 1.68M units
• Analyst Consensus: 1.90M
• Tesla's Target: 1.79M
A year ago today, my 2024 estimate was 111,000 and analyst consensus 280,000 higher than what actually happened in 2024.
i am afraid Triy has a conservetive estimate. it will be more like more than 10% drop. 2nd hand Tesla market is spooled w trade-ins. it will increase the pressure on lease prices and customer choices. $tsla
this would be very odd ..yet odd is the new trend
Last year, Tesla's sales fell by 5.6% in the US and 10.7% in Europe, while sales in China grew by 7.9%. This year, sales are expected to decline even more in the US and Europe. So, the Chinese market is crucial, but with only 2–4 weeks of wait time for new Model Y orders, demand in China seems weak.
I no longer feel a connection the normal life 15 years ago. Could just as well have been a movie.
Nowadays if u r driving a Tesla in Europe, u r making a statement. Either you dont care or you do care.. #tesla
We r in half way February and Tesla sales r not picking, even less than January in number of countries. There might be a monthend skew but it is doubtful.
Xiaomi is preparing to launch in Europe on top of this brand image disaster. #tesla
Reinout Sterk: ‘Joods-christelijke traditie’ is neofascistische prietpraat
www.bnnvara.nl/joop/artikel...
US friends may not really understand the magnitude of Tesla brand damage.
It takes a big courage to buy a car nicknamed swasticar in Europe. #tesla
New Tesla emerged from China. Relentless innovation that Tesla used to have in it’s DNA.No lofty promises, just hard core engineering.
Key takeaways from the EV battery market 2024:
- CATL remains the leader with 38% MS (+32% YoY)
- BYD widened the gap with LGES, reaching 17% MS(+38% YoY)
- Korean battery makers are losing ground to Chinese competitors.
- Panasonic took the biggest hit, dropping by 18%
christopherchico.substack.com
Tesla's sales in California dropped to just 26.1% of its US sales, the lowest level in the last four years. In other words, left-leaning customers are turning away from the Tesla brand.
I’ve been considering ways to measure the impact of Elon’s political actions on Tesla sales.
For the first time, total sales of the Xiaomi SU7 have surpassed Tesla's Model 3 in China since deliveries began in Apr 2024
Sales in China (Apr 2024-Jan 2025):
•Tesla Model 3: 152,748
•Xiaomi SU7: 162,384
Xiaomi, best known for its smartphones, started producing its first car, the SU7 in Apr 2024
Lying is not a mistake. Lying is lying. Such moral decay and shrugging it off so casually..
i expect it to be in 45-55 K bracket in Q1. Even likely in low 40ies : 9 + 11 + 20+
if q1 remains such low value, even hitting 80K s in remaining quarters will lead to 260-290K.
a simple investment decision:
- Dramaticall falling car sales
- Highly politicized brand
- A CEO who is not
vs
-FSD
- Limitless revenue potential
#tesla
Tesla CEO shall step down, it is inevitable. when ppl stop buying your company’s products and it’s shares, u step down. simple as that #tesla $tsla
How can you throw Tesla under the bus so recklessly. Why is there no BoD review. This will only get worse up to a point that it will be impossible to reverse it. All other brands will profit from it immensely. #tesla $tsla
Having talked to a lot of folks close to this on all sides, ignore all the performative bromindes about safety or even open source, what Musk wants is to turn back time and to get a stake in the new entity www.nytimes.com/2025/02/10/t...
why is Tesla still assiciated with Musk?? What is his current contribution to the company? Did good in the past? Fine, thank you for your service, good luck. But now he is a huge liability. got to go.. #tesla
Tesla Europe Q1 sales will be a disaster. ModelY upgrade is pure sugar coating. Brand is going downhill in Europe. It is now associated with the worst memories of Europeans.. #tesla
Elon Musk’s post-election honeymoon at Tesla appears to be over.
In the weeks after Musk went all-in on Donald Trump and came out on the winning side, the billionaire’s net worth jumped an estimated $170 billion as Tesla stock soared.
$TSLA
www.denverpost.com/2025/02/07/c...