by shubhamjain
16 subcomments
- The mystery I can wrap my head around is how Tesla has avoided getting hammered despite being hit from a hundred different directions. What exactly is the market pricing in?
They peaked around 2021, and even after posting multiple quarters of disappointing results, the stock is still trading above 2021 levels. For almost any other company, slightly lowering guidance or missing estimates by a few percentage points simply tanks the stock. But for Tesla, no amount of Musk’s idiocy seems to be enough to seriously move it.
by jackvalentine
8 subcomments
- 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...
- Y all need to realize that Tesla is a humanoid android company now, and soon will dive into teleportation, immortality and invisibility.
by mekdoonggi
5 subcomments
- Good. Seems like the sales decline will reach the US eventually too. Even Toyota is coming out with compelling EV products this year.
Tesla came from nowhere, developed essentially one world-dominating product (lumping the 3 and Y together), then the CEO basically ruined everything.
Imagine Tesla with a "normal" CEO and marketing department. They would have a bunch of different trims and options for the 3/Y, a redesigned X, a functional truck, and a market cap of 400 billion!
by citrin_ru
6 subcomments
- 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?
- I watched his interview recently to save you time, and the suffer :
His Vision — Hate It, Laugh at It, or Love It:
AI has solved (or is solving) coding in 2026.
Robots are doing drunken panda moves, yet FSD is insanely good — running on MacBook-grade hardware.
A few other companies are running large-scale self-driving pilots.
Cars are already being heavily built using specialized robots today.
At this point, it’s stupid for any car brand to invest money into anything that isn’t autonomous driving or robotics.
- Well, in more positive news (for Tesla), their first Cybercab rolled off the production lines.
https://www.businessinsider.com/tesla-cybercab-robotaxi-prod...
- Their cars today are much better than when sales were at their peak.
Getting politics to get in the way of good engineering is a real shame.
- I think most brands are being hammered in the netherlands. The tax climate for eletric company leased cars is not good compared to extremely good just a couple of years ago.
by pseingatl
4 subcomments
- BYD is a formidable competitor and a great product for less.
by lateforwork
1 subcomments
- Musk expects ~80% Of Tesla's value will be Optimus robots [1]. It can't be any other way given that he helped elect a President that's against electric cars, against regulation for limiting climate change, against collaborating with our European allies.
https://www.theautopian.com/elon-musk-doesnt-see-cars-as-a-p...
by simonebrunozzi
1 subcomments
- So, let's try to guess: is Tesla going to be dominating robots and autonomous driving, and worth $10T, or at some point this castle of cards will fall to the ground?
- Very soon musk will merge Tesla with SpaceX and say he is going to have robots drive the cars to space. The stock will multiply 4 fold making him a multi- trillionaire
- Some day Tesla stock will rediscover gravity...some day
- Tesla (or Elon) decided to fight the labour union.. people do not like that much. So when there are alternatives people do that.
by user____name
0 subcomment
- Musks public meltdowns couldn't have come at a better time for his competitors.
by VirusNewbie
5 subcomments
- My (2019) Tesla has been the most reliable car I've ever owned, but it sure seems like they're not interested in being a car company anymore.
Not having turn stalks and the drive selector, making me either pay for internet access or use bluetooth if I want to play spotify or youtube music (which I get for 'free' in cars with CarPlay or Android Auto), making the cybertruck way too big for a garage, discontinuing the model S and X...like are they even trying?
They used to have a third row option for the model Y, good for small kids or something, but then they got rid of that.
They were going to do the roadster, but didn't bother. They only have 6 paint colors, not even options for PTS. It's like they don't want to be a successful car company.
by 0xbadcafebee
1 subcomments
- 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.
- A few more nazi salutes by the CEO and those declines will approach 100%. But the optimus stormtroopers will make up the lost revenue no doubt.
by thelastgallon
0 subcomment
- Tesla is going pre-revenue.
by MagicMoonlight
0 subcomment
- They just don’t have any good cars now. They want top of the line money, for meh.
When they first came out they were revolutionary. But they don’t even have a speedometer, let alone a HUD. It’s embarrassing. They’re being so cheap.
- 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.
by wind_rider
0 subcomment
- [dead]
- [dead]
by groundzeros2015
0 subcomment
- [flagged]
by CamperBob2
7 subcomments
- Many have argued that Musk's shift to far-right politics is responsible for some of this decline -- and it certainly makes some sense -- but I wonder if the cause and effect are being conflated.
If Musk were aware that Tesla was going to lose this much ground due to factors beyond his own mismanagement, including the threat of Chinese imports and a widespread shift away from EVs due to a right-populist sentiment swing that was already under way, then maybe his goose-stepping and Trump-humping act was an attempt to sync up with a trend that he saw as inevitable.
That's about the most charitable spin I can put on it. Either way, Tesla now has to pitch electric cars to right-wing climate-change deniers, which is not a great strategy to adopt voluntarily or otherwise.
- Wait? Tesla still sells cars?
After successfully teaching China how to build EVs and embracing fascism, I thought they moved on to AI/robotaxi/robots/(insert your preferred fantasy here)?
- Amazing (not) how the sales data is represented LOL
I don't have any sweetspot for EVs anyway, but here the title and the comments are not even related to EVs! It's all "ahahaha TESLA/Elon sucks" LOL
Fine, but why pretend anything else - the "story" picked data like a cherrypicker - those that make the biggest number in negative. Anyone ever cared to look at the data? 2024 to 2026, or 2023 to 2026 whatever is greater (downwards)... what a joke of stats.
- Many of the comments here resemble Reddit, disappointingly. I read HN due to market insights, analysis, interesting perspectives. I am sorry for digression.
Hacker News