Tesla did not release new cars, except for Cybertruck, for how long ? 5 years ? 10 years ?
Their lineup was great initially, and there was 0 competition. Now there is a lot of competition and their lineup did not change at all.
Their car business is dying. That's why they try to be an AI & Robotics company.
Edit: Here is a good link to follow the sales data - for many countries, it's reported daily. https://eu-evs.com/brandCharts/TESLA/ALL_DAILY/QoQ-Chart
I think they messed up all models (removing stalks/controls), and took successful and decent looking model y and made it look odd.
>Tesla did not release new cars, except for Cybertruck, for how long ? 5 years ? 10 years ?
Tesla is battery-limited, not demand-limited (delivery wave concern trolling from OP's headline aside). Adding models would only add complexity without meaningfully increasing revenue.
It helps to know basic fundamental facts about the company before commenting.
>Now there is a lot of competition and their lineup did not change at all.
See Sandy Munro's excellent breakdowns on the phenomenal pace of innovation at Tesla compared to competitors.
https://www.usatoday.com/story/cars/news/2025/10/28/tesla-lo...
I would not want to buy one of them for any of those reasons, regardless.
All cars have issues, but stats favour Tesla all while they are cheapest to repair.
Tesla is battery-limited, not demand-limited. Adding models would only add complexity without meaningfully increasing revenue.
It helps to know basic fundamental facts about the company.
Someone is still giving him money for some reason.
Traded the car in a couple months ago. It was ok, as a car, but I hated what it had become synonymous with so it was worth the financial hit to give up a paid off car. Turns out the new Mach-e which replaced it is better in every way.
Might be some fanboys left, but a bunch of folks who might have fallen into that category in the past have been driven away by Musk’s unconscionable activities.
If you think that's true then people aren't buying a quality vehicle they're buying an ideological badge.
If you don't think that's true then people aren't buying them because they're not quality vehicles.
You're right that most people don't want to buy an ideological badge. They want a quality vehicle. The problem is that Musk turned Tesla into an ideological badge.
Off the top of your head, can you think of a single political remark made by the owners of Audi, Toyota, or Hyundai?
(Tbh, I'm amazed that the right in the US seem willing to give him a pass on that.)
2) Even if he only drives away the left wing half of the population that still halves his customer base.
I feel there has been shift or perhaps we were cringe tech bros from the start.
Trump earns the ire of his political opposition. Framing that ire as delusional is itself delusional.
I don't know who you're addressing. Lots of people, me included, don't like the conspiracy minded politicization of his fortune but still think the cars are pretty great. Seems like a boring opinion that wouldn't be controversial, but we still find ourselves subtweeted anyway.
(Edit: three downvotes and a Godwin's Law reply drop within seconds, as expected. Seriously folks there are 125k people who work for that company, must everything about it be judged entirely on the last twelve months of one guys mania?)
The standard you walk past is the standard you accept.
Yes, unfortunately.
Build a thousand bridges...
No longer are we going to tolerate the intolerant. If you are willing to look past the moral failings, you are seen as part of the problem and should expect consequences. Social dynamics are at work
> (Edit: three downvotes and a Godwin's Law reply drop within seconds, as expected. Seriously folks there are 125k people who work for that company, must everything about it be judged entirely on the last twelve months of one guys mania?)
It seems the answer is a definitive yes, reflect on why this is.
Also, it's far more than 12 months. He's been manic for far longer, if not his entire life. We just saw the unfiltered version for the last 12 months. Now we know
They look dated, or weird, have patchy customer service, and are not even that long range anymore.
The recent model y looks terrible, like a duck.
And the ergonomics are cheap and dangerous.
Removing turn signal stalks, drive select stalks is dangerous. I like the idea of buttons, but turn signal buttons? buttons on a moving steering wheel? and the rest of the critical controls buried on a touchscreen? inside door handles? ugh.
They look terrible. They looked terrible when they came out 13, 8 and 5 years ago and they have aged very poorly.
Yet (salute + support for ADF party) * touchy german history = auto non-grata.
15,595 (Tesla) vs. 15,171 (BYD)
TSLA is not down 50% YTD. Its up this year so far.
Can you show the math that shows it down 50% YTD?
> The number of Teslas sold in the January-October period dropped 50.4% to 15,595 units, compared with the same period last year.
> The number of Teslas sold in the January-October period dropped 50.4% to 15,595 units, compared with the same period last year.
YoY is -50%.
Also, Elon should have stick to cars and rockets. His venturing into politics, and into media (with buying X) didn’t help him either. He got demystified, and demolished his image of a super focused half-einstein, half-edison. Now more of an half-Trump. And that didn’t help his car sales either.
The main problem with Musk's proposed pay deal is that he still gets paid billions even if he continues to fail:
https://www.reuters.com/legal/transactional/musks-record-tes...
Tesla's sales target is now to have sold 20 million cars in total by 2035. That's fewer cars in total in what will then be the 32 year history of the company than Toyota sold in the last two years:
https://www.nytimes.com/2025/09/05/business/elon-musk-tesla-...
Tesla's target used to be 20 million per year:
https://www.reuters.com/business/autos-transportation/tesla-...
But Tesla's board doesn't care. They got theirs:
https://www.nytimes.com/2025/05/13/business/tesla-stock-sale...
https://www.afr.com/technology/life-changing-wealth-stopped-...
And it seems that until now, Tesla sales in Eu are 30% less than last year [1]
There is more competition, finally.
[0]: https://www.benzinga.com/tech/25/01/43092840/tesla-struggles...
[1]: https://electrek.co/2025/11/03/tesla-tsla-keeps-getting-batt...
I'll never buy a Tesla. Personally, Musk has delivered generational toxicity to their brand. And he now seeks to be rewarded for that.
The Board is dysfunctional.