4 ms·

When I was in Sweden this summer, I was really surprised by the amount of EVs on the roads, and how 90% of them were not Teslas. Quite the contrast to Californi

When I was in Sweden this summer, I was really surprised by the amount of EVs on the roads, and how 90% of them were not Teslas. Quite the contrast to California, or Hawaii, where it's 90% Tesla, and a small handful of others. It's not hard to see what competition is going to do to Tesla's marketshare in the US once all those models are introduced here.

jacquesm 4y ago
Sweden = Europe, Hawaii = USA. But in neighboring Norway you'd find a ton of Teslas, when before Tesla an American made car would be a very strange sight there (Ford excepted, but not the USA versions of Ford).
- ahartmetz 4y ago
  You didn't claim otherwise, but Ford does a lot of engineering and manufacturing in Europe, particularly the Cologne area. In European Ford models, the most American things are maybe the company itself and the infotainment software.
  - jacquesm 4y ago
    In the UK as well, I believe.
- henrikschroder 4y ago
  Yes, because Norway was way ahead of the curve on EV adoption for a bunch of reasons. However, Tesla is down to a 10% market-share in Norway as well, so they completely squandered their first-mover advantage there as well. Apparently the "dinosaurs" managed to ramp up and pivot quite nicely despite what everyone said.
  - rootusrootus 4y ago
    > Norway was way ahead of the curve on EV adoption for a bunch of reasons Ironic given how much they benefited from exporting pollution to the rest of the planet.
  - jacquesm 4y ago
    Interesting, I wasn't aware of that, thank you for the correction. Incredible in a way, to be so far ahead and with such a regulatory tailwind to be able to squander the lead. One of the things that has been at the back of my mind is this: when the CEO of a large company is selling large volumes of stock they know more than anybody what is at stake. A CEO that has an optimistic outlook about the company they run will buy stock, not sell it. Elon has been selling across a 50% drop as though it makes no difference.

jacquesm 4y ago

Sweden = Europe, Hawaii = USA. But in neighboring Norway you'd find a ton of Teslas, when before Tesla an American made car would be a very strange sight there (Ford excepted, but not the USA versions of Ford).

ahartmetz 4y ago
You didn't claim otherwise, but Ford does a lot of engineering and manufacturing in Europe, particularly the Cologne area. In European Ford models, the most American things are maybe the company itself and the infotainment software.
- jacquesm 4y ago
  In the UK as well, I believe.
henrikschroder 4y ago
Yes, because Norway was way ahead of the curve on EV adoption for a bunch of reasons. However, Tesla is down to a 10% market-share in Norway as well, so they completely squandered their first-mover advantage there as well. Apparently the "dinosaurs" managed to ramp up and pivot quite nicely despite what everyone said.
- rootusrootus 4y ago
  > Norway was way ahead of the curve on EV adoption for a bunch of reasons Ironic given how much they benefited from exporting pollution to the rest of the planet.
- jacquesm 4y ago
  Interesting, I wasn't aware of that, thank you for the correction. Incredible in a way, to be so far ahead and with such a regulatory tailwind to be able to squander the lead. One of the things that has been at the back of my mind is this: when the CEO of a large company is selling large volumes of stock they know more than anybody what is at stake. A CEO that has an optimistic outlook about the company they run will buy stock, not sell it. Elon has been selling across a 50% drop as though it makes no difference.