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Tesla vehicle production continues to grow at a very high rate however. Being over 75% of a market is ridiculous. That's kind of expected. Tesla has said many t

Tesla vehicle production continues to grow at a very high rate however. Being over 75% of a market is ridiculous. That's kind of expected. Tesla has said many times they're not competing with EV companies, they're competing with all vehicle production. Also are you measuring vehicle sales or vehicle ownership? Anything over 50% production and Tesla vehicle ownership percentage continues to grow versus any other vehicle, EV or otherwise. > Market consensus has them at 11% by end of 2024. I laughed when I saw that number. Who is claiming that? Because that's certainly not consensus. I can only find things from mid-2022 and that predates Tesla's price drop.

hedora 4y ago
By sales. Merrill Lynch published the report I am thinking of. They dropped from > 70 to 63 last year, and missed sales estimates for Q4. https://finance.yahoo.com/news/tesla-share-ev-market-dropping-211500950.html https://finance.yahoo.com/news/tesla-share-ev-market-droppin... Also, their competition is ridiculously strong. Want a luxury EV with a nice interior? There are many options, and most have physical controls and a touch screen. Want a truck? Cybertruck will likely be fifth to market. Van or off road vehicle? You aren’t getting a tesla. Want hands free self driving on the freeway? Wait 18 months for a GMC. (Cruise is getting 10,000x more miles per disengagement than Tesla). Inexpensive long range vehicle? Chevy Bolt. Ecobox? Leaf, used volt, or similar. It doesn’t really matter if they are targeting the whole market if they can’t hold a big percentage of their niche. It is unclear if they can even dominate midrange or luxury sedans at this point.
- vel0city 4y ago
  You don't even need to wait for the GMC, some trims of the Bolt have the same SuperCruise system.
- mlindner 4y ago
  > They dropped from > 70 to 63 last year, and missed sales estimates for Q4. Yes they missed sales estimates, but it was still a substantial growth in sales Year over Year and Quarter over Quarter. > Also, their competition is ridiculously strong. Want a luxury EV with a nice interior? There are many options, and most have physical controls and a touch screen. Want a truck? Cybertruck will likely be fifth to market. Van or off road vehicle? You aren’t getting a tesla. That's your opinion and any vehicle with near insignificant sales can basically be ignored. There's very few other than Tesla. > Want hands free self driving on the freeway? Wait 18 months for a GMC. (Cruise is getting 10,000x more miles per disengagement than Tesla). Note: Not actually hands free given the extreme limitation in areas where it's allowed and it's disengagement without warning. > Inexpensive long range vehicle? Chevy Bolt. Chevy Bolt owners on EV subreddits constantly complain about slow charging speeds and it's incompatibility with real fast charging. This makes it not a long range vehicle. > Ecobox? Leaf, used volt, or similar. Leaf isn't an "ecobox". Volt isn't an EV unless you get the comparatively popular EV version. Not to mention the low production numbers of Volt.

hedora 4y ago

By sales. Merrill Lynch published the report I am thinking of. They dropped from > 70 to 63 last year, and missed sales estimates for Q4. https://finance.yahoo.com/news/tesla-share-ev-market-dropping-211500950.html https://finance.yahoo.com/news/tesla-share-ev-market-droppin... Also, their competition is ridiculously strong. Want a luxury EV with a nice interior? There are many options, and most have physical controls and a touch screen. Want a truck? Cybertruck will likely be fifth to market. Van or off road vehicle? You aren’t getting a tesla. Want hands free self driving on the freeway? Wait 18 months for a GMC. (Cruise is getting 10,000x more miles per disengagement than Tesla). Inexpensive long range vehicle? Chevy Bolt. Ecobox? Leaf, used volt, or similar. It doesn’t really matter if they are targeting the whole market if they can’t hold a big percentage of their niche. It is unclear if they can even dominate midrange or luxury sedans at this point.

vel0city 4y ago
You don't even need to wait for the GMC, some trims of the Bolt have the same SuperCruise system.
mlindner 4y ago
> They dropped from > 70 to 63 last year, and missed sales estimates for Q4. Yes they missed sales estimates, but it was still a substantial growth in sales Year over Year and Quarter over Quarter. > Also, their competition is ridiculously strong. Want a luxury EV with a nice interior? There are many options, and most have physical controls and a touch screen. Want a truck? Cybertruck will likely be fifth to market. Van or off road vehicle? You aren’t getting a tesla. That's your opinion and any vehicle with near insignificant sales can basically be ignored. There's very few other than Tesla. > Want hands free self driving on the freeway? Wait 18 months for a GMC. (Cruise is getting 10,000x more miles per disengagement than Tesla). Note: Not actually hands free given the extreme limitation in areas where it's allowed and it's disengagement without warning. > Inexpensive long range vehicle? Chevy Bolt. Chevy Bolt owners on EV subreddits constantly complain about slow charging speeds and it's incompatibility with real fast charging. This makes it not a long range vehicle. > Ecobox? Leaf, used volt, or similar. Leaf isn't an "ecobox". Volt isn't an EV unless you get the comparatively popular EV version. Not to mention the low production numbers of Volt.