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My general opinion of Tesla is that they are going to face significant headwinds. Its been obvious on the site that sales have become 'sustained' due to the fac
by bearjaws 4y ago
My general opinion of Tesla is that they are going to face significant headwinds. Its been obvious on the site that sales have become 'sustained' due to the fact you can order in April and get the car in April. You can already see margin dropped 10%.
1. Warranty repair work is piling up on a fleet of hastily built cars (I've had my 2018 M3 AWD in the dealership in the shop 3x in the last 3 months)
2. Tax credits diminishing
3. Interest Rates make the cars 20% more expensive than two years ago
4. Elon Musk driving away many of the types of people who would want his EVs
5. FSD is not going to work on the existing fleet without further upgrades