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Tesla sales drop 35% in San Diego County
- abcd_f 2y agoI would've expected a much larger dip.
- gmm1990 2y agoThat was for February, I think it could be a lot higher in March.
- furyg3 2y agoIndeed. There were probably a lot of January purchases (pre-salute and salute fallout) that were delivered in February; and that was only the start.
- RandomBacon 2y agoProtesters views on either "side" do not represent the majority views. I imagine most people who were interested in buying a Tesla, are not interested in being the victims of vandalism, violence, or hate.
- Trasmatta 2y agoIt's also possible that people who were interested in buying a Tesla are not interested in buying a car from a man who will sig heil twice in public. There are actually still a lot of people that find Nazis revolting.
- spacemadness 2y agoNot according to the oh so moderate and reasonable HN comments. Having an opinion about that to the point of painting signs or showing any sign of protest is an extreme view.
- RandomBacon 2y agoI think Nazism is terrible, nor do I think it was an attempt at a Nazi salute. Some people will call it a "dog whistle", but it definitely wasn't a Sieg Heil.
- twixfel 2y agoLooked like one to me.
- scarecrowbob 2y agoIf a large bit of the US had thought I'd one a sig heil at a large event, I would certainly clarify that it wasn't one instead of making fun of the folks who ere "confudsed". The lack of clarification is all the clarification I need. "Who are you gonna believe, me or your lying eyes" only goes so far for most of us. Not everyone, I guess, but really, hoss we're not idiots and can tell what it was.
- NekkoDroid 2y ago> The lack of clarification is all the clarification I need. Even if he'd clarify it, his twitter posts/retweets are very much leaning in the nazi-esque direction. So any benefit of the doubt is already out of the window when not just looking at that event in a vacuum.
- RandomBacon 2y agoI'm not on TwitterX, nor do I follow clickbate stuff online. The nuances I'm seeing do not support the narrative that he is essentially Hitler reincarnated. I'm not saying I support what he's doing; he's definitely not taking the best approach to his stated goals. But I give people the benefit of doubt (on both "sides") until proven otherwise. Can you please link to ones you think support the Nazis or Nazi ideology? I did a quick search and all I'm getting are the recent stupid Nazi jokes in response to people's outrage about what Musk did, or the one where Musk was talking about how government workers did Hitler's bidding.
- kasey_junk 2y agoI imagine, if the cultural signal is not the issue (which would be weird cars are perhaps the second most signaling purchase someone makes) it’s the resale value. All teslas have cratered in value a minuscule number of them have been vandalized.
- InsideOutSanta 2y ago> cars are perhaps the second most signaling purchase someone makes Exactly this. In addition to outside signaling, buying a Tesla is a decision people often made for moral reasons. They decided to buy an expensive, relatively poorly made car with a limited range (compared to an IC car) because they could mentally offset the disadvantages of the car by morally justifying the purchase. Today, though, this is a pretty difficult justification to make.
- ivewonyoung 2y ago> All teslas have cratered in value Source(s) ?
- kasey_junk 2y agohttps://www.foxbusiness.com/markets/thinking-selling-your-tesla-values-dropping https://www.foxbusiness.com/markets/thinking-selling-your-te... https://insideevs.com/news/753814/used-tesla-values-depreciation-high/#:~:text=The%20data%20shows%20that%20used,in%20CarGurus'%20used%20vehicle%20index.&text=At%20the%20center%20of%20the,%25%20year%2Dover%2Dyear. https://insideevs.com/news/753814/used-tesla-values-deprecia...
- reustle 2y agoNot just Teslas, most EVs
- 42772827 2y ago[flagged]
- askl 2y agoOf course a 100% drop would be better, but at least it's a move in the right direction. (No pun intended)
- InsideOutSanta 2y agoThis is a huge change. These kinds of boycotts and protests usually barely impact sales. The Bud Light boycott had a relatively strong impact on sales, resulting in a 26% decrease in in-store sales in the US. The effect on Tesla seems to be way bigger, and it's not limited to only US sales. Another prominent example of a global boycott is Nike during the 1990s, but despite the widespread coverage, their revenue actually continued to grow. A 35% sales drop is pretty crazy.
- rcMgD2BwE72F 2y ago>A 35% sales drop is pretty crazy. It's not, if you realize they started the quarter with almost no inventory (12 days in end of December, which is nothing for an OEM with no dealership). More importantly, they shut down the production lines for the Y model to convert them to the new 2025 Juniper version. That's 2/3 of their total sales. You can't sell cars you have no produced, obviously. It's April-May that you have to watch for deliveries, now that they finally started shipping the new Y out of Texas.
- InsideOutSanta 2y agoBut then your point is not that 35% isn't a huge change; it's that the boycotts aren't causing the change.
- rcMgD2BwE72F 2y agoBoth. A 35% change in one month, when the production lines are being retooled for a new version of the most popular model… is nothing special. Because it was planned and couldn't be managed differently (except by stuffing inventories, which is stupid when you annonce a new model). This can easily be compensated with raising sales of the most popular vehicle being sold globally. That what's the Chinese market is proving already with ~130,000 units to be sold this quarter (same as last year).
- xiphias2 2y agoBoycott is not the same a burning cars. The sales of the car I own are going down in general, but the only way it affects me is that I know the software bug won't be fixed. Tesla owners must be scared now to get attacked.
- hu3 2y agoIs there still a queue to buy a tesla?
- rvnx 2y agoTop banner on Tesla.com: > Inventory Model Y Available Now - Explore Reduced Pricing - View Inventory
- rcMgD2BwE72F 2y agoThey have a total of 1059 new vehicles in inventory in the US (data from https://ev-cpo.com/# https://ev-cpo.com/# on March 24, 2025). Seems like a tiny number for an OEM that had 4.2% of US auto market share at EOY 2024.
- dagw 2y agoThey're just trying to dump old inventory ahead of the launch of the new Model Y next month. If the new Model Y doesn't sell then Tesla can start to worry.
- jxjnskkzxxhx 2y agoWasn't Elon part of the campaign to boycot bud light because he didn't like an ad? So now people are boycotting Tesla for destroying American government and promoting fascism in Europe.
- rvnx 2y agoIt's even more insidious, because even if you like Tesla, your car may get scratched by people who don't like Tesla. But yeah, perhaps telling allies in Europe to get fucked, and tell our friends that the US was embracing the idea to economically attack Canada and potentially militarily Denmark, supporting the idea that the US deserves to get a piece of Ukraine together with Russia, weren't probably the smartest moves among millions of other things. I like Tesla as a product though (except the finish quality), but it's even less likely that FSD will come in Europe now... And now, more oddly, it is a remotely controlled video and microphone, so even more creepy seeing the personalities of the people behind.
- throwpoaster 2y agoThere’s been no talk of military attacks against Canada and Greenland/Denmark to my knowledge (as a Canadian). Do you have a link?
- bdcravens 2y agoWhile it's not exactly a military declaration, Trump said during the joint session to Congress, "One way or the other, we’re going to get it" in reference to Greenland.
- rvnx 2y agohttps://www.npr.org/2025/03/30/nx-s1-5344942/trump-military-force-not-off-the-table-for-greenland https://www.npr.org/2025/03/30/nx-s1-5344942/trump-military-... and now openly talks about military force
- rvnx 2y ago
- Symmetry 2y agoBack in January I was planning on getting a Model 3 around now. Probably I'll get an Ioniq 6 now.
- RandomBacon 2y agoI'm not a fan of any car company. Especially ones that eschew buttons for a touchscreen. I am however looking forward to see how the new Ramcharger does (RAM 1500 with all-electric drivetrain (145mi) and built-in V6 generator for extended range (690mi)).
- tnolet 2y agoWas in the market for a Model Y. Got Volvo EX40 instead. Glad I dodged that bullet.
- bdcravens 2y agoI made the same decision 2 1/2 years ago, cancelling a Model 3 order and going with an EV6.
- nickspacek 2y agoOur Kia EV6 (similar platform) has been great, besides its 12V flooded battery once going flat and disabling the vehicle. The EV6 has a big touchscreen, a touch screen for combined media/climate controls, capacitive buttons for seat heat and steering wheel heat. However, many of the controls are available as physical buttons as well.
- Symmetry 2y agoThe EV6 is the other car I've been thinking about, actually. I'm going to need to test-drive both some weekend we're not busy with the work on the new house.
- willvarfar 2y agoWe have an EV6 and love it. So, ... house project? Also starting a house project. Is there some forum other than youtube for self builders?
- jl6 2y agoI really hope other EV brands are picking up the lost sales, rather than demand being displaced back to ICE vehicles. Hating the owners of Tesla stock is one thing, but the owners of oil & gas stocks are far worse.
- willvarfar 2y agoIn Europe EV sales are up whilst Tesla is down. https://www.msn.com/en-us/autos/news/volkswagen-bmw-group-electric-cars-outsell-tesla-in-europe-in-february/ar-AA1BxBcS https://www.msn.com/en-us/autos/news/volkswagen-bmw-group-el...
- rcMgD2BwE72F 2y agoWhile their European production lines were down because of the switch to the new Y "Juniper" version? Of course sales are down if you start the quarter with near zero inventory and shutdown your factory. Also, the Y lines were also down in the US and in Shanghai. It was the first time they launched a new version globally and simultaneously.
- willvarfar 2y agoIt seems to me, being the kind of person to want an EV and being surrounded by people who do, that the recent downturn is very much about Musk. There are other contributing factors like less competitive offering, much stronger new rivals, price, build quality issues etc. But at it's heart it seems to really be very much because everybody buying EVs thinks Musk and what he stands for awful. He has directly upset his core customer base. I can't think of anyone I know with a Tesla who just brought an EV because it was a car. Teslas weren't utility, they were a statement.
- Gud 2y agoYeah. I was a huge, vocal fan of Elon, Tesla and SpaceX. Now I’m just embarrassed. When I see a Tesla, I always wonder if the driver regrets his choice. When they were new I greeted Tesla drivers with a smile and thumbs up.
- cagenut 2y agoi'm looking forward to seeing the hard numbers on the april 29th earnings call
- huhtenberg 2y agoApparently Tesla got caught cooking their books to the tune of 1.4B [1], so the numbers reported on the earnings call might not be as precise as one would expect. [1] https://finance.yahoo.com/news/tesla-1-4-billion-seems-111300909.html https://finance.yahoo.com/news/tesla-1-4-billion-seems-11130...
- sqrt_1 2y agoDidn't Tesla's top selling car (Model Y) get a refresh last month? Potentially a lot of buyers waiting to get the new model.
- filoleg 2y agoYeah, deliveries are starting in May.
- mrweasel 2y agoThe Tesla stock is really interesting. It has dropped yes, but the value it lost is basically only what it gained from Elon Musk supporting Trump from October and until earlier this month. The value removed, while large, was only because the market apparently expected Tesla to benefit from the Musk-Trump relationship, when that turned out to be a fluke the added value was swiftly removed and the stock price returned to it's original trajectory. It's almost as if recalls, slowing sales and damage to the brand doesn't affect it all. The conspiracy nut in me believe that someone is artificially keeping the price high.
- blindriver 2y agoSan Diego leans right so I’m curious how things are in the rest of the US.
- pcwalton 2y agoSan Diego County was D+17 at the presidential level in 2024, not exactly right-leaning in national terms. It's slightly right of California (D+20) as a whole, I suppose.
- deleted 2y ago[deleted]
- jopsen 2y agoSome of this is probably the new Model Y, that people are waiting for. And probably also competition. But the political stuff sure doesn't help. Especially not when want to feel good/green when buying an EV.
- 7e 2y agoIf this was just the Model Y refresh, Trump wouldn't be on the Whitehouse lawn telling people to buy Teslas, like the corrupt car salesman he is.
- jacktheturtle 2y agoi don’t understand how so many people are doing such illogical actions and justifying it because of “Elon”. Elon != Tesla.. get off social media and read something, come to your own conclusions. don’t just blindly follow others.
- blisterpeanuts 2y agoAlso, Elon != Tesla car owners.
- RandomBacon 2y agoI don't care for their cars, but I feel bad for the victims who were just trying to buy a vehicle with a better drivetrain or save the environment.
- Gud 2y agoIf they wanted to “save the environment “, they would have gotten a bus pass. You may argue that a person needs a car, but I would argue they have chosen a specific lifestyle requiring one.
- blisterpeanuts 2y agoElectric cars do have an effect on urban air pollution, though. Chinese cities have really cleaned up the air and become more breathable recently, for example. You used to have black soot coming out your nose; it was awful.
- unixhero 2y agoThis undeniable. In Shenzen the air was quite healthy, whereby all taxis, buses and motorcycles and tuktuks were all electric!
- jamincan 2y agoWhy do you think Tesla stock prices doubled after Trump's election? Obviously Tesla is more than just Elon, but it is pretty clear that a huge portion of its market cap can be attributed to Musk and hype that he generates.
- throwel 2y ago[flagged]
- simonw 2y agoWith hindsight it's interesting to consider what a vulnerable position Musk is in. Tesla stock has been massively over-valued for years - it's been clear that a company selling less cars than most other name-brand auto manufacturers shouldn't be one of the top ten most valuable companies in the world, but had a valuation that was propped up by Musk's massive fame and visibility. (Of course shorting Tesla was always a risk, because "the market can remain irrational longer than you can remain solvent".) As Musk, the worst thing you can do in that position is to wildly pivot into right wing politics and piss off a huge chunk of the world's population who can both afford your cars and care about climate change. Right wing fans who can afford $100,000+ for a Cybertruck aren't going to make up that gap.
- blisterpeanuts 2y agoTesla is not just cars. Their large scale solar power storage business is growing, they manufacture batteries, they have the largest charging infrastructure for end users, massive super computing to crunch fsd data, a lithium refinery in Texas starting up this year, and their humanoid robotics division. Perhaps their stock was overpriced, perhaps not. Long term, there’s tremendous upside and right now it’s arguably a buying opportunity. Musk’s involvement with DoGE will end in a matter of months or maybe a year, and the people keying cars and engaging in political theatrics outside Tesla dealerships will soon move on to the next cause.
- archagon 2y agoMusk is inextricably tied to MAGA and global rightwing populism at this point, DOGE or no DOGE. If and when the US starts invading allies and sending Democrats to El Salvador, the brand will become unsalvageable barring Musk’s complete eviction from the company — and maybe not even then.
- blisterpeanuts 2y agoIf such bizarre actions were to actually take place, Tesla’s brand will be the least of our problems. It’s like saying that if Musk unleashes a billion Optimus robots to take control of the world, people will be mad and stop buying Teslas.
- DaveMcMartin 2y agoI wish Musk had stayed out of politics. I still think his companies have done more good than harm.
- margalabargala 2y agoI agree that his companies have done more good than harm. I am no longer sure that remains true, if we also consider the good/harm that Musk himself has done independent of his companies, as a political figure.
- mattbrewsbytes 2y agoTesla's non-truck vehicles all look the same and the design is dated. They have yet to prove they can do a car redesign successfully to my knowledge. It takes a lot of effort for a car company to redesign and re-tool their factories to produce a quality new version of a vehicle. They had massive problems when initially launching and until proven otherwise they could repeat those problems if/when they do a re-design. If Musk would step aside as CEO, they do a successful re-design of each model, offer an affordable bare bones EV (200mi range, slow 0-60, FWD), then I think the company would be rock-solid as an investment and sales would go through the roof and they would break past the 5% of total car sales barrier.
- bryanlarsen 2y agoSome of your comment is wrong, IMO. Some of it is correct. Last year I would have jumped in to correct your errors. But I've since sold my stock and am considering selling my car. One of Tesla's greatest assets were its fans. We've been burnt. Let the haters win.
- mattbrewsbytes 2y agoMy comment is my opinion, its neither correct or incorrect. Car designs get dated and need refreshes every few years (my opinion). Tesla has not gone through this cycle that all other car manufacturers go through (fact?) so I think to prove itself it needs to successfully navigate that cycle. Opinionated, politicized CEOs of consumer products is not a good idea, doesn't matter what party affiliation. Its going to cause issues with the company and the board of directors would be justified in ousting someone like that. There's just not going to be a good outcome with someone like that at the helm.
- bryanlarsen 2y agoThere is no major component of the Model 3/Y that has not seen a major redesign over the years: frame, motor, battery, Heat & A/C & battery/engine cooling/warming, suspension, computer, windows, auxiliary battery, et cetera.
- flexie 2y agoAlmost all automobile manufacturers are valued with P/Es around 4-15. This is true for GM, Ford, Stellantis, VW, BMW, Toyota, Hyundai, SAIC, Nissan, Honda, Suzuki, etc. Why? Because no-one expect them to grow much. Right now, after losing almost half of its value, Tesla's stock still has a whooping 122 P/E; Tesla is still valued as a growth company while their sales are collapsing in the US, in Europe and in China, and with no other obvious market to compensate. Tesla hasn't launched a new mass market vehicle since March 2019, when Model Y was presented. That's 6 years ago! What other car manufacturer would survive so little innovation for so long? There are no new mass market vehicles in sight, just some robot taxis and robots and dreams of somehow generating a trillion dollar market on that in the very urban markets in the US and Europe where politicians and consumers despise Musk. Good luck with that. Already in 2024 - long before Musk went full throttle MAGA - Tesla stopped growing. By now, European and Asian competitors have caught up with Tesla. Yes, Tesla is among the best on some measures, like price and range, but notby much, and it's also far down on the list on other aspects; the market is saturated with its 2 main models, it's not very luxorious, it's not of very good quality, etc. It's one good choice out of many good choices. The growth is gone, the moat is gone, and the Musk brand is now a liability. Tesla shareholders are in for a rough ride.
- JumpCrisscross 2y agoSacramento should just bite the bullet and ban self-driving systems without redundant perception modes, e.g. camera + Lidar.