6 ms·

I would've expected a much larger dip.

by abcd_f 2y ago

gmm1990 2y ago
That was for February, I think it could be a lot higher in March.
- furyg3 2y ago
  Indeed. 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 ago
Protesters 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 ago
  It'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 ago
    Not 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 ago
    I 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 ago
      Looked like one to me.
      - scarecrowbob 2y ago
        If 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 ago
        I'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.
        scarecrowbob 2y ago
        You don't deserve a damn argument about this, so shut up.
- kasey_junk 2y ago
  I 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 ago
      https://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 ago
    Not just Teslas, most EVs
42772827 2y ago
[flagged]
askl 2y ago
Of course a 100% drop would be better, but at least it's a move in the right direction. (No pun intended)
InsideOutSanta 2y ago
This 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 ago
    But then your point is not that 35% isn't a huge change; it's that the boycotts aren't causing the change.
    - rcMgD2BwE72F 2y ago
      Both. 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 ago
  Boycott 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.

I would've expected a much larger dip.

by abcd_f 2y ago

I would've expected a much larger dip.

gmm1990 2y ago

That was for February, I think it could be a lot higher in March.

furyg3 2y ago
Indeed. 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 ago

Protesters 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 ago
It'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 ago
  Not 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 ago
  I 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 ago
    Looked like one to me.
    - scarecrowbob 2y ago
      If 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 ago
        I'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.
        scarecrowbob 2y ago
        You don't deserve a damn argument about this, so shut up.
kasey_junk 2y ago
I 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 ago
    https://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 ago
  Not just Teslas, most EVs

42772827 2y ago

[flagged]

askl 2y ago

Of course a 100% drop would be better, but at least it's a move in the right direction. (No pun intended)

InsideOutSanta 2y ago

This 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 ago
  But then your point is not that 35% isn't a huge change; it's that the boycotts aren't causing the change.
  - rcMgD2BwE72F 2y ago
    Both. 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 ago
Boycott 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.