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In 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-

In 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 ago
While 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 ago
  It 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 ago
    Yeah. 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.
  - rcMgD2BwE72F 2y ago
    That's an opinion, which I shared. The problem is that we believe this opinion-driven effect is proved by the dip in sales, but the numbers can easily be explained by a simpler reason: the Model Y, which accounts for 2/3 of the company sales, was refreshed in mid-January. Tesla had only 12 days of inventory at the beginning of the quarter. It took 3-5 days for the production lines to get back online and even more time to ramp up. Deliveries of the Model Y started in week 2 of March (at least in Europe). And it takes time to reach out most states/markets. Tesla moves the fastest in China, and we're seeing very good sales trend: close to full volume and they should reach ~130,000 sales, as much as Q1 2024 despite the production lines being down for weeks. It's one (good) thing to oppose Musk and his disregard for Tesla's mission (accelerate the transition to renewable energy) but it's a mistake to explain a drop in deliveries a sales issue when the missing cars just couldn't be produced due to planned downtime.
    - 7e 2y ago
      It's a convenient theory, but if the refresh were the only reason for the dip in sales, Trump wouldn't be on the Whitehouse lawn begging people to buy Teslas, like the corrupt car salesman he is.
- JumpCrisscross 2y ago
  > While their European production lines were down because of the switch to the new Y "Juniper" version? Prediction: the new cars will sell worse than the current ones. With an old Tesla model, you can plausibly deny your connection to Musk. With a new one you can't. The most popular car colours are black, white and grey. People generally don't buy opinionated cars, even if we like looking at them. Teslas are a politically-opinionated car. That restricts their market.
guelo 2y ago
There's a bunch of cool EVs being sold in Europe and China that we don't get access to because we have to protect Tesla's sales.

rcMgD2BwE72F 2y ago

While 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 ago
It 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 ago
  Yeah. 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.
- rcMgD2BwE72F 2y ago
  That's an opinion, which I shared. The problem is that we believe this opinion-driven effect is proved by the dip in sales, but the numbers can easily be explained by a simpler reason: the Model Y, which accounts for 2/3 of the company sales, was refreshed in mid-January. Tesla had only 12 days of inventory at the beginning of the quarter. It took 3-5 days for the production lines to get back online and even more time to ramp up. Deliveries of the Model Y started in week 2 of March (at least in Europe). And it takes time to reach out most states/markets. Tesla moves the fastest in China, and we're seeing very good sales trend: close to full volume and they should reach ~130,000 sales, as much as Q1 2024 despite the production lines being down for weeks. It's one (good) thing to oppose Musk and his disregard for Tesla's mission (accelerate the transition to renewable energy) but it's a mistake to explain a drop in deliveries a sales issue when the missing cars just couldn't be produced due to planned downtime.
  - 7e 2y ago
    It's a convenient theory, but if the refresh were the only reason for the dip in sales, Trump wouldn't be on the Whitehouse lawn begging people to buy Teslas, like the corrupt car salesman he is.
JumpCrisscross 2y ago
> While their European production lines were down because of the switch to the new Y "Juniper" version? Prediction: the new cars will sell worse than the current ones. With an old Tesla model, you can plausibly deny your connection to Musk. With a new one you can't. The most popular car colours are black, white and grey. People generally don't buy opinionated cars, even if we like looking at them. Teslas are a politically-opinionated car. That restricts their market.

guelo 2y ago

There's a bunch of cool EVs being sold in Europe and China that we don't get access to because we have to protect Tesla's sales.