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Note that Rivian deliveries (numbers came out today also) fell much more, percentagewise. Also worth pondering the scale. https://www.cnbc.com/2025/04/02/rivia

Note that Rivian deliveries (numbers came out today also) fell much more, percentagewise. Also worth pondering the scale. https://www.cnbc.com/2025/04/02/rivian-reports-fall-in-first-quarter-deliveries.html https://www.cnbc.com/2025/04/02/rivian-reports-fall-in-first... > Rivian reported a 36% decline in first-quarter deliveries on Wednesday, as the electric-vehicle maker grapples with weak demand, sending its shares down more than 2% at the open. > The company delivered 8,640 vehicles in the quarter ended March 31, down from 13,588 a year earlier. The deliveries, however, exceeded analysts’ average estimate of 8,200, according to Visible Alpha.

neogodless 2y ago
Meanwhile... > General Motors' sales rose 17% in the first quarter of 2025 > Electric vehicle sales nearly doubled in the quarter, rising 94% to 31,887, making GM the second-largest seller of electric vehicles in the U.S. behind Tesla. Of course GM still sells way fewer (EDIT: electric) cars than Tesla! (But the gap is closing.) > Toyota Motor North America (TMNA) today reported March 2025 U.S. sales of 231,335 vehicles, up 7.7 percent on a volume basis and up 11.8 percent on a daily selling rate (DSR) basis versus March 2024. > Sales of electrified vehicles for the first quarter totaled 288,796, up 39.6 percent on a volume basis and up 43.3 percent on a DSR basis representing 50.6 percent of total sales volume. (That includes hybrids, which they sell a lot of.)
- zfg 2y ago
  > Of course GM still sells way fewer cars than Tesla! GM sells more cars than Tesla, fewer EVs.
  - neogodless 2y ago
    Thanks, fixed!
_ea1k 2y ago
It is a tough environment for selling $70k+ trucks and SUVs like that. As nice as they are, vehicles like the EV9 and Lightning aren't much worse and are much cheaper.
m463 2y ago
Didn't lucid sales rise? https://electrek.co/2025/02/04/lucid-lcid-ev-sales-climb-50-jan-after-gravity-suv-launch/ https://electrek.co/2025/02/04/lucid-lcid-ev-sales-climb-50-...
- telotortium 2y ago
  The parent is talking about Rivian. Lucid sales are less than 10% of Rivian. I guess it shows that not literally every electric car maker is suffering, but the applicability to the wider market is limited (Lucid delivered less than 1,000 units total, even after their increase).

neogodless 2y ago

Meanwhile... > General Motors' sales rose 17% in the first quarter of 2025 > Electric vehicle sales nearly doubled in the quarter, rising 94% to 31,887, making GM the second-largest seller of electric vehicles in the U.S. behind Tesla. Of course GM still sells way fewer (EDIT: electric) cars than Tesla! (But the gap is closing.) > Toyota Motor North America (TMNA) today reported March 2025 U.S. sales of 231,335 vehicles, up 7.7 percent on a volume basis and up 11.8 percent on a daily selling rate (DSR) basis versus March 2024. > Sales of electrified vehicles for the first quarter totaled 288,796, up 39.6 percent on a volume basis and up 43.3 percent on a DSR basis representing 50.6 percent of total sales volume. (That includes hybrids, which they sell a lot of.)

zfg 2y ago
> Of course GM still sells way fewer cars than Tesla! GM sells more cars than Tesla, fewer EVs.
- neogodless 2y ago
  Thanks, fixed!

_ea1k 2y ago

It is a tough environment for selling $70k+ trucks and SUVs like that. As nice as they are, vehicles like the EV9 and Lightning aren't much worse and are much cheaper.

m463 2y ago

Didn't lucid sales rise? https://electrek.co/2025/02/04/lucid-lcid-ev-sales-climb-50-jan-after-gravity-suv-launch/ https://electrek.co/2025/02/04/lucid-lcid-ev-sales-climb-50-...

telotortium 2y ago
The parent is talking about Rivian. Lucid sales are less than 10% of Rivian. I guess it shows that not literally every electric car maker is suffering, but the applicability to the wider market is limited (Lucid delivered less than 1,000 units total, even after their increase).