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Tesla shows no sign of improvement in May sales data
- Mr_Eri_Atlov 1y agoI can't imagine how begging for Trump to turn the white house lawn into a used car lot for your dipshit dumpster mobile did not in fact turn your continued sales deficit around.
- msgodel 1y agoI don't think the current shareholders care about sales/sales growth right now. They're discounting cash flow from robotaxi/optimus dreams. Whether that makes sense is pretty subjective. Personally I think they're overly optimistic and that's why I'm not a Tesla shareholder.
- solid_fuel 1y agoMusk already has a LONG history of undelivered promises. Full-self-driving has been "coming next year" for a decade. Now, he seems to be spending his days on ketamine fueled posting binges and fist fights in the white house instead of running Tesla and SpaceX. If I was a tesla investor I would want out immediately.
- disillusioned 1y agoThe Robotaxi "trial" in Austin has a chance to be supremely embarrassing and potentially ruinous, depending on just how weird it gets. Waymos get stuck doing weird stuff sometimes, which makes the news, but broadly speaking, they've completed 10 million paid, driverless rides, and their accident/injury rate is provably lower than human drivers, and there have been, to my recollection, essentially no catastrophic Waymo-faulted pedestrian interactions (ala the original Uber issues). Owing to the difference in sensor suite, I'm curious if Tesla FSD will be able to truly keep that same margin of safety, but I'm not super confident, and having to pause or rollback the trial would be a big hit in the underlying "value" of TSLA, I reckon.
- lynx97 1y agoIn other words, cars will be full-self-driving when Linux hits the desktop.
- AndrewDucker 1y agoWaymo have had self-driving taxis for years now.
- rtkwe 1y agoYes but they have LIDAR which Musk has steadfastly refused to have in Teslas (probably becasue if it does turn out to be required he's in deep shit for all the cars he's sold so far without it they could be forced to upgrade).
- lynx97 1y agoWell, friends of mine use Linux as a desktop since more then 10 years now. So my point is pretty much confirmed. I'll believe the self-driving taxi hype when I am every able to drive own to my place of brith. I am pretty confident that is not going to happen before I die.
- throitallaway 1y agoStill waiting on that coast-to-coast FSD that was supposed to happen in 2017. Elon is a fantastic showman.
- CobrastanJorji 1y agoI think there was also a very sensible "they also run the U.S. government" value, although that seems less true in recent weeks.
- taurath 1y agoHe got all the contracts and contacts he needs from his time kissing trumps ass while terrorizing charity workers. He was in the Middle East and all over getting signed commitments for starlink. The military will pay him because there are no alternatives. So will many countries. $TSLA isn’t a car company anymore, it’s $ELON and he’s trying to be a trillionaire and be more powerful than heads of state. Gilded age indeed. Fun fact, John D. Rockefeller at his peak of wealth was equivilent to 3% of the GDP of the United States. That 3% figure right now would be $870B.
- nickthegreek 1y agoMusk just tweeted that people need to call their representatives and kill the bill. We see how DOGE treats contracts it doesn’t like. It would be some delicious irony if those new contracts find the way to the shredder.
- darth_avocado 1y agoI’m just waiting for the promised FSD to be delivered before whatever else he’s promised
- ajross 1y agoDrove 200 miles on FSD just yesterday. It's been months, maybe more than a year since I've had to intervene with the system for any reason beyond convenience ("I the human am smarter about lane selection so I'll drive" -- even then it's only about 50/50 that I'm actually right). Obviously in the current environment it's not worth having the fight. Musk's brand implosion will be studied for decades as probably the biggest preventable destruction of shareholder value in history. Nonetheless the cars remain great cars, even if it's no longer appropriate to say so. FWIW: used values have dropped too. If you don't want to line DOGE pockets or whatever, you can get a great deal on one from Carvana et. al.
- sumeno 1y agoI don't want more anecdotes from beta testers or massaged numbers from Tesla. I want truly independent verification. For every anecdote about how great it is there's another video showing a Tesla swerve into a tree or turn onto train tracks for no reason
- ajross 1y agoIt's very clear that what you don't want is a Tesla, period. And I accept that. The externalities of the current environment are such that this is no longer a winnable fight about cars. But nonetheless they are and remain really great, frankly transformational vehicles and they remain easily accessible if you want to investigate for yourself.
- modeless 1y agoThe video of swerving into a tree was caused by the driver turning the wheel and disengaging FSD. It's clear and unambiguous in the crash report data. You should check the news sources you're relying on. What ultimately matters is the statistics, and while the statistics Tesla has released are not very convincing, we can at least be sure that supervised FSD is not dramatically more dangerous than human drivers. That would definitely have been obvious in the statistics by now.
- more_corn 1y agoRobotaxi will flop. The only saving grace would be a merger with Xai which would be batshit but it’s just the sort of batshit that he specializes in.
- throitallaway 1y agoXai has acquired X, so why not also acquire Tesla? That would give him what he wants (full control of Tesla.) The shell game continues.
- neepi 1y agoCorrect. They don't. They're throwing cash in because they're running on faith and marketing. There's a lot of TSLA promotional noise from influencers (Lutnick included) to buy buy buy. This is of course because the institutional investors are getting out and want you to buy so they don't make the loss when it collapses. The whole market is totally insane at the market, inflated on promises not delivery. There's only one way it's going.
- msgodel 1y agoThis kind of thing goes in the same bucket (at least in my mind) as the traders who think UHC and PLTR are part of some great deep state conspiracy. Those things do happen from time to time but especially when they become popular they create an opportunity for counter elites to disrupt you. Competent leaders seem to (I'd argue appropriately) consider these a liability more than an asset. I think the market is going to be neutral on them for that reason. I also think conspiracies are much more rare than people like to think. A lot of them turn out to just be similar people thinking the same thing.
- daft_pink 1y agoIt’s really sad that people are giving up high quality reasonably priced electric vehicles over politics. I’ve driven a Prius for years, because it’s obviously to me that sending money to shady petro states all over the world is just a bad idea and the volatility of oil prices isn’t worth it and the overall maintenance and reliability of my hybrid vehicle is incredible. I probably will replace it with a Tesla, but I’m hoping they release a 3 row with a reasonable 3rd row seat that would be great for my family and there’s no rush because I don’t really drive too much. That being said, I think Tesla’s are obviously incredible engineering feats that everyone should want. Politics aside.
- notwhereyouare 1y agothere have been video after video about how they aren't high quality. both on the software front and the build quality
- deleted 1y ago[deleted]
- propter_hoc 1y agoI'm not sure you should generalize from your Toyota's reliability to Tesla. https://insideevs.com/news/731559/tesla-least-reliable-used-car-brands/ https://insideevs.com/news/731559/tesla-least-reliable-used-...
- jdross 1y agoI'm not saying this doesn't hold, but this includes every first-run first-model car from Tesla (5-10 years old cohort), and decade+ old refined models from every other brand. Admittedly just a hunch, but I suspect the data for the more recent cohorts and Tesla models is much better than this data shows
- sumeno 1y agoGiven the quality issues of their most recently released vehicle, a truck that makes the Ford Pinto look respectable, I'm skeptical
- CommenterPerson 1y agoThe parking lot of a nearby struggling mall is full of new unsold Teslas. It's a beautiful sight, and hope the parking fee continues to help the mall.
- throitallaway 1y agoIs this mall active or abandoned?
- reaperducer 1y agoHe wrote "struggling," so it sounds like it's in between.
- ofjcihen 1y agoI’m just not surprised given the flood of videos showing ridiculous manufacturing issues and Musks desire/need to reinvent the wheel unnecessarily. I had considered getting a Tesla for years but there’s no way I can make that purchase make sense now.
- DesiLurker 1y agoseriously just put door handles like a normal car, both inside and out, wtf is wrong with this guy. also drop the freaking wind doors for X, they are tacky, annoying and full of issues.
- SAI_Peregrinus 1y agoOr for door handles, if you really don't want drag, use an over-center mechanism like in a retracting pen: press in to get it to pop out, purely mechanical. Include an actuator to allow automatic extension of the handles via software, but let the user mechanically actuate it as a fallback. These sorts of mechanisms aren't new, or difficult.
- duxup 1y agoI think Tesla managed to really tap into that "something new" in the world of cars where things are very homogenized. Fans were happy to be the beta testers, for a long time. Having said that, I'm with you, for me my car takes me from place to place, that's all I want.
- throwanem 1y agoTesla's done the same brilliant job GM did in the 80s of demonstrating why ostentatious novelty in the auto industry tends rare, and I think for most of the same reasons.
- abeppu 1y ago... but now, the "something new" isn't that new anymore. The model 3 looks similar today to how it looked in 2018 right? And in some places, they're everywhere. I can see how the more recently released EV models from other manufacturers feel newer, haven't had the same quality control PR disasters as Tesla, and don't have a CEO who is a giant political liability.
- miaotech 1y ago[dead]
- Analemma_ 1y agoI think Tesla's situation is actually even worse than the quarterly numbers suggest. I'm reasonably happy with my Model 3, but I will never give Tesla another cent. The three other Tesla owners I know all feel the same way, and I know two more people who were considering buying Teslas but completely abandoned those plans this year (both got Hyundai Ioniqs instead and report they are pleased with them). It will take a while for stories like this to filter to the top-line numbers because car replacement cycles are so long, but just on anecdotes I really don't see Tesla returning to growth anytime soon. The brand is absolutely toxic now.
- baggachipz 1y agoI had to go a step further and sell my Tesla outright. I couldn't be associated with the brand anymore, it made me ill. I figured the best thing I could do is contribute to the glut of Teslas on the market, thus driving down demand and prices ever so slightly.
- addaon 1y ago> but I will never give Tesla another cent Is there a mature independent repair shop market yet? What is third-party part availability like? I've talked with a bunch of folk who have considered getting a used Tesla given how dirt cheap they are, but no one was confident they could operate a Tesla without giving the company money.
- Analemma_ 1y agoSorry, I didn’t phrase that accurately: I intend to drive this car until it dies, and will give Tesla repair money where absolutely necessary. But I certainly won’t be a repeat buyer.
- leesec 1y ago[flagged]
- saubeidl 1y agoI don't hate technology. I hate people that kill kids by gutting aid programs, exfiltrate government data and support fascist movements around the world all while pretending they're some sort of Tony Stark figure.
- leesec 1y agoVery noble and honorable of you to say this. You should buy a worse car because of these tenuously related notions.
- more_corn 1y agoI’d say I did Nazi that coming but it’d be a lie.
- atum47 1y agoI'm still holding though. I bought shares at a low price and I'm expecting to double my money on it. Fingers crossed!
- hadlock 1y agoWhen it was time to replace the old family car in April 2025, we very explicitly went and bought an ICE hybrid Toyota at an enormous premium, despite multiple test drives and planning for years on buying a Tesla electric BEV, due to recent events.
- tzs 1y agoICE hybrids are interesting. If you take a lot of road trips energy costs can actually be lower with a good ICE hybrid than with an EV. For example if the DC chargers on a road trip are $0.25/kWh and an EV averages 4 mi/kWh then a Toyota Prius will do that road trip for less if gas averages under $3.50/gal. Gas is under that in most states. If you have to pay $0.40/kWh than a Prius will beat an EV if gas is under $5.60, which I believe is currently the case even in California. If you don't do road trips and can charge at home (which in most places should be a lot less than commercial DC charging) then EVs win in most states, although there are a few where due to high home electricity costs and low gas costs hybrids win even against home charging.
- hadlock 1y agoWe're definitely not taking any extended road trips in something as small as a Prius if we can help it
- deleted 1y ago[deleted]
- m463 1y agoNobody mentions that the cars themselves have gotten less appealing. No dashboard, no stalks, everything on the central touchscreen. It is not minimalist elegance, it is cheap cost-cutting. Even the s/x are cheapified.
- modeless 1y agoThis take makes zero sense. Central touchscreen, minimalist design, and and no dashboard display has been the design since the Model 3 first came out. None of that changed. It didn't stop the Model Y from becoming the best selling vehicle of any kind worldwide. The stalk thing is new but the new Model Y has the turn signal stalk added back (actually it was never removed from the Y), so they are backing down on that.
- jq-r 1y agoI test drove 3 and Y recently and was very impressed. They are very comfortable to ride, be in, silent, roomy and simple to operate which I cannot say the same for German cars in the same range. Those seem to be stuck in "we've built these cars for decades, let's just put an electric motor, add eye candy, high price and call it electric cars". Teslas are considerably cheaper to buy than german cars with the same amount of kit in my country. You always have a feeling they are nickel and diming you for every single thing.
- mrtksn 1y agoI don't think the German cars are the concern in this case. The Chinese and the Koreans are.
- jq-r 1y agoThey've taxed Chinese cars to hell in EU (unfortunately), so I'm sure people are reluctant to buy a car (as a big expense) of a Chinese company with no well known track record compared to established players.
- m463 1y ago
- jqpabc123 1y agoI'm starting to entertain conspiracy theories with regard to TSLA stock. Simply because there is no other way to really explain it. No rational basis for a P/E of 180. No reason for the stock price to increase while sales and earnings decline. No reason for industry analysts to maintain a buy rating on a stock that is clearly WAY over bought. Unless they have some undisclosed incentive for putting their reputation on the line to do so. https://www.marketwatch.com/story/buying-teslas-stock-ahead-of-the-robotaxi-launch-heres-what-to-know-first-fd8e202b https://www.marketwatch.com/story/buying-teslas-stock-ahead-...
- leesec 1y agoThere's very obvious ways to explain it, you should at least consider what would happen if they do what they say what they are going to do
- jqpabc123 1y agoIf if they do what they say they are going to --- even if they steal all of Uber and Waymo's business --- the current price of TSLA stock still can't be justified. Uber is just minimally profitable --- without investing large sums in autos or assuming liability for their operation. No way Telsa can do so, undercut them on price and be crazy profitable all at the same time.
- BonoboIO 1y agoEnron 2.0
- tim333 1y agoBull case here https://youtu.be/F0dpZGhG_vU https://youtu.be/F0dpZGhG_vU largely that Elon is good at building companies. He did the largest Rocket and EV companies and will do robots and maybe AI.
- jqpabc123 1y agoHe has shown that he is good at breaking companies too. https://www.cnn.com/2025/04/02/business/tesla-sales https://www.cnn.com/2025/04/02/business/tesla-sales