3 ms·

Not releasing any new model in half a decade (let's forget about cybertruck - tesla already did) didn't help either.

deleted 1y ago
[deleted]
schiffern 1y ago
Nope, bad strategy advice. Tesla is battery-limited, not demand-limited. Adding models would only add complexity without meaningfully increasing revenue. It helps to know basic fundamental facts about the company.
- BigTTYGothGF 1y ago
  > Tesla is ... not demand-limited Per the article, this no longer seems to be the case.
  - deleted 1y ago
    [deleted]
  - schiffern 1y ago
    You fell for the "we didn't say it so technically we didn't lie" clickbait headline, I see. This article is the same recycled misinformation that's been repeated for years. What's actually happening is that Tesla does regional delivery waves, which results in large month-to-month fluctuations. Nothing new here. Yes Virginia, the media will distort information to sell eyeballs. Color me shocked!
    - buellerbueller 1y ago
      YTD-over-YTD, tesla sales are down 30% in EU. That is not explainable by month-to-month variation. You fell for the "numbers are real" conspiracy.
    - BigTTYGothGF 1y ago
      From the article: > The number of Teslas sold in the January-October period dropped 50.4% to 15,595 units, compared with the same period last year.
- mjamesaustin 1y ago
  Please explain how a demand limited company is seeing dramatic reductions in its annual sales? They used to be demand-limited. Not today.
  - deleted 1y ago
    [deleted]
  - schiffern 1y ago
    False premise. The company isn't demand limited, despite the (conspicuously implied and never actually stated) conclusion the headline desperately wanted you to reach. https://news.ycombinator.com/item?id=45827800 https://news.ycombinator.com/item?id=45827800 I really wish people had any media literacy left. This brand of lying without lying is extremely common in modern media, and also extremely easy to spot once you know what to look for.
    - afavour 1y ago
      Did you even read the article? > KBA said Tesla sold 750 cars in Germany in October, down by 53.5% from a year earlier. The number of Teslas sold in the January-October period dropped 50.4% to 15,595 units, compared with the same period last year. To be clear, you are suggesting that Tesla had no delivery "wave" between January and October? And that is the sign of a healthy company?
      - tcfhgj 1y ago
        His claim is it's battery limited. I understand that as too little batteries are able to be produced to match the demand?
    - Permit 1y ago
      Can you (instead of pontificating about media literacy) share evidence that Tesla is currently battery-limited?
- mentalfist 1y ago
  Delusional take. Look at sales and/or inventory trends over the past year. The demand is clearly crashing, and for many good reasons

deleted 1y ago

[deleted]

Nope, bad strategy advice. Tesla is battery-limited, not demand-limited. Adding models would only add complexity without meaningfully increasing revenue. It helps to know basic fundamental facts about the company.

BigTTYGothGF 1y ago
> Tesla is ... not demand-limited Per the article, this no longer seems to be the case.
- deleted 1y ago
  [deleted]
- schiffern 1y ago
  You fell for the "we didn't say it so technically we didn't lie" clickbait headline, I see. This article is the same recycled misinformation that's been repeated for years. What's actually happening is that Tesla does regional delivery waves, which results in large month-to-month fluctuations. Nothing new here. Yes Virginia, the media will distort information to sell eyeballs. Color me shocked!
  - buellerbueller 1y ago
    YTD-over-YTD, tesla sales are down 30% in EU. That is not explainable by month-to-month variation. You fell for the "numbers are real" conspiracy.
  - BigTTYGothGF 1y ago
    From the article: > The number of Teslas sold in the January-October period dropped 50.4% to 15,595 units, compared with the same period last year.
mjamesaustin 1y ago
Please explain how a demand limited company is seeing dramatic reductions in its annual sales? They used to be demand-limited. Not today.
- deleted 1y ago
  [deleted]
- schiffern 1y ago
  False premise. The company isn't demand limited, despite the (conspicuously implied and never actually stated) conclusion the headline desperately wanted you to reach. https://news.ycombinator.com/item?id=45827800 https://news.ycombinator.com/item?id=45827800 I really wish people had any media literacy left. This brand of lying without lying is extremely common in modern media, and also extremely easy to spot once you know what to look for.
  - afavour 1y ago
    Did you even read the article? > KBA said Tesla sold 750 cars in Germany in October, down by 53.5% from a year earlier. The number of Teslas sold in the January-October period dropped 50.4% to 15,595 units, compared with the same period last year. To be clear, you are suggesting that Tesla had no delivery "wave" between January and October? And that is the sign of a healthy company?
    - tcfhgj 1y ago
      His claim is it's battery limited. I understand that as too little batteries are able to be produced to match the demand?
  - Permit 1y ago
    Can you (instead of pontificating about media literacy) share evidence that Tesla is currently battery-limited?
mentalfist 1y ago
Delusional take. Look at sales and/or inventory trends over the past year. The demand is clearly crashing, and for many good reasons