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Their lead is insurmountable, might bleed 1/2% to china but they own launch market and will do for the next century.
by small_model 3mo ago
Their lead is insurmountable, might bleed 1/2% to china but they own launch market and will do for the next century.
- SideQuark 3mo agoYou’re claiming in 10 years they made something others won’t for another century? This has no historical precedent. China is going to eat them, just like they ate Teslas insurmountable lead in a few short years.
- small_model 3mo agoWhats the best selling car in the world? Model Y at 4x the price of number 2. So nope, your claim died on first hurdle. Try harder
- ben_w 3mo agoNo, the best selling car in the world is the Toyota RAV4: https://en.wikipedia.org/wiki/Toyota_RAV4 https://en.wikipedia.org/wiki/Toyota_RAV4 The best selling EV brand in the world is BYD: https://cleantechnica.com/wp-content/uploads/2026/05/2026-03-World-Top-20-Brand-March-scaled.png https://cleantechnica.com/wp-content/uploads/2026/05/2026-03... The best selling EV model in the world is the Model Y. Saying "Oh but the Model Y" is like how when the original iMac came out, Apple turned out to be selling the single most popular model of retail PC in the US despite Apple also having 3% of the world market. Putting a lot of wood behind few arrows does make those arrows look bigger.
- small_model 3mo agoThe RAV4 is multiple models so not really the same car, BYD is a subsidised financial basket case, it wont last long, What is Tesla's Market Cap vs these companies? The market has decided with all the information it has, I'll side with that than your pedantic arguments. But maybe the market is wrong and you are correct, then you should be shorting Tesla with all you might.
- ben_w 3mo ago> BYD is a subsidised financial basket case, I can say that about Tesla. Like, 1/3rd of their total lifetime net profit has been subsidies of one kind or another, mostly government-created regulatory credit programs. > What is Tesla's Market Cap vs these companies? Irrelevant, especially as the narrative being used to prop up the market cap this year is "we're not a car company, we're an AI company". > then you should be shorting Tesla with all you might. "Markets can remain irrational longer than you can remain solvent." What I have done is sell all my Tesla shares and put them into other things where I see realistic growth opportunity. That way I don't need to time things perfectly for a relatively small reward (100% if they go bankrupt, vs several times better than that just by simply buying NVIDIA and watching line go up) that comes with successful shorting.
- SideQuark 3mo agoAh, trying to move the goalposts huh? What’s the number of Teslas sold per year? Declining year over year as others have grown significantly. Profit margin sans regulatory issues? Peaked 2021, declining since then. Same in about every company wide metric. BYD? Most all such metrics over the same period doubled to quadrupled. They outsell Tesla. They have better tech than Tesla. They’re clearly out innovating and outselling Tesla. And, as the other poster made clear, your moving-the-goalposts let’s-ignore-the-rest claim doesn’t even stand slight scrutiny. Try harder indeed.
- rsynnott 3mo agoWell, first of all, it isn't. It's the best-selling EV, but this is largely due to the fact that Tesla has a very different product approach to the other big EV manufacturers. Tesla has exactly two real models. BYD and VW AG have basically too many models to count, with multiple brands each.
- rsynnott 3mo agoHas any company ever dominated _any_ major market for a century? Struggling to think of one.
- ben_w 3mo agoI can think of one, but it was awful: https://en.wikipedia.org/wiki/East_India_Company https://en.wikipedia.org/wiki/East_India_Company Could be relevant if that whole "robot army" happens.
- rsynnott 3mo agoDoesn’t really count; that was more or less just a weird _country_ cosplaying as a company. (There were a few of them. Fortunately it did not really survive as a concept)