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I keep shouting from the rooftops that Tesla’s lack of offerings has them completely hamstrung. Tesla sells more vehicles than Mazda, and both brands are in a

I keep shouting from the rooftops that Tesla’s lack of offerings has them completely hamstrung. Tesla sells more vehicles than Mazda, and both brands are in a similar semi-premium non-luxury segment. Compare lineups between these brands. How does Mazda have 3.5 SUVs and Tesla only has 1.5? (The .5 is counting the CX-70 and CX-90, and the Y and YL as essentially the same car) Mazda is able to offer a sedan and hatchback variant of the 3. They also have a city car in Europe, the Mazda 2. Absolutely nothing in the segment from Tesla. And of course, Mazda has the legendary MX-5, which chugs along selling a very respectable quantity while the Tesla Roadster remains MIA. Where is Tesla’s lineup? For being a being China-focused brand, where is their premium/luxury van? For being a US-focused brand, where is their family 3-row Grand Highlander killer? How did they botch a truck made in Texas?

foogazi 3mo ago
> Tesla sells more vehicles than Mazda Isn’t that all that matters ?
- Grombobulous 3mo ago
  My point is that they don’t have a wide enough breadth of models and that’s holding them back, and the fact that lower volume brands have more models and appeal to a wider range of customers helps demonstrate that.
- ben_w 3mo ago
  > Isn’t that all that matters ? Where the ball is vs. where the ball is heading. Musk (and TSLA shareholders keeping the price where it is) is arguing the ball is heading to robotics and AI; I think we're at least a decade from the robotics+AI vision he's trying to sell the dream of, and in the meantime he may lose the car business by everyone else out-innovating on vehicles with regards to stuff he's either lost interest in, or lost the trust of the best designers an engineers to hire to work on for him.
  - Grombobulous 3mo ago
    Also, why would Tesla be uniquely positioned in a robotics market? They’re not the market leader in that area, why are they trying to enter that market? It’s not like Tesla runs a Japanese-style corporation with tons of product breadth…they don’t even have product breadth in their primary business. If they couldn’t maintain market leader status in their primary area of expertise, what makes them likely to gain market leader status in a tangentially related field? It seems like an incredibly random product opportunity, and it’s highly suspicious of being a stock pump mechanism.

foogazi 3mo ago

> Tesla sells more vehicles than Mazda Isn’t that all that matters ?

Grombobulous 3mo ago
My point is that they don’t have a wide enough breadth of models and that’s holding them back, and the fact that lower volume brands have more models and appeal to a wider range of customers helps demonstrate that.
ben_w 3mo ago
> Isn’t that all that matters ? Where the ball is vs. where the ball is heading. Musk (and TSLA shareholders keeping the price where it is) is arguing the ball is heading to robotics and AI; I think we're at least a decade from the robotics+AI vision he's trying to sell the dream of, and in the meantime he may lose the car business by everyone else out-innovating on vehicles with regards to stuff he's either lost interest in, or lost the trust of the best designers an engineers to hire to work on for him.
- Grombobulous 3mo ago
  Also, why would Tesla be uniquely positioned in a robotics market? They’re not the market leader in that area, why are they trying to enter that market? It’s not like Tesla runs a Japanese-style corporation with tons of product breadth…they don’t even have product breadth in their primary business. If they couldn’t maintain market leader status in their primary area of expertise, what makes them likely to gain market leader status in a tangentially related field? It seems like an incredibly random product opportunity, and it’s highly suspicious of being a stock pump mechanism.