Tesla Business and News Thread
The EV slowdown has finally got to Tesla. Average price per vehicle is expected to drop. Zero percent financing, free charging, cheap leasing and an aging model line up are all signs that demand for a Tesla has softened. . Competition has so many choices and China is a problem.
New fresh products need to come sooner rather than later.
New fresh products need to come sooner rather than later.
- Buyers are waiting for the Juniper. The Y has been the #1 selling, or close to, car in the world for the last few years.
- Musk's recent alliances are likely turning off some buyers.
- In September, overall auto sales were forcasted to decline by about 12% YoY.
- The China market... It is hurting everyone who does business there. Ask Porsche...
- Competition from legacy and startup automakers continue to take market share in the overall declining EV market.
There are certainly a number of contributers. Off the top of my head:
- Buyers are waiting for the Juniper. The Y has been the #1 selling, or close to, car in the world for the last few years.
- Musk's recent alliances are likely turning off some buyers.
- In September, overall auto sales were forcasted to decline by about 12% YoY.
- The China market... It is hurting everyone who does business there. Ask Porsche...
- Competition from legacy and startup automakers continue to take market share in the overall declining EV market.
Last edited by AMIRZA786; Jan 2, 2025 at 01:11 PM.
Yes, by 1.1 percent. I was referring to the overall market, which has continued to grow. Is 1.1 percent concerning? Not yet, but Tesla has it's work cut out for it
Last edited by AMIRZA786; Jan 2, 2025 at 01:42 PM.
The EV slowdown has finally got to Tesla. Average price per vehicle is expected to drop. Zero percent financing, free charging, cheap leasing and an aging model line up are all signs that demand for a Tesla has softened. . Competition has so many choices and China is a problem.

'china' is a problem only in china right now.
'competition' to tesla in north america is really only hyundai/kia/genesis.
New fresh products need to come sooner rather than later.
i don't see their X/S as their focus, but i'm sure there will be updates at some point.
but the line up isn't far off 'complete'
mainstream sedan
big sedan
mainstream suv
bigger suv
truck
I just want to say this if someone thinks Tesla is "just a car company": tell me one car company that comes close to Tesla's market cap. One company that has successfully built vertical integration and almost fully eliminated outside supply chains. That is able to build and sell cars at a cheap price and have their profit margins. That builds their own software, batteries and components fully inhouse. That are energy companies. That are building AI clusters to train self driving. That are building 18 wheeler trucks. All since 2008. I haven't even scratched the surface.
If you think Tesla is just a car company, that's 100 percent you're right. But you are 100 percent wrong
If you think Tesla is just a car company, that's 100 percent you're right. But you are 100 percent wrong













