Tesla Business & News Thread Pt. 2
Lexus Fanatic
Joined: Nov 2011
Posts: 35,498
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From: ON/NY
assume you mean about musk's activities... i disagree almost entirely.
laughable. as their AI, FSD, robotaxis, power banks, GIANT charging network everyone's going to rely on now in NA, and other ventures continue to develop, no one else could lead all that. but i agree he should stay out of politics, publicly at least.
Lexus Fanatic
Joined: Nov 2011
Posts: 35,498
Likes: 389
From: ON/NY
14% drop in sales. New products need to come fast….and redesign the Cybertruck which has shown to be a flop.
of course someone else could
no one else could lead all that. but i agree he should stay out of politics, publicly at least.
no one else could lead all that. but i agree he should stay out of politics, publicly at least.
Last edited by Toys4RJill; Jul 2, 2025 at 09:45 AM.
Lexus Champion
Joined: Oct 2019
Posts: 19,773
Likes: 3,781
From: California
Not his activities. His political involvement, which you agree with from your last post. Saying he should be removed as CEO is just a clownish statement to garner a reaction. Saying he should stay out of politics is just common sense, especially with today's being overcharged
Last edited by AMIRZA786; Jul 2, 2025 at 09:49 AM.
Lead Lap
Joined: May 2010
Posts: 4,001
Likes: 1,630
From: San Diego, CA
Interested to see the data for California. The California New Car Dealers Association report for Q2 should be out mid-July, and that has very specific per-model data for sales in California that will shed a lot of light on things.
assume you mean about musk's activities... i disagree almost entirely.
might want to look at other areas of the auto sales picture.
https://www.clublexus.com/forums/car...es-thread.html
numbers vary a lot with hyundai/kia up, toyota flat, vw/audi getting crushed, etc.
u.s. sales have been good last quarter because buyers fearful of potential tariffs.
but tesla being global, there's a particular problem in europe AND IN CHINA. in europe, yeah there may be some anti-musk sentiment and the usual press cherry picking data in tiny markets like denmark, but the bigger issue is china, where the economy is collapsing. and now the country has way too much ev capacity from a load of brands, for too few and aging consumers. real estate is collapsing too.
might want to look at other areas of the auto sales picture.
https://www.clublexus.com/forums/car...es-thread.html
numbers vary a lot with hyundai/kia up, toyota flat, vw/audi getting crushed, etc.
u.s. sales have been good last quarter because buyers fearful of potential tariffs.
but tesla being global, there's a particular problem in europe AND IN CHINA. in europe, yeah there may be some anti-musk sentiment and the usual press cherry picking data in tiny markets like denmark, but the bigger issue is china, where the economy is collapsing. and now the country has way too much ev capacity from a load of brands, for too few and aging consumers. real estate is collapsing too.
You're wrong. Tesla sales in China are up in the first half of 2025 compared to 2024. It's flat in USA, massive drop in Europe and even worse in Canada. Also down in the rest of the world.
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Lead Lap
Joined: Jul 2007
Posts: 4,545
Likes: 665
From: SC
384K down from 410K. Considering that nutjobs were firebombing dealerships and attacking people's vehicles just a few months ago, that's a LOT better than I expected. Looks like the market for a Tesla is a little broader than people thought.
Lexus Champion
Joined: Oct 2019
Posts: 19,773
Likes: 3,781
From: California
I'm definitely seeing a lot of new Model Y and 3's on the road, it seems Tesla is recovering, and yes, the numbers are way better than I thought they would be, but that said, Elon needs to take some Adderall (or maybe not 🙂 ) and focus on what's important... Tesla
Lexus Fanatic
Joined: Nov 2011
Posts: 35,498
Likes: 389
From: ON/NY
Down 14%
(the tariffs don’t help)
Source
(the tariffs don’t help)
Sales fell to 384,122 in April through June, down from 443,956 in the same period last year
Last edited by Toys4RJill; Jul 4, 2025 at 10:58 AM.
Ok those are GLOBAL numbers not the u.s. only. If they were u.s. only then tariffs are irrelevant.
this article seems to be the best i can find.
https://electrek.co/2025/07/02/tesla...eries-q2-2025/
this article seems to be the best i can find.
https://electrek.co/2025/07/02/tesla...eries-q2-2025/