peterj99.bsky.social
The internet is full of noise and misinformation, I’m trying not to make it worse. peterj99 AT mastodon DOT green
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I was off by a quarter but a collapse in Q2 is fine 😉
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So those medieval doctors with their leeches were onto something 🤔
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cleantechnica.com/2025/03/05/n...
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I’m not sure we can conclude much from the CA %. Even if Tesla sales were growing you would expect the % to fall towards 10%. And if (as is likely) liberals are turning against Tesla the blue pockets in the red states would turn also. So the % might not change.
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Interesting that he’s afraid to publish the dash cam footage. If he published it on X/Twitter the fanboys would respond in force. Best to keep your head down and not rock the boat. Keep the FSD myth alive
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What would be the “local” court in DC? It’s all federal right?
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I suspect most people in the market for an X are not that price sensitive (and earn too much to qualify for the tax credit) Tesla knows it will be a tough quarter so they are trying to boost profits where they can
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The cars would have to be modified to import to Canada from the EU. At least the charging port would have to change. Or the assembly line updated.
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That’s a 50% drop in a market that grew by more than 10%. Some of that is Osborne Effect on the model Y, but Model 3 sales fell too.
A 50% drop over the entire year seems too pessimistic, but they could get close to that.
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For Europe we a glimpse already into how ’25 will play out.
There are six countries who report daily registrations. (eu-evs.com) As today is the last day of January so we can compare YTD 25 and Jan 24.
2024 Total EVs 47,818 Tesla 6,953 15%
2025 Total EVs 53,220 Tesla 3,748 7%
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And after that they are stuck between intense competition and paper thin margins.
I’m guessing that EV credits will remain in place in the US for most if not all of 2025. US sales will drift downwards because of aging models.
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I think it will be about 1.70 million. With EU down by about 25%, N Am down by 10% and China up by 10%
I don't see them growing too much in China. (I’m guessing of course) but I think there is a limited market for the launch version of the Model Y.
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The launch is not with the cyber cab. It’s most likely with the new Model Y
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I’d guess they will launch with safety drivers. So at first this is just a taxi service. Should be simple to do. And a nice way to distract from the lack of progress on Level 5 FSD
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I’ve just read an article by Al Root on Barons that just assumes that Tesla will ship a “model 2” in H1 and a robo taxi services in H2. Obviously that won’t happen. Going to be a lot of disappointed fanboys after the Earnings Call today
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So that same as 24 basically. There will be a drop in EU sales, probably US also, do you think increased China sales would compensate for that ?
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Altman’s main job now is to raise money from investors. It’s all hype all the time
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Again...
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The problem is that the feedback mechanism that society used to depend on to correct itself is a functioning press. That’s gone now replaced by urban legend spewing social media. That’s what brought Trump to power and will keep his ilk there
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Most US aircraft carriers are too big to fit through the Panama Canal
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The whole point is to get people to drive less, so I guess it’s working
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My father did
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Remember. Don’t feed the trolls. Block and move on.
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The U.K. system (NHS) is very different from the rest of Europe.
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I’m guessing it was hysteria, but it generated a lot of copy cat behavior, (not unlike the crop circle craze of years ago) So now the feds are trying to stamp that out.