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> At present, Tesla really feels like a bit of a "Jack of all trades, master of none" job. That's an odd take. Model Y is the best selling vehicle in the world, and the second best selling vehicle in the US after the Ford F-150. It outsells the Corolla, Camry, Rav4, Civic, etc. Look at Mercedes, BMW and Audi sales, they've been plummeting because everyone is buying a Tesla instead. They're also the leading battery storage company and their battery storage business has been growing like crazy. > But the cars themselves as a whole. They feel like what they are. Cheaply built, but sold at a premium price. This has become such a meme that I think anyone who says it has never driven a Tesla for more than a few hours. The interior quality is not on par with Mercedes/BMW and maybe there's a few panel gaps, but every other part of the car is significantly better. The handling, infotainment system, performance, efficiency, autopilot, maintenance, etc. A $50k Model Y competes with $70-80k cars, but has the interior of a $35k car. Most people are more than happy with that trade off and that's why it sells so well. |
And the numbers on most non-Teslas seemed down because of chip supply.
I don't think it's controversial to say that cars have been supply constrained in the past few years.