| I'm not sure where this serious trouble is. - Model Y was the bestseller 2023 - they keep ramping up production and fabs - they are sitting on a pile of money - quality has been steadily and consistently improving - they have the SC network that everyone is adapting to - they managed to slash prices, reduce per-car costs, while still getting the average auto industry margin - there is no EV competitor that can do this without selling at a loss, at the moment (if they do, everything becomes an optional and you get back to 50k$) - finally a Non-US-sized vehicle is going to be released in 2025 - definitely 2y too late due to the CyberFuckup (seriously, the only market capable of buying this is the US) Everyone keeps comparing to BYD, but I just read today that the software quality and compat for charging are simply not there yet. The other manufacturers are even more behind. What I see/think: - Wall Street pseudo-science of EPS has been flawed since forever: the same analysts expect Tesla to keep growing >50% YoY, and call for doom if it misses 600mln out of 25bn, or 0.03$ out of 0.71$ (I see this all the time also with other stocks, esp. in the last ~4y) - Tesla's valuation is heavily reflecting the expected future developments, and has been inflated for some time; this is not necessarily a bad thing, but a market correction was to be expected and long overdue - Musk's cult and news outlets created this alternate reality where having a Tesla product expresses approval of the CEO: I don't buy it, and I don't care; I own a M3 and plan to get a Powerwall because they're the best products in the price range - Musk's behavior is concerning, I'd rather see him out at some point, but I fear Tesla would lose its most powerful asset: the constant, enormous push to innovate and break boundaries; if Tesla were to become the regular car company, it would probably disappear in less than 5y - I hear all the time on Reddit that Service Centers are a hit and miss (esp. in US), this will need to be addressed ASAP not to break user trust (along with repair costs); my experience has been flawless luckily - their products are way superior to competition for the price range, other car companies cannot get even close to the efficiency and reliability of Tesla vehicles, not to mention the UX/software updates (not FSD) - FSD 12.1 video released a couple days ago is impressive, I finally get the feeling we're getting close to something usable (I don't have it and will very likely never buy it) - CyberFuckup should have been canceled before prototype phase, and deposits refunded; it was and still is a massive resource distraction on the way of bringing EVs to the masses - a 25k$ vehicle should have come sooner, it's coming, and will sell like crazy when available, esp. outside the US - I hope storage and solar won't be forgotten, all other solutions I've seen so far are not so well integrated with the house, or as easy to control via a phone app |