[nickevante]

There is always a demand problem when your MVP product is being compared against the existing incumbents.

Tesla cars are the MVPs being compared to existing automotives just like the Model T was the MVP being compared to horse carriages.

That said Elon could do an even better job of inspiring his employees on the vision if the premise of this post is indeed true.

[nneonneo]

EV sales are up, Tesla sales are down, and around the world people are protesting against Tesla because of Elon specifically.

If this was simply a demand problem because Teslas were being compared against “incumbents” (ICE cars?), what explains their strong performance in the past, and the sudden drop in performance now? The standard excuse is the new Model Y changeover, but Electrek offers lots of evidence that demand for the new car is weak too.

[peterlada]

EV convert here. I owned two Teslas so far. Won't buy a third one until Musk is the CEO. My sentiment is widely shared on /r/tesla and other Tesla forums. South Korea will get my car payment.

[nickevante]

The incumbent being the concept of a car (EV or ICE) that you own and that you have to drive to get to places. Don't compare the Tesla MVP with an existing concept of a car.

Demand for new "car" is a noise. Austin FSD launch is the key differentiator and I foresee lot of sleeping on the floor moment from Elon to see it through. But if they do, the 100 year old concept of a "car" will be completely redefined.

[brokensegue]

People have been talking about replacing car ownership with ride shares for over a decade. Waymo already exists