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by nneonneo 410 days ago
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.
2 comments
peterlada 409 days ago
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.
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nickevante 410 days ago
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.

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brokensegue 410 days ago
People have been talking about replacing car ownership with ride shares for over a decade. Waymo already exists
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