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by dangus 34 days ago
This is also representative of Tesla’s stagnation as a company. They essentially have not made a new product since the Model Y came out. No, the Cybertruck doesn’t count, I don’t think we can even consider that a product brought to completion in terms of being an automobile of acceptable market competitiveness.

They are struggling in China which is pretty insane considering their head start in that country.

Clearly the solar roof idea could have been iterated on and made to make more financial sense. I think they could have built it into a panel solution that integrates a standard steel roof.

But again, what it looks like to me is that Tesla hasn’t actually been able to put real money and effort into any products at all. I think all their best people quit, and their leadership is distracted and ineffective.

2 comments

I think the pattern is less "Tesla can't invent anymore" and more that the company seems much worse at turning ambitious concepts into mature, supported products
I think it’s both, but also they don’t even need ambitious concepts. They just need to make vehicles that compete in popular segments and become a proper full range automaker.

Tesla has no 3-row SUV/family vehicle, no subcompact SUV (Kia EV3), no city subcompact car (Renault 5), and no commercial vehicles.

Don't have still highest sales on model 3s?:
Tesla is now out of the top 10 list for EV sales in China as a brand.

The Model 3 is not one of the top 5 selling EVs in Europe. Everything in the top 3 has a hatch. Sedans are more popular in the American market but they’re also a dying segment compared to SUVs, while Europe always preferred vehicles with hatchbacks for space efficiency and practicality.

Volkswagen Group EVs outsell Tesla in Europe. The Skoda Elroq and VW ID.4 together (same platform) outsell the Model Y.

My next prediction is that the Rivian R2 steals about 30% of Model Y sales in the US. It’s priced similarly and it’s a way better vehicle according to early reviews and impressions, and it fits the boxy American SUV off-road aesthetic far better.

Your information seems to be wrong. It looks like Tesla still has the best selling EV in Europe. Not sure where you are getting the idea it’s not in the top 5

https://www.reddit.com/r/electriccars/comments/1t4slmi/best_...

Europe now has lots of fairly-local EV options: VW (inc Cupra and Skoda), Renault, even Stellantis. Despite their poor rep they make a lot of cars: Vauxhall/Opel, Fiat etc.

UK now has a significant Chinese presence: Omoda, Jaecoo (Chery), and especially BYD.

This is essentially Tesla’s looming biggest problem: they just don’t compete in enough model segments.

No tiny city car hatchback for volume in Europe, no three row SUV for American families, no commercial delivery vehicles (the ideal EV use case), no subcompact SUV, and their pickup truck is way more of a failure than it should have been.

The Cybertruck should have just been called tho Model T, be made to look normal/big manly grill like a Silverado, and have ads for it plastered all over NFL games. Tesla should have easily been able to sell 100,000 units per year in North America but they designed the thing without considering demographic research at all. (Example: many families use the 6 seat configuration of the F-150 to fit the whole family in in lieu of a minivan).