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by thelastgallon 5 days ago
2024 total deliveries: 1,789,226

2025 total deliveries: 1,636,129

8% decline YOY, Tesla shut down production of Model S & X. Eventually, they will become a pure speculation as a service stock, with zero production. But its cheaper to produce than bitcoin, no energy needs to be expended, runs on pure Musk energy!
2 comments
throwaway2037 3 days ago
I feel that the value of their supercharger network is overlooked. No one outside of China is even close to their global footprint. It would probably be a great business to spin out of Tesla if they pivot away from building cars. When I watch YouTubers talk about the trouble of getting their EVs charged, many complain that competitors are much worse on a variety of metrics. Time and time again, they favour Tesla. And these are not Tesla fanatics -- many don't even own a Tesla.
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thelastgallon 3 days ago
The charging networks will be largely irrelevant in the long run. People go to gas stations because there is no supply of petrol to homes/offices. Electricity is available at every building, where people live and work. Cars are parked for 22+ hours a day, and eventually you can charge anywhere you park. No need to going to a special place just to charge cars.
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blonder 3 days ago
That value is only growing as new supercharger builds are now compatible with almost all EVs in the US. Supercharge.info is a good 3rd party website for tracking superchargers, and is interesting to play around with filters to look at how the supercharger buildout has progressed.
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maxlin 4 days ago
They shut down production of S & X to make more capability for cars that they want to focus on and which sell way more, AND Cybercab.

Tesla grows in large steps. Next big step is Robotaxis, which is well on its way. After that, robots, for which they have the best real-world AI platform for.

You could say Tesla is a speculation stock as well when they had released the Roadster. Tesla shorters always lose.

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throwaway2037 3 days ago 

    > Tesla shorters always lose.
This is categorically untrue. Look at a chart of their stock from 2020 forward. It has massive spikes up and down. Plenty of shorters made good money in those falls using put options.
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mrhottakes 3 days ago
> They shut down production of S & X to make more capability for cars that they want to focus on and which sell way more, AND Cybercab.

Which Tesla models sell more than the S and X?

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omgwtfbyobbq 3 days ago
Most/all of them. Even cybertruck sold more in 2025 (20k) versus S+X (30k combined), and that's after cybertruck sales were more or less cut in half.
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rootusrootus 4 days ago
> Tesla shorters always lose

Isn't that true more often than not no matter what company you try to short? It's a tough game to play.

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