Hacker News new | past | comments | ask | show | jobs | submit login

If they're not ready to replace gas and drivers, and honesty is more important than shareholder returns I still another 50% downside closer to something like what Meta has priced.



they can't even deliver truck announced 3 years ago and semi announced 5 years ago, this company is a joke, can't believe people buying into the hype, pretty much everything they made is failure besides SpaceX, which ain't really Tesla anyway

even their regular EVs sell no volume at all and are already being destroyed by traditional brands


World-wide BEV Sales H1 2022

Tesla: 564,873 and 19% share (vs 22.7%) BYD: 326,236 and 11% share (vs 5.5%) SAIC (incl. SAIC-GM-Wuling): 321,289 and 10.8% share (vs 14.5%) Volkswagen Group: 216,004 and 7.3% share (vs 10.7%) Hyundai Motor Group: 167,305 and 5.6% share

https://insideevs.com/news/601770/world-top-oem-ev-sales-202....


uhm and now exclude US, China and Norway to see what are people actually buying in most of the world

for instance in Prague you will hardly see any Tesla, it's all mostly VW, Skoda, BMW, rarely other brands

These are European market share numbers for 20+ countries, not some US or China nonsense claimed to be world numbers:

Top plug-in automotive groups (share year-to-date):

Volkswagen Group - 20.0% share (Volkswagen brand at 7.4%, Audi at 5.8%)

Stellantis - 16.3% share (Peugeot brand at 5.6%)

Hyundai Motor Group - 11.6 % share (Kia brand at 6.3%, Hyundai at 5.3%)

BMW Group - 11.1% share (BMW brand at 9.1%)

Mercedes Group - 9.2% share (Mercedes-Benz brand at 8.2%)

Renault-Nissan-Mitsubishi Alliance - 8.7% share

Tesla - 6.7% share

https://insideevs.com/news/613789/europe-plugin-car-sales-au...


So...you're suggesting the way to measure world-wide sales is to remove the two largest markets, and then define what is left over as "what everyone is buying"?

American's and Chinese are people too...and potentially Norwegiens, I'm not sure.

I think statistics don't work the way you think they work :)


It's two very isolated markets which are not accurate depiction of world situation.


"if you exclude the 2 largest markets things look very different!"

right now europe is basically rest of world for EV. in US and china EVs are starting market penetration at the top down, tesla is a status symbol. europe is relatively poorer so it is no surprise they are on VW/skoda/whatever else.


I was just pointing out that, and it seems many people misunderstand that petro producers are still the value ceiling. Polymers, fuel, and probably lots of other chemical engineering adventures depend on a massive trillion dollar company in southwest Asia and Tesla has been pricing their complete replacement, which... well is unrealistic over the next 12 months.




Consider applying for YC's Fall 2025 batch! Applications are open till Aug 4

Guidelines | FAQ | Lists | API | Security | Legal | Apply to YC | Contact

Search: