Tesla thread [2024]

There are some new advancements…but big oil want it to stay like that :slight_smile:

Note that EV consume more tires so they are more polluting in that sense and let’s not forget that since they don’t use petrol/diesel, they don’t pay taxes for road that themselves consume more since EV are heavier.

Meanwhile I happily bike.

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I am very sorry, but this one clearly doesn’t pass in the scope of the forum. Deleted.

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No probs.

Thanks for enforcing things to keep the standards as high as we like it to be.

Edit: I hope you still … ahem … like me.
(sorry, couldn’t resist :wink: )

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Well, actually I do. (censored)

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Is Tesla going to survive?
Sales are falling everywhere and I feel it’s not temporary

Company that was built based on strong fan following is facing exactly the opposite situation.

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Opinion: if Musk stays, Tesla dies. If Musk is kicked out by the board it has a chance to do something.

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Musk can’t be kicked out → Tesla fails. According to your opinion.

Yes, essentially. The company is too big and mainstream in my opinion to have such a polarizing CEO and chief product dreamer/architect running silly projects like the cybertruck which nobody asked for, needs or wants anywhere in the world, 'though I cannot fault this add, it’s brilliant.

They’d need to consolidate their strengths, which are many, and build on the niche they (may) still have: cooler, faster, more high-tech EVs than the competition. Honestly I am not sentimental and never liked Teslas as cars, but in a weird change of heart I somehow feel sorry for the MASSIVE destruction of value happening there on account of a single person.

Going philosophical on this occasion, I am always amused when media say that increasing market capitalization, of a whole market or one company, “creates value”, and decreasing market capitalization “destroys value”. The value of a company is its assets and products, and the value of the stocks market is the underlying economy. Am I more anchored in the real world than others?

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The value of a company is the ability to generate future cash flows. Assets and products are useful if a company can use them to generate value above their cost. Also the stock market is not a good proxy for the economy, as the economy is now and stock markets reflect the future.

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Fair points, interesting and complicated! I wasn’t being specific to stock value. Going by my interpretation of whatever I’ve read of Buffett on value (not value as in P/E) it seems to me that he’s taking a more holistic approach of value meaning both the tangible and intangible aspects of a company being part of “value”. With that driver I’ll expand (mean cop-out) that the “massive destruction of value” I wrote meant both stock price as well as perception, reputation and future prospects for the company.

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For me it’s the actual sales I am referring to. Market cap is very much sentiment driven

Sure, let me try to explain my personal point of view of a person without any formal relationship to economic theory.

I would say that the value is created when a product is produced or, to be more pragmatic, in line with capitalist views and avoiding Marxist pitfalls, when a company sells it. So, the value is the difference between sells and costs, i.e., earnings. Not because the company makes profit, which is nice, but because they add value to the society/economy, which can be quantified this way.

The stock’s price, on the other hand, is an estimation/projection/expectation of future earnings. When the stock’s price goes up, there is no extra value created (yet), these are projections that are changing. Similarly, when the price goes down, the value is not destroyed, because it’s not even created yet. This is a change of projections, an expectation that the value created in the future is going to be lower than projected before.

If you buy a stock and sell it with a profit, this creates value for you personally, but not for the society/economy.

Market capitalization of a company is a very useful, but a fictional parameter. Nothing wrong about it, but you can’t realize this value in a transaction. Try to sell 5% of Tesla, see what is going to happen.

Now, a CEO of a company that pisses off their customer base does destroy value in the sense of intangible assets, but not the one that I mean. Also, market capitalization can change for very different reasons not even related to the company, i.e. change of discount rate.

Only on Blick and similar “news” sources.

https://x.com/wholemarsblog/status/1901925741794865555

Ah yes, all fake news… or what shall your quotation marked “news” imply? By the very source of that tweet you posted, Tesla’s market share was 17.4% in 2023, 15.7% in 2024 and dropped to 8.7% so far in 2025. Sure, they are still selling cars, they are even still an EV market leader, but acting like this isn’t a massive shift in market share and a severe problem for Tesla is irrational.

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I can’t find it in german sorry (and there is no comparison )

I tried the site below but it seems to be blocked or very slow.

You just showed market share. What matters is cars sold in 2025 vs 2024. I believe it’s 45% down in Europe and 75% down in Germany

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Sure, the best-selling car is the Model Y, which is just ramping up orders and production.

There may be some bias involved, when the bias is in the user name :sweat_smile:

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I don’t own any shares of any company. :smiley:

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