HN Reader

Boring lineup, Lack of recent innovation, poor repairability and a CEO who has alienated people on both sides of the political isle. The 1 trillion dollar package the board is offering Musk is a joke. They need to find a new CEO.

Political issues aside, Tesla has a variety problem. If we converge the split between midrange and premium, their lineup consists of a midsize sedan, a midsize SUV, and a niche truck.

Early on this was in their favor, but with more automakers entering the fray with serious attempts to compete, they’re going to have to add at least a couple more models to reman competitive: something in the vein of a Chevy Bolt on one end and an SUV that’s the next step up in size from the Y/X on the other. A more conventional truck that more directly competes with the F-150 also couldn’t hurt.

Technically, I respect what Tesla has achieved, especially in terms of progress with autonomous driving. But honestly, every time I come across another report of a safety incident, it makes me hesitate. Even if it's a statistical issue, when it happens to you, it's 100%.

There is a lot of discussion of the brand being hurt, but I will say that personally I just don't want a new car period and Tesla specifically in large part because of privacy concerns. My understanding it that Tesla is one of the worst offenders in a group of massively offensive (to privacy) options. Are there actually privacy preserving options left in the market at all and in the EV market specifically? If Tesla promised, and delivered, privacy (actually didn't track) it would go a long way to rehabilitating them as a brand in my eyes. It probably wouldn't be enough, but I would at least look at them again.

Is it because the creepy breeding kink, drug addict CEO playing a neo nazi edgelord who supports far-right extremist parties all over the world? Or is it the noncompetitive products that were oversold for decades? FSD scam? Humanoid robot scam? Cyberanything fail?

Text-only, no Datadome Javascript:

https://assets.msn.com/content/view/v2/Detail/en-in/AA1M6lm4...

So if you don’t look at the Cybertruck, which basically can’t be sold outside North America, they haven’t had a new vehicle in 5 years.

If you look at the existing vehicles:

- they no longer sell Model S and X in Europe and right hand markets

- Model S has had one external visual change since it was introduced, Model X has never had one

- the refreshed Model 3 and Y don’t really have any battery or charging improvements, last time they updated those was 8 years ago

- no V2L like others

- no increased battery capacity

- no 800V on anything outside CT

- Tesla’s charging curves compared to others are laughable

- no increased creature comforts, eg massaging seats, screens for passenger, air suspension, automated frunk, 360 view, etc

- no FSD worldwide

- Autopilot hasn’t seen an update in years

- park assist is horrible compared to USS

The market has really caught up and in a lot of places outpaced Tesla - Rivian, Audi, Polestar, Volvo, Hyundai, KIA have better products

“Tesla sales rose 7% even as market share fell”.

So they’re still selling more cars, but there’s hotter EV competition.

I thought that was the goal.

Man I should have shorted Tesla stock, but when these bubble pop is hard to predict

The stock on the other hand…

The whole EV market is growing and everyone is racing to buy one before incentives run out. The article is framed as a hit piece and even has political statements in it. But here is an exact quote from the article:

"Sales of new EVs jumped more than 24% month over month in July to 128,268, according to the Cox data, driven by the looming end of a $7,500 tax credit for EVs and attractive deals. Tesla saw sales rise 7% to 53,816, even as its market share fell."

Way over here in tiny little Sweden, I've multiple times seen Teslas with custom stickers saying "I got this before Elon went crazy" or something similar on the trunk.

The situation might be different here though since there has been a rather long-running and high-profile conflict between Tesla and the unions, on top of all the other madness.

This is expected. Tesla enjoyed a more than a decade long position as the leader. Even now it’s a strong pick because of the extensive charging network they built. No other company comes close, and this charging network will reap recurring revenue for them.

However the cars themselves are really shitty. I mean really bad for quality and do not offer any aesthetic value either, they appear very plain and generic at this point. I can see why people are picking other cars. Of course the whole nazi turn of their founder doesn’t help.

Battery prices have dropped so much over the past ten years. So I don’t understand why they can’t make a cheaper vehicle.

At some point EVs should be way cheaper than ICE vehicles.

Company value is dependent on expected future profit/revenue/etc. not market share per se.

If the market grows in size and you’re able to grow revenue and profit, reduced market share in and of itself doesn’t matter.

While the U.S. market share has declined, Tesla's overall annual revenue has continued to grow from $11.75 billion in 2017 to over $97 billion in 2024, though it saw a slight decline in revenue for the 12 months ending June 30, 2025.

https://www.macrotrends.net/stocks/charts/TSLA/tesla/revenue

pretty sure they pivoted to robots anyhow.

The article is referring to EV market share, which is a useless metric. The whole point of Tesla opening their patents and their chargers was to encourage more companies to make EV's, which would necessarily imply a drop in Tesla's EV market share.

The metric that I would like to see is Tesla's market share of the auto market in general (regardless of fuel type).

I like the new Model 3 and Model Y. It is unfortunate that they didn't do a facelift for the Model S and X. I know they've updated the motors and batteries and interior, but unless you look closely the Model X looks pretty much the same as it did in 2016.

Ugh, it's just a FUD article. I was all set to watch the stock crash and buy as much as possible but this wont move it.

Cars tend to be more akin to fashion than consumer electronics. People care about how it looks, interior (eg cup holders) or what brand it is. Tesla is behind here as the traditional car companies have more experience in this.

Additionally, Tesla has not materially lowered their prices or spent a lot on marketing.

As usual, articles against Tesla miss the picture. Of course their share would drop as other auto makers ramp up EV efforts. People here calling Tesla cars boring and bad are missing the point.

Cybertruck was such a stupid investment from Tesla. seams like everybody kowtowed, somebody should have told him its a dumb idea.