OT: Electric vehicles

Jtung230

Heisman
Jun 30, 2005
19,038
12,211
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There’s a little bit of hyperbole in “no one is buying teslas.” Surely it was assumed market share would shrink as other companies caught up. The Model Y alone is still outselling Rivian 10:1 in California. I think Hyundai and Kia are the real ones to watch.
Market share and sales are two different things. Actual sales are down significantly.
 

RU05

All-American
Jun 25, 2015
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Market share and sales are two different things. Actual sales are down significantly.
I think the market share drop is even more significant as overall EV sales were up in 2024.

Though you may be talking Germany specifically here, and I'm not sure their overall EV sales.
 

Rutgers Chris

All-American
Nov 29, 2005
4,732
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Sales down 60% is a far cry from no one is buying?
The comment I was replying to was in general, not specific to Germany. Europe seems to be a little late to the party on a lot of things these days. I see the Model Y transition also being used as the excuse, probably a weak one.
 

rurahrah000

All-Conference
Aug 21, 2010
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I was down to a Rivian and the Y, just wasn’t very close cost wise and I think Rivian could use a few more years to mature tech/vehicle wise. It’s definitely more of a luxury brand. If it can make something similar to the Ioniq it will get interesting
R2/3 are supposed to compete with the model Y. The R1 was Rivian version of Model S. R2/3 is for the regular users.
Correct, but still a far cry from no one is buying teslas
You are correct... "no one is buying Teslas" is hyperbolic phrase, but to an investor sales down 60% in Germany is the same effect as no one is buying teslas.
Sales down 60% is a far cry from no one is buying?
That is a crazy number to be down for a company that is supposed to be growing like gangbusters.
 

e5fdny

Heisman
Nov 11, 2002
113,879
52,654
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I was down to a Rivian and the Y, just wasn’t very close cost wise and I think Rivian could use a few more years to mature tech/vehicle wise. It’s definitely more of a luxury brand. If it can make something similar to the Ioniq it will get interesting
To the eye (my eyes anyway), they just don't do it for me.

I like the S and that's about it at this point.
 
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iReC89

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Jul 2, 2014
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The Forester hybrid is on track to come out this spring and looks good. With some additional included features, it might be within $1500 of the premium trim package 15 similarly equipped. In the short term the problem waiting could be tariffs. These will be made in the US in 26 but will be imports to start. 26/33 vs 34/35 mpg, with a little more HP with combined electric. 180HP vs 194HP. slightly heavier but estimated to be only about 300lb extra. So close, but I think I have to grab the CVE to avoid tariff risk. Need something in the next 6mo. ugh. no politics pls. it is what it is. Once the tariff risk is gone I think they will sell a ton of these.
 

Jtung230

Heisman
Jun 30, 2005
19,038
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82
Read an article the Chinese EV are taking over in Australia since they don’t manufacture EV so no tariffs necessary. However, the US and Europe wants Australia to stop EV sale due to national security and the cars can spy on them.
Like TikTok
 

Caliknight

Hall of Famer
Sep 21, 2001
195,857
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China was on Australia early. They are heavily invested there and basically own mining in the country.
 
Oct 19, 2010
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I’m trying think of a CEO who has done more PR brand destruction while their company was at a peak. Richard Fuld (Lehman Bros) or Ken Lay (Enron) come to mind, but they were doing crooked **** and got caught.
 
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Letitrip

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Sep 4, 2007
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I’m trying think of a CEO who has done more PR brand destruction while their company was at a peak. Richard Fuld (Lehman Bros) or Ken Lay (Enron) come to mind, but they were doing crooked **** and got caught.
nah - this is temporary. Doge is over on July 1, 2026. Long term Tesla will do fine - there cars are just too good and FSD will be a money printer.
 

Jtung230

Heisman
Jun 30, 2005
19,038
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Pre-politics people who bought them were pretty happy with them. I have two so maybe I’m biased but there’s relatively no data to show the product isn’t good
Built quality was very well documented. The fan club just dismissed it because it was a Tesla. Also, competition has caught up and the Tesla’s refresh isn’t doing it for people.
 

Rutgers Chris

All-American
Nov 29, 2005
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Built quality was very well documented. The fan club just dismissed it because it was a Tesla. Also, competition has caught up and the Tesla’s refresh isn’t doing it for people.
Plenty of things to nitpick sure. “Not a good product” would be considered rather hyperbolic. Plenty of non biased outlets rate the cars very well, the model 3 being the best EV rated by several. Even if competition is catching up, that doesn’t make them bad products.