He should reply, but I will clarify.
He referred to his town, which appears to be very near Munich because he bought his Tesla there. Munich may be a bit BMW-centric, but there are copious VW and Audi there and the larger dealers are surviving. All across Germany smaller dealers located very near larger ones are having a very hard time. For that matter even BMW and Mercedes Benz dealers who've depended on suburban higher-end models to make up for lower margin cheaper ones are also suffering. Some of the shift is a consequence of corporate purchases, that tend to concentrate disproportionately to larger dealers.
While I have some knowledge of this because of professional connections with German auto distribution I am by no means an expert. Thus, I welcome correction if necessary.
By their own admission both BMW and Daimler-Benz are very concerned about the encroaching Tesla threat. Only VAG has gone so far as to propose regulatory changes to hamper Tesla growth in Germany. Fairly clearly, there is some nervousness about PSA because their effectiveness in rehabilitating Opel seems to be emerging as a low priced competitor. Domestically in Germany there are some headwinds politically with VW due to success of Skoda and Seat at the expense of German-produced VW.
These are very interesting times for Germany. Further pressure comes because Italy, Switzerland and France are all playing with the Silk Road Initiative, while German auto industry and tech industry is suffering with China sales.
All these things are probably net positives for TSLA, but seriously professional FUD is surely coming with that success.
People who know more than I should weigh in, because germany is crucial for Tesla growth. Is locating GF-4 in Germany a good idea? Personally I think they'd be wise to produce in Germany with major components sourced from other EU countries (e.g. Chechia, Slovakia, Poland, Spain)
