But it's not. Comparing for example BMW's YoY sales, they rose 1.1%. Mercedes, who's an established company, had sales dipping 6% YoY, while Tesla, the up and coming contender supposed to grow high double digit each year, had its sales drop by almost 9%.
I'm simply suggesting that the world seems to be content with the ratio of BEV to ICE sales for now. And it's not because of rates.
How do you define accelerating when the growth rate is decreasing?
I don't see the future growth. We're talking about a company which, on present numbers, should be valued at 20% of its current market cap. This is priced for perfection in terms of execution. And the execution is terrible. And the touted future growth levers have been cut down to one thing that should've came 8 years ago: FSD. 2025, 2026 and 2027 have no path to growth and, if things stay as they are (growing competition), numbers will actually get worse.
I agree with respect to execution, kinda. Model Y has been a hug success. Alas deliveries began 4 years ago, so what is new since then? Everything else seems stagnated. While some of us want the old model shoes, there is a reason why companies constantly put out tweaks and changes and variations on their models. Those things drive sales. Humans want the latest and greatest. While a thousand things have changed on the "S" and the "X" , a proportion of buyers really do not care about non-cosmetic change. These are not 911's. The platform/cake is there, maybe time to change the icing? Maybe there should of been a game plan for that. One could argue they did, but in my opinion for the S3X , it just was not enough to drive sales upward.
Model 2- who even knows.
Model X- should have released cheaper variation with regular doors as soon as sales stagnated. Priced above Y but below Falcon Wing.
Semi- Updates? Where are they? On unveil said production in 2019? Can anyone say execution on this had been great, when that was 5 years ago?
roadster-? years late. execution?
CT-late, and a gamble on form. Why not of had regular truck AND CT? Too early to tell but likley willl be a niche product. Yes I am aware of reservation numbers, but I feel cancellations will be staggering (above 80, maybe 90 per cent).
CEO alienating potential customers? does this really align with master plan 1?
Battery development ? 20 billion in the bank, huge lead, and now what?
Most of us here have driven a Tesla. Lots here invested because of it. That experience is not prevalent. This is not a saturated market. Still people will say 'this is my first time in a tesla when getting in my vehicle. ". We know it is a GREAT product. Sales should still be going up. Executing the game plan to 20 million by 2030 has been weak. Yes there has been some shining moments (model Y and 3) but you need to build on that.
So many times people have quoted on this board, Gretzky's "skate to where the puck is going" not to where it is.
Where is Tesla skating, only to FSD?
