Funny thing that speed limit. It indicates the maximum speed permitted, it is not the recommended speed.
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That’s not a very high bar for a product though, is it?
Given the barrage of constant negative reporting, it’s not too bad.
I believe the biggest problem is Elon not the product
Most people I know with Tesla’s are happy
I’m currently in London and seeing a lot of Waymo cars driving around (with driver).
No doubt another joyous result of brexit.
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Only officially and there is a fudge factor. Drive to work at 7 in the morning. It will be hard to find anyone driving under the limit.
Driving to work at 7AM is already a sign of something gone wrong, lost control of life, etc.
Back to Tesla, the annual sales numbers were expected by end of day on Friday Jan 2, 2026. But something happened and Tesla press department decided to publish the delivery estimates of some analysts’ yesterday: Q4 2025 Delivery Consensus
Q42025 sales: 422’850
2025 sales: 1’640’752
What’s the purpose of publishing these estimates 3 days before the planned release of real numbers?
- Option A: Tesla already knows the sales numbers are better, thus present any number above 1’640’752 as a huge win.
- Option B: Q42025 is beyond ugly, so managing expectations 3 days before the real sales are published.
Regardless of A or B, this is the overall story. 2023 was the peak with 1.808 million cars delivered, 2024 broke the decade-long trend of ever-growing sales with 1.789 million cars delivered. 2025 is…well, wait for numbers this Friday late at night. Even better, Saturday morning with a coffee.
PS. TBH, this was yesterday (from Tesla impact report 2022) for public consciousness. But, it’s been a hell of a ride since April 2023:
TIS. At least 30% of the commuter traffic is on already on the way.
And the year 2025 deliveries numbers were published yesterday evening in the US. From Tesla press release:
So, there was no ace in the sleeve. Publishing the delivery estimates 3 days before the real deliveries was managing expectations. 1.64 million deliveries is the final number and the peak is 2 years behind us. The present is a company that sells any car the consumer wants as long as it’s a model 3, or a slightly taller model 3.
And, being an edgelord on twitter and getting into politics is irrelevant for US sales, but it doesn’t help on this side of the Atlantic (-25% YoY sales ). The war with a labor union in Sweden is not going well (-70% YoY). Even wealthy Switzerland is not buying that much (-25% YoY). 2025 registrations numbers via Reuters.
The ACEA will release full-year sales data for Europe later in January. In the eight countries that reported on Friday, together accounting for over half of Tesla’s market in Europe, registrations dropped in total by around 25% in 2025.
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Just LOL!
Tesla annual sales around 8% down from the peak so not huge but a huge contrast for a company that grew sales 38% in 2023.
A dream fades
Cynics may argue that this is intended to limit the pool of people demanding their money back.
Tesla still doesn’t have permits to offer taxi services without a safety driver despite promising this feature every year since 2016.
The problem with FSD is that despite spending CHF7,300 (Model Y) you cannot transfer it to a new car. By paying monthly, at least you can.
Wish they would do it with acceleration boost…
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Tesla has officially discontinued Autopilot in the U.S. and Canada.
All new car purchases now come standard with Traffic-Aware Cruise Control.
The online configurator has now been updated to allow buyers to choose the $99/month FSD subscription, while still offering the option to purchase FSD outright for $8,000 until February 14th
Nice when it was free like with my non-Tesla
Its borderline criminal that they’ve been selling Full Self Driving in Europe (and until recently the US) when its technically not available.
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Absolutely. I paid for it outright in 2021 for a car delivered in 2022 and it’s now 2026. When I bought it, it clearly said, “Driving on city streets coming soon”. Although I received lots of fun and useful software updates, the amount of self driving I can do is actually less than when I received the car, as full automatic overtaking was actually further restricted in 2022. Summon barely works and even then up to 6m, which is silly, and auto park is maybe slightly improved but I still park myself in 98% of situations.
Can’t understand why no one has launched some kind of class action suit on this matter.
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The restriction was due to government regulations.
In other news, Model S and X will be discontinued in Q2/26 - to make room for robots.
Didn’t have the balls to kill the Cybertruck obviously.
"Tesla also revealed a $2bn (£1.45bn) investment in Musk’s artificial intelligence venture, xAI.
“A lot of investors asked us to do this,” Musk said of Tesla’s participation in xAI’s latest funding round. “They say we should invest in xAI, so we’re just doing what shareholders asked us to do pretty much.”
The move comes despite a recent vote taken by Tesla shareholders on a proposal to invest in xAI. Abstentions and votes against the idea outnumbered those who approved."
I guess the “other models” line in sales numbers will be equal to Cybertruck sales. No way to mix the sales of S and X with Cybertruck anymore.
Output from google gemini for " make a graph of tesla net margin historical, including 2025 ". 3 years ago, we lived in another world. People at the time said manufacturing efficiency and a vertically integrated manufacturing model were the reasons for the 15+% net margin. It was absolutely not consumer goodwill and high prices that had to be reduced when competition arrived.
TBH, there is no such thing as Tesla killer. But, the competition brought Tesla to the club of boring legacy automakers with legacy automaker net margins.
They also suffered the problem of all innovaters, newer products have better features, functions, etc.
Tesla can introduce some of those but it would be too expensive to fundamentally change their production.