Nothing to confirm. In a nutshell, EV car supply is more than the actual demand. Toyota, with their bet on hybrid is among the current winners and we all “know” EV is the future, just not sure when the future will arrive.
In the meantime, my short on Tesla, which I do every once in a while with small gamble money paid off again.
Yes and when it goes low enough you can buy to double when it comes back like last year
Not sure about that. As far as I know over a year Tesla sell just about all they make.
They were almost 10% below target in Q1 2024. In an environment in which overall US auto sales were up by more than 5%
Fanboy is ok, but please don’t invest or give advice.
From Tesla themselves
"AUSTIN, Texas, April 2, 2024 – In the first quarter, we produced over 433,000 vehicles and delivered approximately 387,000 vehicles. "
So ca. 50,000 vehicles they overproduced in Q1 and are selling at a discount to avoid storage costs.
You both say Q1 after I say over a year. Ho hum. If only you had a clue 
here we are again with apples and oranges. Or are you marton, one of Gaburko’s many dream women
You’re wrong. Q1 2024 happens to be the most recent quarter and in the most recent quarter Tesla disappoints. As I already said more than 10% below target in terms of sales. Which is why, over that past 12 months the share price tanked from circa $250 to less than $170 yesterday.
Your comments about “dream women” are apparently an attempt to be funny. It didn’t work. Try again.
From what I’ve read, there will be a call at the end of April with investors (and with Elon) to (possibly, hopefully, maybe) shed some more light on the numbers.
Usually, the difference between produced and delivered numbers is because they are in transit between the factory and the handover to the customer. This used to be ships from China to Europe - but there are hardly any ships in transit right now.
You could make an argument (far fetched) that they produced 50k Model 3L (the Highland version of the P) - but there are no leaks from China, so nobody really knows where those vehicles sit. If they were sitting in lots, this would have been discovered by now, too (I would guess).
In related news, Elon announced the unveiling of the Robotaxi for the 8th of August (8/8).
Aptly, somebody on reddit joked that hopefully the engineers didn’t learn of that from that tweet 
Still, I don’t really see a car at the price point of the Model 3 or Y with the same price/performance and price/capability ratio.
I’m sure, VW’s ID.7 is nice - but it’s borderline underpowered in the base version and much more expensive. But you get stalks, USS and a head-up display.
I’d rather wait and save up for when the facelift EQEs (due 2024/2025) become available 2nd hand.
Those will be nice cars.
Hopefully. From the German ones, only the Audi’s looks half-decent. The Merc looks plasticky already from the outside, the VW is a bad copy-paste of a Toyota and the BMW…well…we discussed it. Its horrendous.
Anyway, Tesla is bound to see some trouble. As the leader in a segment which has held more promise than actual delivery, naturally, they suffer more. Moreover, they have no hedge: they’re 100% EV 
AFAIK, the plastic thing of the Mercs will be somewhat rectified in future facelifts.
The EQS facelift will feature a “Haubenstern” (whatever that is called in English) and look more like an electrified S-Class.
The whole “plastification” is a disaster for the brand.
From what I’ve heard about BMW, the “New Class” vehicles will copy Tesla (or rather: take inspiration from them) in a lot of ways (and they seemed to have stopped growing the kidneys).
That said, Tesla still has a tremendous cost-advantage and the cars are mechanically actually solid and seem to last a long time (properly taken care of).
Not a lot of people will be able to afford a used EQE or ID.7 - especially as Tesla still has somewhat better maintenance of the software-side:
I downloaded the update to enable the Matrix lights last weekend and while it could be argued it should have been there since the beginning, it was a nice update that nobody saw coming…
I just got a notification from twitter that Elon is now following me, does that make him “one of my like”?
Can you ask him to fix my dodgy automatic wipers? 
Of course
Which Elon? Borderline between love and hate and all that. 
He once tweeted that, that was one of the last things to go into the software or be fixed or something. It also amuses / annoys me. You’re driving along and all of a sudden there they go. No other car even other Teslas. Must be programmed by part of his personality.
It seems to be a car designed by Californians for Californians.
Are you saying that based on the wipers?
Nope, also lack of indicator stalks on the new Model 3 (no roundabouts in LA right?) and complete reliance on a camera array which get occluded with shitty weather and road grime. So you then have to deal with compromised parking sensors and adaptive cruise control that no longer works until you stop and clean all the cameras.
Ultra sonic parking sensors and radar based cruise control work in all climatic conditions. So it was pure idiocy from Elon to remove them until his Camera AI tech was fully mature and capable of redundancy e.g. still works when one of the pillar cameras is covered in salt.
Phantom braking seems to have vastly improved when radar was deactivated.
Tesla never invested much effort into sensor fusion (what to do when camera and radar disagree).
It makes sense with Full Self Driving but that this is a long way from coming into fruition in Europe. Therefore the radar for adaptive cruise and camera for lane keep assist would have been a better option for us.
One example was a test drive last year during a snow storm and the system completely gave up with multiple warnings of camera failures. I jumped back into my BMW 1-Series and it performed flawlessly in the same conditions. I noticed similar glitches in my Y in heavy rain last month. The reports are that Tesla Engineers were against the move to pure vision (+ AI) but Musk over-ruled them so here we are with no way back.
Of course I knew all this when I bought the car, and fortunately the pros still outweigh the cons in terms of price, technology, creature comforts and efficiency.