it's pretty wild that the company is making so many mistakes but the stock still isn't back down to reality. The car design is old and stale. The 4680 battery didn't really work out as planned. The cybertruck is only selling to a small niche. The low cost Model 2 is on the back burner. Growth in deliveries has stalled out/peaked. Trump will likely be president and remove the $7500 IRA tax credit, obliterating Tesla's profitability. The only things going for them are: 1) tariffs on BYD imports. 2) energy storage is growing. (and energy storage is literally just batteries in boxes, not something TSLA has any kind of strategic advantage on).

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I’m from Australia and the BYD seals we have in our market actually look incredible on the outside. I’m not a fan of EVs in general though haha, need the good ol’ V6 and V8 sound 😂.

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BYD gained so much market share here in Sao Paulo (Brazil) that its quite baffling.

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BYD also took a hit YoY. Q4 2023 BYD briefly sold more EVs than Tesla, in 2024 the crown was quickly handed back.

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Now compare it to Toyota, Hyundai or BYD. American and European car makers are in deep shit.

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Yeah. I’m in Australia, so being a RHD market not quite as much competition. However the entry price for a BYD here is about 2/3 that of the starting price for a model 3, so it’s a very attractive option for a run around fleet car for my employees, and the Seal that is a direct competitor to the Performance 3 is cheaper than a LR 3 with the specs of a performance 3, has android auto/Apple CarPlay, and vehicle 2 load standard

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Global market share of EVs has increased every year. It’s not so much an industry issue as it is a North American market issue. China is the biggest EV market, and BYD is smoking Tesla there. Tesla is also really only the major American car manufacturer selling EVs there. Europe is the second largest market. Again, cheaper Chinese alternatives are outpacing Tesla. The U.S. is the third largest market. Here, you have Tesla now competing against almost every major car manufacturer. The Hyundai IONIQ sales grew 51% compared to last year, so the demand is there - it’s just being more evenly distributed. So Tesla is facing increased competition both at home and abroad while simultaneously repulsing his traditional customer base in the U.S. with his dickweed politics. A recipe for contraction.

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BYD is eating into Tesla’s profits. The only thing stopping BYD from clawing a larger share of the EV market is massive tariffs in US intended to keep them out. Musk is pivoting to Dojo, energy storage, and other AI stuff to keep Tesla relevant.

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Raytheon & Honeywell to pump BYD and Digital reality to tank.

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>Tesla, SpaceX, Starlink, Neurolink are all innovative companies based on ideas that at first sounded impossible. Musk wasn't the founder of Tesla, and Tesla didn't invent the EV. The first electric car dates back to 1891 Starlink and SpaceX are cool, but satellites and rockets have been around since before Musk was born. Neurolink isn't a new idea. Brain-computer interfaces were first tested in the 1960s, and deep-brain stimulus has been around since 1991. There are other companies doing the same work. Musk is mostly a really effective hype man. > Tesla was supposed to become mainstream and completely dominate the EV market. That perception is now a reality:  Now that dominance is slipping fast. Tesla commanded about 55% of the US EV market last year, down from 65.4% in 2022 and a much higher 79.4% share back in 2020, The story in China is much worse (less than 10%, BYD ate their lunch).

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