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Swedish-run, Chinese-funded. They’re going nowhere.

And I say that as someone who’s not a fan of Polestar, a week in a PS2 last year was one of the most disengaged and sterile driving experiences I’ve ever had.
China never cancelled a project? lol
 
China never cancelled a project? lol
Not of this magnitude and opportunity. The EV market is ripe for picking. We've already seen the likes of BYD make early big strides over here, even if you're not allowed to look at these in the US (yet, just 3 years and 6 months to go). For Tesla shareholders, that's who I'd have sleepless nights about, not Polestar.
 
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Not of this magnitude and opportunity. The EV market is ripe for picking. We've already seen the likes of BYD make early big strides over here, even if you're not allowed to look at these in the US (yet, just 3 years and 6 months to go).

There have been many restructuring and consolidations happening at Geely including EV projects.

For Tesla shareholders, that's who I'd have sleepless nights about, not Polestar.

I'm not a shareholder but if I was, Tesla already has driverless cars operating on the roads today. They have yet to purchase a single TV ad. If Tesla was so demand-starved, all they need is one big superbowl ad showing their cars are driverless and it's basically checkmate.
 
Past performance doesn’t predict future events, as they say.

It's a good indicator.

Except it’s now almost halfway into 2025 and in Europe at least, the combination of the traditional Euro auto marques (who’ve quickly learnt and transitioned across hybrid and EV platforms), the South Korean big two, and more recently the Chinese, will swallow up the market, and force Tesla to quit, left only to outlicense (or even sell, if Musk is stubborn) their charger network. As a carmaker here, however, they’re done.

I've heard the same argument but years ago and it still hasn't happened. Still waiting.




Why? Zero cachet, dwindling loyalty, boring design, poor quality engineering, shocking QC, glitchy software and awful customer service.

Again, same exact argument heard years ago. Yet they're still selling fine. The only decline in sales are due to change overs in new models.
 
#1 car sold without a single TV ad purchased I might add.

You're missing the point that it is a flawed metric for this market.

Agree Elon Musk has been good at the viral marketing. He is basically a walking billboard for the company. However his benefit to sales varies over time.
 
No, I'm not. I clearly understand minimal models = more sold per model.

What I said still stands.
Tesla sales are tanking. Globally. Advertising won't fix that. The brand is toxic. Literally millions of the people most receptive to their product (EVs) absolutely hate Tesla and Elon Musk. It will be studied for decades to come in business classes as an unprecedented example of brand destruction.
 
There have been many restructuring and consolidations happening at Geely including EV projects.



I'm not a shareholder but if I was, Tesla already has driverless cars operating on the roads today. They have yet to purchase a single TV ad. If Tesla was so demand-starved, all they need is one big superbowl ad showing their cars are driverless and it's basically checkmate.
Just because they're bad at business doesn't mean they're not also bad at marketing.

First mover advantage is big, but it wears off. You'd have to know that if you're following MacRumors.
 
Just because they're bad at business doesn't mean they're not also bad at marketing.

First mover advantage is big, but it wears off. You'd have to know that if you're following MacRumors.
You're not understanding. They reached #1 with zero TV ads. If they desperately needed to increase demand, any standard major TV commercial campaign would simply get the word out to those who have never heard of a Model Y.
 
new model y change over. globally.

"Tesla’s sale of new cars in Norway skyrocketed 213% in May from a year ago"
"The increase was primarily driven by sales of the firm’s revamped Model Y compact sport utility vehicle."
Norway is a ridiculously small outlier for various geosociopolitical reasons (size, transport infrastucture, population, government incentives, non-EU etc).

Meanwhile in the real world this week…


Sales of new Tesla cars in Britain fell more than 45 per cent in May from a year earlier, underscoring the challenges facing Elon Musk as he renews his focus on the electric vehicle maker.

The marque’s sales declined for a fifth straight month in the UK, Germany and Italy, according to data from the research firm New Automotive.
The sales decline in the UK, Europe’s biggest EV market, came as industry-wide electric car sales jumped 28 per cent.

That’s 3 out of the 4 largest European markets. France isn’t bucking the trend either.

A “new” model Y isn’t going to balance out the monumental and irreversible brand damage inflicted by the toxic CEO in the past 12 months.

Down 45% alongside an EV market that’s up 28% is not far off a death spiral.
 
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Norway is a ridiculously small outlier for various geosociopolitical reasons (size, transport infrastucture, population, government incentives, non-EU etc).

Meanwhile in the real world this week…


Sales of new Tesla cars in Britain fell more than 45 per cent in May from a year earlier, underscoring the challenges facing Elon Musk as he renews his focus on the electric vehicle maker.


New Model Y barely began deliveries in UK. New Model Y production wasn't fully up to speed. When you don't produce enough Model Ys, of course sales are down.

The marque’s sales declined for a fifth straight month in the UK, Germany and Italy, according to data from the research firm New Automotive. [/I]The sales decline in the UK, Europe’s biggest EV market, came as industry-wide electric car sales jumped 28 per cent.

Last I checked back in early may for germany, the estimated delivery date for RWD New Model Y was in June.

Sorry, your argument isn't holding water here.
 
Sorry, your argument isn't holding water here.
It’s not an argument, it’s stone cold hard facts.

Am updated Model Y isn’t going to reverse Tesla’s fortunes in Europe. The only thing it has of value remains the supercharger network, with competition still fragmented.
 
Oh and this new Model Y is still apparently plagued with rattles and cheap interiors. Updated design, same old crap underneath.

Still, it does have the fantastically intuitive feature of a touchscreen gear selector 😆

IMG_0230.jpeg
 
Yes stone cold hard facts - when Tesla doesn't produce enough new Model Ys, they can't sell as many new Model Ys. They first have to produce them.


This isn't a stone cold hard fact. That's your guess.
So you’re blaming a 45% loss over 5 months of the YTD in the top 3 European markets, against a 28% uptick across the EV sector, on the release schedule of a single model update? Funny how those figures also account for preorders but hey, let’s gloss over that.
 
Also, even if it’s still desperately clinging on in Europe by then, Tesla’s also going to have to contend with the global expansion of Rivian (an actual “superior product” in every way) in 18 months’ time.
 
So you’re blaming a 45% loss over 5 months of the YTD in the top 3 European markets, against a 28% uptick across the EV sector

Because when I'm in the market for a new car, I totally want to buy the old Model Y before the new one comes out, right? Do you buy an iPhone 16 Pro 2-3 months before the iPhone 17 Pro comes out? No. Now imagine a product that lasts 5-10x longer that's 40-60x more expensive.

This is also much more apparent when only the new model y launch edition was available to order for a while. Imagine if Apple only sold iPhone 17 Pro Max bundled with Apple One subscription for the first few months while the rest of the models came later.

Sorry, your argument is still not holding any water.

, on the release schedule of a single model update?

The most popular model that even cannibalizes the 2nd most popular model? Sure.
Funny how those figures also account for preorders but, hey let’s gloss over that.

What? No lmao. A preorder doesn't count as a sale in your article.
 
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They’re outdated, cheaply made, and look hideous. But sure, ignore the percipitous drop in sales the world over. Clearly everyone’s just missing out on such a “superior product.”
I'm looking for a car atm so I've been trying to sit in and get familiar with all the different cars and honestly the interior of the model y was the most to my liking ( like the minimal asthetic etc) and comparing prices/financing deals they're actually not that expensive at least here.. Their whole issue is not having good publicity atm and the whole person at the helm making getting one very unlikely.
 
Lol this is major cope. Finding little holes in the vast darkness to convince yourself it's light out.
 
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