Do we have to cherry pick our data? Tesla sales seem to be doing ok in some regions. If you want to make Tesla look good you point out Model Y sales. If you're not motivated to make them look good, you point out that overall sales of Teslas globally seem to be starting to plateau, having sold 1.77m cars globally last year, earning them a rank of 14th, between Audi and Renault, not even coming CLOSE to VW (4.97m) or Toyota (8.57m).
The Silicon Valley method of making your customers beta testers doesn't work so well with cars. Once the enthusiastic believers all have their cars, the rest of us aren't going to want to be beta testers for flawed cars.
When they had no competition in the EV space, they were the king of their sandcastle. Now the competition is starting to arrive, and we'll see if Tesla can become an actual mainstream brand, or remains a niche player.
The Silicon Valley method of making your customers beta testers doesn't work so well with cars. Once the enthusiastic believers all have their cars, the rest of us aren't going to want to be beta testers for flawed cars.
When they had no competition in the EV space, they were the king of their sandcastle. Now the competition is starting to arrive, and we'll see if Tesla can become an actual mainstream brand, or remains a niche player.
