>and the company is signaling that it may not be able to fulfill orders for customers who wait too long Just ignore the parking lots full of unsold Teslas. Nothing to see there.
Its all funny money. Tesla would have zero incentive not to flood the market and deal with the surplus of product in October.
Those are not unsold inventory. They are future Robotaxis.
Yeah, laugh now at that unsold car in the Tesla dealership parking lot, it will have the last laugh when it's a robotaxi plowing into you as you cross the street because the AI thought you were a cloud off in the distance.
In Q1 Tesla built 25,934 more than they sold and in Q2 built 26,122 more than they sold. That's 52,056 cars sitting unsold plus there's still cars left that were built last year that are unsold. There's no shortage of Teslas!
You would’ve thought when Elon had the fElon’s ear he would’ve secured some kind of extension of the tax credit lol. Took him that whole time to realize Republicans don’t give a fuck about ballooning the debt, they just like attacking democrats for it.
According to their numbers yesterday, Tesla produced more cars than they sold in Q1 and Q2. There is no supply problem.
but I was told there was a backlog of people waiting for the new Model Y /s
I love how they say once the tax credit is gone Tesla buyers will have to pay more. No, Tesla will have to eat that cost and crush their profit margins. Either that or not sell cars.
I mean, I get that they have a lot of evidence to support the theory that their customers are idiots, but come on.
He was mostly concerned with heading off any investigations into his companies. Mission accomplished. He’s so far down the right wing echo chamber at this point that he probably doesn’t even believe that climate change is an existential threat to humanity.
I mean they are not wrong. If this trend continues, Tesla won't be able to serve any customers in the future...
That's one of the dumbest things I've ever read. Tesla won't be able to sell all the cars they have sitting by the end of the year.
Yeah...also why revenue is down. Retooling for model update. Just any moment. Only a few more weeks and the revenue and sales numbers are going to explode. /s
Buy now before we have to lower the price by 6-7K (at least) to be competitive!
That’ll show the Tesla haters!
Ah, the ol' de Beers diamonds tactic.
They can sell these all they want at deep discounts. They’ll just lose more money per sale. You can make something for 100 bux but sell them for 90. You can sell a million of it. Still losing 10 bux every sale.
I hope I can pick up my 2019 Flying Roadster before the deadline!
[Your floor, your floor is now clean.](https://www.youtube.com/watch?v=OpFUrjq8nWE)
>are going to explode Why bring Starship into this?
They've lost the tax credit before and it didn't kill them...and their direct BEV competitors will also lose it. IMHO, the real problem for TSLA is the carbon credit trading scheme is going away.
Sorry, someone in one of the Mars colonies bought yours.
Elon is preparing for the Tesla Exit, he will leave so can't be blamed for the long painful way to default. He hinted on that yesterday already if you listened carefully
FSD-AI: Go fast enough and all humans are clouds
What part?
The battery on that thing has spectacular fires
I get Tesla emails nearly every week with some new incentive or pressure tactic to buy one. I owned a Tesla 6 years ago and have been in their email list for a while and I've never seen them so desperate to move product.
You can only manufacture scarcity if there’s actually demand.
Sometimes I wonder if they actually believe their own bullshit or not
My understanding though is that not a ton of other brand BEVs qualified for it in the first place, right?
The dead mall where they park them near me is fucking full. Should be more worried about throttling down their factories some more.
Scarcity of teslas is actually what I’ve been hoping for.
Schrodinger’s Inventory
The Enron Paradox.
Red, misty clouds.
Imagine the quality and dedication going into every vehicle when the workers and managers know the cars are just being dumped parked unsold.
They are in storage while they are appreciating in value.
Well, Tesla’s tax credit problem is that the Mach-E (which hasn’t qualified for tax credits since 2022) is the 3rd-best-selling EV so fora this year, behind the M3 and MY. So it’s reasonable to expect that Ford will get some kind of cost advantage come October — since it is unlikely that Tesla has enough margin to cut selling prices by the full $7500. The CAFE penalty changes mean that Tesla won’t get revenue from carbon credit sales, and therefore can’t use that to subsidize EV prices. This puts a definite limit on how much they can afford to cut Ev prices.
I've sat in one that was sold and questioned the quality and dedication.
Get them now while they’re cold, before we go out of business due to declining sales.
> Either that or not sell cars. They're a robo/robotaxi taxi company now with tens of robotaxis on the road now maybe.
Dancing/singing cats waiting to be discovered.
Elon thinks they’ll sell without the subsidy. Bold strategy Cotton. Let’s see if it pays off.
Scarcity? That’s a good one. They’ll have an oversupply even if CA shuts down Fremont (& sales in the state) as is looking increasingly likely.
There’s a parking lot in Kansas City underneath a highway that has been filled with cybertrucks for at least a year
"Sales are going to turn around this quarter, we promise!"
Trump used someone and threw them away??? I'm shocked!
Yes, they want you to rush out and buy a Tesla while the $7500 tax credit is in effect so that the $7500 gets funneled to Tesla, before the tax credit goes away and Tesla is forced to cut MSRPs by $7500. Net price to customer will very likely remain unchanged whether you buy a Tesla before the tax credit expires, or after. In other words, the Tesla executives / shareholders / die hard fans telling you to rush out and buy a Tesla prior to the end of September are essentially lying to customers in order to try and generate $7500 in additional income for Tesla on each sale, with no real benefit for the customer. What Tesla could also do to take advantage of those customers rushing to get the pretend discount is offer really shitty trade-in prices on their existing cars. Afterall... a customer will take less for their current car if they think they could miss out on a $7500 discount right?!? (when, again, there isn't really a discount at all) It boggles the mind that people fall for this shit. Taneja, the company CFO, who on the earnings call was insisting people rush out and buy a car, is the highest paid CFO in the history of the planet. I'm not exaggerating... As a CFO of a $1 trillion company with only $7.1 billion in net income in 2024... he made more in 2024 than the CEOs of Google and Microsoft combined... companies worth a combined $6.14 trillion (6x more than Tesla) with combined net incomes over $180 billion. (25x more than Tesla) Taneja... the guy in charge of Tesla's financial books... for a company with a forward PE of over 160 (the company isn't worth anywhere near what the financials are saying)... is the highest paid CFO in history.... Take a moment to think why that may be...
They're still making Model Y's even though they've got 24 days worth of sales sitting in parking lots (up from 18 days last year). They're putting their money where their mouth is. I think they believe it. Musk is a narcissist and will never believe that he's failing.
They had a lot of inventory prior to that as well. However, those numbers are global inventory, but yes, I'm sure plenty are in the US.
That was reported earlier this month. They always report quarterly sales within the first few days of the next quarter.
If they go down to 1$ I might buy one.
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Yeah there is a lot just down the road from me (south Florida) that has at least 100 various model teslas
Lol imagine buying a 60k car that gets bricked when Tesla bankrupts itself
Teslas will be sold with a cat?
"we'll just make these cars that nobody wants, scarce. That will make em want them.
Back then their leader wasn’t a maga Nazi that turned away buyers and there was less competition. Less demand for their cars and carbon credits are their major problem. They can fix 1 of those problems but they won’t.
Idiot wanted the tax credit to go away.
Here you go. Production and delivery numbers for 1st & 2nd quarters: https://electrek.co/2025/07/02/tesla-tsla-deliveries-q2-2025/ https://electrek.co/2025/04/02/tesla-tsla-q1-deliveries-worse/
The company releases a production and delivery press release every quarter. You can pull them directly from Tesla's investor relations website.
> You would’ve thought when Elon had the fElon’s ear he would’ve secured some kind of extension of the tax credit lol. The Republicans as a whole generally hate EVs. >Took him that whole time to realize Republicans don’t give a fuck about ballooning the debt, they just like attacking democrats for it. The Republicans use DARVO for everything.
At this point... anyone buying a Tesla is doing it to clearly send a message where they stand. I cannot imagine there is a huge pool of people who just want an electric car and choose Tesla ignoring everything surrounding it. If that is the case... then the number of people who want to say "I stand with MAGA" or "I stand with Musk" and can afford or want to buy and electric car has got to be relatively small?
I thought they were an ~~energy company,~~ ~~AI Company~~, ~~Technology Company~~, Restaurant Company?
Same with my mall in Princeton NJ, but it’s mostly cars, not cyber trucks.
Just wait until Juniper arrives. Everything will change. Most anti-climatic reveal since the Gobbledy Gooker.
That's true...but in reality, not a lot of *people* qualify for the entire credit anyway. In order to collect the entire credit, car buyers need to have at least $7,500 in tax liability. I suspect that isn't the case for most buyers (avg income in US is under $70k)...although I do think Tesla gets the entire credit if they lease the car. Still, I don't really see it as a $7,500 price jump for most buyers. Like I said, Tesla has weathered the loss of the credit before...but not the loss of the carbon credit market. I think that's a much bigger deal.
Do you think the average American is buying a new car? A new Tesla at that? Does that make sense?
What people don’t get is that Tesla does not just compete with EVs, they compete with luxury cars. “Same price as an Audi, but electric!” That doesn’t fly when now you have a price premium because the subsidy is gone. People might have been pushed to buy electric because it was “less expensive” in relative terms, but that shit goes out the window when the subsidy is gone.
A dead cat that was alive before the FSD detected it.
I've seen plenty of people with very average incomes buy new cars - to include Teslas. Dave Ramsey has made a career out of telling people how foolish it is - but it is incredibly common.
Sure. Most Tesla buyers ain’t making $70k though
I mean, I'd love to see you seig heil one of those and not get beaten up or mocked for supporting pedophile Nazi's.
You are correct. New car buyers in the US buy a car that is, at media, priced at 1/3 their annual salary. With average transaction prices well above $30k, the median new car buyer has an income of over $100k.
He beat u/Lacrewpandora to the purchase because the Mars inhabitants all have Neuralink and endless free time with Optimus doing all the work. It is like a "free money glitch", ya know. Elon ended scarcity... Wait, then why aren't there infinite free roasters!?!?
Saying he could be fired if he went crazy... as if he hasn't reached that point already... (13+ kids, chainsaw stunt, sig heils, Twitter meltdowns, Cybertruck, endless 420 and 69 jokes, Nazi nods in Grok and numerology i.e. 88...)
That's actually how you are supposed to manually call for a Robotaxi when it drives by.
And it's funny too because a Tesla is absolutely not a luxury car.
Exactly. Making the comparison of a nicer luxury car or a shoddily built Tesla, that $7500 put the Tesla squarely against lower cost "luxury" cars, now they will have to compete with more expensive luxury cars and that will be infinitely more challenging. Especially when you consider that as you move up the cost curve, the concern about the cost of fuel is greatly muted. EVs have two strong selling points: lower cost to power, better for the environment. When you are competing in the model 3 class, both of those things matter to buyers. But if you are competing in the Model Y class ($50K+) the buyers are less concerned about both of those things.
I believe the over-capacity is around 100k vehicles actually
Even if they paid me to take one I wouldn’t do it. I value my life.
Scrap metal is very valuable. Lots of metals lots take pieces and give you cash for it.
The Hawthorne mall?
Lol...musk pissed off 80% of his potential car buyers...he needs to try marketing to MAGAS....throw in a red cap and nazi flag...
And why would i buy a car that will be less accessible to others soon?
My Civic EX-L is more of a luxury car than a Tesla lol
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