Tesla in crisis?

Its over

Believe it or not, calls.

Only a measly 1.6 million autos sold last year in the US alone. Stick a fork in them.

Model Y was the 2nd best selling car on planet Earth in 2025. Tesla’s car business is definitely not struggling.

Everybody wishes they offered more models. I get that. But I also get wanting to win the autonomy race at all costs. Tesla doesn't succeed by dreaming small and simply introducing a new car model or two every year. (Which they are basically doing anyway if you count semi and cybercab.) They have many more important irons in the fire. Most people are good with a 3 or Y anyway.

You make great points. Killing autopilot right after the fed rebate went away makes it such a worse value than 5 months ago to buy a Tesla. With that said, if I needed a new car today it would be another Tesla. I love how tight the steering and throttle response is. And I’ve lived with fsd so that’s a requirement for me going forward. However I don’t see much enticing people that don’t already know why they are so great to live with.

Plus Model Y has a lot of variants, from standard, AWD, RWD, 5 or 7 seats, and perhaps soon to be a longer version. Plus the new performance trim. Model 3 is similar except no 7 seater.

Byd is not doing well financially. Sales down 30% from Jan 2025. They already don’t make money on pure bev segment.

I don't agree with FSD improving; I feel it's been a massive downgrade since speed profiles were introduced. That and the many quirks of it mean that it is more effort to police it than a regular cruise control. That's my experience, anyway.

I agree with you on the throttle response and steering wheel. I hate the FSD due to its many quirks, particularly the speed profiles. If I was buying another car right now it would be a Subaru Outback Touring as it has just introduced handsfree highway driving. I do love my Teslas though and would get a cybertruck to tow my boat if they were more reasonably priced.

None of that. Gas and oil prices are down, so no motivation to buy electric cars.

100% agree - they need to fire the CEO (which will be almost impossible) and focus on making excellent electric cars. If I was CEO I'd bundle FSD for free in all new vehicles sold. Marginal cost of doing so is basically zero at this point, instantly create a huge advantage over rivals, stimulate new sales etc. Buy some time to turn things around. Spin the robot project out into a separate company. It isn't a car. Focus on cars. Pivot the robotaxi thing into a human-driven FSD-optional city car. Scrap the cybertruck, focus on Y and a mini-Y/hatch. Reinvest more cash into battery tech, especially sodium.

The Subaru will be more expensive than model y

You’re leaning into all the niche theories there and not the macro ones. The bottom line is almost all EV’s are struggling in the US market. Lucid and Rivian are also demonstrating similar demand problems. Ford shut down lightning production and GM has scaled back dramatically. Both took major write downs against income. Stellantis canceled most of their programs and just took an incredible $26 billion write down. It’s a broader phenomenon that Tesla has more exposure to as a pure-play EV manufacturer.

Put your money where your mouth is. Buy TSLA put LEAPS, then we’ll talk.

Those numbers are skewed.

I also love FSD. When it’s time to replace our Honda in a couple of years I will look at the Rivians and see hit much progress they’ve made with autonomous driving and compare it to FSD. It well be good to have competition in that space.

These points may very well be one of the reasons they're pivoting to robots.

That's okay if it is. I know their cruise control works as one would expect, so handsfree I assume would also work well. I can't stand FSD's constant quirks and then potential strikeouts for ignoring the nanny.

It was #1 a few years ago. This year it may drop further. Resting on previous success is a sure path to failure.

Steering and throttle response are fantastic. But that turning radius sucks.

Crisis is maybe a bit dramatic but they are facing some strong headwinds. I honestly wouldn’t be surprised if Tesla isn’t around in 10 years.

I think they'll be okay for now, but I did want to add another point to your list that might change things in the coming years: The Rivian R2 will be going on sale soon, and the first batch of reviews from Demuro and the like are singing its praises. If it actually sticks around the $45K projected starting price, I think Tesla will have to fast track some upgrades before Rivian hits full production capacity in a couple years. The MY still has a crazy market share, but it was down 4% last year in the US compared to 2024, and down 15% just in Q4. That's not a trend Tesla will want to see continue, obviously.

Not a chance lol !remindMe 10 years

>Tesla’s car business is definitely not struggling. Tesla is in the 19th position in the total cars sold and only going down. They went down from 15th, to 17th to 19th in 2025. The only major player thats below Tesla is Nissan. Sure Tesla is not struggling, but they are playing in the amateur league now.

Most people also don’t know BYD is subsidized by the Chinese government. They received BILLIONS from the CCP. its why they can make and sell their cars for cheaper.

I think some version of the brand will exist but if EVs and FSD don’t keep growing significantly, and the robots don’t work out, there’s a chance that the only thing left with Tesla is the brand name. Heck, SpaceX might be the only brand left standing in 10 years.

>Tesla doesn't succeed by dreaming small and simply introducing a new car model or two every year.  Tesla with only 2 models is like like Toyota with only Rav4 and Camry.

Tesla is in the same boat. They are subsidized by government carbon tax credits. Without those Tesla wouldn’t be profitable. https://carboncredits.com/teslas-carbon-credit-revenue-soars-to-2-76-billion-amid-profit-drop/

"same boat" One boat is a yacht club sailboat. The other is an industrial tanker.

I think that's a big if on the price, but otherwise agree. More competition is good for the EV space overall though!

Rivian is also just about to launch its first “affordable” SUV which will compete directly with Model Y, and carries none of Tesla’s political baggage.

It does seem like it's very limited, finicky and not yet completed. [https://www.youtube.com/watch?v=SO-iWGXKiHE](https://www.youtube.com/watch?v=SO-iWGXKiHE)

Wild. I can’t buy anything now that I’ve committed to FSD. If I were to drive 100 miles, 99 would be in FSD. I seriously never drive.

This is a very wrong and lazy take. In q1 2025 they may have lost money but in 2025 as a whole their net income was 3.8 billion with 2 of that being from credits. That is profit. They were profitable for most of 4 years preceding 2024

How much does a presidential kidnapping go for these days? How about generations of military action to secure fuel supplies? The CCP's subsidies are a rounding error when it comes to the trillions upon trillions spent protecting the US auto (ICE) industry.  China is using what they have to their advantage just like the US uses what they have (oil) in theirs.

Yeah, I'm skeptical too, although they did announce a few changes to the production model ostensibly to keep the starting price around $45K. I guess we'll know for sure soon enough.

None the US EV companies are doing better..

Chrise this!

Just bought tesla

Does your 2023 Model Y have the HW4 computer? If not then you may be excused for your negative opinion especially if you bought FSD. My 2026 Model Y with FSD is a fantastic vehicle. It's the best vehicle I've ever owned since 1969.

I don’t think any of that is an issue

No, theyre kurtosissed!

He has a huge amount of $$$ at risk. He’s going to do everything he needs to do to hit those targets or to get the targets changed.

Yes, they have lost their way. Pumping cash into moon shot projects and not improving their core products. They’ll be out of business soon once the cash stops flowing in, which will be painfully obvious come 2026 with economic slow down and no more tax credits. They could honestly be fucked a lot sooner than later And their ketamine addict ceo insults their core customers, and lost millions of potential return customers.

I doubt customers will stick with the base model though. Most of consumers rarely end up purchasing base models in the car industry. Majority sticks with mid config and the rest top of the line config. Last I checked, the base model with the slow single motor was supposedly starting at $45k. So mid probably around $49k and top at 55k most likely. End of the day, EVs are still at the same ballpark, well the 'hot ones' at least.

I try not to drive, too, but I have a 460 mile commute every week. The number of times I have to take over because it goes too fast, too slow, left lane too much, too indecisive to go into the left lane. Meh. It's got a long way to go.

Do you drive a Tesla ?

Yeah 21 model y, I think it’s great, but just don’t support the company anymore

And electric up because of data center demand

Does toggling down to “standard” not reduce the speed to an acceptable level? I use “hurry”, but occasionally will use the right scroll wheel to drop down to “standard” if it’s going too fast.

Sometimes it does, but it is unpredictable and inconsistent. When I first received this version with the speed profiles, it was fairly predictable and standard for example, would keep you out of trouble with speed traps. But that's all over the place now - one good example is a bridge near me that is 3 lanes wide and 3 miles long with a 45 limit. It likes to do 70 over that bridge. Then there was the day it went to 77 in a 55 in dense fog on a single lane road at 3am. I could go on.

You have a great product ( your words ). Maybe you are just biased towards the political ideas of the CEO not being aligned to yours. Have you ever tried keta ?

I think you and the majority of people really underestimate the capabilities of Machine Learning + Robotics and all the applications it can be applied to.

I think they make marvelous cars, the MX being the best, MHO. Having said that, commercial car business for Tesla will be discontinued sooner than later, they are all in with cybercabs. Robots are cool to talk about, but need another 5 years.