Posted by moosedman 11/5/2025
The main problem with Musk's proposed pay deal is that he still gets paid billions even if he continues to fail:
https://www.reuters.com/legal/transactional/musks-record-tes...
Tesla's sales target is now to have sold 20 million cars in total by 2035. That's fewer cars in total in what will then be the 32 year history of the company than Toyota sold in the last two years:
https://www.nytimes.com/2025/09/05/business/elon-musk-tesla-...
Tesla's target used to be 20 million per year:
https://www.reuters.com/business/autos-transportation/tesla-...
But Tesla's board doesn't care. They got theirs:
https://www.nytimes.com/2025/05/13/business/tesla-stock-sale...
https://www.afr.com/technology/life-changing-wealth-stopped-...
They look dated, or weird, have patchy customer service, and are not even that long range anymore.
The recent model y looks terrible, like a duck.
And the ergonomics are cheap and dangerous.
Removing turn signal stalks, drive select stalks is dangerous. I like the idea of buttons, but turn signal buttons? buttons on a moving steering wheel? and the rest of the critical controls buried on a touchscreen? inside door handles? ugh.
They look terrible. They looked terrible when they came out 13, 8 and 5 years ago and they have aged very poorly.
Considering all 13 the same might be a stretch, but if you just take the 6 that are the same size as the id.4 you still end up with the same result.
Tesla on the other hand is famous for both making minor changes to their vehicles pretty much continuously and a bad history of parts availability.
I guarantee you that even if I don't like their car, their dealership will very likely have the part you need around the time you need it. It's not the only car-adjacent company that does something like this (Valeo for sure does it too, i worked with them also), but I'm pretty sure it's the only one who has an internal data scientist team working on it.
With Tesla at least you can pay $5 per day to use their tools (and you NEED their tools because they are up to date with cars firmware).
I'm sure once cars are EOL'd Tesla will release final version of diagnostics, like they did with Roadster - https://github.com/teslamotors/roadster
Yet (salute + support for ADF party) * touchy german history = auto non-grata.
And it seems that until now, Tesla sales in Eu are 30% less than last year [1]
There is more competition, finally.
[0]: https://www.benzinga.com/tech/25/01/43092840/tesla-struggles...
[1]: https://electrek.co/2025/11/03/tesla-tsla-keeps-getting-batt...
15,595 (Tesla) vs. 15,171 (BYD)
TSLA is not down 50% YTD. Its up this year so far.
Can you show the math that shows it down 50% YTD?
> The number of Teslas sold in the January-October period dropped 50.4% to 15,595 units, compared with the same period last year.
Appreciate the explanation.
> The number of Teslas sold in the January-October period dropped 50.4% to 15,595 units, compared with the same period last year.
YoY is -50%.
Also, Elon should have stick to cars and rockets. His venturing into politics, and into media (with buying X) didn’t help him either. He got demystified, and demolished his image of a super focused half-einstein, half-edison. Now more of an half-Trump. And that didn’t help his car sales either.
I'll never buy a Tesla. Personally, Musk has delivered generational toxicity to their brand. And he now seeks to be rewarded for that.
The Board is dysfunctional.