Tesla Sales Down Bigly

[eyecu2]

Originally Posted by bambino

Musk has to sell 20 million Teslas over the next ten years. Bet against him Mr Gristle!!!!


Elon Musk has been awarded a $1 trillion pay package by Tesla shareholders, contingent on meeting ambitious performance targets over the next decade. This deal could make him the world's first trillionaire if Tesla achieves significant growth in vehicle production and market value.
Fortune NBC News


OOOF

I would be HIGHLY surprised that the company will come close to that level of sales. I know they announced a partnership with INTL to do some chip making. Yes the same INTL that the government bought a 10% stake in prior. Anyone here smell a stinker in the works? If lets say our govt who shouldn't be in the investing on speculation AI markets generally but providing funding influence- tax abatements etc. to companies to do the same, and then you have a billionaire- now come in and alluding to a deal - watching the stock spike up 100% over it's lows in just a few months, ....

Does that not smell of a lot of ppl in government getting fat off inside information- signals of when to buy and sell, and when to go long-

Imagine if during the original (highly unconventional) deal that was struck with the 47 administration- was also concerted with a call to Musk to announce a possible deal in say 60-90 days- and that it would be done with direction of someone on both the MUSK and MAGA side of the entities.....that would be a very fucking bad thing. I believe that is the definition of insider trading laws and ppl go to jail.

Steve Bannon was heard mentioning that if the midterms go the way of the DEMS and that there is a loss of power to the GOP in 2028, " ppl in this room will be going to jail".

I believe him- and think that's just one example of misdeeds. I mean there are daily ones, but this is a fairly easy one to either prove, or disprove.

[HDGristle]

Originally Posted by bambino

Well Mr Gristle, Germany is in the brink of depression. Porsche is going down the tubes. Try more than just scratching the surface.

They only sold 750 cars there the whole month

Ooof

[HDGristle]

Tesla is seeing a decent number of leaders leave that were involved in the Cybercuck, Model 3 and Model Y.

That's not going to happen the same way if the sales were solid.

[HDGristle]

UK sales were down bigly as well

https://www.thecooldown.com/green-bu...-drop-october/

[HDGristle]

https://www.reuters.com/business/aut...nd-2025-11-10/

Tesla sales in China are down in a big way. 35.8% drop. They're at a 3-year low.

[HDGristle]

https://www.cnbc.com/2025/11/24/tesl...-in-china.html

Oof, that market share

[HDGristle]

[bambino]

All EV sales will be down now because Trump reduced CAFE standards to reasonable levels. The EV mandate is dead.

[eyecu2]

There are more reasons to buy EVs than just CAFE limits. It literally keeps the petroleum groups at limit of power vs the literal over a barrel (of oil) strapping ppl to fuel costs.

The local power grid infrastructure investments of 7 billion includes lots of upgrades for power demands including EVs and AI computing. It seems odd to me, that conservatives are totally fine with us spending all of our energy on AI which will end up killing a lot of entry level jobs, and some mid and upper level ones as well, but cannot stand EVs because they are limited on range currently.

I don't like Elon Musk, but I think electric vehicles are absolutely here to stay - as a matter of fact they make up the majority of car sales in California. Probably likely to be the same in other blue states, but our red State friends, would prefer that we would put lead back in gasoline just to have the smell.- fuck that air we breath

[bambino]

Originally Posted by eyecu2

There are more reasons to buy EVs than just CAFE limits. It literally keeps the petroleum groups at limit of power vs the literal over a barrel (of oil) strapping ppl to fuel costs.

The local power grid infrastructure investments of 7 billion includes lots of upgrades for power demands including EVs and AI computing. It seems odd to me, that conservatives are totally fine with us spending all of our energy on AI which will end up killing a lot of entry level jobs, and some mid and upper level ones as well, but cannot stand EVs because they are limited on range currently.

I don't like Elon Musk, but I think electric vehicles are absolutely here to stay - as a matter of fact they make up the majority of car sales in California. Probably likely to be the same in other blue states, but our red State friends, would prefer that we would put lead back in gasoline just to have the smell.- fuck that air we breath

EVs aren’t going away. Especially in Asia and Europe. But they’re expensive and not for anyone. Besides, you’re not saving the environment. Mining minerals, burning coal to create electricity, disposal of used batteries aren’t environmentally friendly.

[HDGristle]

https://www.tipranks.com/news/tsla-v...gains-momentum

Oof

[HDGristle]

https://electrek.co/2025/12/03/tesla...ily-saving-it/

As Nov data rolls in we see that the Tesla sales crash in Europe continues in every significant market except for Norway

[HDGristle]

https://electrek.co/2025/12/09/tesla...nnual-decline/

Tesla needs to sell over 125k vehicles in China this month just to match its 2024 sales.

[bambino]

TESLA'S $2 TRILLION SECRET: THE CARS WERE JUST THE TROJAN HORSE

Tesla's stock just hit $450 after years of skeptics calling it overvalued for a "car company."

The skeptics were right about one thing: Tesla isn't a car company.

It never was.

The vehicles were just the data collection devices, the training ground, the Trojan horse for what's actually being built: the world's most advanced real-world AI that's about to make human labor optional.

Full Self-Driving V14 just achieved something nobody thought possible: intervention-free drives from Los Angeles to New York.

Not on highways with perfect lane markings, but through construction zones, unexpected detours, unmarked rural roads, and Manhattan traffic.

Tesla's fleet of 6 million vehicles has been training this AI with billions of miles of real-world data.

Every car is a teacher, every drive a lesson, every edge case captured and learned.

No other company has this data advantage, and they never will.

But here's what Wall Street is finally understanding: the same AI that navigates a two-ton vehicle through chaos can navigate a humanoid robot through a factory, kitchen, or hospital.

Optimus, Tesla's humanoid robot, uses identical neural networks, same vision system, same decision architecture.

The only difference is legs instead of wheels.

When you've solved vision and real-world navigation for cars, you've solved it for everything.

The economics are staggering.

Tesla's targeting $20,000 per Optimus unit at scale.

The global labor force is 3.5 billion people.

If Optimus replaces just 10% of human labor, that's 350 million units at $20,000 each: $7 trillion in revenue.

Not market cap. Revenue.

For context, Apple's total revenue last year was $380 billion.

Optimus could generate 18 times that from just partial market penetration.

Elon's prediction that Optimus will be bigger than everything else Tesla does combined isn't hyperbole; it's conservative.

Cars are a $3 trillion global market.

Labor is a $75 trillion market.

Every restaurant, warehouse, factory, hospital, and home becomes a potential customer.

Unlike cars that sit idle 95% of the time, robots work 24/7.

One Optimus could replace three human shifts.

The timeline is what nobody expected.

Optimus went from stumbling prototype to gracefully running in two years.

Tesla's manufacturing expertise means they can scale production faster than anyone.

They're already building the factories.

By 2027, Elon projects thousands of units. By 2030, millions.

This isn't theoretical anymore; it's industrial planning.

What investors are really betting on isn't Tesla's ability to make cars or even robots.

They're betting that Tesla has solved real-world AI while everyone else is still playing with chatbots.

Google's Waymo needs pre-mapped cities and perfect conditions.

Tesla's FSD works anywhere, instantly.

That's the difference between narrow AI and general intelligence applied to physical tasks.

The automotive business was never the destination; it was the funding mechanism and data pipeline for the actual product: artificial general intelligence for the physical world.

Every Tesla sold wasn't just a car purchase but an investment in training the AI that will fundamentally restructure human civilization.

The owners paid Tesla to build its true product.

We're watching the last pivot before everything changes.

Tesla's cars proved they could build quality hardware at scale.

FSD proved they could solve real-world AI.

Optimus will prove they can replace human physical labor.

The stock price isn't irrational exuberance; it's the market finally understanding that @Tesla owns the future of work itself.

[HDGristle]

Tesla has 90 days to address concerns about its non-autopilot autopilot or it may see its sales licenses suspended in CA

That won't help Tesla's slipping sales improve

https://www.latimes.com/business/sto...se-advertising