Hacker Newsnew | past | comments | ask | show | jobs | submitlogin

Not releasing any new model in half a decade (let's forget about cybertruck - tesla already did) didn't help either.


Nope, bad strategy advice.

Tesla is battery-limited, not demand-limited. Adding models would only add complexity without meaningfully increasing revenue.

It helps to know basic fundamental facts about the company.


Please explain how a demand limited company is seeing dramatic reductions in its annual sales? They used to be demand-limited. Not today.


False premise. The company isn't demand limited, despite the (conspicuously implied and never actually stated) conclusion the headline desperately wanted you to reach.

https://news.ycombinator.com/item?id=45827800

I really wish people had any media literacy left. This brand of lying without lying is extremely common in modern media, and also extremely easy to spot once you know what to look for.


Can you (instead of pontificating about media literacy) share evidence that Tesla is currently battery-limited?


Did you even read the article?

> KBA said Tesla sold 750 cars in Germany in October, down by 53.5% from a year earlier. The number of Teslas sold in the January-October period dropped 50.4% to 15,595 units, compared with the same period last year.

To be clear, you are suggesting that Tesla had no delivery "wave" between January and October? And that is the sign of a healthy company?


His claim is it's battery limited. I understand that as too little batteries are able to be produced to match the demand?


> Tesla is ... not demand-limited

Per the article, this no longer seems to be the case.


You fell for the "we didn't say it so technically we didn't lie" clickbait headline, I see.

This article is the same recycled misinformation that's been repeated for years. What's actually happening is that Tesla does regional delivery waves, which results in large month-to-month fluctuations. Nothing new here.

Yes Virginia, the media will distort information to sell eyeballs. Color me shocked!


YTD-over-YTD, tesla sales are down 30% in EU. That is not explainable by month-to-month variation.

You fell for the "numbers are real" conspiracy.


From the article:

> The number of Teslas sold in the January-October period dropped 50.4% to 15,595 units, compared with the same period last year.


Delusional take. Look at sales and/or inventory trends over the past year. The demand is clearly crashing, and for many good reasons




Guidelines | FAQ | Lists | API | Security | Legal | Apply to YC | Contact

Search: