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2024 was a year for huge growth for the EV industry which is in its infancy stage, Yet Tesla sales and production were down on 2023 and only saved because of China, I wonder what will happened if incentives to buy EV were phased out.
The av cost of electricity in California is 30 cents per kilowatt-hour - compared to the av in the US of 17 cents. Under the stewardship of Governor Newsom, it should be over 40 cents in 5 years. Gas per gallon will be way, way up there. So, your Hyundi should hold its value to those who still drive individual cars.
Sales might well have gone down but tesla still earns everytime they top up electric plus monthly payments for fsd .so even if only a mere 1 million tesla users par for fsd then its just printing money for tesla
Wish Elon Musk eased back on the politics that is alienating people who don't think climate change is a 'Chinese hoax' and want to do something about it.
I am looking forward to owning electric car I could charge using my rooftop solar panels, what I am weary off of is my privacy, I don't want these cars to collect data on me or have any functionality to be remote controlled.
Personally, as an Australian, I simply hate Elon’s politics with a passion. And with Geely coming to Australia, I don’t need to consider a Tesla anymore to no compromise the quality of the car I purchase.
Or they have cooked the books. They have a bit of a habit of selling more cars than they produce. It's become a somewhat interesting phenomenon. How do they do it?
Tesla is the best car company ever. No oil changes, No gas stations, No smog checks, No maintenance, most reliable, safest, lowest cost of ownership, 87% customer retention, full self driving and quicker than a $650,000 Lamborghini
"no maintenance on Tesla?" That must be the reason why in Germany the few years old Teslas on the top for failing. Due the break substandard stage, as the recuperating electric motor does the braking mostly and the break system got stuck. ( Without maintenance)
Lowest cost of ownership is a lie. All the channels I seen add the incentive to ownership. Once that incentive leaves the cost will go up as resale values continue to plummet.
Or rather the army of fake liberals who are pissed about X may be a hindrance... Isn't it funny with so many billionaires in the world the only one these people hate is the one who is solving global warming for us? Charles Koch - Perfectly fine. Miriam Adleson - Perfectly fine. Elon Musk - Problem.
@@patrickmcguire8565looking at cars sale and dropped by 1% and blaming on Musk so you don't understand Tesla and shouldn't even be investing in Tesla. You single handly ignore the more affordable coming out this year, the refresh Model Y, the FSD, the energy, the robot. You don't cut out to call an investor, to be honest.
I think Chinese buyers are technically aware and I can see many of them looking at a EV and thinking that it’s a nice car, but “it’ll never be able to drive itself.” Having used FSD for a while now I can say that it’s not quite there but i even as is, it’s great to use. I don’t know how other brands are on software updates and I keep hearing that the model Y is dated, but it’s hard to consider a car dated when it keeps getting better just sitting in the driveway.
Tesla is the known good thing. They advanced the state of the art by at least 50 years. Other automakers would have trickled out advancements a tiny bit per year for decades if not for Tesla showing what was possible. Tesla gave us the best that could be done at the time. If Tesla had dedicated leadership of the car business they could still be gaining sales. Elon is wasting time and money on pet projects that won't produce revenue right away and may never even pay back the R&D.
Ahahaha!! IQ levels!!! 😂😂 I kinda agree. Many people scorned at me when I bought the Atto 3.. But I think they are beginning to see the light now... 😅😊
Chinese are certainly more knowledgeable about EV than people in most other countries. There is an abundance of teardowns, comparisons, and forums, some are paid but most are fair.
From the Chinese Teardown, Chinese people believe Tesla's are the safest or the top of safety, more than Chinese EVs and German cars. We don't go by feels. Yes lots of Tesla deaths in US but that's probably due to auto pilot reliance and irresponsible driving. Doesn't change the fact that if you were going to have that accident, Teslas keep you safer than the competition
Tesla offers Full self driving on their cars That’s the main difference to the other EV’s which has a more basic autonomous driving option Other factors that attract buyers to Tesla are Tesla superchargers which are cheaper for Tesla owners than non Tesla owners Tesla’s also hold heir value They’re the original and best EV which the other brands just copied People like buying the original brand like Apple still is the best selling mobile phone Tesla also have better software upgrade technology and regular improvements for free They don’t need regular servicing costs As Full self driving is adopted this will be the main difference to the others as the ev game becomes user pays with cyber cabs
Unfortunately the Tesla FSD outside of USA, Canada is kind of a "scam" for hefty price we got nothing... No wonder in the UK some people sued Tesla for selling FSD and got their money back.
Well China breaks allot of Auto sales records because the prices are much cheaper than the US. The US is ridiculous in how much higher autos cost and also having to go through Greedy dealerships. At least Tesla is direct buy to customers in the US and is about the only one.
Did not expect that superior stuff from Sam. With the many forces at play concerning vehicle sales, Sam has decided IQ is a factor worth attention. I had to replay that to check if he was joking. I'm wondering why do the monthly sales in China vary up and down like a yoyo. Is there some macro reason? Sales in October were half Dec. Is that an IQ thing or is it more likely one of the other thousand reasons people buy or don't buy certain cars?
Sam, You are wrong about the effect of the drop in Chinese auto sales on the U.S. economy, it will have a negligible effect, you are under rating the gargantuan size of the economy which at the moment is humming along!
Wait till the end of Q1 and juniper comes out, since it’s in production right now. I also see Tesla doing in the near future a model 2 and a van like the ldv edeliver
IQ is probably not the main factor, as IQ and wisdom don't tend to be overly correlated. Not even TDS / EDS. I think it is simply people waiting for the new model Y (that is all I'm waiting for). Australians are very sensitive to wanting the newest and greatest. Model Y drops, if it is good, it will go ballistic. Other side factors: Waiting for FSD to go live in Australia (useable FSD I mean, like in the US), wanting longer range, as Australia is massive, and we drive a lot more.
I remember when Viking used to be suspicious of Chinese technology and even subtly hostile toward it. How has he suddenly become such a vocal supporter of the CCP?
Does anyone know of some good YT videos that test the model y on a road trip across Canada in the winter months? Wondering if it’s doable and if it would be enjoyable? Or would you be stopping to charge frequently? Considering using camp mode at times when possible. The route I’m thinking of taking is from Peterborough Ontario up over the north shore of Lake Superior , across the prairies, and into the mountains with Terrace BC being the final destination. Cheers
People in China is likely more into tech so Tesla is naturally very attractive as it’s tech is established and reliable. And the seamless integration with phone and supercharger etc Trump probably helped reduce some sales in US like the cybertruck with MAGA
Just installed a eufy security camera. Works great detecting any motion and storing footage. Camera does not record full time however captures activity around the house.
Were they heavily discounted? Now that a new version of the Tesla Y is for sale in January, I would have thought people would wait a few weeks and get a much better car.
I think there were price cuts; there were in the U.S. and Europe. Every car maker has this problem: the minute they announce next year's model, customers go into wait-and-see mode.
You got to be joking, this channel is becoming an embarrassment. Have you looked at the prices between China and AU for the same EV. There is your main reason why Australians are sceptical. Also, insurance, repair network, spare parts, untested warranty, rapid price falls for new vehicles, no real used market for EVs, rapid improvement on tech and battery makes a new vehicle outdated in a year, standards and hardware for V2x not ready yet, ... Therefore, the smart money is on hold for now. Unless you really, really need a new car now. The early adopters in AU are in and now EV sales are slowing down in AU.
Exactly... at this stage buying Chinese EV has the same risk (or multiplied by 1000 by price) like ordering from Temu/Aliexpress. Maybe we are lucky and works properly, maybe not. But we will get close to zero support at this stage if anything goes south.
@@heater424correct. I found it funny that the G6 model Chinese Viking is pushing with the buzzword "800V architecture '" does not even charge on Tesla Super Charger in Australia and other western countries. Respect To ludicrous Feed/ Tom for calling it out in his video review. Although he was fairly blase about. I would have reacted differently if I had just paid 60K. .... That is not how the cookie crumbles when spending this kind of money 🤔 😉
The increase in December sales in China could it be because of huge discounts in Tesla car sales which the company would want to keep as quiet as possible about anyway. It will be interesting to read 2025 figures of Tesla monthly sales. On balance. It would appear to me Mr Musk's reactionary type of personality will deter more potential buyers than encourage sales..
This just perhaps proves that Chinese cars really have issues with reliability or servicing, as Tesla in China should not be able to compete as well with the prices Chinese cars have and how they look, interiors and tech... But apparently Chinese people are not that positive about quality of their own EVs maybe. Who knows. But it is interesting.
And you would be wrong. Did you miss the other video where all the major Chinese brand made massive gains YoY? The EV pie is expanding massively yet Tesla is basically standing still and shrinking percentage wise.
@@kirakira1981 Tesla standing still? More Tesla products are in the pipeline in 2025, e.g. Model Y Juniper, Model Q, Cybercab, Robovan, Roadster 2.0. Keep coping. 🤡
Maybe, just that looking at prices Chinese cars are sold at, I would expect Tesla to have trouble to sell even as much as they do... And it is hard to me to believe that an authoritarian regime not known for quality car industry and even less known for consumer rights can get it 100% perfect in a few years. I do think the quality has improved but then again I also see how Russians complain about Chinese cars in Russia now. Granted they are mainly buying Chinese gas/diesel cars...
@lkrnpk cmon lol scientific method 101: maybe the data perhaps shows us these results. Hahaha we always like our facts to come from maybes and perhaps.
Hmm. I feel like the only one in the room that realizes that Tesla is bleeding edge on FSD. If works fantastically today and I use it 99% of the time. Who else is close? And what’s it worth to save your own life or keep your mobility after your physical abilities decline due to age and you are no longer able to drive without assistance legally?
@Duh. What does that matter? FSD v13 is good enough for me to survive now and autonomy certification level means little based on my first hand experience and two years as a beta tester on FSD. Also, china was salivating to get their hands on FSD. Because they know it is better than anything they have. They also want to reverse engineer and productize as they have already done with EVs. Learn from the best and make it better, cheaper, faster.
Tesla isn't focusing on pure volumes of EV sales ....? Yes, the boss spends all his time tweeting nonsense. Tesla sales are up in China because the market has grown fastest in China. Given a worldwide year on year sales fall, it means Tesla sold far fewer cars in the rest of the world. (-6% as Sam says). Europe should be a big growth market in 2025, but the growth will be mainly accounted for sub €30,000 vehicles, and Tesla has only two models - maybe great models - but both in the premium sector.
"more educated in china" You are aware that petrol and dieselcars in practicality is banned? They cant register then, around 3years waitinglist on everything not green licence plates...
The reason why Tesla still sells so many vehicles is because they are the best. Just wait until they release the lower price cars in China if you don't believe me. You have China blindness so nothing compares in your mind. Just my observation. Other surprises await you this year as well. Next year at this time, you will be very surprised.
You failed to mention that Tesla sold more BEVs in 2024 than BYD. Which Chinese EV manufacturer makes more efficient EVs or has better navigation software than Tesla? You keep saying that they are better, well in some areas yes but in the important areas, definitely not
Tesla FSD is trash compared to Chinese competitors like Huawei. It’s expected that cars park themselves with no driver these days. You really have no idea. It’s still trading on being first mover. Nothing more.
Sam, could you do us a favor and refrain from the Musk controversy BS. You mentioned it 3 times in this video before I finally had enough and stopped watchingt.
I do recall retooling this year at every factory for the new Model 3. This entailed production stoppage for that vehicle and then time to scale up to full production again. Despite having inventory to cover the gap sales of the Model 3 slowed in advance of the New Model 3 as customers chose to wait. Tesla did exceptionally well to maintain the sales they achieved! Sam if Tesla is abandoning vehicles as you assert it will mark the first time they depart from their Corporate Mission Statement. If so this deserves an explanation to shareholders!
Tesla sales have fallen in Australia because mainstream buyers are not transitioning to EVs, now that the early adopters all have them, not because of the minimal Chinese competition.
It's down due to people waiting for the Model Y Juniper. Ever heard of the Osborne effect? Proof is Model 3 sales are flat YOY ('24 vs. '23). The decline is due to drop in Model Y sales.
Always bought a car without even thinking about the political views of the Xpeng or BYD Manager or the ideology of BMW, GM or Porsche owners. Strange new World. Tesla has the same competitive advantage as Chinese automakers: they control the production chain from mine to battery to car. Other EU or USA producers to not own/control the battery production, they depend on China. Just a thought: could it be, that the Chinese keep the best grade and most advanced batteries for their own industry and will keep doing so?
@@KP-xi4bj Global sales are down from last year despite new Rustbucket models of Cyberpunk and Lowland. Are you still at nursery or you need medication?
Elon is on record as saying (paraphrasing here) that if Tesla could not perfect self driving that the company would amount to naught after all was said and done. Elon knew that the Chinese would eventually catch up in making quality EVs and that, as things stood, Tesla could not compete. Self driving cars changes that equation by ultimately (once ramped) eliminating the need for many, if not most, people to own and pay for their own car at all. It changes the entire economics of traveling in a car to something much cheaper to do.
I’m for Trump and Elon,all you foreigners who don’t know what you’re talking about because you listen to the mainstream media can all stick your opinions where the sun doesn’t shine
Sales are only one side of the ‘picture’. What matters are the margins. Last year’s profit is expected to 20% lower than 2023 after profit fell 45% in 2022. Not a great sign fo a supposedly great growth company with a ridiculously high share price based on fantasy projections in other divisions such as FSD which has still not been successful in nearly 7 years. In the process Musk is spending $10Bs on his dreams with dwindling free cash flow from EVs. It’s going to be a dead duck market. Re Australians IQ, when it comes down to common sense and practicality, ICE and hybrids still provide more value. The biggest factor against EVs in Australia is their range, more to the point lack of it. Good luck finding a charging stage or 3 between capital cities and then when you get there hope there’s no one else using it otherwise you’ll be having more than a coffee waiting for your EV tank to charge up. Make that 6 course meal!! The end game in China is making cheaper better value cars. As in Australia (until recently) they’re seen as a premium car but as quality standards improve there’s going to be greater sales in both markets of the BYDs etc. China has always nabbed tech and they’ll continue to that to increase market share until a point where their manufacturers will sell more of their brands than Tesla. It’s guaranteed to happen. One of the reasons that sales of Tesla have only fallen by 6% is nil cost financing and discounting incentives. How long can that be sustained? Tesla’s market share is now halved from 2021 to last year. In only 3 years it has fallen from 90% to the mid 40%’s. Thats a huge fall. The Cybertruck will never sell in large numbers and chances are will never be profitable at a time when Tesla needs to make every post a winner. It’s really stark and to most it’s just plain ugly. Otherwise it would have sold a heck of a lot more. Musk had dreams to sell 2M last year. It’s struggled to sell 50000!! A mere 97.5% below expectations!! Whoops. I think that’s where the dreams will continue (to end). There’s no doubt energy and Optimus will be probably 2 success stories in time but at what cost? The rest..uhh uhh.there’ll are and will be just huge consumers of Dwindling EV dollars. Eventually the realism will set in to all of the dreamers that ICE and hybrids will make far more common sense. Longer range, better fuel efficiency, cheaper to run (tyres for eg), very high depreciation and probably the most damning of all, life expectancy. How many EV’s will be on the road in 10 to 15 years? I’d say not many and if they are, they’ll be worth next to nothing. I don’t see that as a great incentive to own one.
Tesla sales will keep decreasing if the Model 2 is not revealed. The recession is about to hit all major economies, including China and the US. Furthermore, the 7500 rebate in the US will tank their sales further. IQ levels of Chinese may be higher than Australians, however the average IQ of Australians is considerably higher than the average IQ of Americans. The left hate Elon and are starting to boycott Tesla. The right are starting to hate Elon, and never intended to buy an EV in the first place. Elon has isolated Tesla from any substantial demographic, while BYD's pricing, manufacturing and adaptability will decimate Tesla's sales. The only thing Elon can do is pump and hype. In the best interest of Tesla, he should step down as CEO, there may still be time to save the brand.
Tesla is de-emphasising volume sales. What a complete load of rubbish! Let's state the situation more plainly. Tesla isn't making the volume sales it hoped to make and tried to make. Even the modest growth in sales in China is a poor outcome for Tesla. Tesla sales are flattening in a EV market that remains buoyant. That isn't a good sign. That sharp sawtooth pattern in month to month sales also doesn't bode well (assuming the pattern is real and not just an artifact of either flawed sales recording practices or production or logistical constraints). Although the true meaning of that volatility isn't clear it is hardly good news. Tesla is introducing some revised vehicles this year (certainly) as well as some new ones (maybe). They had better be good or Tesla will be falling further behind the more innovative Chinese EV companies. What Tesla needs to do is self-evident. All of its vehicles must move to 800V+ architecture. With that change Tesla should take the opportunity to further improve the energy efficiency of its motors/drive units (and thus the range of its vehicles). The charging rate and safety of Tesla's batteries must also be improved. CATL is the exemplar here. Tesla will need to match or beat CATL's mainstream battery offerings.
Chinese welcome Tesla more because Tesla has reduced its price again, actually every time it's Tesla started the price war in China market because Tesla has more profit margin😅😅😅
Q : this is not comment or q....😊...are u sure Tesla sales in China is "up" coz of buyers and not fall under "BUY BACK PROGRAM" which is so popular wt americans especially wt their own company stocks & shares...🤔...but, maybe my Q is wrong and the sales is really goes higher...😊.... PRIVIET NIHAO Salam from ASEAN 🤘
CCP will influence internal China market as many EV co's state owned . Tesla /Vw /GM sales in China can be changed overnight if CCP call for public to buy only Chinese ( state) owned products . At the moment Tesla's are selling well based on quality and tec eg can compete if the politics doesn't interfere.
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It's a great presentation, my friend. Keep up the good work.
In what sense?
You're doing a great job, my friend.
He's your friend?
Yo. It’s Bill Gates
@@harrygroundwater2590 Oh. Yeah. It's amazing Mr. Gates would have the time to be posting on a yt message board!
Why you bot accounts comment
@@openzuing Bot account woudn't choose such a name.
Yes, it's worth it, my friend.
What's worth it?
Good job, buddy.
There was disruption at the German Tesla plant this year. Cyber Truck was also not approved for incentives, but this changed recently.
2024 was a year for huge growth for the EV industry which is in its infancy stage, Yet Tesla sales and production were down on 2023 and only saved because of China, I wonder what will happened if incentives to buy EV were phased out.
Elon is in favor of ending the tax credits. It will benefit Tesla.
@ and let me guess - in favour of 100% tariffs on opponents
Here in Southern California Teslas are everywhere. And to me they all look alike. I got a Hyundai Ioniq 5 and couldn't be happier.
It’s good to have alternatives. The more EV adoption the better. People need to know EV technology is superior. Tesla real competition is ICE.
Im looking around and every car looks pretty similar. As long as you're happy in an ev! 3rd party charging needs a lot of work.
Go ev's!
The av cost of electricity in California is 30 cents per kilowatt-hour - compared to the av in the US of 17 cents. Under the stewardship of Governor Newsom, it should be over 40 cents in 5 years. Gas per gallon will be way, way up there. So, your Hyundi should hold its value to those who still drive individual cars.
I'm holding out for Chinese EV's oneday. Can't support fascist space karen especially as a Californian
@@larryc1616 because China is totally not fascist?
Sales might well have gone down but tesla still earns everytime they top up electric plus monthly payments for fsd .so even if only a mere 1 million tesla users par for fsd then its just printing money for tesla
Wish Elon Musk eased back on the politics that is alienating people who don't think climate change is a 'Chinese hoax' and want to do something about it.
With all the Chinese EV makers how on Earth are they doing so well in China. Absolutely Remarkable.
You do own Tesla stock! That likely colours your view a bit.
I am looking forward to owning electric car I could charge using my rooftop solar panels, what I am weary off of is my privacy, I don't want these cars to collect data on me or have any functionality to be remote controlled.
Personally, as an Australian, I simply hate Elon’s politics with a passion. And with Geely coming to Australia, I don’t need to consider a Tesla anymore to no compromise the quality of the car I purchase.
This is very positive news.
What is?
Afternoon bro
They sold a lot more vehicles than they produced. i think they are reading for the change of production for the model y
Or they have cooked the books. They have a bit of a habit of selling more cars than they produce. It's become a somewhat interesting phenomenon. How do they do it?
@@davidbrayshaw3529 Not from what I have observed, There was a stage that inventory grew to 45k cars.
@@johnkechagais7096 Q1 and Q2 sales vs. production number were "interesting", from memory.
I like your channel. You're cool, bro.
Appreciate that!
V4 superchargers can do a megawatt.
Compare Tesla sales from 2023 to 2024 to legacy auto makers whose sales drastically decreased.
Tesla deliveries declining globally though
Now in Europe we have more choice, specially more little cars.
Like Apple is also not the best phone but it's in the minds of people.
Shoot more videos, you have a great dedication and manner of performing the image
what does "performing the image" mean?
@@ChickensAndGardening bot my friend
Tesla is the best car company ever. No oil changes, No gas stations, No smog checks, No maintenance, most reliable, safest, lowest cost of ownership, 87% customer retention, full self driving and quicker than a $650,000 Lamborghini
Blahblahblah..bullshitt!It's game over for Tesla!
"no maintenance on Tesla?" That must be the reason why in Germany the few years old Teslas on the top for failing. Due the break substandard stage, as the recuperating electric motor does the braking mostly and the break system got stuck. ( Without maintenance)
"failed" means on the compulsory road worthy check
Lowest cost of ownership is a lie. All the channels I seen add the incentive to ownership. Once that incentive leaves the cost will go up as resale values continue to plummet.
My lord you are delusional
I think Elon Musk may now be a hindrance to Tesla sales outside China rather than an enhancement as you mentioned albeit briefly
Or rather the army of fake liberals who are pissed about X may be a hindrance... Isn't it funny with so many billionaires in the world the only one these people hate is the one who is solving global warming for us? Charles Koch - Perfectly fine. Miriam Adleson - Perfectly fine. Elon Musk - Problem.
You mean President Musk?
@@patrickmcguire8565looking at cars sale and dropped by 1% and blaming on Musk so you don't understand Tesla and shouldn't even be investing in Tesla. You single handly ignore the more affordable coming out this year, the refresh Model Y, the FSD, the energy, the robot. You don't cut out to call an investor, to be honest.
I will never by a Tesla given Musk has gotten so corrupt and completely antidemocratic
I think you're right. Especially in the states. A CEO getting involved in politics plus the twitter fiasco are hurting the Brands name.
You forgot about the semi. Could start in Q2 or Q3. Not enough to really move the needle but every sale counts toward the total.
Get those dirty diesels off the road
Carbon level needle will begin its decent
I think Chinese buyers are technically aware and I can see many of them looking at a EV and thinking that it’s a nice car, but “it’ll never be able to drive itself.” Having used FSD for a while now I can say that it’s not quite there but i even as is, it’s great to use. I don’t know how other brands are on software updates and I keep hearing that the model Y is dated, but it’s hard to consider a car dated when it keeps getting better just sitting in the driveway.
Tesla is the known good thing. They advanced the state of the art by at least 50 years. Other automakers would have trickled out advancements a tiny bit per year for decades if not for Tesla showing what was possible. Tesla gave us the best that could be done at the time. If Tesla had dedicated leadership of the car business they could still be gaining sales. Elon is wasting time and money on pet projects that won't produce revenue right away and may never even pay back the R&D.
Ahahaha!!
IQ levels!!!
😂😂
I kinda agree.
Many people scorned at me when I bought the Atto 3..
But I think they are beginning to see the light now...
😅😊
Sam is really asking for it, talking about IQ level. 😊
wrr
Gave me a chuckle too. 😂
So who wants to actually look this up😂
Not IQ levels, more like cash levels.
Of course, Tesla delights and attracts.
How so?
Chinese are certainly more knowledgeable about EV than people in most other countries. There is an abundance of teardowns, comparisons, and forums, some are paid but most are fair.
From the Chinese Teardown, Chinese people believe Tesla's are the safest or the top of safety, more than Chinese EVs and German cars. We don't go by feels. Yes lots of Tesla deaths in US but that's probably due to auto pilot reliance and irresponsible driving. Doesn't change the fact that if you were going to have that accident, Teslas keep you safer than the competition
My only issue with Electric cars is the price 😭 don't paint all of us Australian as ignorant, king.
Tesla offers Full self driving on their cars That’s the main difference to the other EV’s which has a more basic autonomous driving option
Other factors that attract buyers to Tesla are Tesla superchargers which are cheaper for Tesla owners than non Tesla owners
Tesla’s also hold heir value
They’re the original and best EV which the other brands just copied
People like buying the original brand like Apple still is the best selling mobile phone
Tesla also have better software upgrade technology and regular improvements for free
They don’t need regular servicing costs
As Full self driving is adopted this will be the main difference to the others as the ev game becomes user pays with cyber cabs
Unfortunately the Tesla FSD outside of USA, Canada is kind of a "scam" for hefty price we got nothing... No wonder in the UK some people sued Tesla for selling FSD and got their money back.
Well China breaks allot of Auto sales records because the prices are much cheaper than the US. The US is ridiculous in how much higher autos cost and also having to go through Greedy dealerships. At least Tesla is direct buy to customers in the US and is about the only one.
It will be the dealerships that destroy the US car industry, I'm surprised that customers put up with it.
This surely means greater risk as when the trade wars begin tesla will suffer
Tesla is set to minimize risk. It has it own lithium refinery. Its own battery. All its Tesla EV sold in the US are made in the US.
Did not expect that superior stuff from Sam. With the many forces at play concerning vehicle sales, Sam has decided IQ is a factor worth attention. I had to replay that to check if he was joking. I'm wondering why do the monthly sales in China vary up and down like a yoyo. Is there some macro reason? Sales in October were half Dec. Is that an IQ thing or is it more likely one of the other thousand reasons people buy or don't buy certain cars?
Sam, You are wrong about the effect of the drop in Chinese auto sales on the U.S. economy, it will have a negligible effect, you are under rating the gargantuan size of the economy which at the moment is humming along!
Good issue for today.
Wait till the end of Q1 and juniper comes out, since it’s in production right now. I also see Tesla doing in the near future a model 2 and a van like the ldv edeliver
Juniper won’t affect sales just like the Model 3 revamp did nothing.
@@rioriggs3568 another load of bullshit.
IQ is probably not the main factor, as IQ and wisdom don't tend to be overly correlated. Not even TDS / EDS. I think it is simply people waiting for the new model Y (that is all I'm waiting for). Australians are very sensitive to wanting the newest and greatest. Model Y drops, if it is good, it will go ballistic.
Other side factors: Waiting for FSD to go live in Australia (useable FSD I mean, like in the US), wanting longer range, as Australia is massive, and we drive a lot more.
It's funny The West block Chinese EVs, while Chinese consumers embrace the only good Western EV brand Tesla.
Tesla just entered into Lithium processing after Musk failed to convince others to invest in processing locally in the US.
Its because the consumers rushed to meet the government’s Dec deadline to get about USD 2,700 incentive to transition from ICE to EVs.
I remember when Viking used to be suspicious of Chinese technology and even subtly hostile toward it. How has he suddenly become such a vocal supporter of the CCP?
Does anyone know of some good YT videos that test the model y on a road trip across Canada in the winter months? Wondering if it’s doable and if it would be enjoyable? Or would you be stopping to charge frequently? Considering using camp mode at times when possible. The route I’m thinking of taking is from Peterborough Ontario up over the north shore of Lake Superior , across the prairies, and into the mountains with Terrace BC being the final destination.
Cheers
Good luck have fun...
👍👍
People in China is likely more into tech so Tesla is naturally very attractive as it’s tech is established and reliable. And the seamless integration with phone and supercharger etc Trump probably helped reduce some sales in US like the cybertruck with MAGA
Old adige Only the Strong Survive fits the auto industry now! 👍
This guy can really tell some Whoppers. He pulls numbers out of Thin Air
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Wow, bot comments off the charts
and yt makes it annoyingly difficult to report them. And no mute/block option. 😡
Come on Viking, you can't go speaking unpopular truths like that;!
Were they heavily discounted? Now that a new version of the Tesla Y is for sale in January, I would have thought people would wait a few weeks and get a much better car.
I think there were price cuts; there were in the U.S. and Europe. Every car maker has this problem: the minute they announce next year's model, customers go into wait-and-see mode.
They will sell less cars, unless they cut the price . They won't sell any cheaper versions.
Tesla should not compete at the lowest price points, the Chinese can take care of that.
Maybe the Chinese have years more experience with the Chinese car and it's I eyewitnessed real world performance. ???
Tesla is the best choice of all time. In Musk I trust
Yes kneel down you brainwashed cult follower!
Most Good Electric Cars sell goods in China even better. But why Tesla?
You got to be joking, this channel is becoming an embarrassment.
Have you looked at the prices between China and AU for the same EV. There is your main reason why Australians are sceptical.
Also, insurance, repair network, spare parts, untested warranty, rapid price falls for new vehicles, no real used market for EVs, rapid improvement on tech and battery makes a new vehicle outdated in a year, standards and hardware for V2x not ready yet, ...
Therefore, the smart money is on hold for now. Unless you really, really need a new car now. The early adopters in AU are in and now EV sales are slowing down in AU.
Exactly
Australians are also sceptical towards China is a sign oif intelligence and not the opposite.
Exactly... at this stage buying Chinese EV has the same risk (or multiplied by 1000 by price) like ordering from Temu/Aliexpress. Maybe we are lucky and works properly, maybe not. But we will get close to zero support at this stage if anything goes south.
@@heater424correct. I found it funny that the G6 model Chinese Viking is pushing with the buzzword "800V architecture '" does not even charge on Tesla Super Charger in Australia and other western countries.
Respect To ludicrous Feed/ Tom for calling it out in his video review. Although he was fairly blase about. I would have reacted differently if I had just paid 60K. .... That is not how the cookie crumbles when spending this kind of money 🤔 😉
I’m not afraid of EVs. I just don’t want one, just like I don’t want most ICE cars.
Walking is cheaper and better for your health.
The increase in December sales in China could it be because of huge discounts in Tesla car sales which the company would want to keep as quiet as possible about anyway. It will be interesting to read 2025 figures of Tesla monthly sales. On balance. It would appear to me Mr Musk's reactionary type of personality will deter more potential buyers than encourage sales..
This just perhaps proves that Chinese cars really have issues with reliability or servicing, as Tesla in China should not be able to compete as well with the prices Chinese cars have and how they look, interiors and tech... But apparently Chinese people are not that positive about quality of their own EVs maybe. Who knows. But it is interesting.
And you would be wrong. Did you miss the other video where all the major Chinese brand made massive gains YoY? The EV pie is expanding massively yet Tesla is basically standing still and shrinking percentage wise.
@@kirakira1981 Tesla standing still? More Tesla products are in the pipeline in 2025, e.g. Model Y Juniper, Model Q, Cybercab, Robovan, Roadster 2.0.
Keep coping. 🤡
Maybe, just that looking at prices Chinese cars are sold at, I would expect Tesla to have trouble to sell even as much as they do... And it is hard to me to believe that an authoritarian regime not known for quality car industry and even less known for consumer rights can get it 100% perfect in a few years. I do think the quality has improved but then again I also see how Russians complain about Chinese cars in Russia now. Granted they are mainly buying Chinese gas/diesel cars...
@lkrnpk cmon lol scientific method 101: maybe the data perhaps shows us these results. Hahaha we always like our facts to come from maybes and perhaps.
@@KP-xi4bj you are not very good with statistics are you
Own Tesla stock?
ALL IN
Hmm. I feel like the only one in the room that realizes that Tesla is bleeding edge on FSD. If works fantastically today and I use it 99% of the time. Who else is close? And what’s it worth to save your own life or keep your mobility after your physical abilities decline due to age and you are no longer able to drive without assistance legally?
Yes I want them to succeed with FSD.
FSD is autonomous driving level 2 only.
Chinese companies already started with level 4.
@Duh. What does that matter?
FSD v13 is good enough for me to survive now and autonomy certification level means little based on my first hand experience and two years as a beta tester on FSD. Also, china was salivating to get their hands on FSD. Because they know it is better than anything they have. They also want to reverse engineer and productize as they have already done with EVs. Learn from the best and make it better, cheaper, faster.
FSD 13 is insanely good! It makes FSD 12 seem broken.
Tesla isn't focusing on pure volumes of EV sales ....?
Yes, the boss spends all his time tweeting nonsense.
Tesla sales are up in China because the market has grown fastest in China. Given a worldwide year on year sales fall, it means Tesla sold far fewer cars in the rest of the world. (-6% as Sam says).
Europe should be a big growth market in 2025, but the growth will be mainly accounted for sub €30,000 vehicles, and Tesla has only two models - maybe great models - but both in the premium sector.
"more educated in china"
You are aware that petrol and dieselcars in practicality is banned?
They cant register then, around 3years waitinglist on everything not green licence plates...
Agree the innovation pay back
I just checked wsb there is another wave of shortsellers just regretted to short tesla in the last 24 hours.
Hahahaha,good vid
Aussies, are making vast improvements.
The reason why Tesla still sells so many vehicles is because they are the best. Just wait until they release the lower price cars in China if you don't believe me. You have China blindness so nothing compares in your mind. Just my observation. Other surprises await you this year as well. Next year at this time, you will be very surprised.
Tesla sells many cars?
特斯拉在中国大卖，大概率是出自对马斯克的崇拜，和对tesla这个品牌的崇洋媚外，而不是什么质量和性价比
???
You failed to mention that Tesla sold more BEVs in 2024 than BYD.
Which Chinese EV manufacturer makes more efficient EVs or has better navigation software than Tesla? You keep saying that they are better, well in some areas yes but in the important areas, definitely not
Tesla FSD is trash compared to Chinese competitors like Huawei. It’s expected that cars park themselves with no driver these days. You really have no idea. It’s still trading on being first mover. Nothing more.
Huawei, Xpeng make software as good as Tesla as per Wheelsboy
Do you know how Tesla sales in China compare to BYD....Stop being delusional
wrr, huawei, xiaomi better, tesla chip, lidar both 1uferior
@@kirakira1981 Is it like the 70+ crashes by Xiaomi SU7s auto parking themselves? You mean Chinese software like that? 😆🤣
Sam, could you do us a favor and refrain from the Musk controversy BS. You mentioned it 3 times in this video before I finally had enough and stopped watchingt.
Musk needs to go, that's a definite
No incentive for you to make positive stories about TLSA ..... except for all your TSLA stock, right Sam?
Bit naive to think these would influence TSLA stock, right sun-man?
Has he ever said he owns TSLA?
To be honest, I thot he disliked Musk\Tesla stock.
Australia can't be any dumber than the US
As an Australian I'm not so sure. Our PM is waiting to see what Trump does before calling an election as that may influence how people vote.
As an American, you can bank on USA being The Dumbest of any other nation, including Australia. We ARE #1 USA USA USA USA
I would NEVER buy a Tesla because of the fascist Musktrump.
Next month when sales are opposite the IQ's swap places. What this says about the IQ of the video maker i leave to you.
Tesla without China is dead!!
tesla touching 500k quarterly..... byd done it in a month....
I do recall retooling this year at every factory for the new Model 3. This entailed production stoppage for that vehicle and then time to scale up to full production again. Despite having inventory to cover the gap sales of the Model 3 slowed in advance of the New Model 3 as customers chose to wait. Tesla did exceptionally well to maintain the sales they achieved!
Sam if Tesla is abandoning vehicles as you assert it will mark the first time they depart from their Corporate Mission Statement.
If so this deserves an explanation to shareholders!
Tesla sales have fallen in Australia because mainstream buyers are not transitioning to EVs, now that the early adopters all have them, not because of the minimal Chinese competition.
We need the early adopters to buy more EVs then.
It's down due to people waiting for the Model Y Juniper. Ever heard of the Osborne effect? Proof is Model 3 sales are flat YOY ('24 vs. '23). The decline is due to drop in Model Y sales.
Is this reply from 2020?
As has already been pointed out it’s most likely that buyers are waiting for the new Model Y.
That's it. EV's are dead 🤭
Always bought a car without even thinking about the political views of the Xpeng or BYD Manager or the ideology of BMW, GM or Porsche owners. Strange new World. Tesla has the same competitive advantage as Chinese automakers: they control the production chain from mine to battery to car. Other EU or USA producers to not own/control the battery production, they depend on China. Just a thought: could it be, that the Chinese keep the best grade and most advanced batteries for their own industry and will keep doing so?
So despite new Rust bucket Cyberpunk and Model 3 Lowland Tesla lost sales
Lowland lol
Sales were relatively flat or you cannot read? 🤦♂
@@KP-xi4bj he is just dumb 😂 😂
@@danieldimitrov9969 Calling him dumb would be an insult to dumb people. 😆🤣
@@KP-xi4bj
Global sales are down from last year despite new Rustbucket models of Cyberpunk and Lowland. Are you still at nursery or you need medication?
Elon is on record as saying (paraphrasing here) that if Tesla could not perfect self driving that the company would amount to naught after all was said and done.
Elon knew that the Chinese would eventually catch up in making quality EVs and that, as things stood, Tesla could not compete.
Self driving cars changes that equation by ultimately (once ramped) eliminating the need for many, if not most, people to own and pay for their own car at all. It changes the entire economics of traveling in a car to something much cheaper to do.
I’m for Trump and Elon,all you foreigners who don’t know what you’re talking about because you listen to the mainstream media can all stick your opinions where the sun doesn’t shine
You got that right bro!
Everyone waiting for the refresh, will be my new car and my wifes new car
Tesla's competition is coming All over them self 😂😂😂
Sales are only one side of the ‘picture’. What matters are the margins.
Last year’s profit is expected to 20% lower than 2023 after profit fell 45% in 2022. Not a great sign fo a supposedly great growth company with a ridiculously high share price based on fantasy projections in other divisions such as FSD which has still not been successful in nearly 7 years. In the process Musk is spending $10Bs on his dreams with dwindling free cash flow from EVs. It’s going to be a dead duck market.
Re Australians IQ, when it comes down to common sense and practicality, ICE and hybrids still provide more value.
The biggest factor against EVs in Australia is their range, more to the point lack of it.
Good luck finding a charging stage or 3 between capital cities and then when you get there hope there’s no one else using it otherwise you’ll be having more than a coffee waiting for your EV tank to charge up. Make that 6 course meal!!
The end game in China is making cheaper better value cars. As in Australia (until recently) they’re seen as a premium car but as quality standards improve there’s going to be greater sales in both markets of the BYDs etc.
China has always nabbed tech and they’ll continue to that to increase market share until a point where their manufacturers will sell more of their brands than Tesla. It’s guaranteed to happen.
One of the reasons that sales of Tesla have only fallen by 6% is nil cost financing and discounting incentives.
How long can that be sustained?
Tesla’s market share is now halved from 2021 to last year. In only 3 years it has fallen from 90% to the mid 40%’s. Thats a huge fall.
The Cybertruck will never sell in large numbers and chances are will never be profitable at a time when Tesla needs to make every post a winner. It’s really stark and to most it’s just plain ugly.
Otherwise it would have sold a heck of a lot more. Musk had dreams to sell 2M last year. It’s struggled to sell 50000!!
A mere 97.5% below expectations!! Whoops.
I think that’s where the dreams will continue (to end).
There’s no doubt energy and Optimus will be probably 2 success stories in time but at what cost? The rest..uhh uhh.there’ll are and will be just huge consumers of Dwindling EV dollars.
Eventually the realism will set in to all of the dreamers that ICE and hybrids will make far more common sense.
Longer range, better fuel efficiency, cheaper to run (tyres for eg), very high depreciation and probably the most damning of all, life expectancy. How many EV’s will be on the road in 10 to 15 years? I’d say not many and if they are, they’ll be worth next to nothing.
I don’t see that as a great incentive to own one.
Tesla sales will keep decreasing if the Model 2 is not revealed. The recession is about to hit all major economies, including China and the US. Furthermore, the 7500 rebate in the US will tank their sales further.
IQ levels of Chinese may be higher than Australians, however the average IQ of Australians is considerably higher than the average IQ of Americans. The left hate Elon and are starting to boycott Tesla. The right are starting to hate Elon, and never intended to buy an EV in the first place. Elon has isolated Tesla from any substantial demographic, while BYD's pricing, manufacturing and adaptability will decimate Tesla's sales. The only thing Elon can do is pump and hype. In the best interest of Tesla, he should step down as CEO, there may still be time to save the brand.
China - Musk..Musk - Trump..Playing both sides..The art of the GRIFTER
Tesla is de-emphasising volume sales. What a complete load of rubbish! Let's state the situation more plainly. Tesla isn't making the volume sales it hoped to make and tried to make.
Even the modest growth in sales in China is a poor outcome for Tesla. Tesla sales are flattening in a EV market that remains buoyant. That isn't a good sign.
That sharp sawtooth pattern in month to month sales also doesn't bode well (assuming the pattern is real and not just an artifact of either flawed sales recording practices or production or logistical constraints). Although the true meaning of that volatility isn't clear it is hardly good news.
Tesla is introducing some revised vehicles this year (certainly) as well as some new ones (maybe). They had better be good or Tesla will be falling further behind the more innovative Chinese EV companies.
What Tesla needs to do is self-evident. All of its vehicles must move to 800V+ architecture. With that change Tesla should take the opportunity to further improve the energy efficiency of its motors/drive units (and thus the range of its vehicles). The charging rate and safety of Tesla's batteries must also be improved. CATL is the exemplar here. Tesla will need to match or beat CATL's mainstream battery offerings.
It's the bloody news media
"The times they are a-changin".
For y
Chinese welcome Tesla more because Tesla has reduced its price again, actually every time it's Tesla started the price war in China market because Tesla has more profit margin😅😅😅
🤣🤣🤣🤣🤣
Q : this is not comment or q....😊...are u sure Tesla sales in China is "up" coz of buyers and not fall under "BUY BACK PROGRAM" which is so popular wt americans especially wt their own company stocks & shares...🤔...but, maybe my Q is wrong and the sales is really goes higher...😊.... PRIVIET NIHAO Salam from ASEAN 🤘
CCP will influence internal China market as many EV co's state owned . Tesla /Vw /GM sales in China can be changed overnight if CCP call for public to buy only Chinese ( state) owned products . At the moment Tesla's are selling well based on quality and tec eg can compete if the politics doesn't interfere.
You know that CCP officials' favorite government car is Audi A6??