The automotive industry is in survival mode - While Tesla is holding all the cards!
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- Опубликовано: 20 сен 2024
- Tesla has benefits in China, the others don’t have. And benefits in Europe, they others don’t have. And they have just got a little demand booster in the US as well. All this while we are seeing in real time, the collapse of the Legacy automakers.
There is no hiding it anymore.
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It’s not survival mode but dying mode.
Yes for Tesla!
Xpeng makes flying cars, Tesla vertically manufactures smart self driving EVs, and legacy auto still assembles dinosaur technology ICE cars.
So why does Tesla sell less Cars with less profits then Last year in a growhing ev market?
@@BrunoHeggli-zp3nl In China mittlerweile im PLUS gegenüber dem Vorjahr, im Rest der Welt genauso, einzig Deutschland ist da schlicht die Berühmte
Ausnahme von der Regel, nur am Ende schlicht irrelevant.
@BrunoHeggli-zp3nl Bad economic environment. Everyone has cut prices. Tesla are the only one making money on sales.
@@jhunt5578Again,the global Ev Market growhs around 20% this year and Tesla sells less Cars!Its a Tesla Problem!
@@jhunt5578 Bad Economy!Not at all!Extremly low unimployment!
Lars you did the excellent reporting over several years which I understood all along... but the arrogants refused to heed. Bravo my friend, keep up your exceptional RUclips videos. We are many who follow you. Thank you. 😊
China is now over 50% EV, prices keep falling and the tech just gets better.
ICE factories will be closing everywhere.
Can’t wait to buy a BEV - ideally a Tesla that can drive me around.
But Tesla is losing Sales!
@BrunoHeggli-zp3nl Take a look at the entire auto industry. Sales are down all over. Teslas has some albeit small competition. But look at the numbers overall. Model Y still top seller anywhere. Thus your comment is specious.
@jimmycrack-corn9872 I don't know about the "drive me anywhere", though. I love driving my two Teslas too much to allow a mchine to drive it, if it ever will.
@@The_DuMont_NetworkEV Sales growhing around 20% this year globaly and Tesla sells less Cars!Who has the top selling Modell is irrelevant!
@BrunoHeggli-zp3nl OK, If you have 100 % of the market, then others enter the market, then you will sell less. But then the market grows and you sell more. You introduce a new model, you sell a few less of the old and a shitload of the new. So sales fall a bit. That's market fluctuation. The Moore effect as sales slack off i.n anticipation of a new or refreshed model. It also helps that you are the only manufacturer that MAKES MONÈY on each car sold. And TESLA Model Y number of sales ifs way out in front of all the other EVs combined was my point.I'm not sure of your point other than to be an Anti Tesla troll. Fisker is bankrupt. TESLA Isn't. Rivian has yet to make a dollar on a car yet. Nor FORD, GM or anyone else in this market. Even the Chinese depend on subsidies. You dont like EVs? Fine. You dont like Tesla? Your choice. Looking like an idiot with specious comments. Again, your choice.
In my case, I have bought 3 Teslas. All run extremely well, are less than a fifth of the per mile cost to operate than my old gassers, I bought the third one with the profits from my TESLA stock transactions, so like the fat girl said, "I'll dance with the one whut brung me".
I wanted this since 2017 ! The unnamed stock investor who arrogantly stated... When the Big Boys come for Tesla. What a Joke! He had to close up shop! Good Riddance! Tesla and companies are Doing the Most Amazing Things! I hope it continues for Tesla!
Waaaay back in 2017, 2018 and after I have been pointing to 2025 as when global EV sales would hit 25% and legacy automakers would start running into serious trouble. Starting to see the cracks now.
"PIssing your pants to stay warm" - I like that. It is like I have said for ages, buying a hybrid is like trying to be half pregnant. EVs are not the best for every person's needs. That's fine. But if an EV meets your needs, then great! Don't limit yourself to a pissy little battery and a half assed drive train. It's just plain silly.
as of 2 months ago our family is ICE free, we are now passing gas every where we go....pun intended.
Lars has the best intro ngl
Lars give stalantis an extra slap...for me😂
Looking back , when Jim Farley said “ Take that Elon Musk”, he didn’t look very convincing , and when they showed the Ford workers and reps clapping , they didn’t look very convinced either …
At least now the people understand the "worth" of VW's guarantees...
slowly but surely everyone will (be forced to) see the truth
Yes we know Tesla is going down,Its no Secret!
@@BrunoHeggli-zp3nl hahaha sure 😂
They failed to adapt. This is their own fault. Everyone remembers how the entire industry laughed at Tesla. They doubted Tesla progress at every step. Imagine having waited SO long your entire company is on the verge of collapse.
There will be business study cases about legacy auto and distribution.
A paradigm shift. 😮
Great video, Lars. Just one comment. The EU tariffs aren't aimed at the Chinese OEMs, they're aimed at Chinese OEMs that are subsidised by the Chinese government. That's a small distinction but an important one. That's how Tesla has the lowest tariffs - they get no direct financial help from the government.
Basically a free mega factory for Tesla every 2 years paid by legacy companies 😅😅😅.
Some are considered too big to fail, employment plus unions.
But instead of biting the bullet, their death struggle is simply lengthened…
Oh, they are "Biting a 50 Caliber Bullet" now! After their Necks are gone! 😲😢
THANKS LAES 🤗🔋🔋🔋
I love your music Lars; familiar signal of some good industrial logic to follow
Whether leading in sales or not, at least Tesla will have a piece of the pie in the Chinese market, legacy autos from America and Europe (and probably Japan ) never thought forward enough to think that they wouldn’t , they all took China for granted .
Tesla sells less Cars then Last year in a growhing ev Market?That is the opposit of winning!
Ice cars make nothing on the car make money providing parts for the fleet…
Youre the best, Lars!!
Ah, the valley of death on the opposite side of the S curve. It was only a matter of time.
A Tesla recall is an over the Net software patch. Read it and weep ICE manufacturers, and remember, we told you so.
fiat are currently running a £3000 off promotion on the 500 electric version here in the uk only £21,000 (with the promo price),£7k ish more than the duster electric :)
VW just paied 4,5 BILLION to its share holders ( Main: D-Gov )
Rumor has it nio looking to aquire VW... I personally think that rumors like that. Yeah, show me money being gathered to catch that fis.
I think rumours of the Model Y Juniper coming soon, is also canibalising Model Y sales.
Ohhhhhh nooooooo
wheres mary emBARRAsing disappeared too ??, she led & it mattered i would have thought she would be giving Carlos a few winning tips :) :)
This is the most important: "All Automotive Chinese Industry is a 🌟TESLA Wannabe Commercial🌟" !! The Legacy Automakers must decrease their margins on profits on EVs and sell cheaper much cheaper, if someday they have the chance to compete with chinese EVs. 🎯 EU Automakers are already in "DEATH MODE" ☠️👇
56%efficiency china plant not good but pays the bills short term building these mega manufacturing plants cannot shut down half the plant for the down exactly these times no thinking when building mega plants.
Good vid
As a tesla investor im still looking for profits in my tesla portfolia. Last 4 years have been agonising while rest of market just increase every day. Anybody know if tesla at some point will pay dividents like vw?
I think from an investor viewpoint its not a good idea actually to invest in car industry. The competition is so crazy nobody earn money and is able to pay dividend to investors.
As long as Elon supports Trump Tesla stock will follow Trump stocks down
Some time in the future it will jump again just like in 2020
10/10 🚀 😮😅
I pressed the 1k like. Nojs!
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EV Lars ✔️🖖🌎yes the old ice boys just can't quit making vehicles with ice in them(stupid hybrids)while there beloved ice age melts into the future of EV's with out them.
"ICE age is melting down" - brilliant!
all legacy aut will g bankrupt
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Nah. Climate change is not what their saying, but alternative energy is the future
they Are Saying, not their.
6th
First
Who cares?
@@The_DuMont_Network
You
@@Mino987 wrong
Been telling people that Legacy is dying for 2 years and Tesla is the future. Blank Faces.
Same faces I got when I told them to buy BTC when it was $5,000