Chinese EV buyers are cooling on Tesla and BYD

NickN

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Like all of Silicon Valley failing to sell their stuff, he will pivot to pimp his robots to the military.
I'm sure the military can find the money, but I can't imagine where they would find a benefit in the humanoid form factor. They'd be more likely to buy robot dogs with attached rocket launchers from Boston Dynamics.
 
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1319

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According to the site 'electrek', the surge in sales in Turkey was due to a loophole that has since been fixed.

From the article:

"Turkey has a consumption tax rate (ÖTV) that varies depending on the type of car.

Earlier this year, they reduced the tax rate to 10% for EVs with a power output of less than 160 kW.

Tesla vehicles wouldn’t qualify for that, but the automaker has resorted to one of its old tricks, which it also used to generate more sales in Canada back in 2021.

The American automaker software-locked the base Model Y RWD to just 160 kW of power to qualify for the lower tax rate. This significantly reduced the price and resulted in a surge of orders."
 
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Large capitalist companies do layoffs all the time.

But particularly regarding EVs, they don’t need as much labour to assemble. The unions knew this was coming and opposed EVs for a couple years, until they decided that actually that would just mean their companies would fold and they’d all lose their jobs.
So much for all that constant bragging about how "harmonious" union employer relations are in Europe, when things get bad the good old "blame the union" card gets pull out as per usual, instead of blaming things like management for diesel gate and other missteps that have ruined VWs reputation. Same for the layoffs, how much have I heard how "good" european companies didn't do the petty layoff games that "bad" american companies do

The fact is VW is in poor financial health despite still overall good sales numbers because of failures of management
 
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sir1963nz

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Erm... "the company will sell billions of humanoid robots a year."

Bullshit.

How on earth would that be possible, unless they're going to sell for something like $99. Mobile phone sales last year were less than 2 billion, globally, so even they don't amount to billions (plural) per year.
1 Bilion per year... that comes to 1901 built every minute working 24/7
Never mind the supply chains needed.
Elizabeth Holmes would be blushing is she said something THAT level of BS.
 
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AusPeter

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According to the site 'electrek', the surge in sales in Turkey was due to a loophole that has since been fixed.

From the article:

"Turkey has a consumption tax rate (ÖTV) that varies depending on the type of car.

Earlier this year, they reduced the tax rate to 10% for EVs with a power output of less than 160 kW.

Tesla vehicles wouldn’t qualify for that, but the automaker has resorted to one of its old tricks, which it also used to generate more sales in Canada back in 2021.

The American automaker software-locked the base Model Y RWD to just 160 kW of power to qualify for the lower tax rate. This significantly reduced the price and resulted in a surge of orders."
There doesn't seem to be anything in that article mentioning if Tesla will reverse that software lock sometime after the new owner takes possession. Because I really could see Musk pulling a stunt like that.

Also I like how Electrek keeps referring to Turkey well after the country re-branded itself as Türkiye, (and the country requested that that is the name to use, even in English).
 
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Given the propensity for Muckimucks xAI thingamabob to go wildly off-the-rails, you'd have to be a complete lunatic to want to buy robots that can cause actual physical damage all around them from Muckimuck. If I were running a factory, a warehouse or similar I wouldn't let Muckimuck's robots anywhere near even if I was paid for it.
Which is why it'll succeed. Unpaid labor + workers resigning instead of having to get fired? I think I just heard CEOs pissing themselves from joy.
 
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numerobis

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There doesn't seem to be anything in that article mentioning if Tesla will reverse that software lock sometime after the new owner takes possession. Because I really could see Musk pulling a stunt like that.
In the case of the Canadian 150km model 3, they at least claimed they’d never unlock it. Probably wasn’t worth the expense of making a process to do it, even if the regulatory risk didn’t matter.
 
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TVPaulD

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A little salty perhaps given how often europhiles thumb their nose at us yes, and also frustrated that Europe seems to repeat this pattern of putting their head in the sand and selling their soul to Russia or China willingly and refusing to wake up to the real problems they pose now and in the future.

I mean Europe was in denial on Russia right until the tanks rolled into Ukraine and even then it took way too long to get any cohesive action in response, and now they're ignoring the threat China poses on decimating a major manufacturing segment with automotive imports or buying up controlling stakes in domestic manufacturers.

For all the protest about US style capitalism/consumerism the whole "BYD is just too cheap to not buy to meet our EV future" is an admission that European capitalism/consumerism is no different at the end of the day except that the Biden Administration was actually willing to do something for the greater long term good by blocking imports of Chinese EVs in defiance of our base consumerism impulses
The US has a fascist authoritarian as its head of state & head of government right now. His party controls both houses of the legislature and your Supreme Court is a global laughing stock which is almost entirely corrupted and effectively in his pocket. He’s threatening the same kind of imperialistic conquests as Putin & Jinping, up to and including against the US’s closest allies.

Maybe get your own house in order?
 
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RZetopan

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Wait, I thought the future of Tesla was in self-driving cars?

Or was that last month's future?

It just amazes me that there are still people who put credence in anything that Elon Musk says.
And I thought that him having 500,000 autonomous AI operated Robotaxis by the end of this year was Tesla's future. And colonizing Mars by 2022. And of course, autonomous FSD (which is neither) by 2017, at the latest. And the Vegas Loop and the Hyperloop. Oops, Hyperloop One shut down in late 2023, after burning 100s of millions on their failure. And the Vegas Loop has been a disaster, only 2.7 miles of a planned 64 miles of one way tunnels after 7 years. While FSD Teslas cannot operate in those tunnels without crashing, so now every FSD Tesla has a manual driver. So now he is going to sell billions of his fake autonomous AI robots to the world, but where is he going to get that many teleoperators, and is there even enough high power RF bandwidth available worldwide? Or will the teleoperators have to live inside your home using lower power RF? Will the teleoperators multitask between controlling autonomous AI robots, autonomous FSD Robotaxis with a safety monitor inside, and autonomous FSD Teslas? Does it mean that if your teleoperator or safety monitor is busy, you can't also use the other three Tesla wonders?

And those ever fickle Tesla shareholders are finally somewhat upset with the Muskrat, yet again.
https://cleantechnica.com/2025/08/06/tesla-shareholders-sue-elon-musk-over-autopilot-fsd-failures/
https://www.roadandtrack.com/news/a...musk-concealing-self-driving-car-liabilities/
https://finance.yahoo.com/news/tesla-shareholders-furious-elon-musk-181050801.html
 
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The US has a fascist authoritarian as its head of state & head of government right now. His party controls both houses of the legislature and your Supreme Court is a global laughing stock which is almost entirely corrupted and effectively in his pocket. He’s threatening the same kind of imperialistic conquests as Putin & Jinping, up to and including against the US’s closest allies.

Maybe get your own house in order?
Hey I didn't vote for the shit stain. It's called multitasking. And yes I think Europe should be thinking about their economic and political independence which is why it's insane that they're selling themselves willingly to Xi just because the US has gone off the rails
 
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So....
I have dream, that dream is my company staffed by AI and robots, building cars for all the people that used to work for me, the savings on HR and Payroll alone will make my company the most profitable in the world and i will be even richer.
Who says i don't have clue. look at the number, the investor return will huge. There are no flaws in this plan, Grok said it would work.
 
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So....
I have dream, that dream is my company staffed by AI and robots, building cars for all the people that used to work for me, the savings on HR and Payroll alone will make my company the most profitable in the world and i will be even richer.
Who says i don't have clue. look at the number, the investor return will huge. There are no flaws in this plan, Grok said it would work.
Oh man, all I can picture right now is Randy and ChatGPT in the last South Park episode, they really hit the nail with Techridy
 
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AusPeter

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And I thought that him having 500,000 autonomous AI operated Robotaxis by the end of this year was Tesla's future. And colonizing Mars by 2022. And of course, autonomous FSD (which is neither) by 2017, at the latest. And the Vegas Loop and the Hyperloop. Oops, Hyperloop One shut down in late 2023, after burning 100s of millions on their failure. And the Vegas Loop has been a disaster, only 2.7 miles of a planned 64 miles of one way tunnels after 7 years. While FSD Teslas cannot operate in those tunnels without crashing, so now every FSD Tesla has a manual driver. So now he is going to sell billions of his fake autonomous AI robots to the world, but where is he going to get that many teleoperators, and is there even enough high power RF bandwidth available worldwide? Or will the teleoperators have to live inside your home using lower power RF? Will the teleoperators multitask between controlling autonomous AI robots, autonomous FSD Robotaxis with a safety monitor inside, and autonomous FSD Teslas? Does it mean that if your teleoperator or safety monitor is busy, you can't also use the other two Tesla wonders?

And those ever fickle Tesla shareholders are finally somewhat upset with the Muskrat, yet again.
https://cleantechnica.com/2025/08/06/tesla-shareholders-sue-elon-musk-over-autopilot-fsd-failures/
https://www.roadandtrack.com/news/a...musk-concealing-self-driving-car-liabilities/
https://finance.yahoo.com/news/tesla-shareholders-furious-elon-musk-181050801.html
Obviously the necessary bandwidth is going to come from StarLink /s
 
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JBanister

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I would find it amusing (in the abstract sense) if the chief job found for Tesla robots was to replace Amazon warehouse workers. I can pretty easily imagine Amazon warehouses full of robots, teleoperated by people in India or the Philippines, with AIs looking over the operations' shoulders, learning how to respond the same way to the same stimuli. Whether it's Tesla robots or not is a different question.
 
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RZetopan

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LesDawg

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I would find it amusing (in the abstract sense) if the chief job found for Tesla robots was to replace Amazon warehouse workers. I can pretty easily imagine Amazon warehouses full of robots, teleoperated by people in India or the Philippines, with AIs looking over the operations' shoulders, learning how to respond the same way to the same stimuli. Whether it's Tesla robots or not is a different question.
Have you seen how slowly those robots move? An Amazon worker moving that slowly would be fed into the chipper.
 
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I'm sure the military can find the money, but I can't imagine where they would find a benefit in the humanoid form factor. They'd be more likely to buy robot dogs with attached rocket launchers from Boston Dynamics.
Those robots are much more likely to work in military contexts than whatever hot air fever dream Musk just pulled out of his ass to keep investors from tanking Tesla stock. The last thing you'd need on an airbase is a Tesla robot dumping grenades into a jet engine, autonomously of course because it's Fully Self-Deluded.
 
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RZetopan

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Depends on how long they last. $20-30k for humanoid robot seems like a lot to replace human workers. But if that robot can work close to 24/7 for say 5 years ... the annualized cost (even adding in charging, repairs and maintenance) might be pretty low
So you are totally discounting that the Tesla Optimus robots quickly overheat their motors, wear out their gears, quickly run out of battery charge, etc? Just like his "you can summon your Tesla in LA, and it can drive the entire distance autonomously from NY" 2016 claim, reality is always a very tiny fraction of his claim. You will be really lucky if your Tesla Optimus can last even a week.
https://thedeepdive.ca/tesla-stops-optimus-production-due-to-persistent-hardware-issues/
 
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RZetopan

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It is in no way a realistic number. He's said they'll cost around $30k. I've seen some notes about MAYBE $20k... He keeps saying he expects EVERYONE to buy these to work for them around the house or do dumb menial shit. But MANY (most?) people aren't even spending that much on their primary daily transportation, let alone a humanoid robot to do their laundry.
To indicate his detachment from reality, he claims people will buy his (fake AI) Optimus robots to be their "friend" and to pour them drinks. Oddly, neither of those have ever even occurred to me.
 
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RZetopan

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Then you can subscribe to the "knows how to do laundry" feature. The premium tier can use color vision to not put reds in with the whites.
So you don't know that Tesla autonomous FSD vehicles with at least 8 color cameras will ignore red lights on occasion? I would not worry as much about mixing whites and color cloths, as much as worrying about them taking a trip through the garbage disposal because it looks and sounds a bit like a washing machine. Fortunately, neither of us have to worry about Optimus robots doing much of anything, besides breaking down a lot, and very likely even falling over.
 
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RZetopan

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Tesla and SpaceX have had some success by doing things no one else was even trying at. Tesla made it's mark when no one else was even really bothering with EVs. Falcon is successful because no one else has a reusable anything for space. Starlink is the first and only low-orbit satellite data service. The common factor seems to be that Musk did manage to identify a more or less empty market which could be entered successfully. And if you have the whole market to yourself, it's easy to be successful. [trimmed]
SpaceX has been successful because of a competent COO and engineer, Gwynne Shotwell. Musk is neither of those. The closest he came to engineering was the moronic Cybertruck, which looks like a 9-year-old with an Erector/Meccano set built it, and is still a very poor excuse for a pickup truck.
 
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RZetopan

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Even there, there are limits. Musk had the "solving mass transit by running a car in an underground loop like a glorified slot-car" thing pretty much to himself, and AFAIK that remains a market of one. Having a team with some kind of cogent mission is also a required ingredient, and I'm not sure he's attracting those kinds of people anymore.
Hyperloop One (renamed Virgin) folded after spending 100s of millions on the Musk Fantasy.
 
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RZetopan

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Unitree seems to be in the lead in Humanoid robotics. They have a new one that looks pretty good only costing 6k USD. No idea how they can make it that cheap, though they do have more expensive ones. Unitree cleaned up at the Beijing Robot Games a few weeks ago. A lot of Chinese EV makers also do humanoids.
Their website says it starts at $16K, and how much of the videos are AI/CGI generated. Musk's martial arts robot video was surely CGI.
 
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rochefort

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And lol no "robots" will not save Tesla, just sink them further, easiest way to sink a struggling company is to become saddled with a capital intensive vanity project outside their core competency
To be fair to Tesla, the solar roof failure, the semi truck failure, and the pickup truck failure haven't sunk them yet (the autonomy failure doesn't count because although it was a technical disaster, it was probably a financial success). Maybe the fourth vanity project is the charm.
 
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AusPeter

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I would find it amusing (in the abstract sense) if the chief job found for Tesla robots was to replace Amazon warehouse workers. I can pretty easily imagine Amazon warehouses full of robots, teleoperated by people in India or the Philippines, with AIs looking over the operations' shoulders, learning how to respond the same way to the same stimuli. Whether it's Tesla robots or not is a different question.
That was already done in a sci fi short story where the “AI” medical home help robots turned out to be teleoperated from Mexico, and workers were Mexicans who had been raised and educated in the US but deported back to Mexico. As such the workers understood US culture and customs, which helped shield the fact that the robots were teleoperated and not AI.
 
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Case

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He's not only a blithering creep, he's gone insane.

Sure there will be a relatively few cool tech bros (all execs surely) that will pick up one of these useless, expensive things...just as they did the Cybertruck. At least that nominally has a use, getting you around (even if you can't do that much truck stuff with it).

I'm certainly not in the target market, I don't even like "smart" home devices, so I'm probably way off and this'll be in every household (with money) like the maids from the Jetsons.
 
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Oregano

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There’s a reason industrial robots don’t look like props from a Will Smith movie, and that reason is that industrial robots are designed around a specific, defined piece of a workflow. Why design a robot with more degrees of freedom, points of failure, components, and programming than is strictly needed to accomplish a task?

If humans are part of a workflow, it’s not because a humaniform chassis is required, it’s because human judgment, reasoning, and flexibility is needed.
When humans are part of a workflow, the humaniform chassis is the only available choice. Side benefit is that it’s broadly available and very versatile.
 
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What I'm hearing is that a man who is worshipped by his stans as a bold, insightful and innovative expert/genius on all things tech seems to be unaware that the vast majority of human beings are and always have been infamously creeped out by any kind of humanoid automaton which tries to ape human behaviour too closely. We find the overall effect to be... uncanny. Reactions range from "mildly creepy but the robot could perhaps be useful as long as it's not too expensive" (lol) right through to "nope, no way, not in my house, not in a million fucking years, not before the heat death of the universe".

So yeah, I have to assume that this fuckwit has in fact heard of the Uncanny Valley Effect. But as with literally everything else he touches, he simply believes that the rules which apply to everybody else don't apply to him. He's firmly convinced that he's going to sell billions of creepy crappy clones per year bro, gonna be selling tons of useless robots to people who have never seen a laptop or a smartphone and whose most important question will be "can the robot milk my cow for me?"
(Spoiler: no, it really can't. Maybe in another ten years, but probably never).

"Robots will save Tesla cuz I'm bored of owning the world's worst EV company".
What a catastrophic idiot. I hope the memestock-holders are all firmly committed to going down with the ship, because that's going to be pretty fun to watch.
 
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rochefort

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It also makes me wonder how long he'll be in the robot/ai business before he says tesla is something else.
Clearly, the future is cyborgs: Tesla robots + xAI + Neuralink.

Not that it's true in any literal sense, but he might pivot that way. Tesla stans being what they are, he could post some (pirated) Starship Troopers fan art and get a nice stock price bump.
 
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studenteternal

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isn't Boston robotics, who make genuine cutting edge robots with a frankly astonishing capability, struggling to sell enough to stay solvent? Tesla doesn't even have a first mover advantage with optimus, there are already companies in the humanoid robotics space, there just isn't very much money there*

*relatively speaking I mean.
 
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AusPeter

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isn't Boston robotics, who make genuine cutting edge robots with a frankly astonishing capability, struggling to sell enough to stay solvent? Tesla doesn't even have a first mover advantage with optimus, there are already companies in the humanoid robotics space, there just isn't very much money there*

*relatively speaking I mean.
BD is 80% owned by Hyundai, who may be playing the long game to support Japan's aging population.
 
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IMO it's really unnatural when a brand dominates a market as much as Tesla or BYD (or Toyota for ICE/HEVs). That usually only happens when it's a first mover and there is almost no competition. The only way is down as other manufacturers slowly cut into their share.

Nvidia though despite already having 90% seems to be increasing its market share in all segments even faster than its competitors, if such a thing was possible.
 
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The current global labour force is estimated to be ~3.7billion.

Even assuming that these humanoid robots only manage the same 1/3rd duty cycle as humans, that means replacing every single worker on the planet in 4 years.

If you assume each humanoid robot replaces 3 humans, then in less than 2 years every worker on the planet will have been replaced by a Tesla humanoid robot.

Who exactly are the investors expecting to pay for this vast workforce? The newly-redundant ex-workers?
More importantly, who exactly are the investors expecting to buy ALL the products produced by this vast workforce? The newly-redundant ex-workers? If most people's job has been replaced with robots or AI, who's going to be able to afford all these things?
 
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