Tesla sales fell by 9 percent in 2025, its second yearly decline

and if there's any country where range anxiety would be high, it's Australia
It's not like everyone there lives in an outback mining town. Australia is one of the most urbanized nations, with 89% of the population in cities. The United States only has 83%. After spending two weeks in Melbourne I'm confident that ensuring the streetcars are well maintained is a much higher priority in residents' minds than the range of electric cars.
 
Upvote
52 (53 / -1)

TVPaulD

Ars Tribunus Militum
2,006
The cheaper Tesla model was to buy before the rebates ended.
No, it wasn’t. It was a long mooted new product offering.
Now the "cheaper" model is buying used.
Still nope. You can buy practically any car used.
Unlike other cars, a Tesla M3/MYwith 100K miles will drive very similar to a new one - they are amazing cars.
How many similarly spec’d EVs of that vintage have you driven, because comparing “Teslas” to “other cars” reads suspiciously like weasel words for conflating “Tesla” with “EV” which is a pretty common rhetorical sleight of hand among Tesla fans.
There actually is "good" news from Tesla, that this biased website won't show.
Please explain for the group what is “biased” about Ars in this area which doesn’t also apply to your own contribution on the subject. Be specific.
A model 3 drove coast-to-coast on full self-driving. In fact that car had gone 10K miles with zero assistance from the owner.
I would not call achieving a self-imposed milestone over eight years late “good news,” myself.

And I’m actually being generous there. Because that wasn’t the milestone. The promise was that the coast to coast could be achieved by the car alone. It wasn’t. It was supervised and the driver had to charge it several times.
The latest revision of supervised FSD is amazing - I'm using the heck out of my latest free trial. It handled all the edge cases just fine, including navigating a super crowded mall just before Xmas, and a Costco parking lot on the weekend. The cameras even scoped out a good parking spot, and the car parked itself. Fucking awesome.
Yes, and your assessment is sooooooo objective, I’m sure.
Looking forward to my downvotes
Careful you don’t cut yourself with that edge. You should save that for a closing Cybertruck Frunk.
and I love, love, love, love my Teslas.
Seems like an awfully biased thing to say 🤔
 
Upvote
82 (87 / -5)
Post content hidden for low score. Show…

jdale

Ars Legatus Legionis
18,384
Subscriptor
I suspect that those billions might "benefit" the loss sheet...

So has Vegas started an official "which bubble will bust first: AI or Tesla stock"?
Meanwhile, xAI's unique selling point is producing CSAM. And the robots are still remotely-operated.

It really is remarkable how many different fronts they are failing on.
 
Upvote
43 (43 / 0)

fenris_uy

Ars Tribunus Angusticlavius
9,198
that's what I'm attempting to get at. I would wager a couple of monopoly dollars that if you anecdotally polled random people on the street about whatever garbage antics that musk jerk does, a lot of rational people would shrug their shoulders and go "I don't care, I have a life to live" and go about their day.

but compared to a person who is terminally online? consumes way too much reddit, tiktok, instagram that's specifically targeting them for consuming outrageous content? they're gonna know what that guy does to the point of attaching every waking hour in following what that weirdo does. which I wouldn't be too surprised if musk sometimes does crazy shit like this specifically because he wants all this attention on himself.

don't get me wrong, I don't like the guy just like all y'all don't either. I just feel it's weird that people are starting to revolve their lives around people who behave like this that by in all other universes people should not be paying attention to. the world will still turn whether or not you get angry at that dickhead.
He did a Nazi salute on national TV. He has shown that he is a fascist on national TV, not just for the online crowd.
 
Upvote
78 (81 / -3)

bjn

Ars Praefectus
5,202
Subscriptor++
It seems to me that Elon is only interested in problems when they represent things nobody has done yet. When he took over Tesla, he had an idea to build a car company by focusing on luxury vehicles before launching a more affordable option. He did that (somewhat) with the Model 3, but he's said before that 2018 was one of the all-time worst years of his life.
The folk who founded Tesla had that plan before Musk came along and fucked them over.
 
Upvote
49 (49 / 0)
Post content hidden for low score. Show…
The biggest problem for Tesla is Musk. Musk does not know how to compete against other companies. This is why Tesla takes 8+ years to come out with a new model when other car companies like Toyota have new model designs every year. When good competition arrives, Tesla just folds. Software updates are not Hardware updates, which are sorely needed. Software updates are not new models, which are sorely needed.
 
Upvote
29 (30 / -1)

Martin123

Ars Scholae Palatinae
663
Subscriptor
At the time of writing, a share of Tesla still costs more than $440, giving it a market cap of $1.4 trillion.
It's difficult to appreciate how mind-boggingly insane their valuation actually is. As a comparison, Audi is in about the same market segment and has sold about the same number of cars worldwide as Tesla for the past couple of years, so you'd think their values are somewhat comparable.

Now Audi isn't valued separately: they are only a smallish part of the VW group, which also not only includes VW itself (selling way more cars than Tesla / Audi, but in a market segment with lower margins), but brands like Skoda, Lamborghini, Bentley, Bugatti, Porsche, etc. Yet, the market cap of Tesla is about 30 times that of the whole VW group!! In other words, their share price could go down 97% and they would still be valued as much as a competitor that's about 5 times their size!
 
Upvote
79 (79 / 0)

bjn

Ars Praefectus
5,202
Subscriptor++
If the stock price does not go up, he gets nothing. I have a lot in the market and zero directly in Telsa. I wish I could rid him of all my ETFs as well.

Not buying his cars hurts his employees, not buying his stock will hurt him and the stupid BoD.
But if you don’t buy someone else’s cars you will be hurting their employees. I’d prefer to spend my money on a company that isn’t run by a fascist and treats its employees better.
 
Upvote
64 (64 / 0)
Cybertruck failed, F150 Lightning failed, but Nissan Leaf manages to get under $40,000. Why can't US Manufacturers make affordable EVs? The BYD Shark 6 is selling for $37,000 USD in Australia.

At least in the US, tariffing every goddamn thing at random intervals and amounts is doing no one any favors. Even if you had a manufacturing facility in the US, the components and materials are globally produced. I say that as someone with a US manufactured Korean car…
 
Upvote
37 (37 / 0)
People see Spotify and Netflix and think, "hey, we can do that with X with a subscription service, too!" because they're so enamoured with "subscription" they forget about the "service" part. Netflix and Spotify solve a problem, whereas making me pay $x/month for CarPlay will result in my buying a dash-mount for my smartphone.
Or buying a completely different brand of car. Subscription to access CarPlay? That's a deal breaker for me - I simply wouldn't buy such a car.
and if there's any country where range anxiety would be high, it's Australia
Ehh... you'd think, but no. As others have said, the bulk of the population is in the major city centres: Melbourne, Canberra, Sydney, and Brisbane on the east coast; Adelaide on the south coast; and Perth on the west coast. The Hume Freeway, which is the major arterial between Melbourne and Sydney (with a diversion to Canberra about a third of the way from Sydney to Melbourne), is very well served with fast chargers - I've done the trip from Melbourne to Canberra in my EV twice, and the trip from Melbourne to Sydney once.

If you live in outback WA, then yes, range anxiety would be a legitimate concern; but that's a vanishingly small percentage of the population. And even there, there's a smattering of chargers of various capabilities.

Along the coastal routes? No problem whatsoever. Inland, in the sparsely populated regions, along roads that aren't well traveled? It's an issue - but it's also a tiny, tiny percentage of vehicular miles in the country.

And the situation is constantly improving. When I got my Model 3 in late 2019, there were no fast chargers along the Nullarbor Highway, or along the coast north of Geraldton (which is north of Perth). Now, though, you can drive from Brisbane to Sydney to Melbourne to Adelaide to Perth to Exmouth to Darwin to Alice Springs to Cairns and back to Brisbane using only DC fast chargers (of varying speeds; I'm fairly sure a lot of the DC chargers on the Nullarbor are around 22 kW.)

Or to put it another way: range anxiety is overblown. It's a genuine concern for people who haven't looked, or who aren't willing to plan their trips around the chargers that are available, but in reality it's not a big deal here.
After spending two weeks in Melbourne I'm confident that ensuring the streetcars are well maintained is a much higher priority in residents' minds than the range of electric cars.
Hoo boy. If I had a dollar for every pothole I've seen on Melbourne's roads in the past couple of months, I'd be able to retire. Don't get me started. [Edit: I now see that you said "streetcars", not "streets". Apologies for the non sequitur.]

[Further edit: tyop.]
 
Last edited:
Upvote
33 (34 / -1)
Post content hidden for low score. Show…
Post content hidden for low score. Show…
One of the things Tesla did right was open the superchargers to other brands (in the US at least), so even that is not as true as it used to be anymore.

Elon also fired the head of the supercharging division, and half the department a year and an half ago.

Meanwhile, Tesla is trying to roll out their v4 superchargers in the US (they have under a dozen operational) at a time when Electrify America chargers are significantly faster on 800v architecture cars (all Hyundais and KIAs, as well as popular cars from Porsche, Audi, VW, and others).

My recent vacation had us traveling 500 miles (800km) round trip, using three Electrify Americas and (begrudgingly) one Tesla supercharger. Peak charging was 209 kW vs 127 kW. Tesla politics aside, they are shitting the bed.
 
Upvote
60 (60 / 0)

terrydactyl

Ars Tribunus Angusticlavius
7,907
Subscriptor
Their lack of a product pipeline is so weird. All other carmakers have new products all the time (...well, maybe not Dodge), whereas these guys have had one new model in the last decade. Do they think that the other companies are doing that just for fun? Do they not realize that many decades of experience have shown that that's the way to keep people interested in your products?!? I just don't get it.
There are many parallels between Henry Ford and Musk. Another is Ford thought there was no need to improve on the Model-T. GM blew past them.
 
Upvote
44 (44 / 0)
No idea why you were downvoted for this. Tesla's charging network is practically the only reliable network in the US for level 3 charging while on a long trip. I predict that it will be gobbled up in the inevitable fire sale one day.
Because it’s no longer true everywhere (not that it deserves downvotes vs discussion). See my post directly above. For many of us, “superchargers” are slow.
 
Upvote
50 (50 / 0)
Musk had Starlink buy up a good portion of Tesla's excess inventory, so I would caution against taking Tesla's numbers at face value.
Wow what a totally a normal thing that should be perfectly legal to do. It's perfectly fine that a massive part of our economy is leaning on wash traded crutches.
 
Upvote
23 (23 / 0)
Post content hidden for low score. Show…

Case

Ars Tribunus Angusticlavius
6,753
My wife has a Tesla, we have solar at home so an electric makes all kind of sense.

I wouldn't consider a Tesla if you paid me me to drive one, and it's by far due to Musk. There are things I like about her Y, things I don't, but there's no way I want to put even more money into the pocket of that Nazi turd.
 
Upvote
34 (35 / -1)

Thinker_in_TX

Ars Centurion
672
Subscriptor
That's why I didn't buy a Tesla, but leased a Honda Prologue which is a better Chevy Blazer. Honda has Apple Car Play (which I use) and Android Auto instead of GM's subscription version. Honda offered a significant rebate to offset the lack of the US federal rebate Trump killed. So far, I'm happy with the Honda except for the built in 3 year AT&T subscription for the navigation but I have lifetime free maps for the Garmin GPS which is far better. The Google navigation sucks. If I buy at the end of the lease, I won't miss the AT&T Google navigation.
 
Upvote
14 (14 / 0)
But if you don’t buy someone else’s cars you will be hurting their employees. I’d prefer to spend my money on a company that isn’t run by a fascist and treats its employees better.
100% correct. My statement was more to the point that if you want to protest Musk the best thing you can do is not invest in Tesla stock. Not buying his ugly cars is secondary.
 
Upvote
8 (9 / -1)
Post content hidden for low score. Show…
Post content hidden for low score. Show…
Their lack of a product pipeline is so weird. All other carmakers have new products all the time (...well, maybe not Dodge), whereas these guys have had one new model in the last decade.
Right now people can buy a Tesla and have plausible deniability, at least in the US where license plates don’t indicate the year of initial registration. If Tesla redesigns all their cars, the new designs will be clearly identifiable as such, and everyone will know what the driver chooses to support. (I’ve seen one redesigned model Y. And yes, the driver was MAGA.)

Also, if they redesign, they’ll have trouble shifting any huge backlog of current vehicles sitting in parking lots. But I’m sure Tesla wouldn’t be letting inventory pile up to make their numbers look better…
 
Upvote
13 (15 / -2)
Post content hidden for low score. Show…

Thinker_in_TX

Ars Centurion
672
Subscriptor
Then there's BMW, trying to charge subscription fees for turning on the seat warmers or using parking assistance.
My Honda came with a 3 month trial for Sirus/XM but frankly I couldn't find anything of interest to me and I'll let it lapse. It has ON Star too for but I have no need for it either. Crash detection? My Apple iPhone and watch has that so not needed. The Honda has heated seats with no subscription. They were nice the other morning but Texas winter days are only occasional. Today it's 80 deg F.

I commented earlier about the lame Google navigation, but I have lifetime maps with my Garmin GPS which is superior and it listens to actual GPS satellites rather than cell towers. I had bought a new unit last spring to replace the older one dying a sporadic death after 10 years.
 
Upvote
5 (6 / -1)

Legatum_of_Kain

Ars Praefectus
4,083
Subscriptor++
Starting with Chevrolet in USA, and ending with Toyota Lexus (the more expensive ones), each one of them is a better purchase than a Tesla, as they're safer, less expensive in the long run, don't have supply chain and suspension issues, and most important, don't have the shitty repair limitations imposed by Tesla.
 
Upvote
25 (25 / 0)

Thinker_in_TX

Ars Centurion
672
Subscriptor
Back when the Cybertruck was released, after I stopped laughing, I predicted that it would not outsell the Ford Edsel. That prediction still looks good.
A video in my YouTube feed said Ford actually had an Edsel truck planned but the sedan cratered before it could be brought out. I didn't look at the video so I have no other info.
 
Upvote
8 (8 / 0)

RZetopan

Ars Tribunus Angusticlavius
8,197
"Tesla published its final production and delivery numbers this morning"

Knowing what a pathological liar and overall shady character that Muskrat is (Snidely Whiplash is a far better role model), I would not be at all surprised if he sold a bunch of Teslas to himself to get the sales decline to be under 10%. In reality, it could have been at least double that number.
 
Upvote
10 (12 / -2)

RZetopan

Ars Tribunus Angusticlavius
8,197
I think the (incredibly small) number of robotaxis in Austin is also notable. Weren't they supposed to be available in something like half the metropolitan areas of the US by this past Wednesday?
Musk said he was "very confident" that Tesla would have operational robotaxis by 2020.

In 2022, Musk claimed that the individually-owned robotaxi fleet would grow to one million vehicles by December 31, 2022.

You just need to look a lot harder, they could be wearing disguises and hiding anywhere! /S
 
Upvote
42 (42 / 0)
"Tesla published its final production and delivery numbers this morning"

Knowing what a pathological liar and overall shady character that Muskrat is (Snidely Whiplash is a far better role model), I would not be at all surprised if he sold a bunch of Teslas to himself to get the sales decline to be under 10%. In reality, it could have been at least double that number.
Which then becomes a pyramid scheme needing more and more money to buy excess inventory you then can’t unload without further cratering sales which means bigger straw purchases you can’t sell on endless loop
 
Upvote
19 (19 / 0)

RZetopan

Ars Tribunus Angusticlavius
8,197
Their lack of a product pipeline is so weird. All other carmakers have new products all the time (...well, maybe not Dodge), whereas these guys have had one new model in the last decade. Do they think that the other companies are doing that just for fun? Do they not realize that many decades of experience have shown that that's the way to keep people interested in your products?!? I just don't get it.
No, you do get it, while Musk does not. Besides, he insists that Tesla is no longer a car company, and he is doing his very best to ensure that comes true. Even the insane Tesla BOD backs this!
 
Upvote
23 (23 / 0)