this post was submitted on 02 Apr 2024
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Tesla produced 433,371 cars and delivered 386,810.
Does that mean they have trouble selling cars and building a stockpile?
I think so. As I understand it, Tesla have produced to order before. Every car off the line went directly to a customer.
At some point, the association with Musk has to negatively impact the brand and I wonder if a portion of these headwinds are related to that. The demographic for Teslas isn’t going to be Texas conservatives so the people Musk is directly against are the same people he wants to buy the cars. I have to imagine that like myself, some people who would have probably purchased a Tesla historically would not do so now. I was thinking about going electric and getting a Tesla but won’t be associated with Musk. It’s a single sample of 1 so obviously anecdotal but I can’t be the only person.
Tesla's biggest customer base is in China. I doubly they care about American politics.
No, but he’s going to have to drastically drop the price to compete with Chinese EVs.