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Comment by bhouston | Hacker News Reader

Is Tesla or BYD seeing waning demand or just Ford?

Hmm... seems Tesla is flat over the last few years: https://www.reuters.com/graphics/TESLA-DELIVERIES/gkvlbmzmev...

Tesla is flat over the last few years

You are looking at a chart that only has one full year on it. 2023 has good growth over 2022. 2024 may end up being flat, but every year prior has seen growth.

https://www.statista.com/statistics/502208/tesla-quarterly-v...

Huh? It is flat from Q4 2022 until Q3 2024 which is two years.

The Model Y is the best-selling car in the world. The Cybertruck is outselling every non-Tesla EV including the Lightning (in the US, the only country where it is currently available).

Recent reports have shown that the EV sector, as a whole, would be growing if you took Tesla out of it.

People are abandoning Tesla in droves, presumably due to the spectacle its owner is making of himself publicly.

Tesla just had a phenomenal quarter so no, this is just the mediocre overpriced EV's being sold at a loss by legacy auto.

Funny how two people can look at the same chart and see exactly what they want.

One person sees a roughly flat multi-year sales chart (true) and another sees significant growth in the last quarter (true) and somehow they arrive at opposite conclusions.

people generally don't look at quarter-to-quarter growth because there can be wild swings explained by seasonality (e.g. the major holiday shopping season in Q4)

Where did I say growth? I said it was phenomenal. Funny how you just misinterpreted my comment to make your vapid retort.

Compared to BYD, Tesla is "legacy auto".

I agree from a long term prospect point of view.

They are so vertically integrated, control much of their supply chain, and are not hamstrung by an increasingly erratic and irrational CEO.

Test drove both Model 3 Performance and BYD Seal Performance both before settling on a Tesla, it was close. Price wise about 20% cheaper (I am in a country that does not put tariffs on BYD).

But currently, the BYD software is….. not great, comparatively. The cars are decently made though, and look pretty good. Drive ok, but M3P is a much sharper drive.

Another vehicle generation of improvement though, Tesla would need to watch their backs.

The number of cars didn’t go up dramatically but the margins on each car improved. It makes for a healthier company that can go out and do other things like make little buses.

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