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Technology Stocks : Tesla EVs - TSLA -- Ignore unavailable to you. Want to Upgrade?

To: Eric who wrote (26778)	12/13/2025 11:47:16 PM
From: i-node	1 Recommendation Recommended By longz Respond to of 26805

I’m quite sure you watched this, probably in real time, in 2019 the day it aired. I sure did. youtube.com People around the world were either dismissive or were cheering it on. When he talked about it taking two or three years I laughed out loud, “He’s lost it.” It is all great stuff but no, the world can’t be ready for change that radical. OTOH, it WAS brilliant. But having been a software developer at an engineering company in the 70s, these ideas were not crazy. More importantly, with an understanding of capital formation, it was clear that money would FLOOD into these ideas. Here we we are today and Tesla has won the race to autonomy, self driving is real, RoboTaxi is essentially here, every manufacturer jumped feet first into Musk's plans, and there has been NO INNOVATION by any other manufacturer. For six years they have all been chasing Musk. And now that some are onky a couple years behind, he has run off and left them. You guys don’t get this. If you want to do politic, do it. But never backburner the leading innovator. Tesla may lose a couple bucks along the way. But he is years ahead of the Hyundai and Euro followers. China can always knock off tech, but then there is a lot of overhead in depending on Musk or Apple to lead the ways forward. Temporary progress by the locals is fleeting.

To: Eric who wrote (26778)

12/14/2025 1:44:44 AM

From: i-node

1 Recommendation

Recommended By
longz

Respond to of 26805

These are US BEV sales over the last 12 months. Rough #s, but close enough.

So, don't you think that your excitement over Tesla sales being off is a little misplaced? And certainly, Lambert's is!

You seem so filled with doom and gloom as though Tesla were about to file for Chapter 11. No one is outselling them in the US or even coming close to matching them.

I know. China, China, China.

But in reality, their chief competitor in China is struggling. BYD sold many more cars yet turned a profit of $2B versus Tesla's estimated $1B.
And BYD wouldn't even do THAT without

Direct financial grants.

Purchase premiums (paid to manufacturers based on vehicles sold).

Tax exemptions.

Indirect benefits like lower input costs from subsidized suppliers.

So, in China, BYD has a few fairly substantial kickbacks. Investing in them could be said to be pretty much like investing in the Chinese government, couldn't it?

------------------------

Manufacturer

Headquarters

Approximate 2025 BEV Sales (US)

Notes

Tesla	US	~500,000–600,000	Dominant leader; market share ~41–45% YTD, down from prior years. Model Y and Model 3 top sellers.
General Motors (Chevrolet, Cadillac, GMC, etc.)	US	~200,000+ (through Sep: ~145,000)	Strong growth; doubled in some periods; #2 overall.
Ford	US	~100,000–120,000	Mustang Mach-E and F-150 Lightning key models.
Hyundai/Kia	South Korea	~100,000+	Ioniq 5/6 and EV6/EV9 strong; major gains in Q3.
Rivian	US	~50,000–60,000	Amazon vans and consumer models.
BMW	Germany	~40,000–50,000	i4, iX leading.
Volkswagen (incl. Audi, Porsche)	Germany	~50,000–70,000	ID.4 surge in Q3; Audi and Porsche luxury.
Mercedes-Benz	Germany	~30,000–40,000	EQ series.
Honda/Acura	Japan	~30,000–50,000	Prologue strong newcomer.
Nissan	Japan	~20,000–30,000	Ariya main model.
Lucid	US	~10,000–15,000	Luxury segment.
Polestar/Volvo	Sweden/China	~15,000–20,000	Polestar 2/3, Volvo EX30.
Toyota	Japan	<10,000	bZ4X limited.
Subaru	Japan	<10,000	Solterra.
Others (e.g., Fisker before bankruptcy, VinFast, Mazda, etc.)	Various	<10,000 each	Smaller volumes; emerging brands.