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Comment by TheAlchemist | Hacker News Reader

It's not only politics, although it certainly didn't help.

Tesla did not release new cars, except for Cybertruck, for how long ? 5 years ? 10 years ?

Their lineup was great initially, and there was 0 competition. Now there is a lot of competition and their lineup did not change at all.

Their car business is dying. That's why they try to be an AI & Robotics company.

Edit: Here is a good link to follow the sales data - for many countries, it's reported daily. https://eu-evs.com/brandCharts/TESLA/ALL_DAILY/QoQ-Chart

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Does anyone know if Musk's robotics/AI business is under Tesla? What prevents him from launching the robots under a new company? Is there any protection for Tesla investors against these kind of things?

Well, if you follow his adventures a bit, it's quite obvious that there is absolutely nothing preventing him from that.

2 years ago, while claiming that Tesla is the leader in AI, he launched a private ... AI company (xAI), for which he took Tesla GPU chips, and now he tries to make Tesla ... invest in said company, at a valuation (>B100$) that could only be compared to something like Dogecoin.

All of this, with your and my retirement money, since the stock is in the S&P.

> their lineup did not change at all.

I think they messed up all models (removing stalks/controls), and took successful and decent looking model y and made it look odd.

  >Tesla did not release new cars, except for Cybertruck, for how long ? 5 years ? 10 years ?

As stated earlier, this is extremely bad strategy advice.

Tesla is battery-limited, not demand-limited (delivery wave concern trolling from OP's headline aside). Adding models would only add complexity without meaningfully increasing revenue.

It helps to know basic fundamental facts about the company before commenting.

  >Now there is a lot of competition and their lineup did not change at all.

More misinformation. Tesla continuously updates their cars unlike most manufacturers which are stuck in "waterfall" model year refreshes.

See Sandy Munro's excellent breakdowns on the phenomenal pace of innovation at Tesla compared to competitors.

What happened to those 2 million cyber truck reservations? Supposedly had enough demand for 8 years

Why weren't they "battery limited" when they were making more cars?

Not demand limited ? Yeah sure, CEO once said that they have infinite demand (at the right price /s).

If they are not demand limited, can you explain why they slashed prices, are offering countless promotions which evaporated their margins, and are running the factories at 50% capacity ?

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