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Tesla First Quarter 2025 Production, Deliveries and Deployments

perihelions

https://www.wsj.com/business/autos/teslas-global-vehicle-del... ("Tesla’s Global Vehicle Deliveries Sank 13% in First Quarter")

https://archive.is/BQosk

https://www.ft.com/content/0ebcec51-2a5a-4820-99e8-1e500370f... ("Tesla suffers worst quarter since 2022 as deliveries tumble")

https://archive.is/oeBUY

bryanlarsen

more comments on https://news.ycombinator.com/item?id=43556443 and https://news.ycombinator.com/item?id=43556463

Those are flagged, and this is the authoritative source, though.

belter

For a few more seconds....

josefritzishere

Tesla is in serious financial trouble.

bryanlarsen

They're still profitable, and likely will be again this quarter. They also have ~$30B in the bank. Their stock price is in serious trouble, but the company itself has several years of runway.

stingraycharles

Are there examples of companies that survived a massive fall in stock price but continued to thrive?

Tesla is really looking at at least 10x stock price reduction to make things more realistic again and in line with EPS of competitors.

bryanlarsen

Amazon's share price lost 90% of it's value during the 2000 Internet crash. I don't think Tesla is an Amazon, but you asked for an example.

abraxas

TSLA is now a pure US oligarchy bet. If the US turns into russia style kleptocracy, sales figures today are largely unimportant.

jordanb

This is it. The value of Tesla is now the bet that Musk can just straight up transfer arbitrary amounts of wealth to himself.

They have no believable product vision, they have no moat beyond vindictive federal policy against their competitors.

joshuanapoli

I don't see "kleptocracy" happening. At least, not to Musk's benefit, so far. I think that it's more likely that Musk was in good faith trying to improve the government, at the expense of his own wealth. He's just marching to his own drummer.

rsynnott

On that theory, though, why would he channel it into the _public_ company, and not one of the private ones?

piva00

Also, their products are feeling dated, their designs do not look futuristic, they look simplistic, the design choice for their UI to rely on a single tablet for cost-cutting is getting backlash after other manufacturers tried to copy that and roll out in their own product lines.

There's nothing in Tesla's products that gives them any major differentiator over competitors, it's just brand recognition, a few super fans, and a lot of empty promises from Musk.

I just can't imagine what would make investors sell at this point, I think they all know it's overvalued but the moment they try to run from it they'll lose money, not from TSLA directly but from the impact TSLA has on the index as one of the major components, so there's this hot potato dancing around financial circles to try to save face.

Just shows how detached to any fundamentals the stock market has become...

baggachipz

Let's just call it what it really is: a meme stock.

MrMcCall

As I learned from William Gibson's fiction, it is, more accurately IMO, a kleptocracy.

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