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If Tesla's EV are selling, so is everybody elses. And hence Tesla's market share eroding... But THAT is not the narrative. If EV sales are (or they are going to be) stagnant, THAT includes Teslas. And THAT would be the narrative for Oct. 2023 and going forward. Im not cherrypicking. Im reading what the media is telling me. But Mary Barra is telling me that and so is Elon. https://finance.yahoo.com/news/ford-gm-and-even-tesla-are-warning-about-the-ev-market-194905657.html "We are also moderating the acceleration of EV production in North America to protect our pricing, adjust to slower near-term growth in demand, and implement engineering efficiency and other improvements that will make our vehicles less expensive to produce, and more profitable," CEO Mary Barra said in her Q3 shareholder letter. GM, in pushing back its EV truck expansion earlier this month, noted “evolving EV demand” as the main reason why it was slowing its EV truck volumes. Even Tesla (TSLA) CEO Elon Musk, perhaps the biggest EV evangelist in the industry, poured cold water on the EV market and general economic landscape. Musk noted on Tesla’s conference call last Wednesday that the company was delaying construction of its upcoming Gigafactory in Mexico due to concerns about global economic conditions stemming from rising interest rates that make financing cars more expensive for consumers, thus crimping demand. “I’m worried about the high interest rate environment we’re in,” Musk said, adding, “I just can’t emphasize enough how important cost is. … We have to make our products more affordable so people can buy [them].” https://gvwire.com/2023/10/27/gm-and-tesla-ceos-voice-concerns-over-ev-market/ GM’s CEO, Mary Barra, who has been a strong advocate for EVs, announced during the company’s Q3 earnings call that GM is stepping back from its goal to produce 100,000 EVs in the second half of this year and another 400,000 by the first half of 2024. The company did not provide a new timeline for achieving these targets. Tesla’s Elon Musk also warned of potential economic issues that could dampen vehicle demand, even for the leading EV manufacturer. Mercedes-Benz, which has had to offer significant discounts on its EVs to boost sales, described the EV market as “brutal.” Most EVs are currently selling below their sticker price, and manufacturers are offering incentives of nearly 10% to encourage sales. However, these strategies are not proving effective, as EVs are taking longer to sell than their gasoline counterparts due to concerns over cost, infrastructure, and lifestyle changes. Ford was the first to adjust its EV strategy, extending its deadline to reach annual EV production of 600,000 by a year and abandoning its 2026 target to build 2 million EVs. Honda also scrapped plans to co-develop affordable EVs with GM, citing the unpredictable EV market. NOT this time around. Investors will NOT help. The government? Tesla is NOT too big to fail like GM or Chrysler was. HOWEVER...Tesla WILL stay alive though. They WILL exist. Just not producing vehicles. They will exist providing supercharger stations and selling EV motors and EV software programs to OEMs...

You dont get it. EVs in the US are NOT selling right about now. Tesla is trying to keep market share. Tesla is slashing prices. Tesla's market share will CONTINUE to erode. Tesla if it continues to slash prices, Tesla's profits go down... Tesla wont have enough cash to engineer 2nd gens of their S-3-X-Y lineup and NOBODY will bankroll them any money. Tesla NEEDS 2nd generations...when everybody else has NEWER EVs... DESPITE people NOT buying EVs at an enourmous rate. And keep that in mind, EVs are not selling. Tesla's economies of scale falls even further not ONLY because of competition eroding their market share but ALSO, EVs are NOT selling in high demand. Tesla or otherwise. Right now. At this 3rd quarter as I have read. If THIS trend continues, GM has gasoline powered cars to help them ride the transition of havong cash flow. If Americans REFUSE to buy EVs up UNTIL the 11th hour as they say, GM HAS ICE vehicles to HELP them with the CASH flow... Tesla's cash flow will be low... Like I said, NOBODY will allow Tesla to lose BILLIONS like Tesla done the first decade of 12 or 13 year of their existence. If this trend continues up until 2035, Tesla WONT make it...

Just going by whatever I see and hear. Picking and choosing (you could call it cherry picking if you'de like) the information I hold regarding EV production not only for Tesla, but for everybody else as well. Mining for batteries is the SAME cost for EVERYBODY. Battery production costs might and DOES differ, but BIIIIIG manufacturers such as GM will always find a way to reduce costs since they have BIGGER connections and suppliers as compared to Tesla DESPITE Tesla having a jump on battery prodution factories. GM's SUPERIOR know-how in manufacturing compared to Tesla offsets any monies that Tesla has an advantage over GM's battery production. Tesla...despite what Munroe wants to sell us on...STILL wastes a lot of time and energy and useless production techniques for its EVs. GM has refined theirs over their 120 years of history... https://www.businessinsider.com/elon-musk-says-cybertruck-faces-enormous-production-challenges-tesla-2023-10 "We dug our own grave with the Cybertruck," Musk said. It's "one of those special products that comes along only once in a long while. And special products that come along once in a long while are just incredibly difficult to bring to market to reach volume, to be prosperous," he added. Yeah...I know this is about the Cybertruck... But...its funny how Elon and Sandy Munroe talk a BIIIIIIIG GAME about scaleability from top to bottom, but...the Model S and Model X are on one platform. The Model S had teething problems in the beginning, Im not so sure of those were fixed and the amount of Model S-esses being sold, the over-cost production run on the Model S simply doesnt show on how in-effecient it is to produce it. THAT was WORSE on the Model X with the gullwing doors. Im not so sure Elon fixed the over complicated production of them but with the small amounts they sell, the ineffeciencies simply dont show up. The MEAT of the losing mony comes with the Model 3 and Y. Again, on DIFFERENT platforms than the Model S and X. NO scaleability from top to bottom as Sandy Munroe LOVED to wax poetic on how Tesla does manufacturing. 4 models but just a pair of platforms. And the Model 3 and Model Y havent sold as much to offset ALL the shytty production faults that the Model 3 and Y had in the beginning. I DO know that Elon fixed this issue with the Model 3 factory in China and he was supposed to fix the American plants. Did he? If he did, millions were spent. Millions that were NOT spoken for... If he didnt, the production costs must be through the phoquing roof with the amounts of Model 3s and Ys they sell... The amounts they sell, if fixed, maybe just about NOW that the renovations are paying themsleves off... The Cybertruck: Yet ANOTHER platform. And straigh from the horses mouth, that the Cybertruck is a production hell vehicle. Meaning Elon's production gurus didnt learn a DAMNED thing on how to produce an EV to make profit with. And dont forget, the Cybertruck is yet on another platform. NO scaleability from top to bottom... GM's Ulitium platform and ALL of their EVs are an offshoot of one another... From the GARGATUAN Hummer. Which the Cybertruck comes within with a few pounds of the Hummer. To the 350 000 dollar Celestiq to the supposed 30 000 dollar Equinox to everything in between... If Mary Barra says that as of now, $30 000- $40 000 GM EVs are not profitable, but will be when more battery factories come online (Tesla produces MORE than GM now) and when EV production ramps up and GM produces 1 million. Well...Tesla produces 1 million EVs, but Tesla does NOT offer a 30 000 dollar EV and REFUSES to offer the Model 3 at that 30 000 dollar threshold and Tesla's slashed prices and profits from Tesla has plummeted quite a lot. And THAT is how I cherry pick my opinion on why Tesla may ALSO lose money on EVs costing 30 000 dollars. Maybe Tesla does not lose @ 40 thousand. But Tesla DEFINETELY loses @ 30. SAME as everybody else...

The ideal weather across an ideal year: - 3 months of summer - 1 month of winter - 1 month of spring - 7 months of autumn (and peak color)

GM market cap $37 Billion. Tesla market cap $650 billion. Of course GM and Ford are delaying their EV's because they lose money on them, and people don't want their overpriced EV's. Hyundai just cut Ioniq 6 prices by $4,100 because people don't want a $50k Hyundai sedan when a Sonata is $30,000. So they have chosen to soldier on and just lose more money per unit to keeping the factory running. Mercedes dealers are complaining about the EQ series since they are too expensive and not aspirational products. Although Mercedes total sales are down 1.8% this year and their EV's are up 339% to nearly 15% of their total volume. ICE is dying off, all the more reason Mercedes needs to get their EV house in order and get better pricing, because once those aren't the new car on the showroom, people will lose interest at that price. Legacy auto might get away with a 1 year delay in sales as long as they use that 1 year to improve the product and get lower manufacturing cost. If they are just trying to kick the can down the road and worry about it later, they will be too late to catch up. And it isn't just in the US, in China the EV's are taking over, which is why GM, Ford and VW have lost about half their sales volume over there in the past 5 years, they can't compete on price over there. BYD is already into Europe, and again VW can't compete on price. Eventually BYD will come to the US too and they'll bring the price war with them.

Tesla deliveries are up 45% this year. No other car company has 45% growth. It is a myth that EV’s don’t sell, everyone else’s EV’s aren’t selling. And if for some reason Tesla got in trouble, they would get a government bailout like GM and Chrysler did.