China's Byd Set to Overtake Tesla as Top Ev Seller

The election broke a lot of people and the daily negative Tesla and political posts are HN's way of compartmentalizing them. Otherwise they would metastasize all over the entire site.

I agree with you. It could put a huge dent in the tens of thousands of American lives lost every year if autonomous driving was mandated. Barring that, at least I'll protect my own family by using self-driving in the largest possible car (truck) I can buy.

For real. I just assume that anyone who talks like that has never driven the car and has not used FSD in the past couple years.

Say what you want about Elon, his politics, whatever, but the cars and technology are absolutely incredible.

To be fair stock price is not a great indicator of much. Sales are down YoY with no prospect of recovery. Stock price has no bearing on current operations unless they raise capital by selling equity. It’s also been the case that Tesla stock price has been disconnected from performance often. The amount of ill will he’s generated among his core market is enormous, and the tailwinds he had with green policy have been replace with significant head winds with an aggressively (and bizarrely) pro-pollution administration based on a retribution model than a technocratic model. This is especially bad for Tesla as musk actively sought retribution so there is no reason to believe this is going to go well for Tesla over the next few years. He dumped all over his customers to curry favor with someone that now hates him and has a history of actively seeking revenge - what a mess.

As an owner of two Tesla and a frequent user of autopilot with FSD, I don’t believe we will be seeing a significant rollout in any but the easiest to travel areas. SF, LA, Seattle or the other places Waymo currently is either running or preparing to operate are much more challenging road environments than Austin, and Waymo is already fully autonomous with years of track record in these areas. There’s no chance robotaxi will overtake Waymo - I use them often, use FSD often. They aren’t comparable - Waymo is considerably more advanced and capable.

Sorry man, I wished Tesla was going to win out, but by shifting focus to ever more bizarre efforts away from their core cars (when’s the last time a real X or S model refresh happened?) they lost the initiative. BYD and the other legion of Chinese EV are going to eat Tesla alive within 5 years. I’ve had the chance to ride in and drive many of the brands overseas and they are a fraction the price and about as good. It’s over.

It's weird to me that when people talk about Tesla, the business, is doing poorly, the retort is citing the stock price as if that's somehow what the person is talking about and not going to be seen as disconnected from fundamentals by the person you're talking to. So many things were being used to justify the stock price have simply not materialized. For example, the idea that Dojo would be a lasting moat does not appear to be materially true.

As a business, they've seen declining yearly revenues (2025 is expected to be lower overall) and declining sales on a YoY basis in a sector that has seen tremendous growth. The article we're on literally is how Tesla squandered their lead over BYD.

Autopilot and FSD are neat (for some definition of neat) but have clear competitors with Waymo being far ahead in deployment. BYD has their own developing system that's not as good but it's not clear to be that FSD will be some kind of enduring advantage either given that parallel systems are also being developed.

> You shouldn’t be angry with Musk, you should be angry with Trump/Biden (ignore left/right they both let Asia take Battery and chip technology on their watch).

I mean, you should be mad at both. But it started far before either of their presidencies.

> Or we could realise that they still have that lead, and they were limited in the US by US government policy that propped up Detroit for union/votes rather than economics/environment.

Which policy or policies?