this post was submitted on 19 Mar 2025
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How Tesla blew its lead. (restofworld.org)
submitted 2 days ago* (last edited 2 days ago) by [email protected] to c/[email protected]
 

BYD took the global EV crown. Now Chinese rivals and local startups are taking over emerging markets.


  • Tesla’s sales are dropping globally, with political headwinds and fierce EV rivals throwing up challenges.
  • New frontiers beckon, but Tesla faces a showdown with savvy local and Chinese competitors vying for dominance.
  • Pricing battles and rapid innovation are putting Tesla to the test, demanding a strategic jolt to regain its edge.
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[–] [email protected] 3 points 6 hours ago

Some asshole bought the company when it had innovative tech and good quality, and hasn't had the focus to address the inevitable quality issues that come with scaling up production.

[–] [email protected] 6 points 11 hours ago (1 children)

Back in the day, Tesla was releasing some of its tech without patent licenses to help other EV makers catch up, to help the environment. Or at least that's what I remember from the PR.

Back then they wanted to blow their lead so electric cars would do better in general.

[–] [email protected] 2 points 6 hours ago

.Back then they wanted to blow their lead so electric cars would do better in general.

First-mover advantage wasn't going to be lost in the near-term due to patent-sharing.

[–] [email protected] 15 points 1 day ago (2 children)

Because the CEO “sent his heart out to the world”. Ain’t no coming back from that public perception, tbh.

[–] [email protected] 4 points 7 hours ago* (last edited 7 hours ago)

Tbh, that would have been extremely simple to come back from: Fire his ass. The issue is that they didn't.

(Inb4 someone says they cannot fire him for some legal or contract reason: That is a major red flag in and of itself)

[–] [email protected] 4 points 21 hours ago (2 children)

I heard the next model, the Tesla SS, with innovative features like doing Nazi salutes out the windows to indicate is going to be a huge hit.

[–] [email protected] 1 points 6 hours ago

Simulated fart sounds replaced with Sieg Heils.

[–] [email protected] 1 points 7 hours ago

"Any customer can have a car painted any color that he wants so long as it is black."

[–] [email protected] 25 points 1 day ago (2 children)

BYD is eating everyone's lunch at the bottom not just Tesla.

Tesla could have prospered by sticking to the mid range but their build quality is appalling even for a lower mid car.

Couple that with some truly dumb design ideas from Elon (no lidar, no physical buttons, indicators as buttons, stupidly high repair bills due to design choices) and some even more stupid personal behaviors from him and he has just cut the legs out of his market.

EV buyers who are spending more money care about this kind of thing, budget buyers it is mostly about price.

[–] [email protected] 6 points 1 day ago

Exactly. I'm a budget buyer and Tesla doesn't make sense. My parents are luxury buyers and Tesla doesn't make sense. My coworkers buy Tesla, so I guess there's a market, but the reason they bought doesn't hold up as well today.

We'll see what Tesla does, but I think they need to kick out Musk to get there.

[–] [email protected] 1 points 1 day ago (1 children)

Couple that with some truly dumb design ideas from Elon (no lidar, no physical buttons, indicators as buttons, stupidly high repair bills due to design choices) and some even more stupid personal behaviors from him and he has just cut the legs out of his market.

Well, some of these dumb design ideas are not really from Elon and it is not that other car manufacturer are too much different....

[–] [email protected] 3 points 22 hours ago (1 children)

Which ones aren't? Also deciding to copy dumb ideas from elsewhere is even more dumb as someone else did the alpha testing for you, showed it was dumb, and you still copied it.

I forgot the yoke instead of a wheel. That's another Elon special.

Buttons for indicators I know are on modern ferraris, I can't afford one but I still wouldn't buy one because of them. Try using buttons on a steering wheel when doing a right at a roundabout, just the dumbest shit.

[–] [email protected] 1 points 9 hours ago (2 children)

Which ones aren’t? Also deciding to copy dumb ideas from elsewhere is even more dumb as someone else did the alpha testing for you, showed it was dumb, and you still copied it.

You don't copy because you think it is a good idea, you copy because everyone did the same thing. If everyone start putting touch button on cars and you not, you will be seen as old. Even if the idea is stupid, it is the hot new idea of the day. Also putting touch screen is cheaper to build and update since in the end the physical button just send a signal to one of the various ECUs on the car anyway.

Buttons for indicators I know are on modern ferraris, I can’t afford one but I still wouldn’t buy one because of them.

Leaving Ferraris aside, it is not that a button as indicators is always a bad idea. What is a stupid idea is to put a touch button without tactile feedback, so you need to look to see if you have pressed it or not.

Try using buttons on a steering wheel when doing a right at a roundabout, just the dumbest shit.

Well, my Renault has some buttons on the steering wheel and it do not seems too bad to use them while driving, I find very convenient to be able to control something without moving my hands from it (ok, they are not touch button).
A car I drove some months ago had double commands: touch ones and physical buttons. Not bad as choice.

[–] [email protected] 1 points 6 hours ago

Even if the idea is stupid, it is the hot new idea of the day.

Yeah, herd mentality often wins over critical thinking.

[–] [email protected] 1 points 6 hours ago

Only touch screen controls for important controls are a safety hazard, and the upcoming safety standards in the EU will withhold the top ratings because of this: https://etsc.eu/cars-will-need-buttons-not-just-touchscreens-to-get-a-5-star-euro-ncap-safety-rating/

Controls for things like the radio or cruise control are fine on the wheel as buttons. Indicators absolutely aren't, and are the example I used for good reason. Honestly I have no words if you cant see that they are an actual safety hazard on something like a roundabout, particularly one you would navigate at speed.

Simple left or right turns at say traffic lights or other junction aren't the problem, trying to activate them while the wheel can be at some random orientation is difficult, so you end up not bothering.

Not signalling when at a round about is an offense in the UK. Its rarely enforced due to lack of traffic police, but its enough that its an actual offense that the car should be designed not to make it considerably harder to use them. In the event of an accident serious enough for the police to get involved if you didn't indicate then that's going to count against you.

[–] [email protected] 6 points 1 day ago (1 children)

The problem is that Chinese EVs builder are heavily subsidized from the state and Tesla not (or not to that amount). Also a Tesla has a tag price that put it in the medium-high range, and it is obvious that the biggest market is for low-medium range priced car.

[–] [email protected] 10 points 1 day ago (2 children)

Eh. Both received subsidies. No one is a saint

[–] [email protected] 5 points 1 day ago

Sure, but the scale is way different.

[–] [email protected] 1 points 1 day ago (1 children)

I agree.
The point is how much subsidies they receive. Chinese automakers seems to get way more (up to 30% if not more of the cost) than Tesla. That way it is easy to win on competitors.

BTW, the 30% is not a personal educated guest, it is the estimated figure given by a very trustworthy economic journal which did an investigation and discovered that that some chinese automaker could probably absorb a 30% tariffs without changing the selling price.

[–] [email protected] 2 points 1 day ago

Got a link to the journal?

[–] [email protected] 54 points 2 days ago (1 children)

"Political headwinds" is putting it mildly.

[–] [email protected] 45 points 2 days ago (1 children)

Poor Elon simply gave his heart and love to the world by raising his right arm at a 45° angle after tapping his left boob. He did nazi anything wrong with that.

[–] [email protected] 22 points 2 days ago (2 children)

The excuse his enablers give is absurd. Ask yourself what’s worse: give a Nazi salute on TV or doing a gesture the entire world knows as a Nazi salute on TV and not realizing it? They’re both bad enough that he shouldn’t be in charge of a lemonade stand.

[–] [email protected] 5 points 1 day ago

The problem with any excuse you make for Elon is that Elon is too stupid to keep his mouth shut and give the excuse any plausibility. After the nazi salute he went on Twitter to make nazi puns about it. It is certain beyond reasonable doubt that he knows exactly what the salute was. Even if you give him the insane benefit of the doubt that it was really "his heart going out" and accidentally looked like the salute, his having shown he knows what it looks like but never stating he does not actually believe in the ideology or want present himself as an ally to nazis is just as damning.

[–] [email protected] 11 points 2 days ago* (last edited 1 day ago) (1 children)

Anyone arguing that Musk didn't know exactly what he was doing is just another Nazi pissing in the wind and they all deserve every bit of blow back they get, pun intended.

The only thing Musk didn't understand is that he was branding himself and everything he touches as nothing more than Nazi scum for the rest of his miserable life.

[–] [email protected] 1 points 1 day ago (1 children)

I firmly believe he was doing it for the lulz. It totally fits his MO, and it'll be hard to convince me otherwise.

However, that doesn't mean he gets a pass. We shouldn't have childish people in positions of power, so his actions should disqualify him from any influence in the White House.

[–] [email protected] 4 points 1 day ago* (last edited 23 hours ago) (1 children)

I think it's exactly the opposite and there's lots of information and multple interviews that strongly suggest that. IMO Musk is full-on Nazi scum and lives in a nearly impermeable bubble, so much so that he thinks he has toned it down to what will pass in society. It seems he read the room wrong either way.

[–] [email protected] 1 points 22 hours ago

Could you link some extra spicy interviews? I'm very much not a fan of Musk, and I'd like some firepower other than "he's a man child that just wants to shock everyone."

[–] [email protected] 2 points 1 day ago

Oh & OpenPilot/Comma-AI is an alternative to Tesla's "auto-pilot"

[–] [email protected] 42 points 2 days ago (4 children)

Tesla hasn't lost it in 2025, but much earlier.

For example, when they stopped maintaining and improving their successful Model 3 and Model Y, because the ugly tinbox "needed" all research and development resources.

[–] [email protected] 27 points 2 days ago (2 children)

This is exactly it. Instead of focusing on refining and renewing their products, Tesla burned billions on self-driving, while simultaneously hamstringing themselves by removing radar and lidar. That’s before the cybertruck and roadster 2 interfered.

Lucid, from what I can tell, has done this work. Their new motors are the size of a carryon. The interior volume is enormous. That’s what the flagships should be like at Tesla, but they screwed up.

[–] [email protected] 2 points 6 hours ago

Unwanted features taking priority over quality improvements is a textbook enshittication move.

[–] [email protected] 13 points 2 days ago

That’s because Tesla’s stock valuation was always based on “revolutionary new shiny thing!” rather than “making and selling cars”.

musk has to constantly come out with a new reason why the stock justifies a valuation so insanely high (was worth more than all other car companies combined). “Full self driving!” “Robotaxies!” “Fully automated manufacturing!”, etc….

That’s also why musk can extort $50B payoffs from Tesla. So much of their value is based on his BS powered reality distortion field that they’re terrified of what might happen if he leaves.

Now, there’s huge risk inherent in banking everything on the very stable genius musk as they’re learning.

[–] [email protected] 11 points 2 days ago (1 children)

Excuse me. It's the best looking dumpster on the road.

[–] [email protected] 8 points 2 days ago

Recommended by 9 out of 10 raccoons.

[–] [email protected] 5 points 2 days ago (1 children)

For sure.

A Model 3 from early 2024 really feels 5-10 years behind a 2026 Kia or Hyundai at this point.

They lost the plot big time somewhere around mid-2022 I think. Would be interesting to learn if Elon started some new designer drug or something around then.

[–] [email protected] 1 points 6 hours ago

Even the very conservatively designed Polestar at least has good build quality.

[–] [email protected] 7 points 2 days ago (1 children)

I'll say it happen when Musk got involved with production as he thought he will disrupt manufacturing by heavily relying in automation, disregarding what every manufacturing expert had told him that it ain't that easy.

He fumbled the ball hard and IMO that was the beginning of the end of Tesla's hegemony, where they started making serious quality mistakes and dropped finishing quality as well.

That said, I'm not sure if they ever had any to begin with, but for a while customers valued that brand very highly, even being on waiting lists for months.

To me, this was the Jets' Butt Fumble of car manufacturing.

[–] [email protected] 1 points 6 hours ago

Even before Musk got involved, the "disrupting car manufacturing" idea was there, and Tesla had already reversed course and was recruiting experienced auto-industry production engineers. Turns out all those "why don't we just?" questions from the tech bros had already been tried in the car industry 40 years ago, and had almost all failed.

Cars are complex gadgets with nasty supply-chain issues, and design for manufacturability and maintainability aren't the first things someone thinks of when trying to roll out a long list of new features.

[–] [email protected] 29 points 2 days ago (1 children)

BYD was always going to pass Tesla, Elon's actions just accelerated the timeline

[–] [email protected] 14 points 2 days ago

The most financially destructive edgelord Zieg Heil in history.

[–] [email protected] 26 points 2 days ago

Turns out people want cars they can afford. Crazy stuff

[–] [email protected] 20 points 2 days ago (2 children)

Yeah no I'm not switching out reliance on US cloud services with ... Chinese.

Replaced my Tesla with a Volkswagen ID.7. Recommended.

[–] [email protected] 8 points 2 days ago (1 children)

Tourer?

Vws are overpriced and a bit lackluster these days, I got a KIA.

Does your car have an annoying warning about the rules of the road when you start it, that requires a button press to confirm?

[–] [email protected] 5 points 2 days ago (6 children)

The VW ID.7 is about the same cost as a Tesla Model 3 and its size and features are more like the Model S. I was early so I have the sedan, a friend has the tourer though and loves it.

No such warning, at least not here in Sweden/Europe.

I looked at the Kia EV9 but it was a lot more expensive, also, we didn't get the swivel seats here. They had to be bolted stuck in forward position :(

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[–] [email protected] 10 points 2 days ago

If the owner of the company wasn't trying to heil a cab on the national stage, people wouldn't be doubting these EVs nearly as much.

Not that they're particularly high quality anyway.

[–] [email protected] 5 points 1 day ago

The article should just be “This Guy” followed by photos of Elon doing his thing for the last year or so.

[–] [email protected] 9 points 2 days ago

What lead? It's not a race if nobody else is participating.

[–] [email protected] 7 points 2 days ago

"How Tesla blew its load"

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