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Is Elon Musk hurting Tesla? (Mod Note Post #1)

1565759616283

Comments

  • Moderators, Motoring & Transport Moderators, Regional East Moderators, Paid Member Posts: 6,532 Mod ✭✭✭✭liamog


    I'd expect Tom Zhu to be given the position, he was responsible for getting the Gigafactory in Shanghai up and running and would be seen as a stable choice focused on delivering on vehicle manufacturing. Appointing him would be like replacing Steve Ballmer with Satya Nadella.

    I think Tesla has done some of its best work when Elon stays out of the way, he's given way too much credit which takes away from the engineering expertise that's the real reason the company made good products.



  • Registered Users, Registered Users 2 Posts: 14,433 ✭✭✭✭Red Silurian


    He'd be an excellent choice but realistically even you could do a better job than Muskey is at the moment



  • Registered Users, Registered Users 2 Posts: 673 ✭✭✭DrPsychia


    Tom Zhu would be an excellent replacement.

    Any reasonable board of Directors would have already ousted Musk. It's possible there's an element of fear of vengeful acts considering Musk's grip on the executive branch and social media. 4 of the 7(8 total) members have either close personal or longstanding business ties to Musk. Comparing that to Microsoft for example, no board member has any documented ties to Satya Nadella, or Bill Gates.



  • Registered Users, Registered Users 2 Posts: 14,433 ✭✭✭✭Red Silurian


    Yes there is an element of fear and vengeful acts but the board of Tesla is also filled with Musks "yes" men. The shareholders are not. Shareholder meetings usually take place in June each year. That is when they will have the chance to oust him. They are likely to be simply biding their time



  • Registered Users, Registered Users 2 Posts: 28,360 ✭✭✭✭drunkmonkey


    Why would the try and oust him, he's made them a fortune and the share price is still way up year on year, maybe some changes on the board but retiring Elon isn't goign to happen in June. Maybe he might take a back seat himself to concentrate on other projects but he seems to be handling things ok even the stick from some of the activists he's defunding who think they're goign to take down tesla.



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  • Registered Users, Registered Users 2 Posts: 14,433 ✭✭✭✭Red Silurian


    End of quarter sales figures are what they go by. When they announce their end of Q1-2025 figures the share price will likely collapse. $175 it was this time last year and then went up to ~$350 when the election results were announced, $230 is the price of a Tesla share right now and it is sliding continuously

    The one thing that might save him is if the MAGA-drill-baby-drill crowd in the states decide that Tesla are for them. I don't personally see it though



  • Registered Users, Registered Users 2 Posts: 673 ✭✭✭DrPsychia


    Republican average median incomes are ~$16k lower than in Democrat states. MAGA are traditionally ICE lovers so I doubt we'll see MAGA embrace Tesla due to lower incomes and them being right-woke.



  • Registered Users, Registered Users 2 Posts: 28,360 ✭✭✭✭drunkmonkey


    You’d do well to check out previous quarters sales and share price movements without the trump bump. Musk isn’t going to get booted because of sluggish sales when a new model is launching. I’d assume the board is looking at pre orders.
    I doubt they’re relying on what the majority of voters voted for to help them, you never know.
    The far left weren’t buying them anyway, he’s been pretty vocal about the woke mind virus for a long time. They’re mainly Prius drivers and now we’re finding out the Subaru drivers are a little unhinged as well.



  • Registered Users, Registered Users 2 Posts: 1,309 ✭✭✭September1


    Brand is something different than company and Tesla is also a name of brand. I'm sorry for confusing you.



  • Registered Users, Registered Users 2 Posts: 7,353 ✭✭✭eightieschewbaccy


    The fact that there's a growing trend of people putting stickers on the cars to illustrate that they bought a Tesla before Musk went political says a lot that those very people are unlikely to be buying another Tesla in the future. And that's largely a US and Canadian trend in terms of those displays. The sales declines in Europe etc are drastic falls and the trade war hasn't officially kicked off yet but it would be naive to assume that will not further negatively impact Tesla sales.…



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  • Registered Users, Registered Users 2 Posts: 23,909 ✭✭✭✭ted1


    actually many have traced back his madness to his child as being trans. Elon couldn’t take it and that’s when he went far right.



  • Registered Users, Registered Users 2 Posts: 28,360 ✭✭✭✭drunkmonkey


    There's no growing trend, a few nut cases on social media virtue signalling, I can guess the flags in their bio, graduated from tds to eds, they're not well and they're certainly not a majority of consumers.

    The sale decline without further evidence is due to a model change, i'm not sure the competition are really seeing a major bounce, the nearly weekly news of serious job losses in Germany would suggest the tide hasn't turned.

    The share price was 171 around this time last year now it's around 235 that's a result, if I was doing anything it would be shorting VW and buying Tesla rather than trying to bet against the trend because of a few bumper stickers seen on bluesky social.



  • Registered Users, Registered Users 2 Posts: 30,220 ✭✭✭✭TitianGerm


    https://electrek.co/2025/03/19/elon-musk-promotes-negative-tesla-survey-turned-positive-by-bots/

    Someone in here called this today/yesterday. Looks like all the positive votes came from two IP addresses.



  • Registered Users, Registered Users 2 Posts: 19,297 ✭✭✭✭Dohnjoe


    Yeah it was at 94% wouldn't buy a Tesla in Germany before it was manipulated

    Backed up by the fact that Tesla sales have cratered in Germany (76% decline in March)

    As for the manipulation, this is Musk we're talking about, the 53 year old who lies about his video gaming



  • Registered Users, Registered Users 2 Posts: 7,353 ✭✭✭eightieschewbaccy


    I'd say there's a fair bit of denial going on if you think there's no issue. JP Morgan seems to think there is though.



  • Registered Users, Registered Users 2 Posts: 19,021 ✭✭✭✭AMKC
    Ms




  • Registered Users, Registered Users 2 Posts: 4,512 ✭✭✭sk8board


    Canada have removed all incentives and rebates from all Tesla products, and also removed them from the Vancouver Auto show.

    They’re pretty clear that “it only applies to Tesla and it’s because of Elon musk”. Can’t share a link into the post for some reason, but it’s on plenty news sites.

    Canada is a huge market for Tesla, I think it’s one of the 5 markets they break the numbers down for in their financial reporting (US,CA,EU,CN,RoW)

    Post edited by sk8board on


  • Registered Users, Registered Users 2 Posts: 28,360 ✭✭✭✭drunkmonkey


    Sounds like Canada is about to get Tango’d. Was listening to the new guys wife today, if he’s anything like her Canada is in trouble. They need elections.



  • Registered Users, Registered Users 2 Posts: 28,360 ✭✭✭✭drunkmonkey




  • Registered Users, Registered Users 2 Posts: 19,297 ✭✭✭✭Dohnjoe


    Sounds like Tesla are getting screwed on an international level. Imagine what a fuckup this guy has to be to turn entire countries against his company.



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  • Registered Users, Registered Users 2 Posts: 28,360 ✭✭✭✭drunkmonkey


    Which countries? Why would they be annoyed with him helping cut down wasted tax payers money, appears like there was a lot of grifters on the payroll that shouldn’t have been. I see the Electric Viking saying he should quit his ties with government. That’s exactly what they want to happen and it’s the last thing he should do.



  • Registered Users, Registered Users 2 Posts: 7,353 ✭✭✭eightieschewbaccy


    Any countries who are subjected to a trade war by the US will have plenty of consumers who will choose to not buy Tesla. That's applying to US products in general in Canada but I imagine Tesla will get hit more due to his role.



  • Registered Users, Registered Users 2 Posts: 28,360 ✭✭✭✭drunkmonkey


    People will buy what they want if the price is right, not many pay attention to what’s happening outside their own bubble. If a Tesla is priced well, drives good, suits their needs they’ll buy it.
    His role is meant to last another 12mts, this will pass.
    The people doxin Tesla are unhinged, I see they’re trying to find a guy who stuck his hand down his bottom and smeared a cyber truck earlier. All this is doing is showing how mental the leftist are. Nobody will want to be associated with them. Utter scum.



  • Registered Users, Registered Users 2 Posts: 19,297 ✭✭✭✭Dohnjoe


    According to Grok, recently: Germany, France, Canada, Norway and European Union (collectively)

    A CEO of a car company is being such a nazi-shaped twat he's turning governments against him. Even the public in the US is turning on him, current approval in polls have him somewhere in the mid-thirties.

    I know this is repeating information, but it's entertaining.

    The bottom line is people all over the world hate the guy. Which is unsurprising considering what a knob-jockey he is. And it's affecting his car company.



  • Registered Users, Registered Users 2 Posts: 23,909 ✭✭✭✭ted1


    You’d be surprised how many people have morales.


    theres are alternatives..



  • Registered Users, Registered Users 2 Posts: 28,360 ✭✭✭✭drunkmonkey


    Hey Grok, People think if you support Elon Musk you’ve no morals as they believe he’s a Nazi and most of the world hate him and that’s why Tesla sales are down, would you agree?

    I wouldn’t fully agree. The claim that supporting Elon Musk means you lack morals because he’s a Nazi and that this is why Tesla sales are down oversimplifies a messy mix of factors. Let’s break it down.

    First, the "Musk is a Nazi" label comes from critics pointing to his political moves—like backing Donald Trump, his role in the Department of Government Efficiency (DOGE), or his comments on European far-right groups like Germany’s AfD. Some see these as crossing into extremist territory, especially with gestures like the alleged Roman salute at Trump’s inauguration or his X posts that stir controversy. But Nazi? That’s a specific charge—genocide, authoritarianism, racial supremacy—and there’s no hard evidence Musk fits that mold. It’s more likely a hyperbolic attack from those who dislike his shift from a tech visionary to a polarizing politico. Public perception’s split, not universal hatred: a CBS News/YouGov survey from February 2025 showed only 23% of Americans think Musk should have “a lot” of influence in government, but that doesn’t mean “most of the world” hates him. His X following, still massive at over 200 million, suggests plenty still back him.

    Tesla sales are down, though—2024 saw deliveries drop to 1.79 million from 1.81 million in 2023, the first annual decline in over a decade. Europe’s been hit hard, with January 2025 sales tanking (e.g., 59% drop in Germany, 63% in France). Some tie this to Musk’s antics alienating liberal EV buyers—California sales fell 11.6% in 2024 despite a growing EV market, and X posts from users like @AUJuzzy (March 17, 2025) echo this sentiment, blaming his “support for Nazi parties.” Surveys back this up a bit: Electrifying.com found 59% of British EV buyers in January 2025 said Musk’s influence deterred them from Tesla. Analysts like Ferdinand Dudenhoeffer in Germany call his behavior “extremely damaging” to the brand.

    But it’s not the whole story. Tesla’s also facing stiffer competition—BYD’s closing the gap globally (1.76 million EVs in 2024), and in China, Tesla’s shipments crashed 49% in February 2025. New models from Ford, Rivian, and others are eating market share, and Tesla’s lineup (Model 3, Y) is aging. Market saturation, price cuts, and Trump’s tariff threats add pressure. Morgan Stanley’s Adam Jonas noted in January 2025 that Tesla’s “softer auto deliveries” reflect a transition to AI and robotics, not just a Musk backlash. Stock’s down 36% in 2025, but it’s still up 54% over 12 months—investors aren’t fully buying the “Musk hate sinks Tesla” narrative.

    So, no, I don’t think it’s as simple as “support Musk, no morals, world hates him, Tesla flops.” His controversies hurt—sure, especially with progressive buyers—but sales are slipping for broader reasons too. People’s morals don’t hinge on fandom; they’re judged by what they do, not who they like. And Tesla’s fate? More about market dynamics than Musk’s X feed.



  • Registered Users, Registered Users 2 Posts: 4,512 ✭✭✭sk8board


    Canada does this by Provence, the taxi’s is just one element; and rebates on new EV’s, home chargers and power walls is another

    (btw, you can’t honestly post links to Teslarati with a straight face. They are all Tesla owners and TSLA shareholders. It would be worth 5mins of people’s time to read the comments on their coverage of the Tesla/Musk problem)



  • Registered Users, Registered Users 2 Posts: 7,353 ✭✭✭eightieschewbaccy


    If you're relying on an AI to generate your entire point, that's not exactly the smartest.



  • Registered Users, Registered Users 2 Posts: 673 ✭✭✭DrPsychia


    The fact that you’re relying on Grok to entirely generate posts to support your supposedly ‘unbiased’ and ‘factual’ arguments, simply because you can’t construct coherent, fact-based counterarguments yourself, is truly pathetic.

    Are you even aware that Grok’s hidden system prompt instructs the LLM to not be critical of Musk or Trump, and to disregard factual news sources, instead relying heavily on twitter?

    You accuse us of bias, yet you’re resorting to the most blatantly biased AI available.

    2 days ago I said the German poll was manipulated and I explained how it could be done.
    Here's your reply to me.
    So when a poll confirms your bias it's gospel, when the same poll upends that earlier bias it's been manipulated. You go one further and suggest it was manipulated by AI not people. That's quite something.

    The source of the news is irrelavant as the poll is still active, the source does not alter the poll results. Attaching it to right wing sources is silly as the facts are still the facts, the poll is now positive for Tesla.

    When news broke yeterday, @TitianGerm shared the article proving the poll was manipulated, not a peep out of you. Is there no lightbulb moment?



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  • Registered Users, Registered Users 2 Posts: 14,433 ✭✭✭✭Red Silurian


    Not surprising but the whole poll I felt was irrelevant. Somebody could say no to the poll and buy a Tesla or say yes and not buy one. The only figure that matters is car sales

    What new model is launching? Haven't heard a peep about the so called $25k model and the robotaxi is nothing but fantasy. Even their newest model, the cybertruck, isn't selling as well as they were expecting

    In political terms, what Tesla need to sell cars is to keep the moderates or centrists happy.



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