Seems they have self driving finally cracked, according to Karpathy. If they have finally managed it then they'll have a big advantage over the other manufacturers. Better late than never.

The thing is Tesla probably has a solid enough foundation of smart people and technology to out compete other EV manufacturers, but they're not going to because they're saddled with today's version of Elon Musk instead of the Elon Musk of 15 years ago. His politics have made the brand radioactive to a lot of potential buyers and even for customers for whom that's not a deal breaker, his idea of innovation at Tesla now is stuff like the Cybertruck.

That said, Tesla is still selling plenty of vehicles and anecdotally I see plenty of new ones driving around my American city, although more than a few have anti-Elon bumper stickers which is usually not a great sign for a brand. But I suspect a lot of that is momentum and the Elon problem is going to get worse and worse for the company as time goes on. His brain seems unlikely to get less melted over time and his politics and company direction seem unlikely to improve Tesla's prospects.

Arguably, China is subsidizing everything with a low currency, though. It may cancel out (or maybe more than cancel out) those tariffs.

Last I checked, Tesla had over $30 billion in cash. Even in the worst case scenario, Tesla could shrink to be a large-ish and niche manufacturer. Until the cash is depleted and production falls to where factory utilization is low enough that fixed costs start to dominate unit margin, it's a business that can continue.

There's plenty to puzzle over: Why not spend part of the cash pile to make robots or semi's or a new model or... less vaporous? I don't suppose we'll know until the stock price prompts Elon or his board to ask that question.

Since they ship globally, never. At least not if it‘s ONLY Germany who‘s declining.

EV sales in Germany were up by more than 40% in 2025. Evidently those problems aren't a showstopper. For what is supposedly a leading EV manufacturer to have a sharp decline in sales while that market is booming is unambiguously a major disaster for them.

These arguments make no sense at all.

- Solar power is already starting to make so much surplus during the days, and it needs battery power to store. Cars are an ideal object to use surplus energy. Cost will continue to sink.

- Creating additional charging infrastructure costs very little, because power lines are available everywhere. Fuel stations might be currently broader available, but even maintenance on fuel stations is likely more expensive than building new charging infrastructure. If more electric cars are available, more charging infrastructure will be built.

- Europe has very little oil / fuel reserves and is heavily dependent on other countries. As we have seen in recent years this is a major long term problem.

30% of households living in single family homes is not insignificant. In the villages outside the large cities there's plenty of space to charge your car at home and an increasing amount of solar on the roof.

Germany has high gasoline cost. If what Google tells me is correct about current costs per kWh to charge at Tesla Superchargers there (0.40-0.70 Euro) and current gas prices there (1.70 Euro/liter) an EV charged at Superchargers would have about the same energy costs as an ICE car that gets 16 km/l if you charge at the more expensive Supercharges and an ICE car that gets 28 km/l if you charge at the less expensive Superchargers.

sorry, owning a tesla is a sign of being poor?

Keep your pathetic critique about 'generic' cars and 'alt-right media.' It’s nothing but the flimsy rhetoric used by your far-left terrorists to justify setting cars and factories on fire.

And that sales would plummet in a country that had problems previously with people who gave Nazi salutes, who would have thought it?