• 2 Posts
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Joined 1 year ago
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Cake day: July 2nd, 2023

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  • Production out pacing demand is a bad sign. Tesla has burned through all the early adopters (who are generally more forgiving) and they way more competition. They need to go after the early majority population.

    Also, Elon is no longer charming. Like it or not it matters. No one can name a CEO of another car company so there less a 1:1 correlation between Elon alienating people and a brand.

    And regarding the “hardly disastrous” metric, it only matters versus your competition because is measures relative performance to what was available. Taken on its own is meaningless.