I'm in the same camp as you. EVs are a waste of money right now. Once solid-state batteries can be mass-produced profitably, that might change, but for now, I'll stick to ICE.

Heavier than the RWD version.

It's imported to the US, so they pay a 15% tariff. The 250 CLA is locally produced both in Europe & China, so Model 3 sales in both regions could see further pressure.

I hope the software is much better than the garbage they had in the EQS.

Why publish a "safety report" when using obviously flawed data comparisons, *and* no disclosures of disengagements or crashes.

They filed to start AV testing in CA in 2014 along with Waymo. Tesla never took the next step, though, as it involved submitting annual FSD disengagement data.

Total of 7 crashes in Austin so far (between July & September), despite Tesla "safety monitors" sitting in the front seat. You can't make this stuff up.

futurism.com/advanced-tra...

Oh, believe me, we're going to do much better. Here's a sneak preview to how bad things are, albeit possibly too early to judge on just one month of sales.

bradmunchen.substack.com/p/a-quick-lo...

100% agree. 48% market share (number 2 in the state in terms of volume, after Toyota) is too good for them. But they'll be in the gutter from this quarter onward.

I should change my handle. I'm an auto analyst and love hard rock, so thought it would be a good name. Oh, well.

Because of the subsidy ending, they said they saw North American sales (99% US) rise by "28% sequentially" in Q3, similar to the numbers in CA.

But their sales in Turkey and APAC were very strong due to some one-off factors as well. So from Q4 onwards, they go down the drain.

You can't make permanent FMVSS without Congress getting involved, and that would be a 3-5+ year process.

💯

I think it's over $10bn at 12.5%.