~18% of BYD's sales being exports in January 2024 is impressive! BYD will do very well with growth this year as usual, but overseas results will be fantastic.
If in 5 years 50 million evs are sold. Tesla just needs to sell its piece. This “leader” stuff is nonsense. Tesla would like to see BYD, Ford and whoever succeed. Their goal in the master plan is for the market to go electric. There has to be lots of winners for this to happen.
Exactly, I can only guess this whole discussion is fueled by two things: anti-Tesla/Elon haters and BYD fans who resent Tesla. Tesla has always stated in a mature EV market they only expect maybe 20% of the market, they have never been about being number one in sales, but about transitioning the world to sustainable environmentally friendly energy via EVs and other tech.
I doubt Tesla really would like to see them succeed, it’s like saying if you are in competition for a better position in your company you’d like other candidates to succeed. Maybe you are not bitter about it, but for sure you would like to succeed more…
@@lkrnpk Tesla has mission statements that say otherwise. Tesla is opening up it charging system, Tesla has opened patents for use by other companies, recent handbook on how to build a 48V car. The Nuance here is that Tesla wants others to succeed but at present prefers to keep its leadership position.
In my country, Costa Rica (in Latinamerica), BYD has been the leading brand of EVs for 2 years. BYD cars are really expensive here, but all cars are taxed heavily when they're imported new (>50%), they're taxed every year with a circulation tax ($1000/year) and gasoline have also a 30% tax. But for EVs, the yearly circulation tax is lowered in the first 5 years, and you totally dodge the gasoline tax, so they're a really good option. The maintenance cost here were estimated in $4000 cheaper than gasoline cars, because all those reasons.
Thank you for your information, I'm surprised to see those infos about Costa Rica and congratulation. 👍 But I don't understand why 50% taxes on new car and not make distinction between EV and gasoline about taxes? This alone can bring a slow transition (Crazy amount 50%!)
@@sergiomomesso1590 Taxes to new vehicles and gasoline are the most important taxes by share of the tax budget, the Costa Rican State will brankrupt without those. The costarican government is in no hurry to do the transition to EV, mainly because electricity production and tropical forest preservation is carrying us right now.
Chinese New Year, also known as Lunar New Year or Spring Festival has a fixed date on the lunar calendar...but varies on the questionable Gregorian calendar. And yeah: 10th February is the beginning of the year of the Dragon.
@@jprt3270 He's a master of plagiarism, regurgitating real journalist's work. Stopped watching his tubes, normally just reading his headlines is sufficient. That way you get to avoid his opinions and arrogance.
Tesla will keep that crown for possibly 6 months, but for 2024, it is now expected BYD will sell more pure EVs for the year. A lot of media predicted there would be this dip in BYD sales due to the slow China market early in the year, and particularly in the lead up to new year and period just after.
@@sambira Most Tesla vehicles made in China are for export so unaffected. The problem for BYD is they are almost a one market company still trying to go global, so too vulnerable to fluctuations in that one market, whilst Tesla is already a global company. You can find January sales in China at car news china.
Bottom line. BYD will overtake the Tesla in the entire 2024? If so, who cares whether that is mainly in China or back loaded to the last 3 months of the year.
It's our accent. You've just got to relax your diaphragm, conserve your breath and move your lips as little as possible and you too will sound like an Aussie in no time.
The Financial Times reported that Mexico is in talks with BYD, MG, and Chery - arguably China's 3 best automakers - to build multibillion dollar factories there. It would give them access to the US markets, depending on sourcing issues for batteries, etc., so they could qualify for US incentives and bypass tariffs under NAFTA 2.0. US politicians are rumbling that changes in trade rules will have to be made, otherwise Ford, GM, Stellantis are kaput, even though they manufacture and assemble in Mexico. So it's a quiet Cold War in trade. Chinese automakerd don't want to sink billions in Mexico or US manufacturing if they're gonna run into huge problems.Why don't they build cars in Europe? They're watching what happens to Tesla which is dealing with huge problems from the union legacy makers.
Monthly variations are far too volatile to take much notice of. It is more instructive to look at medium to longer term trends and comparisons. It is also significant that BYD are currently operating in different markets - at least defined by price and geography, though that gap appears to be closing. As prices fall both companies will be flat out satisfying demand.
Year of the Dragon Feb 10 so I'd expect to see slow down in Feb for China sales. BYD profit margin is very slim. Why do they want to dump hybrids into our markets when we know hybrid has a very limited lifespan remain, as in dead tech walking
When we watch sport games, we want to see fierce competitions. If any of the contestants wins far ahead of others all the time, the game becomes boring. Watching competition between EV makers is similar to watching games. Tesla wins at some points of time, while BYD or another EV maker wins at other time. That's exciting! There is one more plus point of fierce competition between EV makers. Competition forces the makers to reduce the prices of their EVs. This benefits the buyers of EVs.
Yes and no, now many legacy auto maker take it very slowly the transition to EV because they are late, result have difficulties to make profit with this new EV market. Expected those legacy auto maker going bankruptcy since not able to follow new leaders. I expect price going higher later when there will be way less legacy auto maker to follow the dance to that contributed to bring the price down.
@@sergiomomesso1590 I beg to disagree. In the very near future, ICE vehicles will become dying dinosaurs except in countries where the people love to co-exist with dinosaurs like the United States. The real competition only happens between EV makers, ICE vehicle makers are no more in the game. Furthermore it is expected EVs will be cheaper than ICE vehicles within 2 years from now (?). When that happens, the dinosaurs will be officially buried.
gm built around 1200 EV1s in 1996-1997 put them on a lease program and then even though many owners wanted to buy their car gm would not let them they sent cops and repo men to the owners that hid the first modern electric car from them, then they crushed them all, then in 2018 ? gm said they were going to go 100 percent electric, now it is 2024 and gm for the 2024 year will make very few electric cars, in 2002 a gm high executive said "the reason we (gm) quit making theEV1 is because there are no batteries" , and what is their excuse in 2024 "not enough batteries" as they seem unable to purchase batteries, or they do not want to purchase batteries, their electric transportation future is looking like it is getting further and further away in the rearview mirror
@@justinr9753 don't know what you are saying all I know is I lived through those days and watched and read everything they were crushed because of bush getting elected , you can use any anachronism you want to but I know what happened.
@@montyaherin2606 California said if they can make EV1, every manufacturer needs to make EVs. GM couldn't sell enough so they crushed them and abandoned the project all because of CARB.
gm sold the patient for the battery to exon mobile they advertized for two years on how they were going to make the battery better and mass market them , it was all a lie just like the carb story , but you go ahead and believe what you want to.
I think you got this wrong, because for now the main market for BYD is China, and they are all getting ready for holidays, January and February are the hardest months to sell products in China, so this numbers are consistent with every January in the past. Additionally, you are making a report with no real numbers since Tesla doesn’t report sales per month, we will only only know when Q1 if finished.
The Judge just cost Tesla stock owners $5+billion and did not protect anyone from anything. Hopefully Delaware loses millions in tax revenue every year for the next 5 years as corporations flee the anti capitalist state.
Mu sk is an actor like his mother, just he acts the role of a CEO. All the big assets are held in trusts by the Cab all - when these people pass you never hear the billions going to the family ??
I quite like the look of the new Model 3 but lack of reliable adaptive cruise control is a deal breaker, I simply wouldn't want to deal with phantom braking.
Every ADAS system has phantom braking except ones that are so primitive that they don’t brake for anything except the rear end of the car in front of them on a straight road.
@jamie-ck6js The BYD Atto 3 occasionally has phantom braking. As I'm sure the Seal does too. I guess Tesla is no different. It's fairly rare but does happen.
People who would not deal with phantom braking prefer cars without brakes at all. Toyota, Ford, and GM have had thousands of cars with brake failures. How many brake failures has Tesla had? Zero to date. How many accidents from phantom braking? Less than a dozen?
@@juliahello6673 Just not true. I had a VW Golf for 4 years which I drove every day, which had proper radar adaptive cruise control, never a single issue in 4 years.
Obviously neglecting the preparations for and the upcoming spring festival. Chinese people have a ther values than just making money no matter what. People like Musk have cultural identity at all. Just wait for March and we will see what's what.
SALES DATA VERSUS SHIPPING DATA VERSUS BOOKING DATA BYD PHEV = TESLA (OLDEST FIRST BATTERY EV GENERATION) MUCH MORE HIGHER RISK FOR OVER FAST DC CHARGING BURNING
Sam. Would you take a look at the total ev revenue and total ev profit for the two companies for last quarter and last year? I'm betting Tesla is way ahead on those accounts. $ is more important than count.
The quantity of cars sold does not make the leader it is the sales and profit dollars that matter and Tesla's average sale price is double the average of BYD.
The quantity does matter if you care about climate change. I could care less about the profits of these companies, but I care a lot about how fast we are are moving to net zero and saving humanity from civilizational collapse. That seems a lot more important to me than people getting bits of paper to which we have assigned some arbitrary value.
@@jjamespacbell, China is not going back to bike riding, but I do think that electric scooters like Yadea using the Gogoro Energy Network could be become a major hit in China, just like in Taiwan. The best we can hope for is more use of ebikes / escooters and public transport with electric buses.
Elon Musk stated 20 million EVs sold in 2030 as an ambitious goal for Tesla, not a guaranteed prediction. Next we will hear it was a promised 20 million. It is how haters play telephone.
You should address all the significant impediments to even close to 35% adoption in the USA. EV price and range do not matter. We couldn't do 40% EV adoption in the USA right now.
The Chinese data would be saying that these Chinese cars are rubbish. That is why their EV sales will collapse. Tesla will go onto greater heights, especially when the Model 2 is released globally.
I think when it comes to Europe all we really need is maybe still a bit more range (to cover winters for certain % of people) and lower prices, supercharging is already at pretty insane levels with newest chargers. But I would be a happy man if 300 miles were standard range and we had price parity with ICE in all segments at least. Of course other unknown is batteries but there are taxi Teslas who have done 200k miles with little degradation, there are also of course lemons, time will tell... but also battery changes will go down in price. And I am mostly thinking about people who will buy EVs second hand, as first you have 8 year or hefty nr of mile warranty. In Europe most people do not go that long distances and usually they also do not buy cars to cover every possible necessity in life. In USA it will be harder, maybe not as many people cover long distances too but there are some more extreme driving and people tend to buy a lot of trucks just to cover all the possible needs they might have with a car, towing and hauling etc. So it will not go as easy, the transition, in USA. Also supercharger situation in EU seems way better, there are EU mandates now to have supercharging available after certain nr of km and seems like lot more players, and also with home charging sems like local governments are more willing to install street side chargers and such, for those who do not have their own house and garage
U.S. has over 2300 superchargers, Asia over 2400, EU presently last with a bit over 1100. Cities now have a lot of charging options, often at work in the US. We are not behind.
@@GardeningZ Not really. Tesla has more elasticity than any other car manufacturer on price, EV or ICE. They are culling market share for forcing others out - when there is clear demand. Look, like it or not, these guys at Tesla know their shit. If you think of it, I assure they did years ago.
A lot of Europe is poor, also I doubt all the chargers are counted. I doubt in markets where it matters per mile or km Europe is losing to USA, otherwise we would see crying about charging here the same as in USA. Maybe in numbers there are less chargers (or just superchargers) but Europeans also drive smaller distances. Also in Europe I think there are much more other company superchargers than Tesla, maybe you just compare Tesla supercharger numbers?
Well, everyone been saying BYD numbers is all phev. So nobody prepared when they took lead. What happens when you are in an echo chamber. Unless the model 2 can compete, Tesla doesn’t have a chance against BYD. And that’s just 1 car model.
That's not true. BYD surpassed Tesla in Q4 in purely EV sales. However, if we consider hybrids and pure EVs , then BYD surpassed Tesla at the begining of 2023.
@@axelaaronccasanihuachua9073 The goal is to move the world away from ICE. If BYD is doing a good job all the more power to them. The last thing we want to do is suppress a company making compelling BEVs.
If you judge vehicles just buy looks alone, you need to reevaluate your method of choosing vehicles. What do you drive? The Number one selling car in the world last year was the Tesla model Y so most people disagree with your perception of vehicle style. I really don’t care whether you sit in one or drive one or not. One person is not gonna make a difference. Also, you think all five cars that Tesla has out for sale are too ugly for you to sit in? Maybe you’re too large to sit in one😅
BYD is an inferior EV to Tesla ! We should bar the Chinese to export EVs to Europe .I saw crash test of the BYD where lose parts in the cabin after the crash were rumbling around inside and could be dangerous for the passengers .
Tesla fun boy, when they reported that byd over took Tesla, you made excuses and reported very late, when Tesla posted info, you just reported as 100% truth, this 100% means that your Tesla fun boy and I watched videos for almost 8 months back then you were reporting the truth, since you become Tesla fun boy, I don’t watch your videos
Considering Tesla doesn’t yet sell and mass market affordable EV yet has the most popular car in the world is pretty crazy. Wonder what will happen when Tesla starts selling a sub $30k EV 😏
@@walden6272 Tesla have, under Musk, have always wanted to sell to the mass market, not just the wealthy. Secondly Hyundai and kia Evs are not cheap either, they are pushing towards 50 grand or more. As for people with money, they are well catered for already with expensive vehicles, demanding ownership of the Tesla brand name entirely is not conducive with Tesla's goals.
@umbrellastudio7481 First thing is a BYD arguably has government backing. That is a rigged game. Second by the time BYD pays a dealer, service network and everything that goes with shipping and tarrifs etc. It is not a $10K car. Last I checked the only Chinese car company that was really making it in Europe was the MG brand. The parent car company of MG is more or less, mostly more, the Chinese government. So if you want to point at a Chinese car company with real potential MG is there for you.
@umbrellastudio7481 China can build cars in North America first under USMCA trade zones a car built in Canada, US, or Mexico can move between borders w/o taxes. Unlike China nobody is insisting in 1/2 local much less government ownership. BYD, MG and Chery are building factories in Mexico.
@@davidbrayshaw3529 Watched that. Something is ratting in their cab. They need to get it back to the service center about the motor whine. That is abnormal and seen in other CT's. Could be a software fix. Does a halfway decent jobs on slicing carrots. I have mixed feelings. IMHO the answer is to remove the power frunk. I have doubts about the crush sensor durability and cold weather. Do not know enough about them really. Would be bummed if I could not drive my truck because the frunk would not close.
@@danharold3087 I've got to say, it all didn't add up to being an $80 k vehicle, for my money. I thought that the motor whine was gearbox whine, but without being there with a stethoscope or a long length of hose and a dyno, who knows. Yeah, the frunk sensors and the finish of the edges of the doors, what were they thinking. But overall, it just looked thrown together a little to haphazardly for me. Panel fit, the upholstery on the dashboard, the wrinkles... yeah, nah. And the road noise in a vehicle of that price. Sound deadener isn't that expensive and it isn't that difficult to apply. A Toyota Corolla or Honda Civic are far better finished and probably quieter. And this was a press vehicle! And what's this having to tend to bug splatter and bird poop to preserve the stainless steel? In all honesty, I was disappointed when the CT was released that it failed to meet the criteria put before us 5 years ago. Having watched a number of reviews now, the disappointment continues to grow. Never mind. Model 2 next.
@@davidbrayshaw3529 The numbers released 5 years ago were admittedly aspirational. A bridge too far and even further in 21 the release target. I expected some problems. Haters will continue to point out each as a disappointment. Fans will point out that this is early production. Fanboys will deny there are problems. I want to see what this truck looks like in 2 or 3 years because this is a starting point. It is a cast internal 3D frame that most everything bolts too. That is very interesting. Tickles my engineering bones. It is real. It is not vaporware. Production is ramping. It is being delivered to the public. So many wrong haters
The BYD cars actually look good!
~18% of BYD's sales being exports in January 2024 is impressive!
BYD will do very well with growth this year as usual, but overseas results will be fantastic.
No very long, remember this is Chinese new year. All shops are closed for half a month or a month in China.😂😂
❤❤❤❤Sam: cobber you are doing a good job. Just give your analyses a dinkum fair go and she’ll be right. No worries with rude haters mate. Ta🇦🇺❤
If in 5 years 50 million evs are sold. Tesla just needs to sell its piece. This “leader” stuff is nonsense. Tesla would like to see BYD, Ford and whoever succeed. Their goal in the master plan is for the market to go electric. There has to be lots of winners for this to happen.
Exactly, I can only guess this whole discussion is fueled by two things: anti-Tesla/Elon haters and BYD fans who resent Tesla. Tesla has always stated in a mature EV market they only expect maybe 20% of the market, they have never been about being number one in sales, but about transitioning the world to sustainable environmentally friendly energy via EVs and other tech.
Am I the only one that sees a bright future for Tesla beyond building cars? Get the others to build the EV cars and move on.
Tesla will be the largest car Company in the world by 2035.@@fractalelf7760
I doubt Tesla really would like to see them succeed, it’s like saying if you are in competition for a better position in your company you’d like other candidates to succeed. Maybe you are not bitter about it, but for sure you would like to succeed more…
@@lkrnpk Tesla has mission statements that say otherwise. Tesla is opening up it charging system, Tesla has opened patents for use by other companies, recent handbook on how to build a 48V car.
The Nuance here is that Tesla wants others to succeed but at present prefers to keep its leadership position.
For customers it's absolutely not important, whether Tesla is the first, second or third in salev of EVs. It is important just four medias...
In my country, Costa Rica (in Latinamerica), BYD has been the leading brand of EVs for 2 years.
BYD cars are really expensive here, but all cars are taxed heavily when they're imported new (>50%), they're taxed every year with a circulation tax ($1000/year) and gasoline have also a 30% tax.
But for EVs, the yearly circulation tax is lowered in the first 5 years, and you totally dodge the gasoline tax, so they're a really good option. The maintenance cost here were estimated in $4000 cheaper than gasoline cars, because all those reasons.
Thank you for your information, I'm surprised to see those infos about Costa Rica and congratulation. 👍 But I don't understand why 50% taxes on new car and not make distinction between EV and gasoline about taxes? This alone can bring a slow transition (Crazy amount 50%!)
@@sergiomomesso1590 Taxes to new vehicles and gasoline are the most important taxes by share of the tax budget, the Costa Rican State will brankrupt without those.
The costarican government is in no hurry to do the transition to EV, mainly because electricity production and tropical forest preservation is carrying us right now.
@@bargainbincatgirl6698 Thank you. 😉
The medium term outlooks, the sales of China's EV worldwide especially BYD will be way ahead of Tesla & other US/European made cars.
January last had Chinese New year it falls in February this year.
Sales are very low during the new year celebration.
Viking is jumping up and down he's a true Tesla bot
Chinese New Year, also known as Lunar New Year or Spring Festival has a fixed date on the lunar calendar...but varies on the questionable Gregorian calendar. And yeah: 10th February is the beginning of the year of the Dragon.
@@thyristoSales Manager I’ll ramp up after Chinese new year. BYD will surpass Tesla in 2024.
They did that without access the North American market, true number one in the world already.
Sales will ramp up after Chinese New Year for sure.
I don’t think Tesla can get their title back on the long run but let’s see!
I switched from BYD ATTO 3 to Tesla Model 3 Highland 👍👏💪🇸🇬
Thanks!
Welcome!
The Q is what matters not monthly!
Byd is putting up these numbers without access to the second largest car market. Just imagine
I have full confidence in BYD.
Where did you get this information if it wasn't reported by the media?
@@jprt3270 He's a master of plagiarism, regurgitating real journalist's work. Stopped watching his tubes, normally just reading his headlines is sufficient. That way you get to avoid his opinions and arrogance.
Another great episode. I follow you for the honest facts and you always deliver. Thank you.
I appreciate that!
Tesla will keep that crown for possibly 6 months, but for 2024, it is now expected BYD will sell more pure EVs for the year. A lot of media predicted there would be this dip in BYD sales due to the slow China market early in the year, and particularly in the lead up to new year and period just after.
This should also affect Tesla but January has appeared not to have affected them much.
No shit Sherlock: Spring Festival and its preparations.
@@sambira Most Tesla vehicles made in China are for export so unaffected. The problem for BYD is they are almost a one market company still trying to go global, so too vulnerable to fluctuations in that one market, whilst Tesla is already a global company. You can find January sales in China at car news china.
every EV sold is a kick in the ass of ICE-Tesla & BYD have common interest except the media blowing it out of proportion.
@@tashi282exactly
Tesla needs to up its quality to byd. Their ev are plush don’t rattle. Elon is too bud on filling his pockets.
New Years celebration, lots of little red envelops with money for cousins, nieces and nephews, so January and February are not for cars
On Chinese new year, everything’s closed anyway.
No wonder BYDs sales are down.
Bottom line. BYD will overtake the Tesla in the entire 2024? If so, who cares whether that is mainly in China or back loaded to the last 3 months of the year.
In Germany EV sales are plummeting. Without subsidy not many are interested it looks.
"we know, but we do not have official figures yet" says a lot really
Tesla KingBot Viking Defender of the Tesla from everything else in the universe
Meanwhile trollbot spouts nonsense
Thanks
Welcome
Sam its great real talk it is what it is
So Tesla stock down to $ 170 next week on route to under $ 140 ?
Probably. Just wish I had $10k to invest in Tesla right now.
Amazing time to buy, thanks to the haters
@@brycemartin7283
Not a good investment to buy a falling knife.
why do you pronounce it Yea and not Year….. why do you always make the R silent ?
My ears tell me Sam said year correctly.
An Aussie country gal would say "yeeyah," and of course be completely correct.
It's our accent. You've just got to relax your diaphragm, conserve your breath and move your lips as little as possible and you too will sound like an Aussie in no time.
Yaamaan yaa
Of course you're correct... Every year we have the same cycle in China.
Tesla's secret ingredient has only improved and they continue to grow 🎉
The Financial Times reported that Mexico is in talks with BYD, MG, and Chery - arguably China's 3 best automakers - to build multibillion dollar factories there. It would give them access to the US markets, depending on sourcing issues for batteries, etc., so they could qualify for US incentives and bypass tariffs under NAFTA 2.0. US politicians are rumbling that changes in trade rules will have to be made, otherwise Ford, GM, Stellantis are kaput, even though they manufacture and assemble in Mexico. So it's a quiet Cold War in trade. Chinese automakerd don't want to sink billions in Mexico or US manufacturing if they're gonna run into huge problems.Why don't they build cars in Europe? They're watching what happens to Tesla which is dealing with huge problems from the union legacy makers.
Monthly variations are far too volatile to take much notice of. It is more instructive to look at medium to longer term trends and comparisons. It is also significant that BYD are currently operating in different markets - at least defined by price and geography, though that gap appears to be closing. As prices fall both companies will be flat out satisfying demand.
At least one year.
Year of the Dragon Feb 10 so I'd expect to see slow down in Feb for China sales. BYD profit margin is very slim. Why do they want to dump hybrids into our markets when we know hybrid has a very limited lifespan remain, as in dead tech walking
Hybrids are what customers want. Something ev zealots never seem to understand.
The Toyota B....S.@@nordlandak6853
go to check real profit of byd rather than say trash only based on your own imagination
Byd has more gross margin than tesla last year, if byd profit is very slim then tesla would had negative now lol
What does it matter, how does it affect our lives, this is a pointless program, this is all media hype .
if ev in china is saturated... They'll focus in the oversea market
I guess byd will sell around four million cars in year 2024, and five million cars in year 2025.
it will likely to be 5 million this year and 8 million next if byd growth is anyway remotely like the previous 5.
When we watch sport games, we want to see fierce competitions. If any of the contestants wins far ahead of others all the time, the game becomes boring. Watching competition between EV makers is similar to watching games. Tesla wins at some points of time, while BYD or another EV maker wins at other time. That's exciting! There is one more plus point of fierce competition between EV makers. Competition forces the makers to reduce the prices of their EVs. This benefits the buyers of EVs.
Yes and no, now many legacy auto maker take it very slowly the transition to EV because they are late, result have difficulties to make profit with this new EV market. Expected those legacy auto maker going bankruptcy since not able to follow new leaders. I expect price going higher later when there will be way less legacy auto maker to follow the dance to that contributed to bring the price down.
@@sergiomomesso1590 I beg to disagree. In the very near future, ICE vehicles will become dying dinosaurs except in countries where the people love to co-exist with dinosaurs like the United States. The real competition only happens between EV makers, ICE vehicle makers are no more in the game. Furthermore it is expected EVs will be cheaper than ICE vehicles within 2 years from now (?). When that happens, the dinosaurs will be officially buried.
Byd will outsell tesla buy at least 500k cars this year
BYD
gm built around 1200 EV1s in 1996-1997 put them on a lease program and then even though many owners wanted to buy their car gm would not let them they sent cops and repo men to the owners that hid the first modern electric car from them, then they crushed them all, then in 2018 ? gm said they were going to go 100 percent electric, now it is 2024 and gm for the 2024 year will make very few electric cars, in 2002 a gm high executive said "the reason we (gm) quit making theEV1 is because there are no batteries" , and what is their excuse in 2024 "not enough batteries" as they seem unable to purchase batteries, or they do not want to purchase batteries, their electric transportation future is looking like it is getting further and further away in the rearview mirror
EV1 was crushed because CARB.
@@justinr9753 don't know what you are saying all I know is I lived through those days and watched and read everything they were crushed because of bush getting elected , you can use any anachronism you want to but I know what happened.
@@montyaherin2606 California said if they can make EV1, every manufacturer needs to make EVs. GM couldn't sell enough so they crushed them and abandoned the project all because of CARB.
@@justinr9753
CARB's ZEV mandate relaxation: In 1998, CARB weakened the ZEV mandate, reducing pressure on GM to maintain the EV1 program.
gm sold the patient for the battery to exon mobile they advertized for two years on how they were going to make the battery better and mass market them , it was all a lie just like the carb story , but you go ahead and believe what you want to.
Why did you turn down the volume? Cant hear it
Thanks for the updated sales figures. As an investor in Tesla it’s good to know 🎉
Any time!
If BYD isn't direct sales like Tesla, they will be hiding inventory under the Dealer network. How many BYDs are sitting unsold on dealer lots?
I think that certainly smooths the curve, month to month but ultimately it does not change the number of sales over tge long run.
It's direct sales in Australia.
@@markthomas7279 Not when OEMs have hundreds of days of inventory.
I think you got this wrong, because for now the main market for BYD is China, and they are all getting ready for holidays, January and February are the hardest months to sell products in China, so this numbers are consistent with every January in the past. Additionally, you are making a report with no real numbers since Tesla doesn’t report sales per month, we will only only know when Q1 if finished.
yeah, sales are always down on Chinese new year…
Great news Sam
Tesla are destroying the encumbments and are number 1 EV maker.
That judge in Delaware who just cancelled half of Elon Musk's stake in Tesla may have given BYD a huge boost.
Nope, Elon didn’t lose a thing, and in fact will get a bigger and better new package. Besides, how would this in any way help BYD?
The Judge just cost Tesla stock owners $5+billion and did not protect anyone from anything. Hopefully Delaware loses millions in tax revenue every year for the next 5 years as corporations flee the anti capitalist state.
Mu sk is an actor like his mother, just he acts the role of a CEO.
All the big assets are held in trusts by the Cab all - when these people pass you never hear the billions going to the family ??
@@fractalelf7760 Well, I'm glad you experts have all the answers. I guess I was worried for nothing!
I quite like the look of the new Model 3 but lack of reliable adaptive cruise control is a deal breaker, I simply wouldn't want to deal with phantom braking.
Every ADAS system has phantom braking except ones that are so primitive that they don’t brake for anything except the rear end of the car in front of them on a straight road.
@jamie-ck6js The BYD Atto 3 occasionally has phantom braking. As I'm sure the Seal does too. I guess Tesla is no different. It's fairly rare but does happen.
Everything on a Tesla is a deal breaker for people with no intention or ability to buy one.
People who would not deal with phantom braking prefer cars without brakes at all. Toyota, Ford, and GM have had thousands of cars with brake failures. How many brake failures has Tesla had? Zero to date. How many accidents from phantom braking? Less than a dozen?
@@juliahello6673 Just not true. I had a VW Golf for 4 years which I drove every day, which had proper radar adaptive cruise control, never a single issue in 4 years.
Obviously neglecting the preparations for and the upcoming spring festival.
Chinese people have a ther values than just making money no matter what. People like Musk have cultural identity at all. Just wait for March and we will see what's what.
It will ramp up after Chinese new year for sure!
SALES DATA VERSUS SHIPPING DATA VERSUS BOOKING DATA
BYD PHEV = TESLA (OLDEST FIRST BATTERY EV GENERATION)
MUCH MORE HIGHER RISK FOR OVER FAST DC CHARGING BURNING
Sam. Would you take a look at the total ev revenue and total ev profit for the two companies for last quarter and last year? I'm betting Tesla is way ahead on those accounts. $ is more important than count.
The only problem is that Tesla is burning cash like crazy. They have bills and expenses that are greater than incomes.
@@HarrythehunReally? Have you looked at their 4 q earnings?
Tesla is not burning cash like crazy. They’ve got $30 billion in free cash flow.😅
@@Harrythehunyour funny. Their cash holdings grew from $26 billion to $29 billion according to the Q4 2023 Earnings Report. Stop making stuff up
Thank you. Great work recently. Impressive research & reporting!
👍👍
The quantity of cars sold does not make the leader it is the sales and profit dollars that matter and Tesla's average sale price is double the average of BYD.
@reginald7214 , oh, Reggie, Reggie Reggie... The profitability figures are a matter of record you silly boy!!!
The quantity does matter if you care about climate change. I could care less about the profits of these companies, but I care a lot about how fast we are are moving to net zero and saving humanity from civilizational collapse. That seems a lot more important to me than people getting bits of paper to which we have assigned some arbitrary value.
@@amosbatto3051so you think the infamous wholong mini replacing bicycle riders will help the environment?
@@jjamespacbell, China is not going back to bike riding, but I do think that electric scooters like Yadea using the Gogoro Energy Network could be become a major hit in China, just like in Taiwan. The best we can hope for is more use of ebikes / escooters and public transport with electric buses.
Does anyone still believe Elon claiming Tesla will sell 20 million vehicles in 2030. ?
Maybe he was half right ?
Elon Musk stated 20 million EVs sold in 2030 as an ambitious goal for Tesla, not a guaranteed prediction.
Next we will hear it was a promised 20 million. It is how haters play telephone.
You should address all the significant impediments to even close to 35% adoption in the USA. EV price and range do not matter. We couldn't do 40% EV adoption in the USA right now.
Newsflash. We won't. Now back to the drawing board fudster
where there is a will there is a way , so that makes you a whiner and a sniveling grumbler, you like sucking on tailpipes
The Chinese data would be saying that these Chinese cars are rubbish. That is why their EV sales will collapse. Tesla will go onto greater heights, especially when the Model 2 is released globally.
Tesla is a Chinese car
I think when it comes to Europe all we really need is maybe still a bit more range (to cover winters for certain % of people) and lower prices, supercharging is already at pretty insane levels with newest chargers. But I would be a happy man if 300 miles were standard range and we had price parity with ICE in all segments at least. Of course other unknown is batteries but there are taxi Teslas who have done 200k miles with little degradation, there are also of course lemons, time will tell... but also battery changes will go down in price. And I am mostly thinking about people who will buy EVs second hand, as first you have 8 year or hefty nr of mile warranty. In Europe most people do not go that long distances and usually they also do not buy cars to cover every possible necessity in life. In USA it will be harder, maybe not as many people cover long distances too but there are some more extreme driving and people tend to buy a lot of trucks just to cover all the possible needs they might have with a car, towing and hauling etc. So it will not go as easy, the transition, in USA.
Also supercharger situation in EU seems way better, there are EU mandates now to have supercharging available after certain nr of km and seems like lot more players, and also with home charging sems like local governments are more willing to install street side chargers and such, for those who do not have their own house and garage
U.S. has over 2300 superchargers, Asia over 2400, EU presently last with a bit over 1100. Cities now have a lot of charging options, often at work in the US. We are not behind.
Lower price tag will be a double edged sword.
@@GardeningZ Not really. Tesla has more elasticity than any other car manufacturer on price, EV or ICE. They are culling market share for forcing others out - when there is clear demand. Look, like it or not, these guys at Tesla know their shit. If you think of it, I assure they did years ago.
A lot of Europe is poor, also I doubt all the chargers are counted. I doubt in markets where it matters per mile or km Europe is losing to USA, otherwise we would see crying about charging here the same as in USA. Maybe in numbers there are less chargers (or just superchargers) but Europeans also drive smaller distances.
Also in Europe I think there are much more other company superchargers than Tesla, maybe you just compare Tesla supercharger numbers?
👍🏼💥🖖🏻
They all want to win
If BYD would change their people in the desing compartment they would sell more.
If they could sell in North America they would sell more BEV.
Stop whining about it. BYD sold more EV's than Tesla, SO WHAT.
And Tesla had less sales in December and January than it would have if everyone wasn’t waiting for the new Model 3 refresh.
Your the one whining.
But that was just in 1 quarter, so means nothing (either). And byd growth is slowing down, so...
(But btw.: how many sold bmw 😢)
Well, everyone been saying BYD numbers is all phev. So nobody prepared when they took lead. What happens when you are in an echo chamber. Unless the model 2 can compete, Tesla doesn’t have a chance against BYD. And that’s just 1 car model.
For less profits….
BYD NEVER HAD THE TITLE because they were counting hybrids
That's not true. BYD surpassed Tesla in Q4 in purely EV sales. However, if we consider hybrids and pure EVs , then BYD surpassed Tesla at the begining of 2023.
Sorry, but you are wrong. BYD sold more BEVs worldwide than Tesla in Q4 2023.
@@axelaaronccasanihuachua9073 The goal is to move the world away from ICE. If BYD is doing a good job all the more power to them. The last thing we want to do is suppress a company making compelling BEVs.
BYD fans incoming 😂
Evening mate
36,000 export in January for BYD is that 5% of BYD EV’s
Tesla cars are so boring to look at, plus you could never pay me enough money just to sit in one, never mind drive one
You don't know what you are missing out on, Tesla make great cars.
If you judge vehicles just buy looks alone, you need to reevaluate your method of choosing vehicles. What do you drive? The
Number one selling car in the world last year was the Tesla model Y so most people disagree with your perception of vehicle style. I really don’t care whether you sit in one or drive one or not. One person is not gonna make a difference. Also, you think all five cars that Tesla has out for sale are too ugly for you to sit in? Maybe you’re too large to sit in one😅
Good to hear from one of our most reliable trolls. Haven't heard from you in a while it's good that you're back at work
you will not accept my one million dollars? ok
You’re a dope.
EM., Tesla rules!
Seriously no interested in Tesla or BYD, Never buying Chinese crap
tesla is american
@@Just_a_random_birb Unfortunately we get the chinese built ones so will avoid.
Tesla IS THE LARGEST EV MAKER IN THE WORLD, PERIOD. BYD sells both Hybrids and BEVs, so it sell more units than Tesla, BUT NO MORE PURE EVs.
BYD sells more pure EVs than Tesla as well
@@worawatsr9803 show PROOF
The only good cars the Chniese make are Teslas.
BYD is an inferior EV to Tesla ! We should bar the Chinese to export EVs to Europe .I saw crash test of the BYD where lose parts in the cabin after the crash were rumbling around inside and could be dangerous for the passengers .
You’re SO SCARED of the competition it’s funny!🤣
Tesla fun boy, when they reported that byd over took Tesla, you made excuses and reported very late, when Tesla posted info, you just reported as 100% truth, this 100% means that your Tesla fun boy and I watched videos for almost 8 months back then you were reporting the truth, since you become Tesla fun boy, I don’t watch your videos
Considering Tesla doesn’t yet sell and mass market affordable EV yet has the most popular car in the world is pretty crazy. Wonder what will happen when Tesla starts selling a sub $30k EV 😏
Thinkingit will have to be sub $25K to matter.
@@walden6272 Tesla have, under Musk, have always wanted to sell to the mass market, not just the wealthy. Secondly Hyundai and kia Evs are not cheap either, they are pushing towards 50 grand or more. As for people with money, they are well catered for already with expensive vehicles, demanding ownership of the Tesla brand name entirely is not conducive with Tesla's goals.
@umbrellastudio7481 First thing is a BYD arguably has government backing. That is a rigged game. Second by the time BYD pays a dealer, service network and everything that goes with shipping and tarrifs etc. It is not a $10K car. Last I checked the only Chinese car company that was really making it in Europe was the MG brand. The parent car company of MG is more or less, mostly more, the Chinese government. So if you want to point at a Chinese car company with real potential MG is there for you.
@umbrellastudio7481
China can build cars in North America first under USMCA trade zones a car built in Canada, US, or Mexico can move between borders w/o taxes. Unlike China nobody is insisting in 1/2 local much less government ownership. BYD, MG and Chery are building factories in Mexico.
@umbrellastudio7481 yeah and you get what you pay for with that cheap car and it’s probably a hybrid and not full electric.
原因很简单，你不懂中文
It'll take the Chinese ppl some time before they trust and value Chinese brands as much as they do TESLA.
I do not agree with this guy
What I LOVE & HATE About Owning A Tesla Cybertruck!
TFLtalk
72.6K
One person’s opinion after driving minimal amount of miles. Who cares?
You might be interested in the review on Throttle House. It's quite entertaining and well produced, too. I'll check out TFL now.
@@davidbrayshaw3529 Watched that. Something is ratting in their cab. They need to get it back to the service center about the motor whine. That is abnormal and seen in other CT's. Could be a software fix. Does a halfway decent jobs on slicing carrots. I have mixed feelings. IMHO the answer is to remove the power frunk. I have doubts about the crush sensor durability and cold weather. Do not know enough about them really. Would be bummed if I could not drive my truck because the frunk would not close.
@@danharold3087 I've got to say, it all didn't add up to being an $80 k vehicle, for my money.
I thought that the motor whine was gearbox whine, but without being there with a stethoscope or a long length of hose and a dyno, who knows.
Yeah, the frunk sensors and the finish of the edges of the doors, what were they thinking.
But overall, it just looked thrown together
a little to haphazardly for me. Panel fit, the upholstery on the dashboard, the wrinkles... yeah, nah. And the road noise in a vehicle of that price. Sound deadener isn't that expensive and it isn't that difficult to apply. A Toyota Corolla or Honda Civic are far better finished and probably quieter.
And this was a press vehicle!
And what's this having to tend to bug splatter and bird poop to preserve the stainless steel?
In all honesty, I was disappointed when the CT was released that it failed to meet the criteria put before us 5 years ago.
Having watched a number of reviews now,
the disappointment continues to grow.
Never mind. Model 2 next.
@@davidbrayshaw3529 The numbers released 5 years ago were admittedly aspirational. A bridge too far and even further in 21 the release target.
I expected some problems. Haters will continue to point out each as a disappointment. Fans will point out that this is early production. Fanboys will deny there are problems.
I want to see what this truck looks like in 2 or 3 years because this is a starting point. It is a cast internal 3D frame that most everything bolts too. That is very interesting. Tickles my engineering bones.
It is real. It is not vaporware. Production is ramping. It is being delivered to the public. So many wrong haters
Part of the Tesla masterplan was to get other automakers to also make EVs. Looks like it's working.