>

You are talking about people who represent almost 5% of US drivers and trips that represent bulk shopping beat done with a bulkier vehicle anyway - the truck they use today can continue making those trips, last 20 extra years, and an EV would handle all daily driving.
It takes THREE HOURS to drive 200 miles. I’ve never, ever gone on a six hour round trip grocery shop, but I’m pretty sure, If I had to… weekly? Id have a plan for charging my car. Also what, are they spending the night in that Costco?
The world's most valuable automaker delivered 405,278 vehicles in the last three months of the year, compared with Wall Street expectations of 431,117 vehicles, according to Refinitiv data. >

Turns out appealing to righties who probably can't afford your cars isn't a smart idea. >

40% company growth is a win no matter what someone predicted >

Found the bagholder >

I'm always amused by the muskrat Elon fanboys who are still holding their Tesla stock expecting it to go back up any day now, not realizing this is almost surely just the start of its collapse as the other big car makers keep flooding the market with quality EVs. >

Flooding the market?
No one else has broken a million EVs, let alone 500k in a year,  hell I dont think anyone outside China has hit 250k in a year.
“Flooding” is a stretch >

Tesla's percentage of EVs sold is just going to go down as things progress. As others have said, their situation is very comparable to Netflix, in that they had a tremendous advantage being the first to market and then dominating that market for a while, but as everyone else introduced quality competing products, their advantage disappeared. Tesla's are not as well made as the EVs that their competitors are producing, and with Elon himself tainting the brand I just see Tesla going down until they are possibly acquired by one of their competitors. Their best days are almost surely behind them. If you're unlucky enough to still be holding Tesla stock, I'd get out of it immediately before it drops another 70%. >

Tesla’s US market share is down to 61% from 79% two years ago, and is rapidly dropping.  Their market share is mostly because Ford, GM, Kia, Hyundai etc. simply can’t produce enough vehicles to meet demand.
In China, Tesla has a 7.7% market share of plug-ins.  Unlike the U.S., there are many competitors producing in volume. BYD alone sold 230,000 plug-ins in November, which is more than any company in the US aside from Tesla will sell in 2022.  In contrast, Tesla sold 100,000 cars in the same month. 
China sold 625,000 EVs in November, representing 35% of all new car sales (25% BEV, 10% PHEV). In the U.S., EV market share just broke 6%. Due to a lack of supply, EVs have an ASP in the US over $60,000.  In contrast, there are many affordable EVs in China.  They’re also cheaper in Europe as folks are OK driving smaller cars with a shorter range.  The U.S. market is still in its infancy.  The best-selling non-Tesla BEV, the Ford Mach-E only sold 28,000 vehicles in the first 9 months of 2022.  In the same period, Tesla sold 191K Y’a and 156K 3s.  Ford is completely supply-constrained on EVs, and was selling vehicles for $10-20k above MSRP at one point.  It’s clear that there’s a demand for non-Tesla options, but there just aren’t enough produced.
While 30% of all cars sold in China were plug-ins in 2022, a massive growth over 2021, Tesla continues to lose share, and are actually cutting production 20% in their Shanghai plant. I think China is really an indicator of Tesla’s future globally. >

There are noticeable shifts in the EV market. 
Over the last year, I’ve been seeing more and more non-Tesla EVs on the road. Rivian, given the Amazon connection, isn’t that surprising as I’m in Seattle. 
But the Hyundai Ioniq is popping up everywhere in my neighborhood. Polestars are also becoming more common. I’m also seeing so many Subaru Crosstrek Hybrids and Prius Primes. 
Two years ago, it was all Teslas. But true competition is finally here and it’s going to be a brutally tough next few years as the EV market becomes more saturated with choice. In many ways, Tesla is facing the same trajectory as Netflix. Huge success as a first mover with massive growth expectations but then crushing reality as the core differentiator of your business becomes commonplace. >

You are completely correct. Once competition is introduced, you have a bunch of whiny first movers. Don't like competition, then fold and die as a company. If you can't innovate past your new competition, or at least keep up, well, you're a dinosaur of a company and will be left behind to flounder. >

And the current Tesla body style looks dated. A 2007 Mazda-inspired looking car isn't appealing. >

its an EV. Body styles cant really improve unless you figure out how to make your fresh new look have a lower drag coefficent. The rounder the better, but that sacrifices cabin space which people will not like, or you sacrifice drag CF but then range goes down. You might enjoy the Mach-E, but its got a .28 vs a .23. Like the looks of that VW ID.4? Well you are back to that .28
Go the other direction and you end up with the best in the world, which is the Mercedes EQS at .20. But have fun and get drunk one day and look at it compared to a model 3, they look the same with the EQS just a bit sleeker. >

We ended up getting the eMustang. So far so good, higher drag co-efficient notwithstanding!
Will do as you demand and have a few drinks now. >

I bet he doesn't know about the EV challenger, either ( ͡° ͜ʖ ͡°) >

Yeah, tell me about cars that did not exist in 2019 when i got my Tesla. Right now there's not even a release date on that thing other than "maybe 2024 with full release in 2025". Car is 6 years too late, the tesla replaced a Challenger.
That said, at this point, that car is supposed to have a fake exhaust system so it can sound like a HEMI, and a transmission so you can hear it "Shift". They better offer deletes for that that make it cheaper, cause im not 70. Shit is like the Shaker hoods that im pretty sure if you took the average age of a challenger owner without that and with that, you can fit a whole generation in there :P
Have a quiet non transmission needing version with dodges "I go fast in a straight line" power, and it would possibly be a good replacement for the tesla later on, i loved my challenger. >

I suspect the Tesla/Musk story will be a case for business classes for years to come. How can one company in an industry be "worth" more than all the others combined? The myth that it can vanquish all the others? The myth that all the others have no tools to combat the upstart? >

It's hype. Large institutional investors are/were riding that hype. So much so that so many people have been burned attempting to short Tesla that I doubt anyone tried now that it cratered 65%. But it's also hype and folly to expect EV's to have a huge market share in the near future. They're expensive and not enough public charging stations. There needs to be a backlash against gadgeting everything until it's too expensive and just deliver a bare bones car. >

You don't need public charging stations as much as gas stations
You can charge at home. So public chargers would only be needed for people who can't charge at home and for longer trips. >

So that would only be a problem for people in the biggest cities. 
Ya that’s not a demographic who has money and cares about environmental purchase or atleast the optics of it. >

Do the electric cars from Hyundai, Audi, Ford, Kia etc. have the same issues as Tesla cars? >

Depends on the issues. 
Overall, they are made better. Better fit and finish. Better ergonomics. And they have new body styles (Tesla is sort of stuck on this...) You can also get local service. 
Issues with range, cold weather, etc are shared by all EVs. >


able to go +200 miles on one charge? How often do you do that?

I assume you don't live in the midwest or southwest of the US >

Even if you live in the Midwest: are you driving 75 miles to a restaurant or job (where I guess you have no power?) and then driving anywhere but home ?
Like 200 miles is a stupid amount of driving for one day.  Go home and charge. If you drive more than that in one day you are no longer commuting places, you are basically a professional driver. >

They're not in the midwest, but my relatives have to drive 200+ miles to the nearest city at least once a week for non-work related reasons. The number of people in their community who make that drive for shopping or to access various services is very, very high.
I don't think you've really considered the perspective of rural people. And I say this as someone who hates rural people and never defends them.