I know, those deals are driving me crazy. Who knows, maybe they will keep it up? GO for market share? I am clueless or just want to be significant with the expiration of taxpayer gifts?
Time will tell, but ...
Even electrek is on To Teslas misinformation
- Thread starter 97prizm
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Time will tell, but ...
Tesla made 10k in profit per vehicle in 2023. Now it's only 4k in profit per vehicle.
I mean I know they "killed" the "new" Bolt already but the ones I see available are at MSRP. Why get a base FWD 2027 Bolt that's slower and smaller and has a cheaper interior when you can get a 2026 Equinox EV AWD LT2 or RS for less money? Half the posts I see in Bolt FB groups is "sorry, it was a great run, but I upgraded to an EqEV since they're such a great deal" and half the posts I see in EqEV FB groups is "hey everyone this is my new car, I just upgraded from a Bolt"
Decent margins IMO. From my understanding that's about what GM makes on their most important vehicles like a gas Silverado.
In 2001 Sharp had 80% of the lcd TV market and at one point was one of the largest TV manufacturers in the world. This was before people had heard of LG or Samsung. Some of the Tesla owners don't realize that sure they're huge now but they're losing market share (especially in Europe) and profits per vehicle at an astonishing rate. Musk is jumping into a market ie robots that he has no clue about. If he thinks he's going to sell a million Optimus robots soon good luck. He finally admitted in January of this year that Tesla doesn't have any Optimus robots doing real work in its factories and its still in the R&D phase. It's plausible that Tesla could go away. If you told someone 60 years ago that Sears would go under they'd though you were crazy.
I think the Yukon Denali and escalades and some GMC's are as high as 7-10k in margins.
That's apples to oranges. GM makes their money in pickups, not EVs.
Everyone except Tesla loses money on their EV business.
GM and Tesla are in the automobile business.
They make money on selling vehicles that are propelled on four wheels.
Sounds like the Tucker problemYep, imagine having put that $50k deposit or $250k flat out payment into Tesla stocks instead, back in 2017
That'd be close to one mil, or close to five at today's rate...blast, sorry, forgot, they're scammers. My bad.
Perhaps compare GM income between 24 and 25. Something like 55% decline, primarly due to their EV efforts.
2025 Q4 showed a loss of $3.31 billion.
The EV business is tough.
Well GM is Varible positive profit on their ev's as of January 2025. When I looked that up then technically "If a car company sells an EV for $40,000 and the cost of materials and labor (variable costs) to make it is $35,000, the company is variable profit positive by $5,000 per car. This $5,000 goes toward paying for the factory, R&D, and advertising. If they sell enough cars, this positive margin will eventually cover those fixed costs and generate a net profit."
So GM is making profit on their ev's but they're still paying toward infrastructure. I Don't think Tesla wrote a check for any of their buildings. How much have they spent on their non-autonomous robots?
Cost Accounting is my game. Variable profit generally refers to direct material and labor. It does not include fixed costs. If GM's EV unit was profitable, CEO Barra would not have to mince words. That's why you never heard the term, "Varaible Profit" because it means Selling Price - Varaible Costs instead of Price - Cost.
This was an important milestone for GM. However, the EV slowdown will hurt. They very well may no longer be covering the variable costs due to loss of economies of scale, and certainly real profit due to fewer units spread over the fixed costs.
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True to a point. I recall when Home Depot first entered the market and they used predatory business practices with low-ball pricing on many items, sometimes losing money to gain market share. Then when they strangled many of the smaller Mom and Pop operations prices rose along with profits. In the case of Tesla now that competition is starting to heat up and the free money went away it appears they're changing their strategy, as they lose share to ICE again and competition with EVs. Have a look at GM.
GM made 8 billion dollars more than than Tesla in 2025 just over 11 billion
Tesla profits were down 46% in 2025 to 3,5 billion...
“Tesla net income for the twelve months ending December 31, 2025 was
- Tesla annual net income for 2025 was $3.794B, a 46.5% decline from 2024.
- Tesla annual net income for 2024 was $7.091B, a 52.72% decline from 2023.”
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Tesla is walking a tightrope right now. If they don't deliver on their lofty promises for robotics and other ventures they will probably get beaten by NVIDIA enabling their competitors. That's if the Chinese don't put everyone out of business.
Ain't high tech fun? Hop on the roller coaster... Go big or go home!
Full disclosure, I believe in, and own both TSLA and NVDA...