@daringfireball Tesla's Model Y accounts for approximately 65–69% of Tesla's vehicle sales, and it has been shipping for 6 years and 8 months.

Tesla's Model 3 accounts for 28–32% of Tesla's vehicle sales, and it has been shipping for 9 years and 3 months.

Tesla does not have a great record for shipping new vehicles that matter.

Tesla's sales in China are down 66% from a year ago.

Meanwhile, Tesla has a P/E ratio of 417, more than 10x Apple's P/E.

@daringfireball But Tesla is a robot company now, right?

Right?

@daringfireball “It’s kind of weird for a carmaker that’s currently the 11th-largest market cap company in the world to only have two vehicles in production.” @gruber

2 for sale to consumers.

Still producing 4 “vehicles” upon the end of cybertruck manufacturing.

@daringfireball i’m looking for a new vehicle, tesla is definitely not on my radar. Genesis models are appealing. For some reason the Hyundai line (Kia, Genesis) and BMW are the only two automakers putting UWB chips in their cars which makes them CarKey/Wallet compatible.

pretty pathetic that US automakers have dug their heels into resisting, even freaking CarPlay. what the automakers want is clearly not aligned with want customers want