Tesla was a transatlantic for Wall Street. Elon Musk’s political adventure the iceberg that almost sinks with his fortune

Tesla has been synonymous with Innovation and success In the electric mobility sector, with an admired brand image and a privileged position in the stock market. The Apple of the automotive, Some qualified it. However, Elon Musk’s foray into American politics has triggered a series of events that have put both reputation and reputation in check The financial results of the company. Musk’s political experiment It has had consequencesdirectly affecting public perception and Tesla’s sales. The destination of Tesla and that of his CEO go hand in Your personal fortune. Tesla before Musk politicization. Before Elon Musk got involved actively in politicsTesla was considered one of the world’s great technological companies and with potential for exceed billion dollars In stock market capitalization. The company was rubbed by giants such as Apple, Microsoft and Amazon, and its Growth seemed unstoppable Thanks to the confidence of investors and the growing demand for electric vehicles. In that scenario, Musk’s personal fortune also reached record figures, exceeding the second time the roof of 300,000 million dollars. Tesla was seen as a safe bet for its investors and its founder was generously rewarded for it. Elon Musk arrived sweeping everything in politics. Elon Musk’s politics landing divided the opinions of investors among whom he thought that his positioning together with Trump (openly contrary to electric cars) would provide strategic advantages to Tesla, and those who saw the brand the brand endangered. For a while, the euphoria of the markets for the change of government gave wings to the company’s actions that marked records after day, while Musk’s fortune shot overcoming the 420,000 million dollars. The panorama changed radically after the elections and Musk’s role at the head of the Government Efficiency Department (Doge). The Tesla reputation He quickly deteriorated when the new department began applying unpopular measures and Musk became the “demolition ball” of the State, As described The Financial Times. Musk and Tesla are one. The image of Tesla is closely tied to that of Elon Musk, so when Musk’s popularity collapsed, he dragged with Tesla, plunging her into An unprecedented reputational crisis. The company sales 13% fell in the first quarter of 2025, while revenues were reduced by 9%, up to 19,335 million dollars. The net profit sank 71%, leaving only 409 million dollars. From the financial crisis of Tesla there are not even those buyers who have decided to sell their Tesla in 2025, who have seen how, due to the reputation of their CEO and the largest number of teslas put up for sale, its price is being depreciated In the second -hand market. Musk’s popularity (lost). A recent survey performed by CNBC He has revealed that 47% of respondents have a negative opinion of Tesla, while 27% maintain their positive opinion of the manufacturer. Its CEO moves in very similar percentages with 50% of negative opinions and 36% of respondents who give them their support. However, as Micah Roberts, a partner of Public Opinion Strategies, the republican pollster who carried out the study, “where Tesla is stronger is among the people with less likely to buy an electric vehicle”, so those who support the political position of their CEO, will probably never be customers of the brand. Tesla forced retirement. Before the collapse of the results and the pressures received From the Republican bench and by investors of Tesla, Elon Musk has recognized in an evening that has not dedicated enough time to the company. In the presentation of results he has promised reduce “significant“His political involvement from May to get the brand out of the problem in which he himself has put it. In a few months, Musk’s fortune has experienced the same ascent and fall as Tesla. Although the value of its actions in the company has decreased considerably, the Impact on your heritage personnel have been damping by the Spacex growth and of XAI, your AI company. If it weren’t for good performance of these companiesTesla’s debacle would have had even more serious consequences For Musk’s richness, which is currently maintained at the same levels That when everything began. In Xataka | “Sader than a sack of bricks”: Elon Musk attacks the ideologist of the US tariff policy In Xataka | Elon Musk has forged the fame of a bold founder: he did not create either of the two companies that made him a millionaire Image | Flickr (Gage Skidmore), Unspash (Dmitry Novikov)

Tesla had opted a good part of his year to a Tesla Model and below 40,000 euros. Right now is an illusion

The year 2025 has not started for Elon Musk’s company as expected. In fact, it has begun in all the ways that could not be expected if you are in charge of a car company. At the fall in the price of shares one has to add more or less continuous attacks to the company itself with boycots of all kinds (some violent and very dangerous) and a Decrease in really alarming sales. Although it is about to see to what extent sales have been weighed down by the hangover to modernize the production lines to get the new Tesla Model and Juniper (which also came out in its most expensive version) and it is foreseeable that they grow over time, the truth is that the thermometer In countries where more electric cars are sold He has jumped the alarms. In France and Germanythe sales of his Tesla Model and have been very poor. And that is a problem for the company since in both cases we talk about countries where activists have been more belligerents against Tesla and where Elon Musk’s political approach with the extreme right has been more criticized. Part of the strategy to refloat sales was to put on the market a small and cheaper tesla. It has all the meaning of the world since SUVs are still the best selling models and the company needs an alternative that moves below 40,000 euros, with competition squeezing strongly. This tesla model and will be called, according to The Wall Street JournalTesla Model Q. The newspaper assured in December 2024 that the company’s plans went to launch this model in the coming months. Of course, it would not be the $ 25,000 car that Elon Musk has promised, this option would be more than $ 37,000. However, Reuters It ensures that these plans have been delayed and that it will not be until 2026 when we see this model and on a small scale. Better for 2026 The news agency pointed out a few weeks ago that this Tesla Model and small would occur in the United States but that there were also plans to produce it in Europe and China, so it is expected that the assembly lines could be both products at the same time and, therefore, share a good part of the components. Then, in March, Reuters He pointed out that internal sources of Tesla estimated the cost savings of production of this new electric car at 20%. It is not known if that cost reduction would be associated, for example, to a smaller battery. What the agency’s journalists assure is that the new Tesla Model Q or Tesla Model and in more affordable format would be little affected by tariffs. They point out that Tesla has been promoting the internal supply of their pieces in the United States for two years and, therefore, it would have less components affected by the new commercial barriers applied by Donald Trump that tax with 25% the import of cars but also of the pieces arrived from outside although the car is manufactured on US soil. However, and although they expected to produce 250,000 vehicles in their plants in the United States, Tesla has delayed the plans to 2026 but it is not clear what are the reasons that have led to making this decision. Keep in mind that at the end of last year the information of The Wall Street Journal He already referred to an internal document of the company shared with Deutsch Bank, so The vehicle should be very advanced In its development. It is not the first time that the company delays plans related to its lowest cost cars. For years he has been talking (and promising) that we would see a tesla of $ 25,000 but Elon Musk rejected this route during the presentation of the Tesla Cybercab And, even, this possibility of “Absurd idea”. The company’s owner has prioritized autonomous driving, ensuring that this source of income will be key to Tesla in the coming years. However, the competition is tightening and already has cars like the KIA EV3 or the Renault Mégane E-Tech (among others), vehicles that would fight with that future Tesla Model q or Tesla Model and in miniature for price and size and that are already sold for less than 40,000 euros. Photo | Xataka In Xataka | “Cheaper than a BMW 330i”: the owner of a Tesla Model 3 reveals how much has spent five years with her electric car

The more and less reliable car brands of 2025, in a graphic dominated by Japan and with a surprise: Tesla

Buying a car is A authentic headache. It is logical if we consider that, usually, after the house, the purchase of a car is the greatest expense we make. There are many variables to take into account (motorization, securitymore or less screens …) and something that should be seen are the lists of the most reliable cars. There are several, Like those of Consumer Reports Or JD Power, who help us make the decision. And, precisely, in this graph elaborated by Visual Capitalist We have the list of the most reliable brands of 2025 according to one of these databases. JD Power. First of all, let’s see the context of this company. Founded in 1968, it has been specialized in handling big Databases that collect consumer data in various industries. One of them is that of the car, where they analyze all those data to prepare reports with achievements such as the discovery of a defect in the design of the rotary engines of Mazda in 1973, something that forced the company to remedy. In the automobile segment, they publish several lists, being one of them that includes the general degree of satisfaction of the owners of the different brands. On this occasion, it focuses on the United States, but as is the case in the Consumer Reports lists, although the US market is slightly different from the European, many of the brands and models are common in both markets. PP100. To understand the list, you have to know that the number of problems per 100 vehicles is detailed (problems per 100 or PP100) after three years of property. For example, in the Last year listJD Power collected the response of more than 30,500 people from cars bought in 2021 and, after three years, detailed the problems belonging to nine categories: Abroad Inside Seating Driving experience Air conditioning/air conditioning Controls Infoentrate system Engine Driving aids The best. Going to the list, we have a recurring company in the first position: Lexus. In different consumer surveys, Toyota’s luxury brand has been crowned as the company that has the most degree of satisfaction among its customers. In this case, although it has more errors than in the list last year, it continues in first position. The American Buick is the second and, thirdly, Mazda advances to Toyota. Nothing surprising: Japan continues to lead in the high satisfaction positions, but others like General Motors manage to sneak because they have varied the most with respect to the previous period. The biggest changes. Precisely, there are several changes in the list marked by that improvement or worsening in front of the 2024 survey. Mazda is one of the one that improves the most with respect to the last year, reducing its PP100 by 24 points. Ford reduced it at 31 points and Tesla starred in the biggest change by reducing it by 43 points. There are also changes worse, such as that of the aforementioned Toyota, Alfa Romeo, Hyundai, Acura or Jeep, something that surprises less if we see recent movements of the company in American territory, with policies that are not liking and other determining factors for this list. Worse. The really interesting, beyond the brands whose reputation improves or worsens in recent months, is the fact that, globally, the average errors per 100 vehicles has reached, according to JD Power, its highest average since 2009. This is curious because it was the year immediately later to the financial crisis of 2008 and the manufacturers may cut in components, but cars analyzed in 2024 They are built during the Covid-19 pandemic, which points to a correlation between a crisis moment and an increase in vehicle failures. More technology, more problems. The more options a device has, the more possibilities there is something fail. It is something that surely you have heard: do not buy you a washing machine because it surely fails more than a washing machine and a separate dryer (insert the example you want with a microwave-shock or whatever). Well, in the case of cars, according to JD Power reports, half of the main problems of the entire industry are related to the great novelty of recent years: integration with smartphones and systems ANdroid Auto and Apple Carplay. In fact, in surveys, 56% of users claim that they have not noticed improvements even after updates and that, the more software related to the Infoentrate It has the car, there is more likely that something fails. Obviously, Millions of cars are sold a year And many have that integration, but also owners or solutions such as Android Automotive and the units that fail represent a small percentage. But, in an industry that becomes more and more in this and Use of screens (With brands that are already reculating), It is normal for more mistakes of this type to appear. Choosing a car now does not go only motor or design, but also of stability in the software, and it is convenient that we keep it in mind when choosing. Images | Visual Capitalist In Xataka | There is a clear winner with the 25% tariffs to the car: it is called byd and represents everything that China has to win

O4-mini is much more than another model of AI. It is the Tesla Model 3 of OpenAI

The last launch of OpenAI, the models O3 and O4-minihe says much more about his strategy than he seems to the naked eye. The greatness of this proposal-especially that of O4-mini-is not in Benchmarks nor in technical capacities, which also; but in the tactic that raises and that Remember a lot to which he made Tesla In a giant: First came Model sa luxury product that demonstrated what was possible, but accessible to few. 80,000 dollars. Then came Model 3surprisingly powerful but at a price that greatly expanded the market. 35,000 dollars, less than half than Model S but maintaining 80% of its key benefits. With O3 and O4-mini, OpenAi has executed a very similar movement for the world of AI. O4-mini costs just 1.1 dollars per million Tokens input and $ 4.4 per million departure. And offers a performance that rivals his older brother: 68.1% in Swe-Bench compared to 69.1% of O3which costs almost ten times more. This price-reference equation is no accident, but the aforementioned strategy that we have seen before. A “economic” product that democratizes premium capabilities and expands its potential market. O4-mini exceeds Claude 3.7 Sonnet (62.3% in Swe-Bench) costing much less. It is the best model in Aime 2024 and 2025 (elite mathematical contests) surpassing even major systems. Tesla analogy is reinforced when we see that O4-mini allows a user of Chatgpt plus ($ 20 per month) access capacities that previously required Pro subscriptions (200 per month) or Enterprise (thousands). And the master coup comes from integration. O4-mini is the first “mini” model capable of using all chatgpt tools: web navigation, run python code, analyze images and generate them. With a single affordable model, Openai is absorbing use cases for which several specialized suppliers had to be paid. Concrete examples: A startup that makes slate diagrams analysis for $ 50 per month, now competes against a system that does the same for $ 20 per month, and also solves mathematics, program and seeks information. Another that sells assisted programming tools for $ 30 per month faces an O4-mini that writes better code and also visualizes data. This explains Why Openai released O4-mini when Initially he had announced that would integrate this technology directly into GPT-5. The competitive pressure of Claude 3.7 Sonnet and Grok 3 He forced them to accelerate and have shown that they are willing to cannibalize their own premium products to maintain their dominant position. This reminds what Apple did with the iPod: it was not afraid to integrate it into the iPhone knowing that in a five years It would evaporate what generated 40% of its income. Advance or die. The key difference between O4-mini and alternatives such as Claude is very clear: while others offer larger models that consume more resources, OpenAi has achieved a compact model with sufficient performance for almost any practical task. In the same way as the Model 3 It did not need autonomy for 600 kilometers when 350 were enough for the majority, O4-mini does not need the last 5% precision when it already solves 95% of everyday problems. It is not just a technological strategy, but of scale economy: With each new user, the marginal cost decreases while the competitive advantage increases. And as Tesla, when the competition tries to react by copying its approach, Openai is already announcing its next movement. Of course, as is happening to Tesla, The Chinese threat In the medium term it is unpredictable. In Xataka | Openai’s hypothetical social network does not want to connect people. Want your data to train your AI Outstanding image | OpenAI, Xataka with Mockuuuups Studio

There are 2,400 Tesla Cybertruck without owner. Fix the failure is to sell them in a SO: Saudi Arabia

Tesla expected her cybertruck to become a success of sales. Clearly, he did not calculate well what was coming. The company is in an unknown crisis. When he had managed to settle as another company of vehicles, an unexpected events are complicating his numbers. A stranger. Tesla sold less cars in 2024 that in 2023. It is not uncommon for a company to face this situation but is unpublished for Elon Musk’s company that year after year had settled in sustained growth. Although he did everything possible to improve his numbers at the end of the year, the accounts did not finish leaving. Despite this, investors pointed to an optimistic future. Despite the rejection of some of them, they had seen the Musk bet for autonomous driving And, with Donald Trump in power, the prospects were good enough for the shares to walk towards the 500 euros of value. A Batacazo. But 2025 is being a bad year for the company. Before the end of the year, investors began Adjust action prices. Then came the confirmation that Tesla did not improve numbers of the previous year. And month after month The sales of their cars have been weighed by the renewal of Tesla Model and … and we do not know to what extent because of political opinions and behavior of Elon Musk. The truth is that the company has crashed in Europe. The Tesla Model and, which was The best -selling car in the worldis missing at the moment until the arrival of his renewal. It remains to be seen how much traction it now has that the competition squeezes and seems discarded a Tesla “cheap” of $ 25,000. With name and surname. If a car is being a failure that is the Tesla Cybertruck. The company’s pick-up promised to be a success. It was supposed to accumulated hundreds of thousands of reservations And it did not seem to import that it arrived with a very marked premium and, to top it off, a reduced autonomy. At times, the car was a sales missile and became the best -selling luxury model of Tesla. But, little by little, the globe was punctuing. The multiple arrived Review callsthe videos in which He joked with his offroad capabilities and one Foundation series that seemed impossible to sell. To the point of putting the same car on the street for thousands of dollars less Thanks to remove some sheets. They are not sold. We already explained Why Tesla could have made Cybertruck a special model in its range, well built (to which the plates did not fall), produce it under minimum, generate expectation and risk very little with its proposal. However, the company wanted to believe that its gigantic Cybertruck could be a mass car. And everything indicates that their calculations have been completely wrong. In Motorpasion They collect that the company has an average 30 -day stock available. It could deliver up to 2,400 vehicles that are valued at a price of about 200 million dollars. Right now, they are completely standing waiting for a buyer. Of course, it seems that the production of 1,300 weekly units It is being more a problem than an attractive figure. Looking for solutions. Overdimensizing the demand of a car can be a serious problem for a brand. Having too stock stands out the product and generates serious cost problems when storing vehicles. In addition, he suggests that too much money has been invested in a assembly line that is not profitable. That same problem has had, for example, Stellantis that did not measure (or Tavares did not want to measure) Well your audience in the United States. That caused an excess of stock in some concessionaires that practically gave the fiat 500ethe electrical version of the utility. The decision made by Tesla is also the most obvious: to start selling its cheapest options. The company has opened a new line offering the most modest versions of the Cybertruck. It is the so -called Long Range, with greater autonomy but less benefits and a simpler suspension (springs instead of pneumatic suspension). Saudi Arabia. The other way to open market is Sell ​​your cars in Saudi Arabia. While the company eliminated the Chinese market the Tesla Model X and Model S (almost testimonial there) as a result of the increase in tariffs between the two countries, the company looks at the Middle East. The country has launched a project to fill its cargo points, as part of the plan for converts as a nation for 2030. Aware of the money available for its potential customers, Tesla has not hesitated to offer all its range in the Arab country. Actually, it is a maneuver that makes sense. Tesla can allow you to distribute your cars there and try to open a new market. Perhaps it will not be the one that generates the greatest sales volume but it is likely that you can sell your most expensive and, therefore, profitable cars there. A Tesla Cybertruck can find a very nutritious market in Saudi Arabia. Photo | Tesla and Abdulrhman Alkhnaifer In Xataka | The owners of a Tesla Cybertruck “packed” it with solar panels for $ 10,000. They won 7 kilometers of autonomy

In the war cameras vs lidar, Tesla has a lot to learn from an unexpected product: the Chinese aspiring robot

Light detection and ranging. Or, what is the same, detection and measurement of light. These are the words behind Lidar. This technology uses light pulses to map the environment and discover each and every corner of a stay or an open space almost in real time, as well as to recreate 3D environments with enormous precision. To understand how a lidar radar works, I recommend watching Mark Rober’s video in which it tells the differences between a car equipped with this system and its tesla, which exclusively uses cameras to detect the obstacles that you can find along its path. Beyond the controversy arising in relation to the tests that Rober does, the video explains well Why Lidar is such a complete system. In a simple way, the system takes advantage of the speed of light to emit infrared pulses. These bounce in the object in question and the system calculates how far that object is using the time that the pulse of light has taken to go and return. As light pulses have a very small size and, as we said, it takes advantage of that very high speed of light transmission, can map the objects almost in real time. In recent days, after Mark Rober’s video, the controversy of whether it is better to use an LIDAR or one system that exclusively use cameras and recreations by software is better or worse to guarantee the best behavior in terms of autonomous driving. A controversy that has left people trying launch your tesla against a wall With a road painted in the purest shyesty style. And it is a long time since it made it clear that I would bet everything on the use of cameras for manage your driving aid systems Or, in the future, completely autonomous driving with the robotaxis that wants to put in the streets. At the time, home vacuum robots also lived this moment of indecision. And along the way, Irobot who was the leading market leader has ended up giving millionaire losses and has seen how Chinese manufacturers have eaten much of the market. The secret of the latter: they use lidar instead of trusting everything to the cameras. What can you learn from a vacuum cleaner “We have substantial doubts”, with these words Irobot owners responded to the question of whether they could move forward with their operations. My partner Javier Pastor explained A few months ago when Amazon raised the purchase of Irobot in 2022 (which fell into regulatory terms) The company had a value of 1.2 billion dollars. In the third quarter of 2024, the calculation was about 200 million dollars. Shortly after, The situation has not improved a lot. In 2024, Irobot lost more than 145 million dollars. However, they had reduced their losses by 52%. The company faced a perfect storm. After spending the worst of pandemic, spending on home robots and other products (such as computers) They collapsed. That coincided with the launch of new Chinese products that were faster and faster than Irobot’s: they used the lidar sensor. This system is ideal for improving the capacities of a vacuum robot. It detects better obstacles, mapping the house more precisely and that translates into faster and more effective work. The result is especially good if it is combined with the cameras and artificial intelligence systems to discover smaller obstacles that can go unnoticed or create confusion. In recent years, that has been the trend of the market in cleaning the home. The combination of this system with a more attractive price He has triggered the sales of Chinese aspiring robots, to the detriment of an Irobot that accumulated more than 60% market share. The comparison with Tesla and the electricity car market is evident. The latter are using Lidar sensors in their cars and offer a product equal to or better than Europeans and Elon Musk’s for a fraction of their price. He Xiaomi Su7 and its wide reception He is being a good example of this. Tesla has long since defends that Lidar are not necessary to improve autonomous driving systems but studies say that, as in the case of vacuum robots, the best performance is signed When both technologies are combinedLidar and cameras. In the case of Xiaomi, the videos shown from How your total autonomous driving system operates They are impressive, with very human behavior and managing the smallest spaces very well. This is possible because, among other things, A lidar is better when calculating distances And suffer less when the light falls. Neither does the risk of the camera be dazzled, At least not intentionallygenerating Ghostly brakes. So far, everything indicates that Tesla does not seem willing to return to anything other than the “All Chamber” To save costs. At the moment it has worked but you have to demonstrate that it is as effective as more advanced systems. And there is also the largest electric car market in the world. In China, where foreigners are suffering from the local product, Tesla is hitting a good batacazo in 2025. Photo | Tesla and Irobot In Xataka | “It’s like living millions of lives”: Tesla trusts their own drivers to advance Waymo and Cruise and shoot their value

Byd broke the barrier of 100,000 million dollars of income in 2024. It is an unknown milestone for Tesla

The year 2024 was marked by a huge fight between the two great giants of electric cars. Byd and Tesla played the market with a disparate luck until closing with a technical draw. The last chapter is signed by its financial results. Sales. Byd put 4.27 million cars on the market in 2024. The figure is far from 1.79 million cars delivered by Tesla. Elon Musk’s company He failed to exceed the figure of the previous year (1.81 million units) for the first time in the last ten years. However, Tesla sold more electric cars than byd. Although the Chinese company is famous for its electric cars, the truth is that in 2024 it sold 1.76 million cars, according to Financial Times. The figure It has been ratified In the presentation of results that the Chinese company has carried out last week. Not just EV. That is, Byd has sold almost 2.5 million more cars than Tesla but has managed to enroll plug -in hybrids. In China, plug and electrical hybrids total in the same category (New energy vehicles) But they are not the same. In China, the aid for the purchase of electric cars also add up for new energy vehicles. That is why in Byd they focused 15 years ago. Recently, the company has celebrated break the 10 million units barrier of new energy cars manufactured. To reach the first five million it took 15 years but for the subsequent five million it has only taken fifteen months. A Sorpasso. If we talk about electric cars, BYD has lacked very little to overcome Elon Musk’s company last year. Everything indicates that it will meet the objectives this year although the forecasts point to Sell ​​5.5 million units of new energy cars in 2025. It has not been specified how many would be electric. If these figures are fulfilled, Byd will fight with Stellantis for being the fifth largest car manufacturer in the world. Would reach the figure selling only plug -in hybrid models and electric cars, which does not do any of the rivals that in 2024 he had above (Stellantis, General Motors, Hyundai/Kia, Volkswagen and Toyota). And another already confirmed. If we take into account how 2025 started for Tesla, we can expect Byd to exceed those of Elon Musk in electric. However, in 2024 he already advanced in another equally important parameter: income. Last week he confirmed that they shot over the 107,000 million dollars. The Chinese company thus broke a barrier that Tesla has not overcome so far. The American company stayed last year at 97.7 billion dollars in its income. The prospects for the Chinese company are even more ambitious for 2025, I have the launch of its new products. Without loosening. In 2025, Byd does not plan to lift the foot of the accelerator. The company has begun to deploy loaders who promise 400 kilometers recharges in five minutes. For the moment, Only two of your cars They can carry this power but expected to add new models, especially those of greatest cost. And to this we must add that he recently confirmed that he would put his eye of God in the street (the most advanced driving aid functions) in all his cars, regardless of its price. It is a missile to the company’s flotation line that wants to get an economic performance of it and see how competition gives it. New horizons. In addition to the above, Byd also has a lot to win because it has new markets in April. In front of Tesla, which has four models (And one of them is only sold in the United States)Byd continues to find a hole for its plug -in hybrids and its electric. Having combustion engines in their wallet allows them break in Europe And, above all, in countries where The electric car is less developed. Despite Do not sell in the United Stateswait in 2025 Sell ​​800,000 units outside Chinawhich means duplicating the numbers of 2024. And the battle for China. To all of the above, it must be added that Tesla’s performance in China is being very bad in these first months of 2025. Byd has reached a point where accumulates a 15% market share In sales. Of the total sales, not only of the new energy models. Tesla, however, is in free fall in the market. To the point that in February 2024 a little more than 30,000 units enrolled. It did not reflect such a low figure since July 2022, according to CNEV Post. China, the world’s largest electric car market, does not seem the ideal place to suffer with sales if you sell exclusively electric cars. Photo | Byd and Tesla In Xataka | The electric car is sweeping so much in China that the natural step is already raised: stop calling it “electric”

So many second -hand cars from Tesla have never been sold. It is the nth proof of the crisis created by Elon Musk

American policies have taken a 180º turn as far as electric mobility and automobile industry are concerned. In recent years we had become accustomed to fiscal incentives for the purchase of electric cars and their production in North America. In just a few months, Donald Trump has confirmed what we already suspected: is determined to end it. First eliminating tax incentives To buy an electric car, a project that is still underway and that would eliminate the subsidy of 7,500 euros for the purchase of cars of this type. Second with the imposition of 25% tariffs to everything that between its borders. Joe Biden’s government made the Inflation reduction lawin which they contemplated Fiscal aid to those who produce in the country but also to those who centralize their production in North America, including Mexico and Canada with whom the United States has a special commercial treaty. However, the tariffs approved by the new Government of Donald Trump will tax with 25% all cars or pieces for the manufacture of them that enter through their borders, including these last two countries. Curiously, Tesla benefits of both measures. It is not that he draws a direct benefit on them, the problem for the competition is that it affects them more than the company of Elon Musk. Tesla leads in the sale of electric cars in the United States with solvency since they have the best autonomy/price ratio and A supercargators’ own network. Two key aspects in a country with a network of poor loaders. Secondly because they are the only ones that manufacture in the United States all the electric cars that sell in the country. Yeah, Elon Musk has gone to x to throw balls out And say that Tesla will also be affected by tariffs but, of course, It will be to a lesser extent that those who manufacture outside the borders of the United States. And, despite everything, Tesla have to demonstrate that he can keep holding rhythm. Good for the political positions of Donald Trump or because the company begins to find its roof, more and more Tesla electric cars are more in the second -hand market. In fact, according to Reutersthey have never been so much. A second -hand market that is a reflection of much more So many Tesla had never put themselves in the second -hand market in the United States. Is what he states Reuters. The Communication Agency has used the data of Edmundsa well-known portal of second-hand cars in the country. The agency indicates that last month, Tesla represented 1.4% of the transactions that were carried out on the platform. It does not seem a figure too high if it were not because in the same month last year they barely represented 0.4%. That is, in February 2025 they were sold three times more second -hand tesla That a year ago. From the Purchase Portal, they point out that the data is a reflection of how “loyalty to the brand is being reduced (…) Elon Musk’s public participation in the government, concerns about Tesla depreciation and saturation in metropolitan areas are making some owners Insights of Edmunds. The depreciation of cars that have been put on the market, for the moment, has not been felt significantly, collect in Motorpasion. However, they are echoing the notices of the portal itself that warn that if the trend is maintained if they should be noticed very soon. The company is immersed in a Huge image crisis Derived from Elon Musk’s policies, their public appearances and their comments on social networks. Since the new president of the United States took the direction of the country we have seen the Tesla CEO Make Nazi greeting, show off the sound of deportation chains either say goodbye to thousands of people of the American public administration. All this has led to a Boicot to the companywith manifestations, attacks on concessionaires and even a bit more imaginative proposals (such as projecting images In the Tesla factory in Berlin either In Cybertruck themselves) that have been more numerous in France, Germany and, of course, the United States. That image crisis may be deriving in a Substantial Sales Fall of new cars and in the appearance of cars in second -hand portals, although more time is needed To verify to what extent is a trend or it is an internal and structural issue of the company, with a delay in the enrollments due to the arrival of the renewed Tesla Model and. What is palpable is that the disenchantment with the brand has been accentuated over time and, especially, during the last weeks. We have owners who have “disguised” their teslas as vehicles from other companies and, above all, we have a good handful of influencers publishing the sale of their electric cars. Already in September 2024, Automotive News He collected the tendency that Tesla’s owners began to put their cars embarrassed by Elon Musk’s statements during the US elections campaign. These decisions have been extended until they reach personalities with a large public speaker in the United States. From singer Sheryl Crow to actors like Jason Bateman. As we say, to finish understanding these manifestations and that media speaker is generating a real impact On Tesla’s sales we should see how the months continue to advance and check what real impact the arrival of Tesla Model Y. What is certain is that the company has a real problem to sell other vehicles, such as Cybertruck. And also that the number of vehicles in the second -hand market seems to be growing very substantially. Photo | Robbie and Maxim In Xataka | Tesla sold less cars in 2024 than in 2023. It is his first fall in many years despite the fact that he did everything possible to avoid it

There is only a clear winner with the new 25% tariffs to all cars not manufactured in the US: Tesla, of course

After repeatedly threatening, Donald Trump has ended up approving a 25% tariff to all cars That they enter through its borders. It doesn’t matter if the car is manufactured in Europe, Brazil or Mexico or Canada (with whom it has a special economic framework). The Unique free road For the import of the car to be a bit cheaper is that it has US components. If the car, for example, It is manufactured in Mexico It will not pay tariffs for the part corresponding to the pieces originating in the United States. The same if, for example, it is manufactured in the United States but its engines arrive from one of these two neighboring countries. In that case, it will only be paid for that little part. The impact of the measure will be high for consumers. It is estimated that cars will be more expensive Between $ 4,000 and $ 12,000depending on the value of the same and the presence of US components inside. The measure has as an evident intention to attract the production of cars to the country. Keep in mind that, According to the White Housein 2024 16 million cars were bought in the United States. From them, half came from outside their borders. And they ensure that, of the eight million manufactured in the United States, 50% of its components also came from outside “and is probably closer to 40%,” according to their calculations. Among the main affected by the measure, Bloomberg name Volkswagen to export to the United States 80% of its sales in the country. They are followed by Hyundai-Kia (65%), Mercedes (63%), Renault-Nissan-Mitusbishi, BMW and Toyota (which are also above 50%). But, of course, raise these tariffs He also has winners. One of them is Ford that only matters 21% of the cars he sells in the country. The figure is lower than that of Honda (35%) or General Motors (45%), some of its great rivals. Although, of course, the biggest beneficiary is Tesla. Tesla, the great beneficiary Since the application of these new tariffs were confirmed, all eyes have been put in Tesla. Elon Musk, CEO of the company and one of the most relevant men in this second mandate of Donald Trump, has not hesitated to throw balls out from his X account. Click on the image to go to the original tweet In response to an X user who showed that Tesla would win with the new tariffs, Elon Musk has responded that “it is important to note that Tesla has not been unscathed from this problem. The impact of tariffs on Tesla remains significant.” Click on the image to go to the original tweet The answer contrasts with the publications that the company itself has been doing in X. On March 23, Tesla presumed to have the most cars Made in America of the market. Keep in mind that the electric car company has been in the spotlight Since the role of Elon Musk was confirmed in the new United States government. The decisions that have been made They have affected less to the Musk company than to the rest of its rivals. Its leader position in the market It benefits you when taking the aid for the purchase of electric cars and even your own Donald Trump has campaigned In favor of the company in response to The attacks that Tesla has received inside and outside the United States. In Electreck They specify that presenting Tesla as winners is something like being the one -eyed in the country of the blind. “It doesn’t matter how Tesla fans or, more specifically, Tesla’s shareholders are trying to frame this. It is not good for anyone, including Tesla.” They point out that although the company assembles its cars in the United States, steel and aluminum used comes from outside the country’s borders. 25% of its components arrive from Mexico “And an not specified amount from Canada.” Despite this, it is evident that the impact on their accounts will be lower than on their rivals. Everything that involves an important increase in its rivals is beneficial for the company whose price should also be higher but will be more ease to absorb it partially or totally. They point out in The New York Times that Tesla has been losing land in recent months in front of the Chevrolet Equinox EV and the Ford Mustang Mach-E. Both are models that are manufactured in Mexico and, therefore, they should see their price increased to a greater extent than the Tesla Model Y. Of the best selling electric cars In the United States last year, Hyundai He began to manufacture Its ioniq 5 in the United States last year but produces its batteries (the most expensive element in the car) In South Korea. The Honda Prologue is assembled in Mexico. And cars such as Volkswagen ID.7 or the Porsche Taycan. It is these last companies, which do not produce their cars in the United States, the ones that will have the most problems to compete in price with Tesla models, they point out in The New York Times. They put Volkswagen as an example that only manufactures the Volkswagen ID.4 in the United States Audi and Porsche that export all their vehicles From Mexico or Europe. The same happens to Toyota that although it does assemble numerous cars in the United States, it exports more than half of its sales volume. According to some analysts to BloombergToyota’s operational benefit can be reduced by 6% and more than half in the case of Nissan that It was already going through serious difficulties In the country. Photo | Gage Skidmore From Surprise, Az, United States of America and Tesla In Xataka | The United States raises commercial tension with a new blow: it will impose 25% cars tariff made from the country

Tesla wanted to make Cybertruck a supervent electric car. At the moment it is being a failure

Tesla needs to get stock from. It is something that seems to be screaming at the four winds with the last offers he is doing in the United States. Perhaps because they cannot squeeze more with prices, the company has launched a series of incentives to encourage the demand for its electric cars. Beyond specific discounts to eliminate the latest units of Tesla Model and before its Complete renewal (something common among manufacturers), the company is operating with 0% financing For buyers of Tesla Model 3, they point out from Bloomberg. But discounts are not here and are focusing on another vehicle that, because of their concept, should not have any problem to be sold. It is the Tesla Cybertruck to whose Tesla buyers is offering free recharges in its life supercores if they opt for its Foundation version. It is the best example of how the model is clicking. Too expensive and difficult to sell The offer we are talking about It can be found on the sales channel of Tesla in the United States for its vehicles in stock. Cars already manufactured with immediate delivery and that in some cases have been used as exposure cars or have a few thousand kilometers already tours. But what is most attracted is that with the purchase of this package Foundation Life recharges are obtained in their supercargators. An augation to get rid of the most expensive units of Tesla Cybertruck. In fact, None of them drop for $ 90,000 And in the case of Cyberbeast Foundation, the most powerful model with three electric motors, no unit is above $ 110,000. It is not the first time that Tesla has trouble carrying out the production of its version Foundation. At the end of the year We knew that Elon Musk’s were reconvirting some units of this version to sell it at a much lower price. The change was as simple as eliminating some badges from the vehicle and, using software to save the Full Self Driving (FSD)the company’s most advanced driving aid system. The package Foundation series It was selling to 20,000 euros and made clear the huge extra cost over the original version. Actually, it meant additional 12,000 euros for a few minor aesthetic details compared to those who chose the base model with the FSD package of driving aid. Judging by the inventory, everything indicates that the company overestimated the demand of the car and, specifically, of this version. The problem is in the approach that the company has given to the vehicle. He had everything to become a flag model of the company, make him an aspiring product that demonstrated what they were able to do. And instead, they opted for the worst of strategies. A model that was not destined to be a supervent Tesla Cybertruck was the tenth best -selling electric car in the United States, according to figures estimated by Car and Driver In 2024. The figure refers to the first full year in which the Tesla electric pick-up has been sold, estimating its sales in just under 25,000 units. Keep in mind that the company It does not reflect the figures of vehicles sold Model A Model. Of course, the company has wanted to make the model a supervent in the United States. His approach since it was announced has been that. In fact, the company said the model would be sold for $ 40,000, What could not complyannouncing a 60,000 version for later. Right now, The cheapest model that can be purchased implies a Disbursement of $ 72,490. Until the day of the presentation, the figures on vehicle reserves were growing, increasing expectations until they affirm that There were 1.9 million vehicle reserves. Months after launching we are seeing how Tesla has trouble placing part of its production. And it has it because the approach is totally contrary to what the car should have been. The Tesla Cybertruck should have been an aspirational model, a car that is built as a brand image, of which few units are sold at a very expensive price but attract looks and potential buyers. It is a basic marketing play which is being applied all life in the car market. When a company participates in a competition, it does it because it obtains a revenue in knowledge but also builds brand image. It is no accident that Renault changed the name of Your Formula 1 to Alpine team. Nor do BMW have a BMW XM either IX They barely sell. Or that Ford has separated its commercial offer between very clear lines: a passionate, face and that is willing to bring drops to Europe (like the Ford Bronco) and Another for all types of cheaper and accessible audiences. Companies that want to put in the street this type of vehicles aspire to create a story, position a model at the top of their range. The challenge is greater for young companies but even Xiaomi He has made efforts to build a story around his electric and that is why he has not hesitated to beat a record in various circuits, including some as iconic as the Green hell. The negative face is that the results accounts do not reflect in the short term the benefits of this strategy. Investments for these cars show their results at years. And force to have a lot of care in the production of the car. Tesla Cybertruck’s demand seemed uncontrolled before going out so the company had two roads. One was obvious: try to satisfy her. The second was to generate a certain shortage and sell the car in its top range versions, controlling the production and creating that unique vehicle aura. Instead, the company chose to make fast … and bad. Because Tesla’s electric pick-up that should be its technological flag has been called to review almost a dozen times For failures that suggest to what extent the company wanted to reduce production. That pieces are released in progress … Read more

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