David Fleet’s Post

Tesla. The name is synonymous with electric vehicles and innovation. But is their smooth ride about to hit some potholes?🤔 This carousel post dives into 3 challenges that could throw Tesla off course. ➡️ Swipe through to see how regulatory credits, a cooling love affair with China, and fierce competition are impacting Tesla. 🚀📈 #tesla #casestudy

Tesla executed one of the most impressive market penetrations of all time. In under a decade, they transformed from a niche player to a mainstream juggernaut in the auto industry. Here’s 4 strategies they used to outperform traditional automakers: 1 - Embracing Innovation Tesla built their brand around cutting-edge tech, offering features like Autopilot and over-the-air updates that traditional automakers couldn't match. 2 - Building an Ecosystem They didn't just sell cars - they sold an entire ecosystem, from Supercharger networks to solar-powered homes, creating a compelling vision of a sustainable future. 3 - Direct Sales Model By selling directly to consumers, Tesla was able to control the entire customer experience, bypassing traditional dealership networks and maintaining high margins. 4 - Cult-Like Brand Tesla, led by Elon, built a passionate fanbase that acted as brand ambassadors, helping spread the Tesla gospel organically. Tesla drove innovation, steered the market, and is now in pole position.

Tesla's Supercharger team was cut. We took a beat and then Dana Hull, myself and Keith Naughton dug in to what actually happened, what the reaction was from other EV makers who had deals with Tesla and what the plan is from this point. Some highlights: The cuts were not a part of the April 15, "more than 10%" cut. They were something Elon decided on in the past week. And there's already consideration about hiring back some of the folks back to drive modest growth, focused on existing charger locations. Also new: Tesla makes CCS-NACS adapters in Buffalo and ships them to Rivian, Ford, who then pass them on to customers. You can read that reporting below. But I'd also read the article to get a sense of what sources told us about Rebecca Tinucci. Everyone I talked with spoke incredibly highly of Rebecca, who we reported is also cut. Tinucci is credited as being the key player in opening up the NACS standard and Supercharger network to non-Tesla EVs. And ultimately, a key player internally at Tesla for a network that's grown to 6,249 Supercharger stations and more than 57,000 connectors as of the end of the first quarter. Edited by Kelly Gilblom https://lnkd.in/gBc8Ekfg

What do Rivian, Lucid Motors, Polestar, NIO, Faraday Future, and Fisker l all have in common? 🤔 They are all pure EV auto makers with substantial negative cumulative cash flows. 📉 Rivian leading at -$19B in free cash flow within just six years. 💸🔥 Let's contrast this with Tesla, who weathered -$10B before a remarkable turnaround in year 9-10 with the Model 3 launch Tesla are now boasting +$12B in free cash flow by year 14 — a $20 billion+ turnaround. What can we glean from this? - The path to positive free cash flow is arduous and lengthy. - Many EV automakers may not reach this milestone. - Tesla not only achieved positive free cash flow but also boasts a cumulative lifetime free cash flow of $12B+. - The landscape is now dominated by Tesla, raising questions on whether other pure EV automakers can follow suit. - Manufacturing prowess is often underestimated, and Tesla's digital strategy and Industry 4.0 technology provide a competitive edge. These are cold, hard facts. 🤷♂️ Let's dive into the implications together in the comments below. 👇 Your insights are welcomed and encouraged! #EVIndustry #TeslaDominance #ManufacturingInsights #industry4 🚗💡

Tesla slashes $2,000 off Models Y, X, and S. This isn't merely a price drop. It's a strategic pivot designed to enhance market reach and drive sales, amidst financial turbulence. Check all the details here ➡ https://lnkd.in/gCCpSrHg Starting this Friday, new pricing takes effect. Model Y now begins at $42,990; other models follow suit with competitive adjustments. The aim? Broaden Tesla's appeal and solidify its leadership in the EV space. 📌 Do you think these cuts will reinvigorate demand? Or is a more profound strategy shift required?

🚗 **Tesla cuts Model Y prices to boost sales** 🚗 Elon Musk announced a $1,000 discount on Model Y cars until the end of February, citing seasonal consumer demand. The move comes as Tesla faces a sales slowdown and intensifying competition, particularly from Chinese automaker BYD. This price cut marks a pivotal year for the company as it prepares to ramp up production of a mass-market EV. Will this strategy help Tesla maintain its lead in the EV market? #Tesla #ModelY #ElonMusk #EV #Competition #SalesStrategy

Tesla Cuts Prices in the US After Challenging Week! Interesting move by Tesla this week. They've cut prices on their Model Y, Model S, and Model X vehicles in the United States [US News]. This comes after a period of headlines that included workforce reductions and executive departures. It'll be interesting to see how this price adjustment impacts sales and consumer confidence. Could it be a strategic move to boost demand or a response to increasing competition in the electric vehicle market? #Tesla #ElectricVehicles #EVMarket #BusinessStrategy

If this is happening at Tesla, how many other EV companies are doing the same? "Any company that works this hard and this explicitly to deceive customers has something deeply fucked up at the very heart of its culture. Market orientation demands a certain level of respect for the people that pay for everything. And when a company, and in particular its leadership, demonstrate such abject disrespect and dishonesty, there are surely problems ahead." This is a great post from Mark Ritson https://lnkd.in/gZVAFAY6