I think Kia and Hyundai are dealing with reputation damage after their cars were so easy to steal for a couple years.

https://www.cnn.com/2024/01/04/business/hyundai-kia-thefts-i...

Its not completely true. Check their popular gas models like telluride etc, you still have to pay above MSRP or some crap accessories to get the cars. They are selling gas cars extremely well.

GP was talking about market share and you're talking about inventory. You may be right that GP is wrong, but the data you're sharing doesn't say one way or the other.

How’s the Tesla shipments going?

The industry saturated the market, which will lower the prices. People will buy them cheap. Market at work.

We're not at saturation exactly, sales are growing but growth has slowed and competition is much stronger. It's entirely possible Tesla has peaked and won't recover but that's speculation. I'm still confident EVs will be all or nearly all cars on the road in the near future but it's going to be more like 20-25 years than 10.

Personally, i think they’ll be 30-40% of cars.

I think we’re entering a trough where the artificial incentives start to lose their effect and we really figure out what the market needs and navigate the FUD as we “digest” some of the lousy early cars.

We’re still early in the market and tech breakthroughs make it unpredictable — Tesla’s survival is probably tied to delivering those.

The deciding factor is going to end being politics. Democrats will continue pushing mandates and Republicans will try to block or undo them.