HollywoodBQ said:

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Tesla deliveries mark weakest quarter in a year, inventory swells

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Anecdotally, I regularly drive past the Tesla lot on I-45 in League City.
They've got loads of inventory.

Quote:

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The figures also pointed to a growing imbalance between output and demand. Tesla produced 50,363 more vehicles than it delivered during the quarter, the widest gap in at least four years, signaling a build-up in unsold inventory.

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https://www.reuters.com/business/autos-transportation/teslas-first-quarter-deliveries-miss-estimates-tax-credit-expiry-weighs-2026-04-02/

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Wowzers. Thanks for posting. I didn't realize they were doing that bad.

Kenneth_2003 said:

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Isn't this probably more closely tied to the Trump admin canning away from the rigorous CAFE standards?

The manufacturers no longer need EVs that didn't sell to boost that stupid unicorn number.

Yes... Tesla has times the market. Because their offerings were new, clean sheet designs. By and large every major manufacturer that introduced an EV took a production gasoline vehicle and said let's just take the engine out and stuff in a battery pack somewhere with electric motors. The buyers that are drawn to an EV don't want the little brother equivalent of the lines gasoline model. They're paying for something new and different.

If I want a performance Italian roadster... I don't think I'm thinking EV.

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I think it's both although manufacturers were taking it on the chin with EVs before Trump rescinded CAFE standards. But when he did that it certainly gave them so cover they desperately wanted / needed. Of course, the next Dem will just put them back in.

Regarding Tesla, people shouldn't get too hung up on their car sales. Tesla cars are just the vehicle (chuckle) for delivering autonomous driving, AI, and robots. Those are Elon's own words. He no longer considers Tesla a car company at all.

txyaloo said:

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torrid said:

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A Porsche is supposed to be a two-seater, expensive race car that is impractical for everyday driving. That's the whole point.

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Porsche is an SUV company now, not a sport car company. They would have been out of business in the early 2000s if it wasn't for the Cayenne and Macan.

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I remember when the Cayenne came out and it was the hottest thing going for sales reps I worked with in Los Angeles.

Based on my tour of the museum in Zuffenhausen last year, I'd say that historically Porsche has really been a design company rather than a classic auto manufacturer.

Side note - when I was at the Audi Dealership in Torrance back in 2020, they were bragging to me about how they were going to be all electric by some year not too far in the future - I think it was 2026.

Anyway, they were jumping on the California no ICE vehicle movement.

I took a brief look - out of curiosity at a $100k Audi SUV that was all electric. I thought that was a pretty steep price point for a vehicle that wasn't going to get your average Angeleno baller to Las Vegas on a straight shot.

techno-ag said:

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HollywoodBQ said:

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Quote:

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Tesla deliveries mark weakest quarter in a year, inventory swells

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Anecdotally, I regularly drive past the Tesla lot on I-45 in League City.
They've got loads of inventory.

Quote:

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The figures also pointed to a growing imbalance between output and demand. Tesla produced 50,363 more vehicles than it delivered during the quarter, the widest gap in at least four years, signaling a build-up in unsold inventory.

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https://www.reuters.com/business/autos-transportation/teslas-first-quarter-deliveries-miss-estimates-tax-credit-expiry-weighs-2026-04-02/

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Wowzers. Thanks for posting. I didn't realize they were doing that bad.

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I don't know if they're doing that "bad" per se.

But you can definitely see that they've reached market saturation after the late 2010s hypergrowth.

As a mostly neutral observer of the online EV wars, I think it's a little disingenuous to declare Tesla is doing poorly because "EV bad".

1. He was the only game in town for the first several years of the movement so he enjoyed first mover advantage and the sales that come from that.
2. Once he came out in favor of free speech, he lost most of his initial generation of buyers and advocates on the left.

Democrats simply will not buy his cars anymore.

HollywoodBQ said:

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techno-ag said:

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HollywoodBQ said:

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Anecdotally, I regularly drive past the Tesla lot on I-45 in League City.
They've got loads of inventory.

Quote:

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The figures also pointed to a growing imbalance between output and demand. Tesla produced 50,363 more vehicles than it delivered during the quarter, the widest gap in at least four years, signaling a build-up in unsold inventory.

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https://www.reuters.com/business/autos-transportation/teslas-first-quarter-deliveries-miss-estimates-tax-credit-expiry-weighs-2026-04-02/

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Wowzers. Thanks for posting. I didn't realize they were doing that bad.

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I don't know if they're doing that "bad" per se.

But you can definitely see that they've reached market saturation after the late 2010s hypergrowth.

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Up for Q1 over Q1 last year. Despite loss of tax credit, no new models this year, and cutting other models and liberal tears.

Most car companies would think that is a good quarter, even better considering Musk wants Tesla focused on taxis and robots.

Even the "bad news" in the link (production 50K greater than sales) may not be a bad sign as it seems some of the available production line hours will be switching to taxis later in the year. 'course I don't really have any idea of planning for that.

torrid said:

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A Porsche is supposed to be a two-seater, expensive race car that is impractical for everyday driving. That's the whole point.

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EVs will make HP numbers obsolete. I bet in 5 years youll be able to buy a honda or toyota EV with 400 HP for like 30k or so. As you said, porsches are for that raw driving feel, very few will pay 150k for an EV

whytho987654 said:

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torrid said:

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A Porsche is supposed to be a two-seater, expensive race car that is impractical for everyday driving. That's the whole point.

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EVs will make HP numbers obsolete. I bet in 5 years youll be able to buy a honda or toyota EV with 400 HP for like 30k or so. As you said, porsches are for that raw driving feel, very few will pay 150k for an EV

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Exactly. A "luxury" EV is like a gold plated golf cart. Costs three times a regular golf cart to do the exact same thing.

whytho987654 said:

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torrid said:

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A Porsche is supposed to be a two-seater, expensive race car that is impractical for everyday driving. That's the whole point.

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EVs will make HP numbers obsolete. I bet in 5 years youll be able to buy a honda or toyota EV with 400 HP for like 30k or so. As you said, porsches are for that raw driving feel, very few will pay 150k for an EV

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I just have a real hard time getting excited over a hotrod golf cart.

Over_ed said:

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No Spin Ag said:

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From the Google machine:

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Porsche recently adjusted its strategy to keep refreshing its gas and hybrid engines for longer than originally planned, ensuring they meet the demand of luxury buyers who aren't ready to go fully electric

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Like I've always said, hybrids are the way to go.

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It depends.

Avoid plug in hybrids like the plague they are. Maintenance costs will get you.

If you're going to be relatively low mileage - the "other" hybrid is a good way to go.

Keep your car longer and or drive more miles -- nothing wrong with pure IC.

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There is nothing wrong with IC. I love mine. That doesn't mean something better isn't out now, nor that they (EVs and hybrids) won't become better and cheaper as time goes by. Like all things when it comes to tech.

Tesla was the only one on the block that was main stream, now nearly every auto maker has either a hybrid or EV.

We'll all die with ICs still being sold, the same way buggies were still around when cars first came out.

I'm thinking ICs will eventually go the way of the buggy once EVs finally catch on with the masses like cars eventually did.

Progress and technology stop for no one.

No Spin Ag said:

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Over_ed said:

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No Spin Ag said:

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From the Google machine:

Quote:

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Porsche recently adjusted its strategy to keep refreshing its gas and hybrid engines for longer than originally planned, ensuring they meet the demand of luxury buyers who aren't ready to go fully electric

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Like I've always said, hybrids are the way to go.

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It depends.

Avoid plug in hybrids like the plague they are. Maintenance costs will get you.

If you're going to be relatively low mileage - the "other" hybrid is a good way to go.

Keep your car longer and or drive more miles -- nothing wrong with pure IC.

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There is nothing wrong with IC. I love mine. That doesn't mean something better isn't out now, nor that they (EVs and hybrids) won't become better and cheaper as time goes by. Like all things when it comes to tech.

Tesla was the only one on the block that was main stream, now nearly every auto maker has either a hybrid or EV.

We'll all die with ICs still being sold, the same way buggies were still around when cars first came out.

I'm thinking ICs will eventually go the way of the buggy once EVs finally catch on with the masses like cars eventually did.

Progress and technology stop for no one.

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An EV is still a car, whether they are better is debatable. Get the government out of the way and let the market decide. Better tech or newer tech doesn't guarantee success.

I read elsewhere that the price for every level of Porsche has grown substantially more than the auto market has or compared to other luxury sport brands.

They thought they could command Ferrari price levels but found out otherwise.


In addition to very few people wanting an electric luxury sport car.

ntxVol said:

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No Spin Ag said:

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Over_ed said:

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No Spin Ag said:

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From the Google machine:

Quote:

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Porsche recently adjusted its strategy to keep refreshing its gas and hybrid engines for longer than originally planned, ensuring they meet the demand of luxury buyers who aren't ready to go fully electric

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Like I've always said, hybrids are the way to go.

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It depends.

Avoid plug in hybrids like the plague they are. Maintenance costs will get you.

If you're going to be relatively low mileage - the "other" hybrid is a good way to go.

Keep your car longer and or drive more miles -- nothing wrong with pure IC.

---

There is nothing wrong with IC. I love mine. That doesn't mean something better isn't out now, nor that they (EVs and hybrids) won't become better and cheaper as time goes by. Like all things when it comes to tech.

Tesla was the only one on the block that was main stream, now nearly every auto maker has either a hybrid or EV.

We'll all die with ICs still being sold, the same way buggies were still around when cars first came out.

I'm thinking ICs will eventually go the way of the buggy once EVs finally catch on with the masses like cars eventually did.

Progress and technology stop for no one.

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An EV is still a car, whether they are better is debatable. Get the government out of the way and let the market decide. Better tech or newer tech doesn't guarantee success.

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Even "better" tech won't necessarily cut it in the marketplace. Betamax vs. VHS comes to mind.

I drive a pickup, ICE of course. I haul things, I tow things. No battery powered truck for me.

torrid said:

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A Porsche is supposed to be a two-seater, expensive race car that is impractical for everyday driving. That's the whole point.

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The 911 has always been a 2+2 with the exception of a few variants (e.g. GT3 RS).

Regardless, you buy a Porsche for the Flat 6. Why would anyone buy an EV Porsche. It makes no sense to me.

ntxVol said:

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No Spin Ag said:

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Over_ed said:

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No Spin Ag said:

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From the Google machine:

Quote:

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Porsche recently adjusted its strategy to keep refreshing its gas and hybrid engines for longer than originally planned, ensuring they meet the demand of luxury buyers who aren't ready to go fully electric

---

Like I've always said, hybrids are the way to go.

---

It depends.

Avoid plug in hybrids like the plague they are. Maintenance costs will get you.

If you're going to be relatively low mileage - the "other" hybrid is a good way to go.

Keep your car longer and or drive more miles -- nothing wrong with pure IC.

---

There is nothing wrong with IC. I love mine. That doesn't mean something better isn't out now, nor that they (EVs and hybrids) won't become better and cheaper as time goes by. Like all things when it comes to tech.

Tesla was the only one on the block that was main stream, now nearly every auto maker has either a hybrid or EV.

We'll all die with ICs still being sold, the same way buggies were still around when cars first came out.

I'm thinking ICs will eventually go the way of the buggy once EVs finally catch on with the masses like cars eventually did.

Progress and technology stop for no one.

---

An EV is still a car, whether they are better is debatable. Get the government out of the way and let the market decide. Better tech or newer tech doesn't guarantee success.

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I couldn't agree more that the market will decide. Better tech doesn't guarantee success, that's true, but only time will tell, and it is promising that even with our government no longer subsidizing EVs, they're still increasing their sales, including hybrids of course, it'll be fun to see just how far things go.

Betamax was better than VHS, and even blu-ray is still better, then Netflix came along, and over time, so did everyone else.

It can take time and still happen. As long as the market wants it. And who doesn't like the new and nifty.

I suspect one reason Porsche's sales are down is because they are too expensive. I'm an old and I can't believe how much everything costs. The dollar is devaluing at a greater rate/percentage than many people are increasing their income/wealth.

No Spin Ag said:

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Over_ed said:

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No Spin Ag said:

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From the Google machine:

Quote:

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Porsche recently adjusted its strategy to keep refreshing its gas and hybrid engines for longer than originally planned, ensuring they meet the demand of luxury buyers who aren't ready to go fully electric

---

Like I've always said, hybrids are the way to go.

---

It depends.

Avoid plug in hybrids like the plague they are. Maintenance costs will get you.

If you're going to be relatively low mileage - the "other" hybrid is a good way to go.

Keep your car longer and or drive more miles -- nothing wrong with pure IC.

---

There is nothing wrong with IC. I love mine. That doesn't mean something better isn't out now, nor that they (EVs and hybrids) won't become better and cheaper as time goes by. Like all things when it comes to tech.

Tesla was the only one on the block that was main stream, now nearly every auto maker has either a hybrid or EV.

We'll all die with ICs still being sold, the same way buggies were still around when cars first came out.

I'm thinking ICs will eventually go the way of the buggy once EVs finally catch on with the masses like cars eventually did.

Progress and technology stop for no one.

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Cost is all the matters in the end.

Arguing that ICE, hybrid, or EV is better than the other as an absolute statement is just dumb.

They've all got advantages, depending on your situation.

Let the consumer choose without any government interference or subsidies, and the market will sort itself out.

Everybody can be happy.

pfo said:

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I suspect one reason Porsche's sales are down is because they are too expensive. I'm an old and I can't believe how much everything costs. The dollar is devaluing at a greater rate/percentage than many people are increasing their income/wealth.

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This. Why buy an electric sports car?

Just buy a Toyota. Luxury cars are over with…..especially when tech will make it self driving

Tesla is very nimble as a company, and makes an outstanding product.
Never thought i'd buy one, test drove one....Holy smokes. Insane car.
Its really amazing S/W masquerading as a car.

Traditional car manufacturers are going to lose billions trying to catch up with Tesla and are going to fail. They are better off trying hybrids, where the market is more forgiving, and there isn't a clear leader that is as far ahead as Tesla is in EVs.

Slow, gargantuan, legacy car companies are not going to catch up with Tesla on EVs.

Martels Hammer said:

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I read elsewhere that the price for every level of Porsche has grown substantially more than the auto market has or compared to other luxury sport brands.

They thought they could command Ferrari price levels but found out otherwise.


In addition to very few people wanting an electric luxury sport car.

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Porsche/Audi don't make many cars in the US (some in Mexico), and manufacturing in Germany is a declining industry thanks to their national policies around energy.

Warnings about the germans gunning for TSLA have been funny though for 10+ years now though, to be honest (and they hate Elon almost as much as Democrats do).

You’ll never guess the name of the JP Morgan analyst who warned $TSLA shareholders 8 years ago to sell… 👀 pic.twitter.com/xJkMYtccA8

— James Stephenson (@ICannot_Enough) April 8, 2026

Elon must be doing something the others aren't.

pfo said:

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I suspect one reason Porsche's sales are down is because they are too expensive. I'm an old and I can't believe how much everything costs. The dollar is devaluing at a greater rate/percentage than many people are increasing their income/wealth.

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Everything is expensive. Higher trim level 3/4 ton trucks are now pushing $100k.

A ford 150 xlt can get in to the $70ks…

I apologize in advance for my lack of knowledge but do places like Buc-ees charge to use their charging stations?

I hope that everybody does. I'm thinking of putting in a couple at my DQ in Marble Falls. There is not one here in town I think.

nbbob said:

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I apologize in advance for my lack of knowledge but do places like Buc-ees charge to use their charging stations?

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Yes they do.

nbbob said:

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I apologize in advance for my lack of knowledge but do places like Buc-ees charge to use their charging stations?

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If Tesla branded then no, Tesla charges for the use then splits a portion to Buccees. Some Tesla owners have promo charging for life.

Deputy Travis Junior said:

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I have a long commute, so my EV has been saving me ~$9/day on gas throughout this Iran mess. That's not "retire early" money but it isn't nothing either. Pays for my wife and I to have dinner at a fancy steakhouse after 5-6 weeks.

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It's interesting to hear people talk about saving money in a world where $90k SUV's that get 17MPG, are far more costly to own (maintenance, tires, insurance, taxes, etc.) than a minivan, yet people refuse to buy the latter which are not only cheaper to own, but more more practical for a family.

EDIT: Not saying this is you, just a thought I had while you posted about saving $$.

All vehicle prices have gotten stupid. There should be a demand downturn across the board.

My only problem with EVs, is ICE sports cars like the 718 being replaced by EVs. I wouldn't mind having a daily driver EV, and love my wife's hybrid for her use case, but I can't think of anything more boring than an EV sports car. The lack of an engine and transmission with character would ruin the entire experience regardless of acceleration ability.

Something like a heads/cam/intake/full exhaust C6 Z06 would be far more exhilarating to drive than a press the pedal and go rocket EV.

Quote:

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It's interesting to hear people talk about saving money in a world where $90k SUV's that get 17MPG, are far more costly to own (maintenance, tires, insurance, taxes, etc.) than a minivan, yet people refuse to buy the latter which are not only cheaper to own, but more more practical for a family.

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$90k SUV aren't in most people's worlds.

https://www.caranddriver.com/news/a39141216/porsche-on-felicity-ace-ship-fire/

Bondag said:

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https://www.caranddriver.com/news/a39141216/porsche-on-felicity-ace-ship-fire/

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Article was from 2022. Pretty sure we discussed it back then.