【終焉】テスラ「悪夢を見ているようだ…」自慢だった時価総額の下落が止まらない！米国ではEV不振が深刻化の一途！1台売ると500万円の赤字だと暴露【海外の反応】

Summary

The video script discusses the recent challenges faced by Tesla, contrasting its past success with current issues. Despite recording its highest revenue ever in 2023, Tesla's operating profit saw a significant drop, missing initial targets. The company's stock price has been falling, and there are rumors of Elon Musk's ventures, including SpaceX, potentially withdrawing. Tesla's profit margins in the U.S. have declined, and the company is facing intense price competition, particularly in the Chinese market. The script also covers Tesla's recalls, legal issues, and safety concerns, including problems with its Full Self-Driving (FSD) feature, which has been involved in numerous accidents. Furthermore, the video touches on issues with Tesla's software updates, charging infrastructure, and the company's strategy of selling regulatory credits to other manufacturers to bolster its income. The script concludes with a mention of Mercedes-Benz's withdrawal of its plan to go fully electric by 2030, which could be beneficial for Tesla.

Takeaways

• 📈 Toyota's stock price is rising, while Tesla's stock continues to fall.
• 🚀 Tesla recorded its largest ever annual sales in 2023, but its operating profit decreased by 35%, missing initial targets.
• 💨 There are rumors that Elon Musk's various ventures, including SpaceX, might be withdrawn due to Tesla's declining profit margins in the U.S.
• 🚗 Tesla's market value surpassed Toyota's in July 2020, but since the second half of 2023, EV adoption has slowed, impacting Tesla's stock value negatively.
• 📉 Tesla's stock price has dropped significantly, recording its worst performance since 2020, with a nearly 16% decline.
• 🛠️ Tesla is facing a massive recall issue in the U.S., affecting over 2.2 million vehicles, which is nearly all the vehicles sold domestically.
• 🔋 Issues with Tesla's charging infrastructure have been reported, with the PowerX fast charger causing failures in Tesla vehicles' inverters.
• 🚨 Tesla's Full Self-Driving (FSD) feature has been involved in numerous accidents, with 736 incidents and 17 fatalities reported between 2019 and 2022.
• 🚧 There are concerns about Tesla's software updates being performed without owner consent and potentially reducing vehicle performance to encourage upgrades.
• 🛑 Tesla is still profiting from selling emission credits, earning $1.79 billion from these sales alone in the last year.
• ♻️ As traditional automakers start manufacturing EVs, Tesla's revenue from selling emission credits is expected to decline, which could impact its profitability.

Q & A

What has been the recent trend in Toyota's stock price?

Toyota's stock price has been on the rise.

What has been happening with Tesla's stock price?

Tesla's stock price has been continuously falling.

Why was Tesla expected to benefit from Apple's decision to halt its smart EV development?

It was thought that with Apple out of the race, Tesla would have less competition in the electric vehicle market.

What was Tesla's annual sales revenue for the year 2023 according to their financial report?

Tesla's annual sales revenue for 2023 increased by 19% compared to the previous year, marking their highest sales revenue in history.

Why did Tesla's operating profit fail to meet the initial targets despite record sales?

Tesla's operating profit decreased by 35%, which led to the failure to meet the initial targets.

What is the current speculation about Elon Musk's ventures such as SPX in the United States?

There are rumors that Elon Musk's ventures, including SPX, might be retreating due to the decline in Tesla's profit margins.

What significant milestone did Tesla achieve in July 2020?

Tesla surpassed Toyota's market capitalization, becoming a globally recognized leader in the EV market.

What challenges did Tesla face in the production of Model 3?

Tesla struggled with the mass production of Model 3 and faced financial difficulties, leading to store closures and staff layoffs.

How has Tesla's market value changed since the beginning of 2023?

Since the beginning of 2023, Tesla's market value has significantly dropped, with a loss of approximately $760 billion.

What is the current situation with Tesla's recalls in the United States?

Tesla is facing its largest recall ever, affecting over 2.2 million vehicles, which is nearly all the cars sold in the U.S.

What is the controversy surrounding Tesla's Full Self-Driving (FSD) feature?

There have been numerous accidents attributed to the misuse of Tesla's FSD feature, leading to calls for better regulation and a halt to misleading marketing practices.

How has Tesla been benefiting from selling emission credits?

Tesla has been earning significant profits from selling emission credits, with a total income of about $9 billion since 2009, almost all of which contributes to their gross profit.