Comments by "Steven" (@Steven-vo4ee) on "Tesla shares fall after deliveries drop 8.5% from a year ago" video.

  1. IMO Tesla deliveries are dropping for three main factors: (1) Musk is an increasing reputational liability, he either needs to button it or leave the Tesla board. Tesla's primary market do not want to be associated with his political pronouncements. (2) The removal of the stalks from the S, 3 and X, likely Y in future too. Stalks are essential for European market, indicating on our winding roads is impractical with buttons on the steering wheel, it's driving custom away. (3) Tesla's existing line-up is looking very tired, it needs more than incremental facelifts. Additionally the Cybertruck is a deadend, it's far too large and expensive, it'll almost certainly never be marketed outside of North America.
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