Tesla was somewhat different. People bought Teslas not for their promised "self driving" capabilities (I know no Tesla driver that took those promises at face value or got the FSD option FWIW), but one motivation was to "stick it" to snobbish arrogant european manufacturers wanting to develop "clean" ICEs with "green fuels" or other non-sensical crimes against thermodynamics like H2-cars.
Now, Tesla (and the US in general) has a brand toxicity problem, and it is worsening. People I know that would consider a Tesla some years ago now drive electric VWs or BWMs or KIAs, often times much more expensive cars than the comparable Tesla 3 / Y model.
This trend will probably continue the next years, and I don't see a way for Tesla to repair the brand image.
- First they went "camera only", alienating people who knows the tech.
- Then they mocked car industry for so long. It was a necessary poke at first, but they didn't get prepared, and the elephant proved that it can run.
- Then Elon's Trump affair and all the shebang happened.
The broken FSD promises, using non-auto rated parts (and related failures), being negligent of their own errors and acting like they are deaf to the criticism is the cement between the layers.
Not detecting overturned semis, road debris, and swerving to road dividers is even more impressive with that tech.
Where a relatively simple radar can prevent without running a slow-motion camera rig and a wannabe supercomputing cluster on the car.
To be frank, I'm not against 2000 FPS cameras, but I can't come into terms with not adding a simple radar to detect something unknown is dangerously close and the land missile needs to stop.
How so? Tesla doesn't produce a compact car by any european standard. Their smallest car, the Model 3, is the same size of a VW Caddy, an utilitary/7s seat Family VAN, bigger than a more refined VW Touran, another 7 seater family van or the popular VW Tiguan, a large (by euro standards) SUV.
I think what we are seeing is that electric car interest isn't as strong as governments hoped for. I used to own an electric car now I'm back to a hybrid.
Q4 sales in the US will be interesting because of the removal of the tax credits and the increasing electricity prices that AI is causing. Low prices of fuel in the US means that it's not exactly cheaper to run an electric car in the US.
In France, there is a wide anti-electric campaign. From the "leftist-green" media such as Reporterre, to the right wing ones.
Same for political parties, from the left PCF to the right RN.
It's a battle.
For example, according to this source, people bought less BEVs in May because... they want to benefit from the government subsidy later this year. So maybe the headline will read "incredible success" six months after having read "terrible failure". [1]
Surprisingly, BEVs are _more_ visible in the country side (where many smaller models make complete sense as a "second car" for a household that needs to drop kids at school, get the groceries, etc...) than in cities. Never mind.
Even more surprisingly, people do buy some French EVs, even though, well... our glorious national brands have spent the last few years working hard on removing the knobs from the autoradio, and that justified all the "R&D tax rebate" they could get, but sadly none was left for chemists and physicists to increase range, lower prices, etc... Again, go figure.
[1] https://www.go-electra.com/fr/newsroom/ventes-voitures-elect...
I don't know about reporterre though, I've heard of them but I don't think they really have any influence on anyone other than Greenpeace afficionados.
Also? The R5 is great, and I bet the backlog is really long.
You have to start somewhere.
26% growth on 20% pace is incredible market share gains in one year for virtually any market or company.
There are no ICE manufacturers reading this news and genuinely saying, "oh wow, who cares, this is nothing, only started at 20%, next."
Continuing the trend only BEVs would be sold by 2032 which is in line with goals to phase out production of new ICEs.
But yes, also, the naive hope of many politicians was that the huge, thorny issue that is traffic emissions would just resolve itself by everybody magically switching to EVs, because actually effective measures to curb emissions are rather unpopular.
As companies embrace tax-exemptions for company cars and people who get them are limited to choose EV only.
Free Government Regulated Capitalism.
We need it. Let the thermal engine models die.
That's why they were anti-EV for so long, since that threatened their lucrative ICE dominance.
But I believe you're wrong. Lots of startups tackle old problems and succeed.
The best example would be Alan, for health insurance. They're a startup in a traditional field dominated by half-a-century players.
Indy is another example : enterprise accounting is very old. It wasn't industrial, now it is, online.
Decathlon's bikes did destroy old players of this field.
Mistral crushed every French decade-old IT companies in the LLM domain. Etc.
You cannot invest in Renault's electric line. Investing in Renault means investing in new thermal cars.
There are a few electric-only brands but for smaller vehicles.
He needed the car to tide him over to a work based EV scheme.
A year later the dealer said he'd be lucky to get £8kfor private sale and that the dealership didn't want the car as had 5 on forecourt already.
He's kept the car and loved it, but 2nd hand EV prices here can be great (or bad if you are a seller) - I saw a 10year old Nissan Note EV for £1K the other day - if I already had a charger I would have snapped it up, even if the range was less than 50 miles now.
It wasn't (just?) a compliance car. It was a testbed for EV development by VW. The ID Models have had serious software problems, the ID.7 is the newest and best one. An even smaller car than the ID.3 was announced some weeks ago.
https://www.best-selling-cars.com/europe/2025-half-year-euro...
This gives a much much more nuanced look, and it doesn't look as completely clear cut as the headline implies.
For example: Spain saw an increase of 83.9% and France a decline of 6.9%
... And then you see that Denmark bought as many EVs as spain, although Spain has 10x population.
anovikov•1h ago
aurareturn•1h ago
Sell what each region is best at. Mutual benefits. Crazy idea right?
porridgeraisin•48m ago
pjc50•43m ago
> ASML Holding N.V. (commonly shortened to ASML, originally standing for Advanced Semiconductor Materials Lithography) is a Dutch multinational corporation
yostrovs•23m ago
FirmwareBurner•16m ago
prmoustache•42m ago
FirmwareBurner•16m ago
lm28469•48m ago
In 50 years there will be literally nothing left that China doesn't do better than the west, it would be better to build trust and commerce now than attempt to delay it with artificial borders (tariffs, export bans, &c.), we're just delaying the inevitable and making a (commercial) enemy for no reason
myrmidon•32m ago
This is not at all obvious or inevitable. The exact same concerns where voiced when much of the electronics industry moved to Japan 30 years ago, but "Japan doing everything better than the west" never really happened.
China is facing the exact same challenges that made US, EU, Japanese and Korean industry stumble before: Your own success raises wages and living standards, which inevitably decreases competitiveness. China still has a lot of catching up to do (in living standards/median income) and despite that it already struggles in some sectors to compete with countries like Vietnam or Indonesia.
Luker88•25m ago
EU tried that with Russia, then we were dependent on oil/gas, and somehow the dictatorial regime fscked us on Ukraine, and now all of us are wasting so much more time and money.
Everybody already knows China is going to invade Taiwan. The global chip market is not going to like that, and this will happen only because we played the good guy with a dictator.
And then all of this will be retroactively be seen as aiding and collaborating with evil, again.
"Curse your sudden and inevitable betrayal", again and again.
saubeidl•18m ago
constantcrying•17m ago
The German economy can not survive that. There is no "mutual benefit" when what you are doing is an existential risk to the other side.
ioteg•1h ago
anovikov•30m ago
fidotron•23m ago
epolanski•48m ago
We Europeans have sold tens of millions of cars in China for decades. The string attached was that you had to make a joint venture with a local company (which, by the way, shared the risks and increased the margins).
Why can't they do so the same here?
And I don't want to hear no "because Chinese EV industry got help by government, it's unfair", so what? In Italy alone we've given more than 200B euros to Fiat, which milks governments from Serbia to Poland out of taxpayer money. Tesla has received 16B+ in direct funding from taxpayers in US alone, got more in foreign countries to open plants there.
European and American auto industries shouldn't rely on artificially gatekeeping foreign automakers.
We've tried with Japan in the 80s forcing them to produce here, now it's China.
I don't like any of this, it's against taxpayers, it's against consumers. Free market goes both ways.
FirmwareBurner•26m ago
They .. ARE?
Dacia Spring is essentially a Chinese EV from Renault's joint venture with eGT New Energy Automotive.
VW's Cupra Tavascan is made in China and is the product of VW's joint venture with Anhui Jianghuai Automobile Group.
And many EU EVs that are of domestic design and production use Chinese developed and manufactured powertrains and batteries.
EU EVs are using more and more Chinese tech.
pjc50•44m ago
Convert public fleets. It's much more reasonable to mandate that local councils and public servant staff cars should be EV-only first; these tend to have short turnover periods of three to five years anyway. That forces the public bodies to actually address the details of adoption.
Not to mention buses and public works vehicles like refuse lorries. Expensive, but if the transition has to happen it has to happen.
But I think the momentum is there on its own:
> In August alone, 154,582 EVs were snapped up, accounting for 20% of all new car sales. Analysts note that a 20–25% share is enough to meet the EU’s emissions targets for 2025–2027 and Europe has just reached that milestone.
There's a self-reinforcing circle that as more people have EVs, they become more "normal", and the more car-centric policy caters to their needs. People who are irrationally scared speak to friends who own one or ride in EV taxis (actually, taxis are nearly always hybrids at the moment?)
ioteg•30m ago
saubeidl•28m ago
FirmwareBurner•25m ago
saubeidl•20m ago
potato3732842•17m ago
saubeidl•8m ago
potato3732842•3m ago
ZeroGravitas•19m ago
Since they cost less to run and are generally better than the alternative, poor people will appreciate the step up just as everyone else does.
rmu09•6m ago
Also, given that polluted air affects poor people the most, getting rid of all that exhaust of old worn out cars with ICEs will be a good thing in any case.
myrmidon•16m ago
I don't think that is rational at all. Have you ever looked at vintage car regulations in Europe? There are none, basically-- if your car is old enough, neither accident nor emission mitigation/prevention are required at all.
Why would you expect that this is going to change?
Sankozi•11m ago
Where buying a car is really expensive? The only places that come in mind are those packed cities that require a parking place for a car. Nothing to do with EV.
gmac•38m ago
waysa•17m ago
That is with EU import tariffs of up to 45.3% on "non-cooperating companies" (such as SAIC Group aka "MG").
ViewTrick1002•4m ago
It is not Trumpian completely insane tariffs applied without thought. It is a scalpel applied to ensure fair competition.
constantcrying•20m ago
Making cars in Europe is getting near impossible, "draconian" measures mean that indeed no European Automaker will make ICE cars any more, because they will all be bankrupt.
The real problem regulators can't regulate away is that people are not buying EVs, even when manufacturers are selling them at prices where they barely break even.
storus•6m ago