> Arguably, China is subsidizing everything with a low currency

Not really. "Subsidizing everything" is an oxymoron, if you subsidize some production it must be at the expense of other production that is providing the subsidies.

> It may cancel out (or maybe more than cancel out) those tariffs.

The opposite is true, tariffs reduce demand for Chinese products and thus for Chinese currency, which leads to lower yuan.

If you want higher yuan, remove the tariffs.

And the US has a yearly deficit of what, 2 trillion?

Glass stone houses etc etc.

They're declining worldwide and since Musk got the climate change denier elected who did away with CAFE credits at the end of Q3, Tesla is now also no longer a profitable company.

In the sense that being overweight is a sign of being hungry.

At least in Denmark where I live, since Tesla started competing on cost a few years ago, and then the DOGE fiasco. It’s the car you get if you’re already a Tesla owner and hardcore believer, or just see a car as a means of transportation and buy purely on specs. The days when Teslas were status symbols are long gone. We can buy so many other interesting EVs here, for example I just had a friend who was an EV hater six months ago come by showing off his brand new Renault R5 today. That car has 10x more character than a TM3 and costs less even if he got it fully loaded. VAG has a very strong lineup of TMY competitors that combined are vastly outselling it, and so has Kia/Hyundai and Renault. Those with more money will go for BMW, Mercedes, Audi, or even Porsche. And then there are all the Chinese brands starting to make inroads. Most here see buying Chinese as less problematic than buying Musk.

Apparently the secondhand market is so bad (perhaps due to the whole thing where Tesla doesn’t permit wholly independent resale) that in some markets they’re some of the cheapest to be had that are qualified for ride share drivers. There’s a silly percentage of older teslas being used for that purpose in some cities.

Offpeak Supercharger use has even been reduced to around 25c in some places. I don’t think there’s one that costs 70c for members (I.e. Tesla owners or people paying 10€ per month).