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- Costumers unhappy/burning threw customers

This is just factually untrue, more reddit research then real data. Tesla has high consumer satisfaction and high retention. In fact industry leading.

Funny that he sites those kind of reports on Quality issue but then not on consumer happiness.

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- Didn't build pickup truck fast enough

The reality is quite simply, adding more different products when you are fundamentally limited by batteries and chips doesn't make any sense. They had enough demand for their lineup that they saw now pressure to rush out new products.

He then hypes up, Rivian, GM and Ford. The GM Hummer has sold in hilariously small numbers, its a mostly a marketing stunt. Rivians numbers are still very low very low and their financials are not great, way worse then Tesla at the same time in their production. Rivin might just make it, or not, but hyping them up when the only produce a few 10000s of vehicle and are losing billions of money the raised in the easy money period. Ford has done reasonably well with the F-150 but it also took all their focus.

If you want to see the effect, look at the Ford Mach-E. Hyped as superior Tesla Model Y. Ford barley gets out 50k a year, and is unlikely to make any money on that. Tesla Model Y is going toward 1million per year and becoming the most profitable car in the world because of industry leading margin.

What people are missing is the size of the market, the demand and the limitation in regards to battery materials. Getting out a couple 1000s trucks isn't worth much, it doesn't even really make money. The real challenge is not take an F-150, modify it a bit and throw some batteries in it. The challenge is building the supply chain and manufacturing to build many 1000000s of these very battery hungry trucks.

GM has done a terrible job with its EV. The have been hyping up Ultium for years now. Their battery manufacturing is already massively delayed and their ramp will be delayed even more. GM is barley selling any EV. Neither the Hummer nor the Lyric are in serious production. And the Bolt production (they cheap car) hyped in the vehicle is still pathetically small. They have broken their partnership with SK apparently and some of their future plans are up in the air.

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- Cybertruck is bad engineering

Whatever you believe about the design or pick-up trucks, this claim is hard to prove, specially before we get the teardown.

Any rational analysis of what Tesla has planned with the Cybertruck is a really good idea economically speaking. I don't want to make this post even longer. But paint shops are incredibly capital intensive. For 500k a year F-150 style pickups, they Paint Shop alone would basically be more expensive then the whole production line for the Tesla Cybertruck. The whole inner structure of Cybertruck will be cast with the largest aluminum casting machine in the world. This machine is being built in Austin right now. We don't know all the engineering of the Cybertruck but there is lot promising tech, Tesla has been working on next generation wiring and power system that should make its debut on Cyberruck.

Cybertruck will also have the newest generation batteries from Tesla own production, literally produced in the same building. This will be produced in one of the largest car manufacturing plants in the world and will be the most most vertically integrated EV production line in the world. Basically materials, including battery materials, going in on one end and full trucks coming out on the other side.

- First Mover matters.

I predict, that for all the 'oh they were not first' in 3 years Tesla will outproduce Ford, GM and Rivan combined in terms of trucks. What actually matters is having the materials supplies and manufacturing facilities you need. And no just because GM own a bunch of old plants doesn't mean they can magically make drive trains for 200k pickup trucks.

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- BYD is better

BYD is focusing overwhelmingly on China, of course they are doing well there. Tesla is doing fantastically in China and absolutely beating everybody ass. They continue to have really high demand and the other manufactures (outside of BYD) are having serious issues. China is price sensitive and with recent price drops Tesla can create huge pressure on Chinas car brands.

If you are gone say 'look at how well BYD does in China', maybe mention how much more dominate Tesla is in the US.

Using sports as an analogy, this is like saying 'look how much Kevin Durant sucks he is doing slightly worse then LeBron James' what a loser.

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- China market is somehow special

It isn't really. Western car manufactures have made good business in China for a long time and the market there isn't all that special. Yes its different from the US, but so is Europe. Tesla brand is positioned incredibly well in China.

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- Musk is a liability

Again evidence? Consumers in China don't care about US culture war slap fighting. And even most people in Europe or the US barley know who Musk is. Most people are not on Twitter.

If Musk is such a liability, why is Tesla continuing to grow and doing record profits? Can you give me any concrete exampes.

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- Tesla is losing market share

This is just the old 'competition is coming', anybody remember all the 'Tesla Killers'? This is the same type of argument, as when BMW was gone dominate with the i3. Or 3 years ago when VW was gone dominate Tesla with the ID.4. Turns out just because you know how to weld aluminum together, doesn't make you good at managing a global battery supply chain, or chip supply chain or help you produce electric motors, or equipment for advanced driving assistance, or good car entertainment systems, or good apps, or good charging infrastructure. Its almost as if switching from petrol and petrol infrastructure to electric isn't easy, even VW is struggling.

The battle has moved on beyond 'EV market share', its now about global market share in the whole car industry. And in that much more important race, Tesla is actually doing really. While most others, even companies that are gaining market share in EVs, their legacy business are doing badly and they are stack with debt to finance EV investment.

Tesla return on capital invested is fantastic, they have no debt, they have lots of product in the pipeline, they have great relationships will all major battery producers and make their own batteries, the make large profits and best of all, don't have a legacy business that is collapsing.

In total, this video is basically just a bunch of common myths and talking points about Tesla. Some might have some relevance, but more importantly it misses by only telling only one side of the story. All the bad things about Tesla but totally ignoring the much more systematic issues about all their competitors.

For example, he points to the Lucid and how superior it is. This is a fucking joke. Like seriously, Lucid produced like a few 1000 vehicles and they are planning on producing like 12k this year. They have massively undershot their guidance on production and they are losing money like crazy (Again compare it with Tesla when they produced a few 1000 vehicles). Their hope at this point is literally 'maybe Saudis give us more absurd amounts of money'.

If Tesla has 'Fumbled' then I don't know how you define success?

This picture sums it up:

http://cdn.statcdn.com/Infographic/images/normal/26705.jpeg