Part 2/8:
One of the central topics discussed is the decline in Tesla's sales figures. January sales numbers exhibit a downward trend, but Brian reminds listeners that this is not isolated to Tesla alone — the entire automotive industry is experiencing similar struggles. Key changes such as the removal of incentivizes and the potential impact of macroeconomic factors are acknowledged.
Brian notes the cyclical nature of car sales, especially in January and February, alongside the fact that Tesla is currently retooling its factories and stockpiling the refreshed Model Y vehicles until March, which may skew the sales figures. Given these nuanced elements, Herbert argues that there’s no immediate cause for alarm.