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Tesla’s profits and market share has been declining for the past few years and it’s basically an overpriced meme stock.

Their market share of EVs in the US went from 40.9% in Q3 2025 to 58.9% in Q4 2025.

You may not have noticed because positive Musk related news doesn't seem to make headlines anymore.


> Their market share of EVs in the US went from 40.9% in Q3 2025 to 58.9% in Q4 2025.

You’re not wrong factually, but it doesn’t mean what you’re suggesting it means. Their share went up because EVs aren’t selling as much anymore. All companies including Tesla are selling fewer EVs. They just have a bigger share of the smaller pie, which isn’t exactly a success when you only sell EVs, but your competitors also sell non EVs.


I'm aware of the reason. Their market share is, nonetheless, up. That's still good for Tesla, their sales remained constant while people stopped buying other EVs.

Edit: Constant is the wrong word. Resilient or consistent is what I was trying to say.

Competitors leaving the market means less competition which is a good thing for Tesla. If the market for EVs returns in the future (if, say, the next administration reimplements the incentives), Tesla will be there to reap the benefits.


> their sales remained constant while people stopped buying other EVs.

Their sales did not remain constant.


They are going straight to the Nasdaq. Most index investors are invested in the S&P 500

Nasdaq is an exchange. S&P 500 is an index.

S&P 500 includes companies from multiple exchanges. Like Nvidia, which lists on Nasdaq.


Nasdaq 100…

https://www.morningstar.com/funds/spacex-ipo-how-index-funds...

> Nasdaq was the first to consider a rule change that would grant mega IPOs like SpaceX early admission to its flagship Nasdaq-100 index. The exchange and index provider began a consultation period in February to assess the viability of and industry response to a proposed “fast entry” rule. The change was approved on March 30 and will be effective on May 1.


Are cursor developers “competent” in creating frontier models? Aren’t they just using other company’s models?

I think composer has currently by far the best price to performance ratio for coding (not counting subsidized subscription cost by OpenAI and Anthropic). It's based on Kimi K2, but I think it's fair to say, that their RL really sets it apart from the other open weight models.

Training any large model at scale is hard, and Cursor has trained several including agentic ones. https://cursor.com/blog/composer

I don’t care if a company monitors which websites I go to on a work computer, what applications I run or what I say on Slack.

On the other hand I would be looking for another job if they had keyloggers or were taking screenshots even if they said anything about me shopping on Amazon or randomly browsing Hacker News or any website that wasn’t gaming or Netflix during work hours.

Heck I use to travel a lot more for business and I used my work laptop for Netflix and other streaming services in the hotel.

As long as I’m meeting performance standards it shouldn’t matter.


I used v0 for a vibe coded internal admin app.

*BUT* I downloaded the source code from Vercel’s site, built and deployed in a Docker container (I never download random npm packages to my local computer), deployed the Docker container to Lambda (choose your Docker deployment platform. They are a dime a dozen), had a tightly scoped IAM role attached to the Lambda and my secrets were in Secret Manager.

My deployment also had a placeholder for the secrets when it was deployed and they were never in my repo and purposefully had to be manually configured.

I would never trust something like Vercel for hosting. I’m not saying go all in on a major cloud provider. Get your own cheap VPS if that’s all you need and take responsibility for your own security posture the best you can.


You can’t compare Apple to any other company. Apple is the only successful consumer hardware company (with Samsung being a distant second). They can afford to sit out the AI arms race.

You can’t be a software company without an AI story to tell.


That must be a very restrictive definition of “successful consumer hardware company”.

Name one other successfully computer hardware company? PC makers are barely profitable commodities, other phone companies aside from Samsung are making pennies, the Microsoft XBox division is on life support, Sony sold off its TV division. The PS5 is going okay but doesn’t sell in near the numbers of iPhones. Who is left?

You didn’t say “computer”. And I would count the likes of Dell, Lenovo, Acer, Asus as successful. Without “computer”, Nintendo, Sony, LG, and so on.

I don’t think it’s reasonable to restrict “successful” to iPhone-level unit sales and Apple profit margins.


So did you think when I was talking about Apple I was comparing them to a company that sold power tools?

But Dell’s profits cratered so bad that they took the company private and profits are still nothingburgers.

Sony just sold off controlling interest of its TV division.

https://timesofindia.indiatimes.com/technology/tech-news/son...

Have you checked the profits of the other PC sellers?

A quick Google search shows that LG profits were $2.4 billion dollar (converted) and down its last fiscal year.


Apple _is_ a software company: everything it sells is based on a Mac OS X foundation.

I would buy Mac hardware running Windows long before I would buy x86 hardware running MacOS. In fact Mac OS on x86 was really nothing remarkable. Macs were objectively worse than most Windows PCs during the last few years on x86 at least the laptops were.

Walk in to any Best Buy and look around. There are many. Apple is in a league of its own, however.

Successful == decently profitable with decent profit margins. Someone else mentioned LG with an annual profit of $2.4 billion as a “successful” company.

Consumer electronics is a low margin business. Since low to mid single digit margin is typical and not every brand can be premium, like Apple, I'd say Sony and Samsung do pretty well, all things considered. "Success" is relative to the industry average.

Samsung both sells premium hardware and manufactures a lot of it own components in house and sales components to other manufacturers including Apple. I consider Samsung “successful”.

Every single low margin PC company that exists now like Dell, HP etc were much more profitable than an almost bankrupt Apple in 1997. They had no vision and decided to compete on price. It doesn’t matter why they are barely profitable low margin businesses.

Seeing there revenue vs profits, they should take Michael Dell’s (bad) advice to Jobs when he came back - “shut the company down and give the money back to shareholders” who could make more money in treasury bonds.


Read the “Apple in China” book.

Can't agree more with this recommendation. As a long time Apple user (Apple ][c back in 1984 started my journey), I thought I knew a lot about Apple. But how they actually made the iPhone work was just an amazing read.

The book’s Wiki - https://en.wikipedia.org/wiki/Apple_in_China

Some critique, but widely praised


I would hope that Apple doesn’t follow Google’s lead. Google has the attention span of a crack addled flea and struggles to make great products

Gemini is a great product

I have used Gemini, I have a personal subscription to ChatGPT and a corporate $5000/month allowance to Claude.

How is it better than either? How is it doing as a revenue making product?


I don't like the name. Makes it sound two faced.

Yes, I get it's a marrying of DeepMind and Google Brain teams or whatever. Still think it sounds duplicitous.


Eh, depends on what aspect of it. It's a very bad harness and is comically bad at tool calling, but as a Siri alternative and Youtube summarizer it's pretty good.

As a chatbot it's unusable due to its broken web interface.


So exactly why is that a big deal when unlike Android - they actually keep their phones updated?

It's a deal when they stop updating. It is true they provide OS updates for longer than most, but many people use devices, especially ipads for way longer than the OS supported period. And those people are stuck on an old unsupported browser without being able to update or install a 3rd party one.

As I said in another reply, Apple just did a security update for the iPhone 5s released in 2013 January of this year.

The latest version of iOS runs on iPads back to 2919.

The latest version of Chrome requires the version of Android - released in 2019.

So how is it better?


Chrome and Google being bad doesn't make Apple's restrictions good. That said, Android lets you install a 3rd party browser which can choose to keep supporting old devices. iOS locks everything to using the safari engine.

And the latest version of Firefox requires the version of Android released in 2017… is that really a win?

Unlike Android indeed, when you maintain a perfectly working phone that happens (by accident or force of nature) to live longer than the official lifetime some executives in a remote office had decided to grant it, the web browser cannot be updated any more. Just the single most security sensitive piece of software of any computer. Who would have guessed people were going to complain!

The iPhone 5s - released in 2013 - just got an update January 2026.

The latest version of Chrome requires the version of Android released in 2019. Even phones that old aren’t getting other security updates.

Is that really the argument you want to make?


They give occasional security patches for the most critical bugs. They don't do full ios/safari updates. The iphone 5s is on ios 12.

And neither does Google. The latest version of Chrome requires the version of Android released in 2019. The latest version of iOS supports my iPad released in 2019.

Then don’t buy a phone from a company with a piss poor record of customer service.

Just looking in maps, there are three Apple Stores within a 45 minute drive from where I live in central Florida.

The situation is worse in my hometown in South GA admittedly, you have to drive 70 miles for same day service for an authorized repair place - mostly Best Buy.


> Then don’t buy a phone from a company with a piss poor record of customer service.

That is not an argument.


It’s a perfect argument- use your own agency and intelligence to choose products from reliable companies instead of depending on the government.

It’s like complaining about items from TEMU aren’t high quality and expecting the government to do more.


Apple has now a great record of customer service?

Yes. Every since the first Apple Store opened.

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