News
Tesla is NOT done in Germany–exact same poll debunks its own “94% won’t buy Tesla” narrative
As of writing, 307,119 readers, or 69.9% of the study’s overall respondents, stated that they would still buy a Tesla.

As it turns out, news of Tesla’s demand death in Germany have been widely exaggerated. This is highlighted by the same poll that was used to frame the narrative that 94% of car buyers will not buy a Tesla in Germany.
So no, Tesla is not done in Germany. Nowhere close.
The Survey and the Reports
A look at the Tesla news cycle over the past few days would show that one of the biggest stories about the electric vehicle maker involved the results of a survey from German publication t-online. As per the reports, a survey of over 100,000 t-online readers has shown that 94% were not willing to buy a Tesla, and only a minuscule 3% were still willing to consider a vehicle from the American EV maker.
t-online’s report on its survey, as well as articles that cited the study, related the alleged drop in Tesla interest in Germany to Elon Musk’s conservative politics. However, the survey itself received polarizing reactions among social media users since its respondents were self-selected. The poll also seemed open to everyone globally, so its results may not have been the most accurate.
These concerns, of course, were largely ignored and dismissed as the complaints of Tesla “cult” members or “stans,” as critics stated on social media. Unfortunately for Elon Musk/Tesla critics, it appears that t-online‘s Tesla poll is not done telling its story just yet.
Ongoing Survey, Drastically Different Results
While t-online published its article about Tesla’s alleged decline in Germany after the study passed 100,000 responses, the survey itself was actually left open. Thus, despite articles stating that Tesla is done in Germany already spreading online, t-online’s survey was still gathering data from respondents. Interestingly enough, the survey started showing a drastically different narrative once it started getting more respondents.
As of writing, a total of 439,111 respondents have participated in t-online’s Tesla survey. As of writing, 307,119 readers, or 69.9% of the study’s overall respondents, stated that they would still buy a Tesla. A total of 128,643 readers, or 29.3% of the study’s respondents, stated that they would “absolutely no way” consider a Tesla. A total of 3,296 t-online readers, or 0.8% of the survey’s current respondents, stated that they “do not know” if they would like to buy a Tesla.
Keeping Things in Perspective
While one could argue that the current findings of the survey are probably astroturfed by Tesla “stans” or “cult” members, the fact remains that the poll itself was flawed to begin with. Its self-selected respondents could have been affected by bias, and the fact that it seemed open to all users across the globe suggests that the study may not have accurately represented Germany’s car buying public at all.
With this in mind, it would be unreasonable to argue that t-online‘s poll was completely accurate up to its first 100,000 respondents but inaccurate when more respondents answered the survey. The reports that emerged from the first 100,000 respondents of the poll concluded that Tesla was finished in Germany. Following the same logic, one could argue that such reports were premature, and based on updated data from the same survey, Tesla still enjoys majority support in Germany.
News
Tesla bull sees a new path to 600,000 deliveries per quarter
“We believe the launch of a lower cost model represents the first step to getting back to a ~500k quarterly delivery run-rate, which will be important to stimulate demand for its fleet with the EV tax credit expiring at the end of September.”

Tesla (NASDAQ: TSLA) bull Dan Ives of Wedbush Securities published a new note to investors on Thursday evening, which seemed to open up the possibility of the automaker returning to a growth rate in terms of deliveries.
After nearly two years of leveling off with deliveries, which was expected, Tesla is now slated to potentially return to growth, Ives says, as it has introduced new, more affordable models. It launched its Standard offerings for the Model 3 and Model Y this week, a strategy to bring cheaper cars to customers amid the loss of the $7,500 tax credit.
🚨 Wedbush’s Dan Ives put up a new Tesla $TSLA note:
“The AI valuation will start to get unlocked in the Tesla story and we believe the march to an AI driven valuation for TSLA over the next 6-9 months has now begun in our view with FSD and autonomous penetration of Tesla’s…
— TESLARATI (@Teslarati) October 10, 2025
In his note to investors, Ives said:
“We believe the launch of a lower cost model represents the first step to getting back to a ~500k quarterly delivery run-rate, which will be important to stimulate demand for its fleet with the EV tax credit expiring at the end of September.”
Although these cars come in only slightly under $40,000, there is some belief that they will do two things: attract car buyers looking for an under-$40k EV with Tesla’s technology and infrastructure, or push those on the fence to the now-Premium models, which are simply the Long Range Rear-Wheel-Drive and Long Range All-Wheel-Drive.
Ives said in the note that Tesla’s plans for a $25,000 car are “on hold,” but it seems as if that vehicle will be the Cybercab, which the company unveiled a year ago today.
That project seems to be moving forward as well, based on what we saw at both Fremont and Gigafactory Texas yesterday. At Fremont, the Cybercab was spotted on the Test Track, while crash-tested units were spotted at the factory in Austin.
After the Standard models were rolled out and the Cybercab or another $25,000 unit arrives, Ives believes Tesla could actually get closer to 600,000 deliveries per quarter, he said on CNBC this morning:
BREAKING: DAN IVES SAYS — $TSLA WILL DELIVER ABOVE 600K CARS PER QUARTER 👀
He says Tesla stock is going to $600+ ! pic.twitter.com/fWLfMnH1XH
— TheSonOfWalkley (@TheSonOfWalkley) October 10, 2025
Moving forward, Tesla has much more going for it than its potential growth in quarterly deliveries. Ives recognizes that a majority of what Tesla’s value will come from in the future: AI and autonomy.
Ives said:
“The AI valuation will start to get unlocked in the Tesla story and we believe the march to an AI driven valuation for TSLA over the next 6-9 months has now begun in our view with FSD and autonomous penetration of Tesla’s installed base and the acceleration of Cybercab in the US representing the golden goose for Musk & Co. We believe Tesla could reach a $2 trillion market cap early 2026 in a bull case scenario and $3 trillion by the end of 2026 as full scale volume production begins of the autonomous and robotics roadmap.”
Ives and Wedbush maintained their $600 price target and ‘Outperform’ rating on Tesla stock.
News
The Tesla Model Y Standard is actually a great deal in Europe
A €10,000 delta could very well prove to be a meaningful difference for numerous consumers.

It’s no secret that the Model Y Standard proved polarizing to numerous Tesla watchers in the United States. At just a few thousand dollars less than the Model Y Premium, the entry-level variant seemed like a subpar deal considering all the features that are missing from the vehicle.
In Europe, however, the story might be different, and the Model Y Standard might actually end up being a pretty good deal for numerous car shoppers.
Model Y Standard
Perhaps the biggest complaint against the Model Y Standard in the United States was its price. Listed at $39,990, it was only $5,000 less than the Model Y Premium Rear Wheel Drive (RWD), which starts at $44,990 before options. Considering the list of features and functions that are absent in the Model Y Standard, a good number of Tesla community members noted that the vehicle should have been priced lower, perhaps around $34,990, for it to truly be a good deal.
Otherwise, the entry-level Model Y could end up following in the footsteps of the Cybertruck Rear Wheel Drive, which was priced just below $70,000, but was missing a long list of features that were included on the Cybertruck AWD. The Cybertruck RWD has since been discontinued, likely because of low orders.
Different story in Europe
While the Model Y Standard may not make much sense in the United States, its pricing actually makes it a very good deal in Europe. A look at the order page for the Model Y in The Netherlands, for example, shows that the Model Y Standard is priced at €39,990 before options, €10,000 less than the Model Y Premium Rear Wheel Drive, which is priced at €50,990 before options.
As noted by Tesla watcher @KamermanMenno on social media platform X, a €10,000 delta is a meaningful difference for numerous consumers. Given the significant price difference, the Model Y Standard could become the ideal entry-level vehicle for drivers looking to join the Tesla ecosystem at the lowest possible cost. The fact that the Model Y Standard is a crossover SUV bodes well for the vehicle, given the segment’s popularity as well.
News
Tesla Model Y L helps boost China wholesale numbers to 90,812 units in September
The month’s results represent the company’s best wholesale figures this year so far.

Tesla China’s wholesale numbers bounced back in September after two straight months of decline, hinting at renewed momentum for the EV maker in one of the world’s most competitive electric car markets.
As per data from the China Passenger Car Association (CPCA), Tesla China sold 90,812 vehicles wholesale last month, a 2.82% year-on-year increase from the 88,321 units that were sold wholesale in September 2024. The month’s results represent the company’s best wholesale figures this year so far.
Tesla China’s September comeback
Tesla China’s wholesale results in September were boosted by the Model Y L, as noted in a CNEV Post report. The new six-seat Model Y L, launched in August and delivered starting in early September, enabled Tesla China to enter the market for large SUVs with six seats, a segment previously inaccessible by the standard, five-seat Model Y.
Tesla’s Gigafactory Shanghai continues to be the keystone of the company’s Asia-Pacific operations, producing both the Model 3 and Model Y for local and overseas markets. September’s total marked a 9.16% increase from August’s 83,192 units, effectively allowing Tesla China to return to growth after two months of year-over-year declines.
Tesla China’s quarterly results
From January to September, Tesla China sold 606,364 vehicles wholesale, down 10.27% compared to the same period last year. The decline reflected seven months of year-on-year drops in the first nine months of 2024. Part of this decline was due to Tesla’s changeover to the new Model Y earlier this year, which resulted in the company effectively pulling out its best-selling model for a few months while its factories were being updated.
In the third quarter, Tesla China sold 241,890 vehicles, accounting for 48.66% of the electric car maker’s global total of 497,099 deliveries. That figure was down 2.91% year-on-year but up 26.17% from the previous quarter. With Model Y L deliveries likely hitting their stride this Q4 2025, Tesla China’s wholesale figures this quarter would likely be very interesting.
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