I think it definitely has to do with Tesla, but perhaps not much to do with Musk. Tesla's price cuts have made other EVs look expensive by comparison, which is

I think it definitely has to do with Tesla, but perhaps not much to do with Musk. Tesla's price cuts have made other EVs look expensive by comparison, which is why they're piling up on lots while Teslas are still selling well. When you read past the headline, invariably what they really mean is that "the growth rate for non-Tesla EVs is slowing." In no case, however, do they mean demand is falling -- sales are still increasing.