Others are gaining market share fast, especially on S/X vs. German luxury EVs. But the whole industry is far behind where they thought total vehicle sales would

Others are gaining market share fast, especially on S/X vs. German luxury EVs. But the whole industry is far behind where they thought total vehicle sales would be in 2023-2024, the cause being high loan/lease payments in the US, and weak Chinese consumer demand overall. So part of this is unique to Tesla, but part is an industry that was expecting 2023-4 to be much better than it has been so far.