I think a lot of this is just journalist math. > Some automakers, including Audi, BMW, Mercedes and Rivian, are reporting EV sales growth of more than 50% ove

I think a lot of this is just journalist math. > Some automakers, including Audi, BMW, Mercedes and Rivian, are reporting EV sales growth of more than 50% over the past year, noted Stephanie Valdez Streaty, an analyst with Cox Automotive, in a presentation summarizing industry trends in the new year. Ford later said its EV sales were up 86%. “Looking at the data, the big [EV] slowdown is shaping up to be a Tesla slowdown,” said Valdez Streaty. Tesla has something like 55% of the US EV market in 2023 so a competitor growing 50% would account for the same amount of additional sales as Tesla growing at about 5%. Tesla is protected from Chinese competition in their home market and is riding the wave with Chinese manufactured cars with Chinese batteries in the rest of the world.