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Tesla's competitors are car makers. Toyota's doing better than ever.

• parineum 11mo ago
  You seem to be dancing around the context of Tesla sales being down in an environment where all EV sales are down. It's easy to connect the dots to the missing subsidies for the reason for the decline but Tesla is declining less than other EVs.
  • breve 11mo ago
    There's no dancing around any issue. North America is the third largest EV market. Tesla's sales are down everywhere, even in a market it leads in. Tesla used to claim it would sell 20 million vehicles per year: https://www.reuters.com/business/autos-transportation/tesla-drops-reference-its-goal-delivering-20-mln-vehicles-annually-impact-report-2024-05-23/ https://www.reuters.com/business/autos-transportation/tesla-... Now Tesla's much revised goal is to have sold 20 million in total by 2035: https://www.nytimes.com/2025/09/05/business/elon-musk-tesla-pay-trillionaire.html https://www.nytimes.com/2025/09/05/business/elon-musk-tesla-... China and Europe are the two biggest EV markets. Those EV markets are growing but Tesla's sales have declined there too: https://eu-evs.com/marketShare/ALL/Groups/Line/All-time-by-Quarters https://eu-evs.com/marketShare/ALL/Groups/Line/All-time-by-Q... Tesla carries a large amount of needless, self-inflicted brand damage. Swasticars don't sell well. Toyota, meanwhile, has been setting sales records this year: https://www.reuters.com/business/autos-transportation/toyota-global-output-sales-hit-record-highs-january-june-2025-07-30/ https://www.reuters.com/business/autos-transportation/toyota...