[InTheArena]

People seem deep in denial about Tesla market share. Tesla is 80% of all EVs sold and still 65% of current vehicles sold last quarter - even with some dramatically cheaper EVs available. As Gigafactories in Austin, Berlin and Shanghai continue to ramp, that's unlikely to change.

[hedora]

They dropped to 70% of vehicles on the road last year, and are only claiming >66% in this press release. BofA projects an 11% market share for Tesla by 2025.

Also, their order backlog is dropping, even though we are in the middle of a gasoline crisis, and all (?) other EV manufacturers are seeing unprecedented demand. This suggests current factories can meet Tesla's future steady state demand, so ramping will only help a bit:

https://insideevs.com/news/615583/estimated-tesla-order-back...

I think the root cause is that they only have a few models, especially compared to the combined model lines of their competition.

Also, many people on the coasts are uncomfortable supporting Musk, thanks to the Twitter thing and Tesla labor violations. For that crowd, Tesla may as well be welding truck balls to their back bumpers.

[AlexandrB]

Tesla is still selling exclusively luxury sedans and SUVs. Cheaper cars like the Bolt or utility vehicles like the F150 Lightning serve market segments where Tesla is not even a competitor. I think it's expected that Tesla's market share will drop a lot in the coming years.

[inferiorhuman]

Musk pulled Tesla's director of software development, Tesla's director of Autopilot and TeslaBot engineering, Tesla's senior director of software engineering, a Tesla senior staff technical program manager, and a senior manager of security intelligence and tasked them with babysitting Twitter.

As much as I've grown to dislike Musk I'd rather like to see Tesla succeed. By gutting Tesla senior management as well as rank and file Musk is ensuring Tesla's market share is only headed in one direction: down.