[ascagnel_]

> He has sold all the Teslas that he can sell to coastal elite liberals

If you think this is true, I have a bridge to sell you.

Tesla right now owns the lion's share of the EV market (a late-November report put it at 65% of the market), but that share has already started to slip (it's down from 71% the year prior). But they're still a small player in the overall auto market (~3.5%), especially compared to established operations like Ford (~13.5%), Toyota (~15%), and GM (~16.25%). And now that two of those three marques are making heavy EV bets, I'd expect the EV market to grow overall, something Tesla is increasingly poorly positioned to take advantage of.

Put another way: Westchester County has the highest rate of Tesla ownership (6,926 total, 69.4/10k residents). Using the tool in the original post, there were 685,843 total vehicle registrations in Westchester County in 2022, so Tesla accounts for just 1.01% of vehicle registrations. What CEO would accept such a low level as the maximum addressable market?