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This is a remarkable graph.
You might have heard that "EV sales are slumping", "people are starting to avoid EVs", etc.
That's not what's happening.
What's happening is "Tesla is cratering so hard that it's skewing the aggregate market data."
Or, put differently, "Tesla is failing harder than the entire rest of the market is succeeding, combined."
I’m not sure where the “failing harder than the rest of the market is succeeding” comes from either. At least based on volume of sales from the table, the sum of the changes between 2023 and 2024 (27,261 excluding Tesla) is bigger than Tesla’s change (-21,443). But I haven’t proper done math in a while, if anyone could correct me that’d be a great refresher.
I’m not sure where the “failing harder than the rest of the market is succeeding” comes from either. At least based on volume of sales from the table, the sum of the changes between 2023 and 2024 (27,261 excluding Tesla) is bigger than Tesla’s change (-21,443). But I haven’t proper done math in a while, if anyone could correct me that’d be a great refresher.