There’s no doubt a sales drop due to Musk, but all their factories aren’t producing and selling their best model (Y) due to the upgrade, and people have also put off buying a Tesla knowing it was about to happen at the start of 2025.
We won’t know the true drop until that vehicle is ramped up at all the factories, which means we won’t have proper QoQ numbers until q3 or q4, but I imagine at the month level we might see comparable numbers somewhere in q3.
There’s no doubt a sales drop due to Musk, but all their factories aren’t producing and selling their best model (Y) due to the upgrade, and people have also put off buying a Tesla knowing it was about to happen at the start of 2025.
We won’t know the true drop until that vehicle is ramped up at all the factories, which means we won’t have proper QoQ numbers until q3 or q4, but I imagine at the month level we might see comparable numbers somewhere in q3.