Oh Elon! Tesla Crushed Further in California in Q1, Non-Tesla EV Sales Soar. Cybertruck Joining Failed Models of Automotive History?

Non-Tesla EV sales +36% YoY. Tesla sales plunge to lowest since Q3 2022. Cybertruck sales fall for 2nd quarter in a row.

By Wolf Richter for WOLF STREET.

Tesla’s sales got further crushed in Q1 2025 in California, while non-Tesla EV sales soared, after one of the most successful and beloved consumer brands in California – and the only major auto manufacturer building vehicles in the state – got sacrificed on the altar of Elon Musk’s political ambitions, he who used to walk on water in California. And now there are lots of other options for EV buyers, including from most of the legacy automakers, and their sales have soared.

Non-Tesla EV sales soared by 35.9% year-over-year in Q1, and by 61% over two years, to a record 54,094 vehicles, as measured by registrations, released by the California auto dealer association CNCDA. Non-Tesla EV sales had surpassed Tesla sales for the first time in Q4.

Tesla EV sales dropped for the second quarter in a row, and by 15.4% year-over-year, and by 22.0% from two years ago, to 42,322 vehicles, just a hair higher than in Q3 2022. Since the peak in Q2 2023, sales have plunged by 38.5%.

Despite the sales plunge of the biggest EV maker, total EV sales rose by 7.3% year-over-year.

Model Y: Sales plunged by 30.3% year-over-year to 23,314 vehicles. Despite the drop, the Model Y remained the #1 bestseller of all vehicles in the state, ahead of the Toyota RAV4 (16,719), the Tesla Model 3 (13,992), the Toyota Camry (13,792), and the Honda CR-V (13,565).

Model 3: Sales regained some of the ground it had lost in 2024, and rose 25% year-over-year to 13,992 vehicles, after its sales collapsed by nearly 60% through Q2 2024 as some popular versions didn’t qualify for the then new federal rebates. It returned to being the #3 bestselling model, behind the RAV4, and ahead of the Camry.

Cybertruck: Sales fell by 14.5% in Q1 from Q4, and by 30.9% from Q3, to just 2,282 trucks, instead of ramping up. Q3 2024 had been the peak in sales with 3,301 registrations.

The first trucks went on sale in late 2023, amid enormous hoopla. Then the hoopla vanished, production ramped up, and sales, after surging from nothing, have fallen back for two quarters in a row. And now Tesla has Cybertrucks coming out of its ears.

Automotive history is littered with immensely hyped models that cost a lot of money to develop that then failed to become successful for whatever reason, at great expense to the automaker, and the Cybertruck is starting to join that historic line-up.

Model X & Model S: Tesla’s other two models receded further into the background. Model X sales plunged by 51% year-over-year to just 1,800 vehicles in Q1, and Model S sales plunged by 17% year-over-year to just 934 vehicles.

The stock. With these kinds of problems under its belt — plunging sales and a super-hyped failing model — Tesla has become just like the other US automakers, and its stock should trade with the typical P/E ratio of Ford and GM, which is generally below 10, and sometimes as high as 15. You can do the math. Oh, the Cybercabs justify the share price? They still don’t even have the permits to operate, while the Waymos have been taking paying passengers around some US cities for over a year and a half.

On a sidenote: The #3 bestselling EV in California, after the Model Y and the Model 3, is the Honda Prologue. But Honda doesn’t even make an EV; the Prologue (along with the Acura ZDX) is based on GM’s Ultium EV platform and is mechanically the same as the Chevy Blazer EV and the Cadillac Lyriq, but looks different due to its different body panels. And this Honda Prologue has become GM’s bestselling EVs in California.

Not just in California. Tesla’s sales in California accounted for 12.6% of Tesla’s global sales in Q1 of 336,681 vehicles. California matters to Tesla, but this is playing out in other parts of the globe as well.

Tesla’s global deliveries plunged by 13% year-over-year, to the lowest since Q2 2022. But in its global deliveries data, Tesla doesn’t split out the details; it lumps the Cybertruck, the Model S, and the Model X together into the category, “other models” (green in the chart below), whose sales plunged globally by 24% year-over-year, which caused me to muse: “Are they still selling any Cybertrucks?” So now we have the answer: Tesla is still selling a few Cybertrucks, but  not many, and fewer than it did last year.

 

Enjoy reading WOLF STREET and want to support it? You can donate. I appreciate it immensely. Click on the mug to find out how:




To subscribe to WOLF STREET...

Enter your email address to receive notifications of new articles by email. It's free.

Join 13.6K other subscribers

  102 comments for “Oh Elon! Tesla Crushed Further in California in Q1, Non-Tesla EV Sales Soar. Cybertruck Joining Failed Models of Automotive History?

  1. Alba says:

    Feeling schadenfreude. Multitasking is hard.

  2. Spiceoflife says:

    Curious if there is any regional/political changes in in say a historically conservative anti green energy areas buying teslas now propping up the sales slump from further declines. I’m in a very blue state in a blue ocean and I know that the people that surround me are looking to other brands for EVs. Is the Midwest/trump supporter base buying may more teslas? Thanks for everything wolf.

    • TeslaDealsNOW says:

      Tesla had recently offered a deal for 0% financing with $0 down.

      Or 1% APR if you had a tax credit.

      Which is a pretty good deal for any car. That plus the refreshed look keeps sales from actually cratering further.

      • Ben says:

        It is a good deal on the surface. However, the depreciation is brutal unless the plan is to keep the vehicle for 10+ years. Even then it isn’t the best option. My 2023 Model Y Performance with 13K miles has plunged 48% in value and that is after the 7.5K government rebate. If you take the rebate out the number goes to 55% reduction in value. And yes, vehicles depreciate in value. However, my wife’s 2019 Toyota Highlander with 55k miles and fender damage is officially now worth 2K more than my Model Y on a trade as of today. My Toyota 2010 Prius that I told in 2023 to buy the Model Y cost 27K new and I sold it for 10K. It had 85K miles on it. That is 63% reduction in value over 14 years or around 5% a year. The 2019 Highlander reduced 35% in 6 years or around 6% a year. Assuming my Tesla will be worth 10k after 10 years if I am lucky that would come to 16% per year of depreciation. So caveat emptor when looking at the deals.

  3. Phoenix_Ikki says:

    Perhaps from his perspective, a small price to pay to be the shadow king. Afterall, maybe those lucrative contracts with Space X and Starlink will make up for the bleeding on the Tesla side…

    Plus, the world is so upside down and fundamentals and logic seems to be optional nowadays, completely wouldn’t be surprise the stock and sales turn around by year end, especially if shadow king decide to fade into the background, afterall Americans do seem to have relatively short term memory and collectively we still fawn after a mythical Tony Stark that will save us all…

    • Freedomnowandhow says:

      By Law Elon musk step down from his uninspired role as Trump’s D.O.G.E. director. Or whatever you want to call him.

      • ron says:

        Law? Ha-ha. No one follows that anymore.

        He’ll just put one of his baby Mama’s in charge of DOGE.

        • phleep says:

          Modern superstars mint cash with clustered attention and fans, at times in defiance of traditional economics. Elon has shown himself semi-exempt from laws for awhile. There was his tweet about TSLA going private at $420 with funding secured, he asserted. Joke or serious securities violation? Some people definitely lost money, relying on it. Yet he cannot be pinned as an “insider” in traditional law for his own tweets? There was the situation around his acquisition of twitter: an SEC form awry, not iffy at all. Elon similarly shows himself outside of other norms. His fans love it. Weird to see this former posting-as-green visionary become sheer libertarian, then shack up with a populist arbitrarian-authoritarian. But again, these guys don’t have to respect anything: principles, norms, etc. That’s their “brand.”

      • Tom says:

        That went out with Joe and his handlers.

    • Glen says:

      Not in the stock anyway since SpaceX is separate and not public.

  4. SoCalBeachDude says:

    DM: At America’s biggest car show, CEOs reveal wild new rides… but remain silent on key detail

    Hundreds of shiny new cars are on display at this week’s New York International Auto Show, but they bosses re refusing to give one vital detail about them.

    But this year, the number everyone wants is missing: the prices.

    Behind closed doors, automakers are pointing their finger at the White House for creating an increasingly unpredictable policy landscape.

    And because of the policies, they don’t even know what their current or upcoming vehicles will even cost.

    • Phoenix_Ikki says:

      Feels like we all are signed up to play “The Price is Right..” and I am fully expecting Bob Barker to come out of nowhere to scream “The Price is wrong…Bxxtch…” when we dare to guess how much something will cost especially if coming from China..

    • SandyEggan says:

      ME: I never know what your abbreviations stand for.

  5. Dean says:

    Business leaders that express strong political opinions risk alienating 50% of customers. I’m not sure how much he cares about this downturn.

    • Curiouscat says:

      That’s a really powerful observation.

      • Wolf Richter says:

        I think the figures are a little smaller. You’d risk alienating about a third of your customers at either end. But there is another third that doesn’t care, and doesn’t really want to care, and that doesn’t even pay attention.

        • George says:

          I work in marketing. When we run deliberately polarizing messages, we’re betting that the 1/3 we’re talking to will more than make up for the 1/3 we’re alienating. And that the 1/3 who don’t care may never care.

          Again, from a marketing perspective, this strategy doesn’t have a great risk/reward profile! The 1/3 you’re talking to may not take up the slack. And the 1/3 you alienate tend to stay alienated FOREVER.

          (True, anecdote not data.)

        • I agree with George above. In the last month here in Texas I have never seen so many Cybertrucks and Teslas all of a sudden. These country conservatives are expressing their support LOL – not exactly practical in the country.

      • George says:

        I agree — it IS a powerful observation! Are there any other, similar situations in history? (Possibly Trump himself — I seem to remember a 2018-era story about one of the Manhattan Trump towers wanting to rebrand because the name was allegedly depressing property value… Found a citation but this isn’t the story I was thinking about

        The vast majority of corporate leaders I can think of, Fortune 500 CEOs past and present, were just a whole lot less public or a whole lot busier doing something else and just didn’t command the same amount of public attention. For better or for worse.

        Even Steve Jobs at peak publicity was low-key compared to Elon…

        Most CEOs seem to get famous for doing REALLY well at their jobs, or for failing catastrophically and getting hauled in front of Congress for castigation (thinking Zuckerburg, Angel Mozilo etc.)

        Ray Dalio? Neither as high-profile nor as polarizing, and even if he was, he didn’t run a publicly-traded company.

        Am I overlooking obvious examples from the past or present? (I’m not well-versed in non-U.S. companies, maybe someone like Carlos Slim has done a similar thing…?)

        • Phoenix_Ikki says:

          Are we forgetting good ol Mike Lindell now? Those pillows sure are flammable figuratively speaking, maybe even literally too..

        • Glen says:

          The venn diagram of people that like Mike Lindell and also has labotomies is almost 100%.

        • Limty says:

          How about the venn diagram for the people that hate Lindell and can’t spell? ;)

        • 91B20 1stCav (AUS) says:

          …did Lindell have any labs, scientific or canine?

          may we all find a better day.

        • polistra says:

          It’s not only the CEO. Associating a car with a living person is always dangerous. Around 1930, luxury car maker Marmon named its new model the Roosevelt after the dashing Rough Rider Teddy. Just in time for another Roosevelt to alienate the rich guys who bought Marmons. Around the same time, Studebaker named a small car the Rockne after Knute, and paid Knute to endorse it. Just in time for Knute to die in a plane crash.

    • Harrold says:

      Not caring is Elon’s super power.

    • SoCalBeachDude says:

      Why not simply say GOOD THINGS about the product you are selling and stay on track and talk about and show ONLY the product and stay away from anything else?

      • Gattopardo says:

        Or only genuinely objectively factual things? That’s my kind of promo, the Excel spreadsheet of adverts.

  6. Curiouscat says:

    This history of Elon Musk and Tesla will make a great movie someday.

    • Anthony A. says:

      Probably a book or two also.

    • Ross says:

      Streaming on Hulu, right alongside WeWork and Theranos.

    • CSH says:

      Someone said a long time ago that Elon would end up being the Eike Batista of the USA. If you don’t know who that is, Google it. Brazilian billionaire who suffered an epic meltdown. At the time it seemed hard to believe. But it may end up being prophetic. Elon seems to have meltdown potential.

  7. Cobalt Programmer says:

    1. Tesla cars had the “chill” factor and also functional car that can stand up to other cars.
    2. Cyberstruck is neither chill nor functional truck that can rival Ford or GM
    3. Somehow tesla is loosing the chill factor, tesla is not chill or enough people have it to make it unique to own.
    4. I have respect for elon in the technical space. I am seriously questioning his federal level administration.
    5. Every business man JP Morgan, Carnegie or Ford got involved in politics but not directly.

    • SoCalBeachDude says:

      All the while BMW has stayed on track as ‘the ultimate driving machine’ as a promise on which it beautifully delivers in an exceptional array of cars offering both motors as well as EVs and which range from very small Minis up through very large BMW Rolls-Royce Phantoms.

      • ThePetabyte says:

        BMW is killing it currently. They offer everything from ICE, PHEVs and BEVs and have a range of designs to choose from. In my opinion, the i4 is a great electric car that doesn’t sacrifice its brand design.

    • 4hens says:

      Musk is way out over his cyberskis and is about to Snowcrash.

  8. EMusk42069 says:

    Hey Waymo – nice looking self-driving car you got there. Sure would be shame if something happened to it. I don’t know, you know like an Executive Order banning the tech because it was written by DEI engineers.

    You know, I can fix problems like these, but it’s gonna cost ya.

  9. Matt B says:

    Wooo maybe this will get him to stop dismantling the government. I’ve been at all of the Tesla protests at the dealership in Sacramento here and we get a lot of support, lots of people honking, it’s fun and we’re there every weekend now. We had some MAGA bros filming us at the last one going “oh so you hate the environment?” NO we hate Elon! Nobody has a problem with the cars.

    • George says:

      This right here — it’s sort of the reverse of Simon Sinek’s “People don’t buy what you make, they buy who you are” insight.

      If people despise “who you are,” it DOESN’T MATTER if you make a great product! Your product is irrelevant.

      • SoCalBeachDude says:

        All intelligent people make major purchases such as automobiles on their MERIT and nothing else.

        • Ben R says:

          Wrong. Respectable humans consider their ethical beliefs when making decisions. Markets are competitive with plenty of options… why not choose what checks your boxes for both product AND morals?

        • Mitry says:

          It’s naive to buy a company’s marketing BS about how ethical they are. If you do your homework, good for you but most of that stuff is as reputable as a five star review on Yelp.

        • Matt B says:

          Sometimes, company’s ethical marketing claims can be kind of questionable. Today I saw a sign in a Starbucks saying it was “built with responsible materials”, specifically low-VOC paint. This is California; you can’t even buy anything else here.

          Musk and DOGE, on the other hand, is not one of those edge cases. Consider the headlines just from today: they shut down both AmeriCorps and the US Interagency Council on Homelessness. It’s not that hard to look around and find an EV manufacturer that isn’t headed by someone who’s trying to destroy AmeriCorps.

    • eric says:

      lol I think it is sad that you spend your weekends doing that

      • Matt B says:

        What are you doing with your weekend? Complaining about the state of the world and arguing with stupid people on a web forum? Why not do that in real life? Come out and help us Save Democracy!

        • Idontneedmuch says:

          Saving democracy? Illusions of grandeur….

        • Ben R says:

          Using your spare time to do something you’re passionate about and trying to make a positive difference in the world, in whatever way you can, is commendable. Regardless of your beliefs.

        • MussSyke says:

          He’s in his Mom’s basement, trolling children, eating chips in his underwear.

    • Idontneedmuch says:

      It’s my observation that the government is very inefficient. Lots of people would like to see much of it dismantled. After all, it’s our tax dollars funding the waste. I’d prefer to keep as much of my own earnings as possible.

      • Glen says:

        I see much of government as UBI. Some of the money flows back in as taxes, the rest props up the economy and keeps unemployment at lower rates.

        • Paul G says:

          True, but this scheme only works for a while until a country is crushed by overregulation and a debt crisis.
          Plus, I would rather not have my income confiscated by government force and funneled into counter-productive, corrupt political crony organizations.
          Glad Musk is trying to help fix this, if possible.

      • Kent says:

        “It’s my observation that the government is very inefficient.”

        In some areas of government that is a vast understatement. In others, government is demonstrably more efficient than the private sector (Medicare is an example).

        The question is “what are the fundamental reasons for the inefficiency and how can they be corrected?”. One answer is there are simply no performance metrics to which individual employees and supervisors are held accountable. This is extremely common in successful, competitive private sector companies.

        Imagine DOGE going to Congress and asking them to pass a law that would allow them to quickly create those metrics based upon standard practices and begin applying them throughout the bureaucracy. Then you have a process that essentially lasts forever, everyone can trust, and folks would have confidence in government efficiency for the long term.

        But they didn’t do that, did they? And why? Why just implement a system that will last for maybe a couple of years and then be easily reversed? My take is simple, utter incompetence.

        • Glen says:

          I work for state government and I agree. One of the biggest problems besides the abundant ‘nepotism’ is the lack of manager development. Once in the door you are guaranteed a job too. The branch chief used to say you are guaranteed a job but not the work you do. I’m certainly not anti union but the goal should be to protect productive workers and as you said, have performance metrics. At Intel 360 reviews were common. Unfortunately in the public sector pay is based on classification and duty statement so an employee with 20 years watching Netflix all day will make double an employee with a few years who works hard. That said, everyone going in knows the deal so it a choice made.

        • tom says:

          Incompetence? After decades of waste and trillions in debt,
          it never occurred to Congress to do this?
          I know we just need another blue ribbon committee
          to review…study…and spit out 10k pages of nothing.

          Government fixing government.

          Yep…utter incompetence.

  10. Eagle Eye says:

    Who founded Tesla? – we all know – Elon.
    WRONG !!! Elon is a Johnny-come-lately.
    Tesla was founded by Martin Eberhard and Marc Tarpenning in 2003. Even Don said Elon started Tesla. He was wrong. Sad you never hear about these guys.

    • Glen says:

      True. He had the money. You also never hear about who started McDonalds either so not unusual. Never clear why people Elon some technical genius. Feels like his main skills were lobbying.

    • Nick Kelly says:

      I think his big idea was to switch to Li batteries. There are still lots of not that old ni-cad tools kicking around so maybe that’s what the founders were using.

    • Ethan in NoVA says:

      I wanted to use this argument as well but Elon was there before the first prototype was built.

  11. Harry, not Hairy says:

    I recently saw a story that said Tesla dealers are not accepting Cybertrucks as trade-ins. And I just did a search which confirmed this – it said dealers are not accepting them due to the backlog of unsold Cybertrucks. So, if you buy a Cybertruck, and then get buyer’s remorse, you’re likely out of luck.

    Just a few days ago, I drove by a Tesla dealership and saw a very long line of Cybertrucks on their lot. Expensive paperweights!

    • Phoenix_Ikki says:

      or you can try your luck on Facebook marketplace, the delusional asking price for most of them are quite comical to go through. Then again FB market place tends to be a listing site with a lot of wishful thinking when it comes to cars, houses…etc

      • MussSyke says:

        I don’t doubt it, although I don’t do FB.

        That said, my neighbor got an eye-watering sum of money and multiple offers selling a house there. On FB?!?!

    • Idontneedmuch says:

      Can confirm. We had a customer that wanted to buy a new Tesla and trade his Cyber truck in. They wouldn’t take it. We sold him a new Mercedes and took the Cyber truck, but he took a bath on it. We sell lots of Tesla trades. We price them lowest in the market and move them fast. Our average turn time is about 10 days.

    • SoCalBeachDude says:

      Tesla does not have any ‘dealers’ but rather has factory owned showrooms which is part of the issue these days in moving vehicles.

    • Lamplighter says:

      The cyber truck should have been named the Elon. Kinda like the Edsel.

  12. JamesN says:

    The stock will have a serious problem if it goes under $200 I think as that looks like the median price ~4 years?

  13. Prairie Rider says:

    Lucid is about to bring its new SUV to market. “Gravity” will go for $80k to $95k I see on their website. I bet it will blow away anything else out there for performance and utility–we”ll see pretty soon.

    But I also see that CEO Peter Rawlinson announced on 25 February that with the release of Gravity, he will step down. Rawlinson has been with Lucid since 2013, and prior to that he was Chief Engineer at Tesla of the Model S.

    Here’s an open request to the people at Lucid: Build us driving enthusiasts an EV that’s along the lines of a Mazda Miata coupé in size and mass.

    Less is more. Trade a bit of range for light weight. Make an affordable but lightning quick performance machine. Lucid could do a perfect little sports car, I am sure. The questions are, is there a market for this, and can production be set up to build it en masse and cost-effectively?

    Best wishes to you Mr. Rawlinson.

    • Anthony A. says:

      Just go buy the Miata in it’s current form, you won’t be disappointed.They have been great cars for 30 years running.

      • Prairie Rider says:

        Anthony A.,

        A Miata is a great driver’s car.

        I have a driver’s car that is nine years old and I do enjoy it. 1,630 kg, 425 hp and a very wide band of torque that’s 406 ft-lb @ 1,850 rpm. There is a fractional delay when stepping on the gas and the turbos spool up. I chose a 6-speed manual transmission, and I enjoy that aspect of driving, but paddle-shifters on an auto transmission would be a bit quicker off the line.

        On the other hand, an EV driver’s car could get to 60 mph in 2 seconds vs the 4 seconds my M4 takes. That’s what I want. Plus, the agility that a low mass car can deliver. For driving on the streets in the Twin Cities, Minnesota, pleasure comes in very quick moments–in the right places and in the right conditions. But getting a speeding ticket is not what the goal is. There is no point to driving above 75 mph for any sustained distance/time.

        The technology for what I desire is there with an EV. But right now you can have a quick car that weighs 2,000 kg plus. That is not my thing. I want a 1,000 kg to 1,200 kg two-seat car that will use the instant torque and AWD to accelerate twice as fast as what I have in the garage now.

        I’m honestly asking the folks at Lucid to build a car that will leave my M4 in the dust up to 80 or 90 mph. And to build that car so that it will stop and corner better too. They can do this. But would it make sense from their business’ point of view?

        Wolf is so right about pricing and market volume.

        “Less is more!”

    • Wolf Richter says:

      Yes, but the mass market is at $45K and below. And a super-sweet-spot would be $25k.

      the number of $95k-vehicles that can be sold is very limited. And there is a lot of competition.

  14. SparklingHillyCitynogoopiswear says:

    the keyboard minions clattering angrily in Musk’s vapor trails; you detractors are space dust as he orbits galaxies.

    • Cambric Finish says:

      SHCnogoop, I just want to get on record that I can’t wait for that blessed space dust to land on me as the modern Pharaoh, Elon Musk rockets his “Million Minions for Mars” to that sacred soil. The foresight of Musk at work, he will dedicate one supply rocket, ( piloted by FSD thus saving many cubic inches of cargo space!) to shipping packages of Kool-Aid. And no, the Kool-Aid is not for committing suicide but, is a precaution in case the water tastes bad.

  15. The Squeezed says:

    If your long Tesla, as a car company, who would you wager would purchase them if energy and robots were spun off under a new brand?
    Toyota?

    • The Squeezed says:

      For fun, I asked Grok who be the most likely to acquire Tesla post a spin off of Energy and Robots.

      It claims Apple, mainly as it’s the only one that could afford it. It says it gets to be a juicy target at an 80% valuation.

      Sorry, just thought some made up dreamy stuff would be a good brief break from Wolf’s real world straight up analytics.

    • eric says:

      Toyota for sure. Toyota is late to the EV game because it didn’t buy into the hype.

  16. This article is a great resource—well done!

  17. Phoenix_Ikki says:

    Think Tesla is getting more desperate than usual just by their behavior alone. Anecdote evident but went to the California Overland Adventure & Power Sports Show last weekend and saw Tesla on full display with all their vehicles there.

    Mind you, this is an Overland show mostly show casing conversion MBZ vans into some kind of offroad RV camper for $100k-200k. Tesla when they were doing well wouldn’t even bother to show up at any normal auto show but now finding them at an Overland show, trying to show case their Cybertruck with the optional tent, display along with all the normal model Y, 3 and X there seems to come off as kind of desperate.

    • Anthony A. says:

      I think the accountants at Tesla lost the order book that held the information on the one million plus deposits they have on the CT. Pity, maybe they should start checking their 5 year old emails.

  18. Ambrose Bierce says:

    Since I bought my hybrid pickup from Ford in 22, the value of the vehicle has outperformed the value of the stock.

  19. Nick Kelly says:

    ‘The #3 bestselling EV in California, after the Model Y and the Model 3, is the Honda Prologue. But Honda doesn’t even make an EV; the Prologue (along with the Acura ZDX) is based on GM’s Ultium EV platform and is mechanically the same as the Chevy Blazer EV and the Cadillac Lyriq, but looks different due to its different body panels. And this Honda Prologue has become GM’s bestselling EVs in California.’

    Serious question, no sarc: do we call this vehicle a Honda or GM? It sounds like a sort of hybrid/collaboration? For sold stats, do both cos get them?

    • Wolf Richter says:

      In the stats, it’s a Honda because Honda sells it, and because Honda’s name is on it, and “Honda” is the “Make” on the title, even though the vehicle resulted from its partnership with GM. GM doesn’t get sales credit for it. It just gets the money and keeps its factory running at a much higher speed than it would otherwise.

      • 91B20 1stCav (AUS) says:

        …mebbe some slight corporate cooperation connected to the old GM-Isuzu association yielding a couple of past Honda models that were basically Isuzus, and no longer offered in the U.S. market?

        may we all find a better day.

        • Cervantes says:

          It’s just how it works. Chevy Prisms are listed as Prisms even though they were basically Corollas. Official make is what matters.

  20. GuessWhat says:

    Tesla appears to be imploding due to several factors, including of course backlash to Musk. But let’s be honest. The Tesla line up is very dated IMHO or freakishly futuristic in terms of the Cybertruck. Musk needs to get the Model 2 out the door ASAP as well as a Gen 2 of the Cybertruck. And, it wouldn’t hurt to put out an SUV. IMHO, there’s no telling how far Tesla could fall in the next 12-24 months.

    • Ethan in NoVA says:

      I would love to see some new body styles for the 3/Y chassis. Cybercar anyone? Kind of like a DMC-12 but goes over 88.

    • Nicholas Rains says:

      The Cybertruck is the Delorean of the EV. It appeals to the Gen X Back to the Future generation, but is a massive failure. Tesla probably won’t fail like Delorean unless Musk becomes apolitical.

  21. Debt-Free-Bubba says:

    Howdy Youngins. Yall sure are silly. Seems like Trump Derangement Syndrome is real. Never make a human into a god. You will only be disappointed as so many seem to be. Bet Yall would like to get those Govern ment EV subsidies back?????

  22. Glen says:

    Don’t think the dated Moore’s law will in any way apply to EV technology but a decade from now or perhaps less it will likely be radically different and two decades from now we probably can’t comprehend. It will take a lot of solid management and research to keep up, or perhaps just a whole lot more protectionism. No real guarantees Tesla will come out of all the change that is coming.

    • Nicholas Rains says:

      EVs are not a replacement for ICEs. Heavy equipment such as tractors, excavators, semi trucks, dump trucks, etc require higher energy density to decrease the weight of the battery packs to increase range. Hydrogen fuels are becoming a viable alternative with Toyota leading the way collaborating with Kenworth.

      • Wolf Richter says:

        Ignorant BS. Heavy mining trucks, construction equipment (including excavators), refuse trucks, etc. are already electric, and you can buy them right now. Check out the videos.

        People, with these kinds of comments, you earn yourself a place on my anti-EV-lies-and-bullshit blacklist.

  23. Publius says:

    Are we going to need separate internets, one for the right, one for the left? A third one for centrists? People are moving based on politics, buying vehicles based on politics, shopping at stores, etc. Maybe the next version of Google Glass will allow the user to filter by political leaning, so we can only see those that agree with us.

    • MussSyke says:

      Yeah, I (anecdotally) see a lot of people running from Texas to my town, now, in fear of persecution or whatever.

      There is some guy named Charles Blow, who I’ve heard about lately, encouraging black Americans without deep roots in their current community to move to places where they can consolidate political power (and make a difference, like by swinging a state blue, I guess).

      It’s an interesting thought, but very counter to normies fleeing Texas and leaving all the others to get weirder with only like-minded people to talk to. Fleeing places like Texas isn’t going to help us considering how the electoral college is set up.

      • Escierto says:

        My extended family of 22 are all making plans to leave Texas as soon as we can. As for the Teslas, my ex was in an accident that totaled her Tesla and now drives an EV Audi. My son traded in his Tesla for a Polestar.

        • MussSyke says:

          Come to MD (not the far West). People are great here, and everyone is welcome.

        • MussSyke says:

          Oh wait. Except for the innocent citizens that keep getting deported…

      • Happy1 says:

        LOL I love the anecdotes about people fleeing TX when the obvious facts are that hundreds of thousands of people are moving there in net every year. Look I would never live there because I am a mountain person, but TX is a juggernaut and the only getting more so.

        People are leaving NY, IL, CA, OR, NJ, and a couple of really poor and crummy states like WV and LA. And they are mostly moving to low tax low regulation states like NC, TX, FL, AZ, ID, and SC, because those states have jobs and lower costs. The number of people moving from low tax low cost states for political reasons is swamped by the numbers moving for jobs, weather, and low cost/low taxes.

  24. Mitry says:

    I’m surprised to see the Model X and Model S as the lowest sellers. Those models are by far the most popular here in the Twin Cities. I never thought vehicle purchases would be so political.

  25. drifterprof says:

    Five most popular EV models in Thailand in 2024
    (Company, Brand, Popular Model, Price, Units sold in Thailand 2024)

    Chinese BYD Atto3 $27,000 14,735
    Chinese MG Maxus 9 $74,940 8,896
    Chinese * ** $41,950 3,160
    Chinese NETA V $12,865 2,720
    USA Tesla Model 3 $47,980 2,451

    *ChangAn **DeepalS07

    Thais love MGs for some reason (both EV and ICE). Maybe China sells them cheap here.

  26. Eastern Kentucky says:

    Musk is too busy faking rockets landing backwards on floating barges for Space X using CGI.

  27. The Real Tony says:

    I said on this blog it was a big league short late last year.

    • Happy1 says:

      I wanted to short Tesla when it hit 99$, which I think was a decade ago? Really really glad I didn’t.

Leave a Reply to SparklingHillyCitynogoopiswear Cancel reply

Your email address will not be published. Required fields are marked *