Internally, there's plenty of strife at the automaker. In the past few weeks, three of Tesla's top executives resigned, one of whom departed in the middle of that eventful earnings call.

Hertz said the cost to repair Teslas was twice the cost of comparable gas-powered cars.

The CEO’s past statements on autonomy undercut his credibility.

BYD selling more EVs than Tesla and for the first time ever at a higher profit margin. seems EV sale growth is continuing strong in China. I wonder if that's due to a cultural difference, or maybe just because they're at an earlier phase of the adoption process there? although since BYD sells like 80% of its car domestically, I would say it's not the latter.

Whether demand exists for that many Cybertrucks remains to be proven. Electric pickups from other brands are barely making a dent in America's enormous appetite for big trucks, and debate currently rages among those who track these things. Are high sales prices and limited towing ranges turning off potential buyers? Or are production problems and therefore minimal supplies to blame?

Anecdotes are growing about unsold Ford F-150 Lightnings on dealer lots, and General Motors' ongoing inability to make Ultium battery cells at anything approaching scale has kept the gargantuan Hummer EV's deliveries at a relative trickle. Right now, Rivian appears to be the market leader—with 14,374 R1Ts delivered during the first three quarters of 2023, it beat Ford's cheaper F-150 by more than 2,000 units.