Elon Musk's Response To Top EV Sales List in California
Elon Musk responded very casually with, "I guess we're doing ok" when an X.com user, James Stephenson, presented the top 12 selling battery electric vehicles sold in California so far this year. Tesla takes the #1 and #2 spots on the list.
The top 12 selling EVs in California this year are:
* Tesla Model Y
* Tesla Model 3
* Chevy Bolt
* VW ID.4
* Ford Mustang Mach-E
* Hyundai Ioniq 5
* BMW i4
* Tesla Model X
* Rivian R1S
* Kia Niro
* BMW iX
* Tesla Model S
Tesla also takes the #8 and #12 spots with its Model X and Model S respectively. Tesla has a large percentage at 183,278 vehicles sold just in California so far this year across all models, and the Chevy Bolt is in 2nd with 15,151 units sold. Tesla is over 10 times the sales volume as any other company.
Why would Elon Musk respond the way he did? If you recall my last article about Grok AI, it's in Elon Musk's nature to be sarcastic and in this case, that is what he is doing. Elon Musk knows very well that Tesla is absolutely crushing it - especially in California.
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Future Sales for Tesla
There are more than just 12 EV types sold in California, and if you include everything, Tesla is still selling more than 10 times the units as any competitor and is growing 5 times faster than the nearest competitor. And, it is doing all of this while "losing EV market share" according to James Stephenson on X.com.
It is confusing to me why there is so much anti-EV sentiment until I look at why it exists. The reason it exists is that the legacy automakers in the U.S. are losing money on EVs and can't transition fast enough to them to make a profit and keep their business afloat with their gas cars.
As I shared recently, the EV future for other automakers, particularly in the US, that aren't a purely electric company, is going to be brutal. These companies are faced with the "Innovator's Dilemma" which means a new technology that is better than theirs was made by a company from the ground up, while they have invested all their money in the old technology - gas cars - which ties them to the old technology. How can these OEMs pivot to EVs and survive? It's a very difficult and daunting task.
Tesla is going to continue to increase sales in California and around the world. This is only going to accelerate when they create their compact car, which will be even cheaper than the existing Model 3 and Model Y. Look for Tesla to grow their lead in California when this happens.
Then, once the sub-compact car gets built and is available throughout the world and autonomous software reaches a level that human intervention is no longer required, it's game over.
In Other Tesla News: Giga Texas Will Boast World's Largest Solar Array - 30 MW.
What do you think about Tesla's sales and Elon Musk's casual and sarcastic response to California EV sales? Will Tesla continue to grow its lead?
I guess we’re doing ok
— Elon Musk (@elonmusk) November 6, 2023
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Jeremy Johnson is a Tesla investor and supporter. He first invested in Tesla in 2017 after years of following Elon Musk and admiring his work ethic and intelligence. Since then, he's become a Tesla bull, covering anything about Tesla he can find, while also dabbling in other electric vehicle companies. Jeremy covers Tesla developments at Torque News. You can follow him on Twitter or LinkedIn to stay in touch and follow his Tesla news coverage on Torque News. Image Credit, Tesla, Screenshot