2025 final score is in: Tesla delivered 1.64 million EVs… down 9% from last year. That’s right — two straight years of shrinking sales. The world’s former EV king has officially been dethroned by China’s BYD, who dropped 2.26 million units like it was nothing.
Reasons the internet is having a field day:
- Elon’s political tweets apparently scared off more buyers than any recall ever did
- U.S. EV tax credits expired and everyone went “$7,500 discount? Nah, I’ll keep my gas guzzler”
- Overseas competition (hi BYD) basically said “hold my battery pack” and flooded the market with cheaper, better-equipped EVs
Tesla owners in the comments: “My Model Y still has soul… and 300k miles on the original battery… but yeah, the resale value is now lower than my self-esteem after reading these headlines.”
BYD somewhere: “Thanks for the throne, we’ll keep it warm for you… or maybe not. We’re kinda busy making money.”
Elon probably tweeting right now: “Deliveries down? Fake news. We delivered vibes. And abundance. Amazing abundance.”
Meanwhile, the rest of us: Watching Tesla go from “disrupting the auto industry” to “disrupting its own shareholders’ retirement plans” in real time.
Who’s buying the dip… or just buying a BYD Dolphin and calling it a day?
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