Tesla is Collapsing as a Company

Tesla was never a car company—it was a cult stock propped up by hype, retail investors, and government subsidies. Now that the growth story is dead, there’s nothing left but a bloated company struggling to stay relevant.

The numbers don’t lie. The market is speaking. And Tesla’s days as a dominant force are over.

For the first time in over a decade, Tesla’s sales declined year-over-year. The company delivered 1.79 million vehicles in 2024, falling short of 2023’s 1.81 million—a 1.1% drop. On the surface, this might seem small, but in an industry where growth is everything, this is a disaster. Legacy automakers like BYD, Hyundai, and VW are eating Tesla’s lunch.

• Germany: Tesla sales crashed by a staggering 60% in January 2025, with just 1,277 registrations in the EU’s largest auto market. This isn’t a fluke—it’s a market-wide rejection.

• France: Another 63% sales collapse in the same period.

• California: Tesla’s home turf, where it once reigned supreme, saw a 11.6% drop in registrations while competitors gained market share.

If Tesla is losing in Germany, France, and California—its core battlegrounds—what does that say about its future?

The cracks in Tesla’s foundation are no longer just visible—they’re gaping holes. Tesla’s brand value dropped by $15 billion in 2024, a massive loss that signals a shift in public perception. The endless delays, price cuts, quality control issues, and Musk’s erratic behavior have eroded consumer trust.

Let’s not forget the PR nightmare of endless recalls, self-driving crashes, and Musk’s alienation of core demographics. This isn’t just a temporary dip—this is a full-blown identity crisis.