Tesla Misses Lowered Expectations, Has Biggest Sales Decline Ever

Fresh off his shellacking last night in Wisconsin’s Supreme Court race that he tried to purchase, Elon Musk awoke to another rebuke of him as a rotted husk of a human this morning, as Tesla deliveries missed expectations that were already lowered. Per Tesla’s own numbers, their global sales fell by 13 percent in the first quarter of 2025, and they missed Wall Street’s expectations by 60,279 deliveries. This is the biggest sales decline in company history. Tesla shares plunged at the open, gapping down over six percent, before instantly floating back up in what looks like a short covering rally to me, and as of this writing it is up around three and a half percent (don’t worry about trying to make too much sense of intra-day stock moves, options positioning has a lot to do with it and the market is very confused ahead of Trump’s trade war).

Digging into the numbers paints an even bleaker picture than the headline figures, as Tesla is basically a two-car company at this point. They disclosed that they delivered 323,800 Model 3 and Model Y vehicles (missing the estimate of 381,536), but only 12,881 Cybertrucks, Model S’s and Model X’s combined (missing its estimate by 46 percent). This is a raging tire fire of a sales report by anyone’s standard.

Is that bad? Seems bad. www.wsj.com/business/aut…

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Tesla does not split its figures up by vehicle or market, so ascertaining exactly how much of its product it has sold is difficult, but we got a key insight when they were forced to recall all Cybertrucks because these dumbfucks glued on a panel on that falls off while driving. Tesla recalled 46,096 Cybertrucks manufactured between November 13, 2023 and February 27, 2025. Musk told investors that Tesla expected to sell 250,000 Cybertrucks per year and at the end of 2023, he said “demand is off the charts” as he claimed there were over a million reservations for the ugliest car ever made. This recall of every Cybertruck proves that Elon is either a liar, or that 953,904 people canceled their Cybertruck reservations.

But it gets worse for the Nazi carmaker, as Elon actually believed his own bullshit, and now Tesla is stuck with $200 million in Cybertruck inventory. Electrek reports that Tesla is “having issues selling new Cybertrucks, the automaker is reportedly not taking any as trade-ins. Many Cybertruck owners reported trying to trade-in the truck for a new vehicle and they were told that the automaker currently doesn’t accept its own vehicle as a trade-in.” If you ever wanted proof from the company that Tesla doesn’t think it can easily sell Cybertrucks, refusing to take them as a trade-in is it.

Even if Elon Musk wasn’t engaged in a world-historic effort to destroy a company whose only asset is the lie at the base of its branding, Tesla would face an uphill climb to maintain its market power. They benefited from first-mover advantage over the last 17 years, as they were the lone electric vehicle in the market for a while, and the brand became synonymous with EVs. Now actual car companies have entire fleets of EVs, and even in a perfect world for Musk, it is likely that Tesla’s market share would have peaked by now. Add in the fact that the Chinese company BYD reportedly can charge its vehicles in five minutes and do many things Tesla claims it can do, and it’s clear as day that Tesla is a classic case of a company getting fat, happy and lazy without any real competition.

Perhaps nothing better summarizes Tesla’s problems than Elon Musk’s Twitter account last night. He went a record two-plus hours without posting after the Wisconsin election results were announced, coping as hard as any human possibly could as he was on his ‘everyone is an NPC but me’ delusion. But the expectation was for this sales report to be a bloodbath, and until it came out and he could pretend it was good, he was talking about Tesla as if its flagship product was its robot Optimus, reposting a speech of his saying “my prediction is that Optimus will be the biggest product of all time by far. It will be 10 times bigger than the next biggest product ever made.” Elon may be mankind’s most clueless human ever, but even he understands that Tesla can never be seen as a car company, lest he lose the bulk of his fortune.

This, and the supposed million reservation Cybertruck lie, are how a con man speaks. Elon Musk is not brilliant. He’s not intelligent. He isn’t even an adult. No serious shareholder would ever trust this man to run a company, and the only reason that Tesla bulls exist is because Musk successfully conned people into believing he’s something he’s not. Now that his fraudulence and ketamine-addled brain has been exposed for the world to see, the only investors who would still buy an Elon-made product are by definition, suckers.