Tesla has pushed a bold and risky strategy to do it with less hardware. Has this been an effort to force the team to make the harder path work?

Tesla sales plunged 37.9% in 2025, with just 150,504 vehicles sold across the EU. Chinese manufacturer BYD enjoyed a breakthrough year with sales up 227%, and overtook Tesla as market leader in the UK.

Tesla dominated the electric vehicle industry by the mid-2010s with sleek, fast cars that helped combat the public perception that EVs were severely limited by short ranges.

Elon Musk ignores market timing and wins by design. Why structure, durability, and positioning matter more than forecasts for long-term investors.