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Illon Musk has long been credited with converting Tesla into a beacon of innovation, the insight that pushed the world into an electrical era. But his sliding into politics – and specifically the alignment of President Trump and activities within the federal government – took place to uncertainty.
For many potential Tesla buyers, the brand lost its progressive luster. And while musk was long Tesla’s face wasThis link took a negative turn, as the billionaire oversees the collective demobilization and eliminating federal programs via Ministry of Governmental efficiency.
Timing Delivery operations in the first quarter are disappointing Show how much the brand fell is invalid. The company has reported 336,681 deliveries in the first three months of 2025, a decrease from 495,570 in the fourth quarter of 2024 and 386,810 in the first quarter of last year. This is outside the back of Unbelieving 2024Which witnessed a number of deliveries from the previous year at the time of delay in production and the increase of EV competition.
For many, MUSK political activities transformed Tesla into a symbolic pariah. Tesla Trade-ins has achieved record levels, while sales decreased in Europe. Foreign leaders call for a boycott and lost the price of the auto industry shares about half of its value since December. All the time, The demonstrators continue To assemble outside the Tesla and the agent and even ship the stations in an attempt to accelerate the low value of the car industry brand and with it, they hope, and the musk wealth.
“They have a problem with a specific important public image, and this is something we have never seen in this industry,” Sean Taker, the main editor at Kelley Blue Book, told Techcrunch.
Even one of the most rich bulls in Tesla, Dan Evz, Begging Musk to focus less on politics and more on his works “or unfortunately the darker times in front of Tesla.”
To combat the impact that may have this on Tesla, Musk will continue and it will continue to continue its sales until Tesla is not a car manufacturer, it is Amnesty International, which will market self -government and human robots.
The question now is whether the Tesla brand can recover or not.
Below are the moments, which will continue the Tescrunch in the update, which constitute a conception of the Tesla brand and may have a permanent impact on its future.
Maga hat on wheels
While recent studies have found that the political inclinations of Musk lost its clients in what was historically the Tesla rule – Democrats – this transformation has obtained the street balance with the Republicans. One study Of the researchers at the University of North Estrern, the University of Colombia, and Iowa State University, I found that the possibility of Republicans in buying Tesla from 7 % before Trump Musk’s support to 10.2 % yet.
This feeling may only increase amid Trump’s mutual support for Musk and Tesla, including Free commercial advertisement At the White House on March 11.
“Wait for your stock”
At the Tesla All-Hands, improvised improvised, on the evening of March 20, Musk told his employees and investors “by commenting (their stock) although he feels” like Hermagedon “.
“It is very difficult for people in the stock market, especially those who look at the rear vision mirror, which is most people, to imagine in the future as a vehicle fleet has 10 million to five to 10 times,” Musk said. The demand now is not divorced All current Teslas have the devices needed to fully convert self -driving cars with just update for software.
The employees are advised to set noise and focus on the construction of Cybercab, which will be the new priority. Cybercab is a two -seat robotics with no driving wheel or pedals. The current federal regulations do not allow the mass production of such vehicles because they do not have human controls, but Musk has indicated to modify these rules.
He pointed out that the process of the Cybercab manufacturing will be an achievement in engineering, “high -speed consumers’ electronics” will move very quickly … will be able to produce a car, in the end, in less than five seconds.
During the invitation, Musk also promised to produce about 5,000 Optimus robots this year, which is believed to be the most valuable Tesla origin.
“The moment of truth”
On the same day, like surprises, Tesla Paul Dan Eve books Noting that the Musk sharing in Doga led to “the moment of the Musk and Tesla brand’s hurricane crisis.”
“If you agree or do not agree to Dog, it misses the point where the musk spends 110 % of his time with Doug (and not as an executive head of Tesla) because President Trump has returned to the White House, and Tesla mainly turned a political symbol … and this is a bad thing.”
Molotov cocktails and sabotage
Tesla showrooms, charging stations, facilities, and even vehicles owned by the private sector were attacked. In some cases, the damage is minimal – some paint with spraying and the main car. In other cases, that violence followed. The agents were shot and Molotov cocktails, and the shipping stations were shot.
Musk had been answered before interrogation Why does anyone want to harm Tesla.
Trump’s response was more directed. He has announced that any violence-which could include spraying-will be dealt with by the federal government like Local terrorism.
“I look forward to watching the sick terrorist thugs who get a 20 -year prison sentence for what they do for Eileon Musk and Tesla. Maybe they can serve them in El Salvador prisons, which have recently become famous for such beautiful circumstances!” Trump said on the social media platform, social truth.
As of the time of writing this report, it has the Ministry of Justice I brought charges against three individuals Those who are claimed are responsible for the violent destruction of Tesla’s property.
Tesla removal
Peaceful protests also erupted throughout the country as part of the so -called Tesla removal a movement.
The goal of the movement is to hit the musk where it hurts – its wallet, the source of its wealth and strength. The demonstrators remained in Tesla agents and facing the offer to try to discourage people from buying Tesla cars. It also aims to encourage Tesla owners to trade in their cars and shareholders to sell their shares.
Although these protests are safety, we have begun to see the beginning of violent headlines-like the Florida man who Paying SUVs to a crowd The demonstrators are outside Palm Beach Tesla in March.
Connect with proud children
Thousands of people joined Tesla’s protests at the end of last week in March in showrooms throughout the country. The crowd attracted small numbers of anti -provinces in some areas Wire reports The people were mainly by Maga supporters. Among them were extremists from the extreme right, including proud children and armed militias.
“Roman” greeting
While speaking at a gathering celebrating the installation of Trump in January, Musk did what many considered it not one, but two, Nazi greeting.
The damage was only amplified amid audio support for the musk of the AFD, as well as its history Sharing anti -Semitic jobs.
Soon after the greeting incident, activists Photo From Musk, he greets, along with the word “Heil”, on Gigafactory in Berlin’s Tesla.
A decrease in European sales
I found a recent survey that included 100,000 Germans 94 % will never buy TeslaSales data support this.
Germany is the home of one of the Tesla devices in Tesla and a traditional traditional one of the largest markets of the auto manufacturer. But in February 2025, Tesla sales in the country decreased by 76 % to only 1429 sales for this month, compared to 6,038 in February 2024.
Tesla sales declined at a similar aggressive pace throughout Europe. In February, Tesla records across the continent 44 % decreased on an annual basis, After a decrease of 45 % in January.
BYD breakfast
One of the largest rivals of Tesla, Chinese BYD, was promoting large shipping breakthroughs. The auto company said this week that its new cars could be Five minutes, accused, Which would give it a huge competitive advantage over Tesla and indeed any other EV maker.
China is one of the largest markets of Tesla, but BYD continues to bully the auto industry on its soil. BYD recently “The eye of God” unveiled Autopilot and FSD in Tesla-will be installed without any additional cost on the entire EV assortment, including 9600 dollars.
BYD continues to persuade consumers of a high range of high -tech and hybrid technology and has it again Tesla exceeded the revenue. In 2024, BYD reported revenue of $ 107 billion, compared to $ 97.7 billion from Tesla.
Aging assortment and Cybertruck
Tesla was affected by the old age collection. Cybertruck was supposed to be the next big bet for the auto industry, which would still be able to present innovative new models. Indeed, the truck was common among American buyers.
However, Tesla has released eight calls on Cybletruck since the car was launched in November 2023. Mention 46000 electronic transportation Due to a trim of exterior steel on the side glass side, which appears to be stuck with super glue and can only peel off.
