While I don’t disagree with your point on lineup and quality (and they’ve cancelled a new car model to work on humanoid robotics‽), I think you’re underestimating the Elon effect.

Basically everyone I am close with is in the demographic Tesla targeted pre-rightening-of-Elon. All of them would’ve considered a Tesla at that point in time.

Now, none would. And of those with Teslas - very satisfied with their cars - none are replacing them with Teslas.

I just bought an Honda Pologue and didn’t even test drive a Model Y or X. We recently got solar installed in our house (also the right demographic for that…) and didn’t even look at quotes for Tesla systems.

Sure, I live in a left wing bubble, but it’s that same bubble that was (enthusiastically) Tesla’s prime demographic ten years ago.