>I partly blame that on Americans boycotting Tesla for silly political reasons)

China taking over the EV market was always going to happen. for instance, BYD sold (tens of thousands of) their first EV a decade before Musk went from le wholesome space man to le evil nazi man.

besides, I don't think being boycotted by the terminally online folx has had much impact. luxury brands just don't do well during a recession, and the market for Tesla - US and Europe - is not doing so good, to put it mildly.