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Tesla Fandom: Terrific or Toxic?

Tesla fans gather for close up of Model S at the Shanghai Auto Show 2015. (Credit: Twitter | @Tesla)

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Tesla fans are passionate people, and it does not take a very vast amount of time to realize that. The brand itself has a certain appeal to it, and those who own the company’s most elusive products, like the 2008 Roadster, have about as much passion as those who own the $35,000 Model 3 variant. People love their Tesla products forward and backward. Usually, enthusiasm for a car company lies within the diehards that “supe” their cars up or are lifelong purchasers of the same manufacturer for a lifetime. For example, some people swear by Ford trucks, so much so that they will put a sticker on their rear windshield of a cartoon urinating on a Chevrolet logo.

The toxicity of brand loyalty lies in every camp. There is a point where loving a company you openly support comes to be too much, and your passions get in the way of being a responsible human being and considering other points of view. This is something I have noticed with some Tesla fans who are willing to attack other automakers and enthusiasts of different brands, and it seems to be based on the fact that there is a disagreement on which car company is superior.

To be clear, I think that there are a lot of amazing people in this community. I, personally, have learned a lot about Tesla vehicles in my year (so far) at Teslarati. When I came into this role as a transportation writer, I had very limited knowledge, and I considered myself to be a novice in terms of what was going on in the Tesla world. I was right.

Now, I consider myself to be an expert on the topic, but I am certainly not all-knowing, and that is okay. I continue to learn a lot from the people who have surrounded me throughout my journey as a writer, and a lot of the time, it is because many influencers in this sector are supportive, smart, and genuinely nice people.

However, there is a small selection of people in the EV community that are vicious and have let their passion for an electric car company overtake their humility. I feel that a disagreement or argument every once in a while is okay. However, having these ugly communications back and forth, on what seems to be a daily basis, is what is making a bad name for the Tesla community.

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Earlier this week, Complex, a popular media and lifestyle outlet, shared the news that CEO Elon Musk had become the fourth richest man in the world. When scrolling through the replies on the Tweet that was shared, I noticed someone stating that Elon “doesn’t care about anyone but himself,” and “hasn’t done anything to help humans.”

This is where I got involved, merely stating that Elon’s mission, as described in the Tesla Master Plan, was to help humans.

This person and I traded several Tweets back and forth, and it got to the point where we both realized that minds were not going to be changed. I talked about Tesla Solar, and how it is three-times less expensive than the U.S. average, Elon’s mission as a philanthropist and entrepreneur, and I also debunked a few EV myths, like Teslas are not capable of towing or hauling.

My adversary, on the other hand, never made a relevant point. It was a discussion full of red herrings, and I decided that it was likely a waste of my time to continue. It never went past 4-5 messages to each other. The conversation simply ended, nobody was blocked, nobody was called a name, communication just halted.


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I use this newsletter to share my thoughts on what is going on in the Tesla world. If you want to talk to me directly, you can email me or reach me on Twitter. I don’t bite, be sure to reach out!


This is not something that I see very often when writing articles about other car companies. Nor do I see it when someone with a sizeable following Tweets a supportive message about an up-and-coming car company. For example, when Lucid had stated it had achieved a 517-mile EPA estimated range rating, the comments were “Make a car first,” and “Who cares.” Things of that nature.

I understand the frustration with car companies always gunning for Tesla, but how is competition a bad thing? How is the fact that all of these other car companies vocally admitting that Tesla is the benchmark a bad thing? I can’t find the answer.

Yes, Lucid needs to produce a car for the public. Yes, 517 miles is a lot of range, but we do need to see it on a production vehicle that will be delivered to a customer. Those are all reasonable assessments, but why does Lucid need to be attacked? They’re making electric cars, not gas ones. Isn’t that what this whole thing is all about?

At one point, Tesla was the “new kid on the block.” It was a little known, scrappy company looking to make a name for itself. It had its fair share of problems, and it worked through them. Other car companies are experiencing the same things Tesla did years ago. But when Tesla was new and fresh, gas car enthusiasts were saying, “Who cares,” and “They should make a car that works first.” Here we are today, over a million vehicles later, and ramping up to a yearly production rate that far exceeded anyone’s wildest imagination.

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Tesla’s Millionth Vehicle, a Red Model Y. (Credit: Twitter | Elon Musk)

It is almost ironic to me that the same things that came out of ICE enthusiast mouths are coming out of Tesla fan’s mouths now. The Tesla loyalty is a good thing, to an extent, but it should never outshine the fact that competition is good. It should never outshine the fact that other car companies are working on getting rid of gas-powered engines. It should never outshine the fact that the global fight against toxic carbon emissions is slowly but surely turning in our favor.

There is an old saying that goes, “If you don’t have anything nice to say, then don’t say it at all.” I think many of us should remember this from time to time. If there is a disagreement with someone that occurs online, understand that points of view are rarely going to line up identically. Understand that people are going to think your opinions are ridiculous. Lastly, realize that someone disagreeing with you is an opportunity for you to expand your mind and learn something new. A conversation with someone who holds opposite opinions or points of view is sometimes the healthiest thing for the human spirit. There is a lot of evidence that suggests being around “Yes men/women” is a bad thing. Humans grow on adversity, and there is nothing worse than being around a bunch of people who you have everything in common with. Sometimes, it is helpful to mix it up and hear things that you don’t necessarily agree with.

So next time you catch someone online, and they’re saying something that seems to challenge your beliefs, take a minute and think about what they are saying. Does it make sense, or is their idea full of misleading and incorrect information? In the case of the short conversation I had earlier this week, I recognized that what this person was saying was false based on Elon’s merit and what he has done for the world thus far in his career.

Don’t block or put someone on blast because they said something controversial to you. I would imagine a healthier way to end the conversation is to simply say, “I disagree with you, but I respect your opinion.” Calling someone names is childish, and stooping to the level they are taking if they begin calling you names makes you no better than they are. There’s a reason that it is called “taking the high road.”

Tesla’s mission is about sustaining life as we know it on Earth, or perhaps, on Mars. However, if we do not learn to cherish and respect views that differ from our own, our civilization will never make it. Breaking through boundaries and listening to points of view that are not necessarily on par with what we believe is sometimes the best thing for us. Even if you leave a conversation thinking, “That person has no clue what they’re talking about,” there are a series of benefits. You walked away respectfully. You learned that you and that person aren’t compatible. Lastly, you realized that there are people in the world that are the polar opposite to you. Those are just a few that come to mind.

I find it extremely important, especially at such a trying time in our world, that we respect one another as best as we can. Whether you’re a Tesla fan, Rivian fan, or a Lucid fan, be kind to one another. We are all in this together, and the push toward sustainable transportation is growing due to the efforts of each and every one of the companies that decided to manufacture EVs.

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Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Investor's Corner

Tesla Q4 delivery numbers are better than they initially look: analyst

The Deepwater Asset Management Managing Partner shared his thoughts in a post on his website.

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Credit: Tesla Asia/X

Longtime Tesla analyst and Deepwater Asset Management Managing Partner Gene Munster has shared his insights on Tesla’s Q4 2025 deliveries. As per the analyst, Tesla’s numbers are actually better than they first appear. 

Munster shared his thoughts in a post on his website. 

Normalized December Deliveries

Munster noted that Tesla delivered 418k vehicles in the fourth quarter of 2025, slightly below Street expectations of 420k but above the whisper number of 415k. Tesla’s reported 16% year-over-year decline, compared to +7% in September, is largely distorted by the timing of the tax credit expiration, which pulled forward demand.

“Taking a step back, we believe September deliveries pulled forward approximately 55k units that would have otherwise occurred in December or March. For simplicity, we assume the entire pull-forward impacted the December quarter. Under this assumption, September growth would have been down ~5% absent the 55k pull-forward, a Deepwater estimate tied to the credit’s expiration.

For December deliveries to have declined ~5% year over year would imply total deliveries of roughly 470k. Subtracting the 55k units pulled into September results in an implied December delivery figure of approximately 415k. The reported 418k suggests that, when normalizing for the tax credit timing, quarter-over-quarter growth has been consistently down ~5%. Importantly, this ~5% decline represents an improvement from the ~13% declines seen in both the March and June 2025 quarters.

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Tesla’s United States market share

Munster also estimated that Q4 as a whole might very well show a notable improvement in Tesla’s market share in the United States. 

“Over the past couple of years, based on data from Cox Automotive, Tesla has been losing U.S. EV market share, declining to just under 50%. Based on data for October and November, Cox estimates that total U.S. EV sales were down approximately 35%, compared to Tesla’s just reported down 16% for the full quarter.  For the first two months of the quarter, Cox reported Tesla market share of roughly a 65% share, up from under 50% in the September quarter.

“While this data excludes December, the quarter as a whole is likely to show a material improvement in Tesla’s U.S. EV market share.

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Elon Musk

Tesla analyst breaks down delivery report: ‘A step in the right direction’

“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026,” Ives wrote.

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(Credit: Tesla)

Tesla analyst Dan Ives of Wedbush released a new note on Friday morning just after the company released production and delivery figures for Q4 and the full year of 2025, stating that the numbers, while slightly underwhelming, are “better than feared” and as “a step in the right direction.”

Tesla reported production of 434,358 and deliveries of 418,227 for the fourth quarter, while 1,654,667 vehicles were produced and 1,636,129 cars were delivered for the full year.

Tesla releases Q4 and FY 2025 vehicle delivery and production report

Interestingly, the company posted its own consensus figures that were compiled from various firms on its website a few days ago, where expectations were set at 1,640,752 cars for the year. Tesla fell about 4,000 units short of that. One of the areas where Tesla excelled was energy deployments, which totaled 46.7 GWh for the year.

In terms of vehicle deliveries, Ives writes that Tesla certainly has some things to work through if it wants to return to growth in that aspect, especially with the loss of the $7,500 tax credit in the U.S. and “continuous headwinds” for the company in Europe.

However, Ives also believes that, given the delivery numbers, which were on par with expectations, Tesla is positioned well for a strong 2026, especially with its AI focus, Robotaxi and Cybercab development, and energy:

“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026. We look forward to hearing more at the company’s 4Q25 call on January 28th. AI Valuation – The Focus Throughout 2026. We believe Tesla could reach a $2 trillion market cap over the coming year and, in a bull case scenario, $3 trillion by the end of 2026…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”

It’s no secret that for the past several years, Tesla’s vehicle delivery numbers have been the main focus of investors and analysts have looked at them as an indicator of company health to a certain extent. The problem with that narrative in 2025 and 2026 is that Tesla is now focusing more on the deployment of Full Self-Driving, its Optimus project, AI development, and Cybercab.

While vehicle deliveries still hold importance, it is more crucial to note that Tesla’s overall environment as a business relies on much more than just how many cars are purchased. That metric, to a certain extent, is fading in importance in the grand scheme of things, but it will never totally disappear.

Ives and Wedbush maintained their $600 price target and an ‘Outperform’ rating on the stock.

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Investor's Corner

Tesla releases Q4 and FY 2025 vehicle delivery and production report

Deliveries stood at 406,585 Model 3/Y and 11,642 other models, for a total of 418,227 vehicles.

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Credit: Tesla

Tesla (NASDAQ:TSLA) has reported its Q4 2025 production and deliveries, with 418,227 vehicles delivered and 434,358 produced worldwide. Energy storage deployments hit a quarterly record at 14.2 GWh. 

Tesla’s Q4 and FY 2025 results were posted on Friday, January 2, 2026. 

Q4 2025 production and deliveries

In Q4 2025, Tesla produced 422,652 Model 3/Y units and 11,706 other models, which are comprised of the Model S, Model X, and the Cybertruck, for a total of 434,358 vehicles. Deliveries stood at 406,585 Model 3/Y and 11,642 other models, for a total of 418,227 vehicles.

Energy deployments reached 14.2 GWh, a new record. Similar to other reports, Tesla posted a company thanked customers, employees, suppliers, shareholders, and supporters for its fourth quarter results.

In comparison, analysts included in Tesla’s company-compiled consensus estimate that Tesla would deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems in Q4 2025. 

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Tesla’s Full Year 2025 results

For the full year, Tesla produced a total of 1,654,667 vehicles, comprised of 1,600,767 Model Y/3 and 53,900 other models. Tesla also delivered 1,636,129 vehicles in FY 2025, comprised of 1,585,279 Model Y/3 and 50,850 other models. Energy deployments totaled 46.7 GWh over the year.

In comparison, analysts included in Tesla’s company-compiled consensus expected the company to deliver a total of 1,640,752 vehicles for full year 2025. Analysts also expected Tesla’s energy division to deploy a total of 45.9 GWh during the year. 

Tesla will post its financial results for the fourth quarter of 2025 after market close on Wednesday, January 28, 2026. The company’s Q4 and FY 2025 earnings call is expected to be held on the same day at 4:30 p.m. Central Time. 

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