A quick look at the electric vehicle community’s sentiments about Elon Musk on X and platforms like Reddit would suggest that the CEO’s increasing political nature has now become Tesla’s largest liability. Yet as per S&P Mobility, Tesla’s brand loyalty is still incredibly strong. This suggests that even in today’s social media-driven landscape, good products still drive sales and loyalty.
Tesla’s resilient brand loyalty
In its post, S&P Mobility noted that among individual brands, “Tesla continues its run as the leader in brand loyalty with a rate of 67.8% for the first half of 2024.” Vince Palomarez, associate director of loyalty product management at S&P Global Mobility, also noted that Tesla’s customer loyalty has remained constant.
“Tesla has historically been a brand with strong loyal ties among their consumer base, despite a limited product portfolio. Changes in BEV prioritization among other OEMs, along with Tesla’s directive to cut pricing when needed, has kept households from defecting,” Palomarez noted.
S&P Mobility’s findings are extremely interesting as social media trends and media reports have practically been unanimous about the idea that Elon Musk has become poison to Tesla’s brand. As per Palomarez, however, the data does not support this narrative–at least for now.
“We can only report on what we see in the data. In this instance, there is some decline in Tesla’s loyalty for the first half of 2024 vs. 2023; however, it is below one percentage point,” he said, noting that Tesla is still clearly beating other brands. “The brand still remains the industry leader in brand loyalty by a healthy margin. For comparison’s sake, the industry brand loyalty average stands at 52.5% for H1 2024 and no other brand has a loyalty rate above 60%,” the S&P Global Mobility associate director noted.
Good products drive sales and loyalty
Perhaps one of the reasons why Tesla still sees strong brand loyalty among consumers is the fact that the company produces good products, from its electric vehicles to its battery storage systems. Even if Tesla’s vehicles have been beaten by other competitors when it comes to range, efficiency, and 0-60 mph times, the company’s vehicles offer the best value for their price.
A good example of this is the re-engineered Tesla Model 3 Performance, which is an absolute steal at $55,000 for the performance, tech, safety, comfort, and features that it offers. The same is true for the Tesla Model Y, which has effectively outsold its rivals in the all-electric crossover SUV segment despite having the same exterior design since its March 2019 unveiling event.
Consumers gravitate towards good products, leadership be damned. A look at the strong sales in the United States of the Volkswagen Beetle Type 1, a vehicle whose creation was driven by Adolf Hitler’s desire for a people’s car, proves this. The Volkswagen Beetle Type 1 became extremely popular in the United States in the 1960s, less than two decades after World War 2. All in all, almost 5 million Beetle Type 1 units were sold in the United States out of a total of 21.5 million cars worldwide. Part of the reason behind the Beetle Type 1’s success in the U.S. is due to the fact that it is just a great, bang-for-the-buck car.
The list goes on. Ford’s founder, Henry Ford, held deeply antisemitic views. He even brought a local newspaper to publish his own anti-Semitic writings. Ford has thrived despite its founder’s questionable ethics, and the company still produces the best-selling car in the United States today–the F-Series pickup trucks. The 47-year reign of the F-Series as America’s best-selling vehicle could be attributed to the fact that they are just great trucks.
Most amusing is the Reimann family, which owns a controlling stake in JAB Holdings. In 2019, it was revealed that the Reimann family had close ties to the Nazi party. Despite this, one cannot deny the fact that JAB Holdings’ brands, which include Krispy Kreme, Jimmy Choo, and Pret-A-Manger, are still loved by consumers because of their quality and consumer appeal.
Elon Musk’s tweets
There is no doubt that since acquiring Twitter, Elon Musk has become far more willing to share his views on a number of issues, from US and international politics to gender ideology. There is also no doubt that the negative slant in media against Musk and his companies is at an all-time high. The Guardian, just last week, published a guide on how to “rein in” Elon Musk by boycotting Tesla, having foreign governments threaten to arrest Musk, suing the CEO under Section Five of the FTC Act, and terminating contracts with SpaceX.
Musk has always attracted negative media attention, but not at this level.
Considering the nature of Musk’s posts, it is no surprise that some consumers would indeed not purchase Teslas due to the CEO’s social media posts. But ultimately, sales and brand loyalty are a game of numbers. There is a vocal portion of the car-buying community who are extremely open about not purchasing Teslas due to their dislike or hatred of Musk. However, the lines between the EV sector and the greater automotive market are growing thinner. Thus, more regular car buyers may simply be looking at Teslas because they need a car. For such consumers, the politics of Tesla’s CEO may not be a consideration at all.
Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.
News
Tesla China hires Autopilot Test Engineer amid continued FSD rollout preparations
The role is based in Lingang, the district that houses Gigafactory Shanghai.
Tesla is hiring an Autopilot Test Engineer in Shanghai, a move that signals continued groundwork for the validation of Full Self-Driving (FSD) in China. The role is based in Lingang, the district that houses Gigafactory Shanghai and has become a key testing zone for advanced autonomous features.
As observed by Tesla watchers, local authorities in Shanghai’s Nanhui New City within Lingang have previously authorized a fleet of Teslas to run advanced driving tests on public roads. This marked one of the first instances where foreign automakers were permitted to test autonomous driving systems under real traffic conditions in China.
Tesla’s hiring efforts come amid ongoing groundwork for a full FSD rollout in China. Earlier reporting noted that Tesla China has been actively preparing the regulatory and infrastructure foundation needed for full FSD deployment, even though the company has not yet announced a firm launch date for the feature in the market.
As per recent comments from Tesla China Vice President Grace Tao, the electric vehicle maker has been busy setting up the necessary facilities to support FSD’s full rollout in the country. In a comment to local media, Tao stated that FSD should demonstrate a level of performance that could surpass human drivers once it is fully rolled out.
“We have set up a local training center in China specifically to handle this adaptation,” Tao said. “Once officially released, it will demonstrate a level of performance that is no less than, and may even surpass, that of local drivers.”
Tesla CEO Elon Musk has been quite bullish about a potential FSD rollout in China. During the 2025 Annual Shareholder Meeting, Musk emphasized that FSD had only received “partial approval” in China, though full authorization could potentially arrive around February or March 2026. This timeline was reiterated by the CEO during his appearance at the World Economic Forum in Davos.
Elon Musk
Tesla Model Y outsells all EV rivals in Europe in 2025 despite headwinds
The result highlights the Model Y’s continued strength in the region.
The Tesla Model Y was Europe’s most popular electric car in 2025, leading all EV models by a wide margin despite a year marked by production transition, intensifying competition, and anti-Elon Musk sentiments.
The result highlights the Model Y’s continued strength in the region even as Volkswagen overtook Tesla as the top-selling EV brand overall.
As per data compiled by JATO Dynamics and reported by Swedish outlet Allt om Elbil, the Tesla Model Y recorded 149,805 registrations across Europe in 2025. That figure placed it comfortably at No. 1 among all electric car models in the region.
The Model Y’s performance in Europe is particularly notable given that registrations declined 28% year-over-year. The dip coincided with Tesla’s Q1 2025 transition to the updated Model Y, a changeover that temporarily affected output and deliveries in several markets. Anti-Elon Musk sentiments also spread across several European countries amidst the CEO’s work with U.S. President Donald Trump.
Even with these disruptions, the Model Y outsold its nearest rival by more than 50,000 units. Second place went to the newly launched Skoda Elroq with 93,870 registrations, followed by the Tesla Model 3 at 85,393 units. The Model 3 also recorded a 24% year-over-year decline. Renault’s new electric Renault 5 placed fourth with 85,101 registrations.
Other top performers included the Volkswagen ID.4, ID.3, and ID.7, along with the BMW iX1 and Kia EV3, many of which posted triple-digit growth from partial-year launches in 2024.
While the Model Y dominated individual model rankings, Volkswagen overtook Tesla as Europe’s top EV brand in 2025. Volkswagen delivered 274,278 electric cars in the region, a 56% increase compared to 2024. Much of that growth was driven by the Volkswagen ID.7. Tesla, by contrast, sold 236,357 electric vehicles in Europe, representing a 27% year-over-year decline.
JATO Dynamics noted that “Tesla’s small and aging model range faces fierce competition in Europe, both from traditional European automakers and a growing number of Chinese competitors.”
Despite intensifying competition and brand-level shifts, however. the Model Y’s commanding lead demonstrates that Tesla’s bestselling crossover remains a dominant force in Europe’s fast-evolving EV landscape.
News
Starlink gets its latest airline adoptee for stable and reliable internet access
The company said it plans to “rapidly integrate Starlink into its fleet,” and that the first Starlink-equipped aircraft will enter service this Summer.
SpaceX’s Starlink, the satellite internet program launched by Elon Musk’s company, has gotten its latest airline adoptee, offering stable and reliable internet to passengers.
Southwest Airlines announced on Wednesday that it would enable Starlink on its aircraft, a new strategy that will expand to more than 300 planes by the end of the year.
The company said it plans to “rapidly integrate Starlink into its fleet,” and that the first Starlink-equipped aircraft will enter service this Summer.
Tony Roach, Executive Vice President, Chief Customer and Brand Officer for the airline, said:
“Free WiFi has been a huge hit with our Rapid Rewards Members, and we know our Customers expect seamless connectivity across all their devices when they travel. Starlink delivers that at-home experience in the air, giving Customers the ability to stream their favorite shows from any platform, watch live sports, download music, play games, work, and connect with loved ones from takeoff to landing.”
Southwest also said that this is just one of the latest upgrades it is making to provide a more well-rounded experience to its aircraft. In addition to Starlink, it is updating cabin designs, offering more legroom, and installing in-seat power to all passengers.
Southwest became one of several airlines to cross over to Starlink, as reviews for the internet provider have raved about reliability and speed. Over the past year, Hawaiian Airlines, United Airlines, Alaska Airlines, airBaltic, Air France, JSX, Emirates, British Airways, and others have all decided to install Starlink on their planes.
This has been a major move away from unpredictable and commonly unreliable WiFi offerings on planes. Starlink has been more reliable and has provided more stable connections for those using their travel time for leisure or business.
Jason Fritch, VP of Starlink Enterprise Sales at SpaceX, said:
“We’re thrilled to deliver a connectivity experience to Southwest Airlines and its Customers that really is similar, if not better, than what you can experience in your own home. Starlink is the future of connected travel, making every journey faster, smoother, and infinitely more enjoyable.”
Starlink recently crossed a massive milestone of over 10 million subscribers.