Part 9/13:

This pattern of pricing escalation benefits Tesla by reducing competition’s affordability, potentially channeling more consumers toward Tesla’s offerings, including the highly anticipated Cybertruck. Tesla’s reservation backlog of over one million units continues to underscore its leadership in EV sales, regardless of the pricing dynamics in the broader industry.

Concurrently, Tesla’s solar business, particularly its solar roof systems, remains relatively underwhelming in terms of installation volume. Research from Wood Mackenzie highlights that Tesla has been installing around 22 roofs per week — a stark contrast to their 1,000-per-week goal set in 2019. The company has pulled back on new installations and canceled some projects, sparking questions about its long-term solar ambitions.