Wall Street Breakfast Tesla U.S. market share at 8-year low
Sep 8, 2025
Tesla's U.S. market share has fallen below 40%, marking an eight-year low as competition in the EV sector heats up. The discussion also covers how AI is transforming the automotive industry. In additional insights, UnitedHealth reaffirms its financial outlook, and Goldman Sachs predicts global music revenues could double by 2035. This podcast offers a snapshot of significant shifts in the market and the broader implications of these trends.
AI Snips
Chapters
Transcript
Episode notes
Tesla's U.S. Market Share Slide
- Tesla's U.S. EV share fell to 38% in August, its lowest since Oct 2017.
- Buyers moved to newer rival EVs as Tesla's lineup ages.
Tax Credit Expiry Will Pressure EV Sales
- Analysts expect an August sales bump to fade when federal tax credits expire at month-end.
- That looming drop raises financial pressure on Tesla and other automakers.
Munster's $8.5T Tesla Vision
- Gene Munster projects an $8.5 trillion Tesla market cap by betting on physical AI and other advances.
- He names full self-driving, robo-taxis, Optimus, and xAI as key levers.