Actual facepalm. Let's do some math.
If you outsold the entire competition cumulatively, you have >50% marketshare. Make sense, right? If you want to maintain 67% of marketshare, you have to outsell all of your competition cumulatively by 2:1. If you want to maintain 75% marketshare, you'd have to outsell 3:1 against all of your competitors. 80% marketshare, 4:1. 83% marketshare, 5:1. See where I'm getting at?
So if Tesla had 67% marketshare and Ford adds 100k capacity/quarter, Tesla would need to add 200k capacity/quarter just to maintain 67% marketshare. But then, say GM also added 100k capacity quarter at the same time. This means Tesla would need an additional 400k capacity/quarter to maintain 67% marketshare. That means if Ford and GM built 1 factory each, Tesla would need to build 4 factories in the same amount of time. The higher the marketshare you have, the higher the multiple needs to be to maintain the marketshare.
So when I see articles like this, it's a sure sign they have no idea what they're talking about.
TL;DR version: It says "Tesla’s EV market share fell from 72 percent in January-February of 2022 to 58 percent in the same time this year. ". 72% means tesla would need to be adding capacity 2x-3x more than all of their competitors COMBINED to maintain 72%. That's ridiculous and no one reasonable is expecting that
That's hilarious. Tesla has plenty of margin to throw a few more price cuts. What other automaker is profitable that can survive a few more price cuts? Considering Ford had to cut prices, it's obvious Tesla's price cut is hurting other automakers.
https://www.reuters.com/business/autos-transportation/ford-cuts-prices-mustang-mach-e-2023-05-02/