Tesla sold 203,221 vehicles in California last year, down from 230,010 in 2023. Due to the decline in sales, Tesla’s market share dropped from 60.1% to 7.6%. The Model Y was California’s best-seller, delivering twice as many units as the RAV4.

Investors are looking for evidence Musk’s politics are hurting Tesla. It’s hard to find, but California might be turning against Musk—slowly.

For years, Tesla has been a leader in the electric vehicle market. The company’s products have pushed envelopes, raised the bar, and generated unprecedented buzz – along with booming sales. However, the days of Tesla’s total dominance in the EV world may be drawing to a close.