Your Tesla has me seeing red
- by The Boston Globe
- Dec 19, 2024
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Peter Morgan/Associated Press
For the past decade, Tesla has seemed unstoppable. Sales of its electric vehicles kept climbing while Detroit dragged its heels and clung to big SUVs and pickups. In fact, Tesla even claimed my bowling alley.
For several years, I was a member of the Ann Arbor Early Risers Ladies Bowling League, a group of professional and retired women who bowled weekly at Bel-Mark Lanes. But in 2022, owner Marc Smoltz sold the property to an Ohio developer who turned it into a shiny new Tesla dealership. Though the move was âbittersweet,â he said at the time, the deal was too good to pass up.
If we bowlers were miffed at Elon Musk, we now have a lot more company. Since he began taunting liberals on his social media platform X and became a high-profile ally of President-elect Donald Trump, some left-leaning buyers have rejected Tesla.
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In November, Tesla sales fell 35.5 percent compared with the same month in 2023, according to Automotive News. By contrast, Ford, Honda, Kia, and Hyundai had record EV sales in November. Teslaâs total US sales from January through October fell 7.3 percent compared with last year, and they fell 2.3 percent worldwide.
Itâs been dubbed âThe Musk Factor.â Once, Musk could count on his bravado, his fervent male fan base, and minimal EV competition to keep sales growing. His introductions of new cars were more like pep rallies than business events.
But for certain segments of the driving public, heâs become his car companyâs worst enemy. And meanwhile, the less politically toxic competition is offering more choices than before. Tesla had 80 percent of the US electric vehicle market in 2018, but that share fell below 50 percent this year for the first time.
Douglas Levy, a communications consultant in San Francisco, told me he came âthis closeâ to buying a used Tesla from Hertz. But âthe onslaught of hate, abuse, and misinformation on X angered me, especially with Muskâs hypocritical comments about protecting free speech,â Levy said. âI went from preferring Teslas when renting to shunning them.â
One Los Angeles attorney and car buff, who asked me not to use his name, said he regularly recommended Teslas to friends shopping for EVs. Now he says theyâre turned off by Musk and shopping instead for Rivians or traditional brands such as Mercedes and Hyundai.
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Elon Musk and a Cybertruck at the grand opening of a $1.1 billion manufacturing facility in Austin, Texas, in 2022.
Jay Janner/Associated Press
Margaret Gillard, a small business owner in Washington, D.C., bought a Kia Nero for her kids to use, instead of a Tesla, and shut down her X account, too. âI wonât support anything he does,â Gillard said via email.
Gillard says several Tesla-owning friends have purchased anti-Musk bumper stickers that read âI Bought This Before Elon Went Crazy,â which Iâve also spotted in Ann Arbor.
According to The New York Times, buyers also can choose from stickers including the universal ânoâ symbol of a red-bordered circle with a slash through Muskâs name and another that says, âAnti-Elon Tesla Club.â
Musk has infamous company. Throughout automotive history, car companies and their leaders have been derided â and boycotted â for their politics.
From 1919 through 1927, Henry Ford fiercely attacked Jews in his newspaper, the Dearborn Independent, dictating screeds to writers who turned them into editorials.
After being denounced and boycotted by a variety of groups, including the Anti-Defamation League, Ford issued an apology and shut down the paper. But in the process, Fordâs company lost its market dominance. By the 1930s, General Motors passed Ford to become the largest American car company, and it remains so today.
Meanwhile, generations of American Jewish buyers refused to consider German brands, especially Volkswagen, because of the companyâs ties to Adolf Hitler, who laid the cornerstone at its factory in Wolfsburg, Germany, in 1938. (Hitler, incidentally, revered Ford.)
In the late 20th century, some veterans who fought in the Pacific shunned Japanese auto companies when their cars appeared in the United States. Now, Volvo and other manufacturers are targets of Palestinian activists, who say their machinery is being used to displace residents in the West Bank.
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The anger at Musk couldnât come at a worse time for Tesla, which is seeing its unquestioned dominance of the EV market shaken by its own missteps as well as heightened competition.
Its futuristic Cybertruck, which looks like it was sketched on butcher paper with a grease pencil and a ruler, supposedly received 2 million preorders when Tesla began taking reservations in 2023. But analysts estimate that Tesla had only sold about 28,000 trucks through October.
Things are so bad that earlier this month, Tesla shut down its Cybertruck factory in Austin, Texas, for three days with no notice and told employees to stay home. (They were still paid.)
Musk isnât personally suffering from the derogatory attention. According to Bloomberg, heâs become the first person in history to accumulate a fortune of $400 billion. Tesla shares also are setting new highs, gaining 65 percent since Election Day, on the expectation that Muskâs tightness with Trump will lead to looser regulations that will benefit the carmaker.
Musk has far bigger concerns now than whether people like him. In fact, heâs said he has no problem being hated. Heâs been shadowing Trump at meetings with world leaders and preparing for duties as coleader of the countryâs new Department of Government Efficiency.
But as Ford proved almost a century ago, no company stays on top for long when the man in charge becomes notorious.
Micheline Maynard, a contributing writer for Globe Ideas, is the author of âThe End of Detroit: How the Big Three Lost Their Grip on the American Car Market.â
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