Automotive Execution
After the Model S invention wave and Model 3/Y scale wave, can Tesla keep the car product compelling in an execution phase it no longer monopolizes?
Assessment
Tesla Automotive Execution Assessment Content
Across the Industry
Articles
The Pioneering Tesla Model S
Invention and execution are different frontiers—with different leaders
Evidence
Tesla Launches Long Wheelbase Model Y in U.S.
Tesla fills the three-row seating gap—but not the flagship role—left by the Model X with a long wheelbase model it’s been selling in China and other markets
Tesla Model Y Sales and Market Share Are Surging
The Model Y still leads the EV market in the U.S. and brand loyalty seems to have recovered, but Tesla’s car business is increasingly dependent on Model Y
Study Indicates Musk's Political Actions Affect Tesla Sales
Monthly data on new vehicles at the county level show how Musk's actions have impacted sales