Comment by jmyeet

It seems fairly easy to find figures on how many cars Tesla has produced each quarter but, surprisingly (at least to me), it's harder to find compiled information on (for each quarter):

- Average Selling Price;

- Cars produced vs cars sold;

- How many unsold cars are in inventory. I did find this [1];

- A model breakdown of the above 2.

The reason I'm interested in this because my theory is that:

1. Sales have been shifting from the Model S/X to the Model 3/Y, which reduces average selling price and overall profit. Stopping production is really about the inventory glut;

2. Unsold inventory is going up, particularly for the Cybertruck; and

3. Tesla marketshare is collapsing in many markets due to a combination of brand collapse among the most likely EV buyers and competition from lower-priced alternatives, particularly Chinese EVs in developing markets.

So what exactly is propping up this company at an above $1T market cap?

[1]: https://electrek.co/2025/06/17/tesla-tsla-inventory-overflow...