Michael Girdley

NEW LONG FORM VIDEO: Why Tesla Sales are Falling Short in the U.S. Back in December 2021, Elon Musk was named Time's Person of the Year. That same year, Tesla sold roughly 65% of all electric vehicles in the United States. It looked unstoppable. Fast forward five years to 2026, and the picture is very different. Tesla's U.S. sales are down 15% year over year, and researchers estimate the brand has suffered permanent damage. According to economists at Yale, that decline has cost Tesla nearly $60 billion in lost sales, representing more than a million vehicles that otherwise might have been sold. So how did the company that defined the electric vehicle revolution lose so much momentum in its biggest market? This is the rise and fall of Tesla sales in the United States.

@cdolan92 You are my personal triple dipper.

@girdley Endless chips and salsa baby

gm frens are you ready for some chili's jokes? let's run it back like it's still 2022.

@AmandaMAtwell What a coincidence. I have a video coming out about why everybody hates American Airlines.

Well good morning to you American Airlines!

@Sublux8tor Many commenters are confusing the USA with global sales. The former is still on the struggle bus, and the latter is booming!

@girdley You weren’t wrong on any of it and I say this as a 13+ year TSLA investor and 4x owner. However, you failed to mention the latest qtr where sales are rebounding. Tesla the company will be just fine but there is no doubt Elons big mouth has hurt sales.

NEW LONG FORM VIDEO: Why Tesla Sales are Falling Short in the U.S. Back in December 2021, Elon Musk was named Time's Person of the Year. That same year, Tesla sold roughly 65% of all electric vehicles in the United States. It looked unstoppable. Fast forward five years to 2026, and the picture is very different. Tesla's U.S. sales are down 15% year over year, and researchers estimate the brand has suffered permanent damage. According to economists at Yale, that decline has cost Tesla nearly $60 billion in lost sales, representing more than a million vehicles that otherwise might have been sold. So how did the company that defined the electric vehicle revolution lose so much momentum in its biggest market? This is the rise and fall of Tesla sales in the United States.

I ran the “5 Why” exercise on Applebee’s. Here’s what I wrote: newsletter.girdley.com/p/why-why-why-…

Bad advice: Ask “why did this happen?” and solve for that. Good advice: Ask “why” at least five times. You’ll get closer to the actual problem.

@fortworthchris wassup

What's up fam? Great to see everyone. 🇺🇸

@jeremynow @SBA_Matthias The good sign about this video is 1/3rd of commanets are accusing me of being woke, the other one-third are accusing me of being MAGA, and the last one-third are accusing me of doing a good job with it :-) I'll take it!

@SBA_Matthias @girdley That should have been included in the video.

@RobertD660 I know!

@girdley I love my model Y Juniper, best car I’ve ever owned and I love Elon.

@dennishegstad sup playa

Hi friends 👋👋👋 If you see this, say hello 🤠

@EmpiresPod_ I wish them luck. It reminds me of when I learned that Outback Steakhouse flopped when they took it to Australia.

Fun fact: Chipotle partnered with a company called Alsea to build & operate Chipotles across Mexico. Alsea is also going to operate Raising Cane's in Mexico, with the first opening later this year. Their portfolio spans ~4,800 stores of: • Chili's • Popeyes • Starbucks • Domino's • Burger King • Cheesecake Factory And more across Mexico & Europe

@0xgaut what up

turns out people love to see their friends on this app

@Molson_Hart Corollary: If you're 6'6", 225 lbs, relatively fit. Never get in a physical fight.

Never play a woman or a child at chess. If you win, no one will care. If you lose, you’ll never hear the end of it. And, trust me, women and kids can be insanely good, and no one will ever believe you when you say this.

@rsg oh hai!

Best change to the algorithm in years. It’s good to see you all again, friends! ❤️

Want a deeper dive? I wrote up the key principles and builder takeaways from this story in a 1-page digest. Download it free (and 80+ more) here. newsletter.girdley.com/1pagers?v3

What do you do when a client doesn’t pay you? It happens to everyone eventually. And it always sucks. I want to make it a little easier: Here are my 9 steps to deal with it. 🧵

@gamerguy51 @EZebroni @rhensing my hero

@girdley @EZebroni @rhensing perfect. i am a Cybertruck fanatic and a Delorean owner as well. ;)

If you have this sticker on your Tesla, just sell it along with your Tesla stock. You’ve proven that you don’t deserve to reap the benefits of Elon Musk’s unwavering commitment to changing the World.

@gamerguy51 @EZebroni @rhensing I guess I suceeded at being balanced. Half the commenters are saying I'm maga and the other half calling me woke!

@EZebroni @rhensing ironically right after i watch @girdley new video.

Every business takes a hit now and then. I had to learn this stuff hard when it happened to me. Talking to lawyers and stuff cost me a lot of money. Hopefully, this simplifies it for you!

To recap: 1. Assess the situation 2. Confirm your details are accurate 3. Set up reminders and late fees 4. Formal notice 5. Final demand letter 6. Talk to your lawyer 7. Explore your alternatives 8. Sue 9. Learn from it