In Q1 2025, Tesla reported its lowest vehicle deliveries in three years, down 13% from last year. This decline has been attributed to growing competition and backlash against CEO Elon Musk's political involvement, particularly his work with the Trump administration. Analysts express deep concerns over Musk's focus on politics rather than Tesla's product strategy. Despite a recent rise in Tesla's shares following speculation that Musk may step back from political duties, many industry experts warn of potential long-term ramifications for the brand if the situation doesn't improve.