Tesla's EV market share in the US falls to 38% — the first time it's fallen below 40% in nearly 8 years

Group 1 - Tesla accounted for 38% of total EV sales in the US last month, marking the first time since October 2017 that it has dropped below 40% [1] - Tesla previously held over 80% of the US EV market but has faced challenges, including missing expectations for vehicle deliveries and revenue, resulting in its largest year-over-year revenue decline in the last decade [2] - The company cited a "sustained uncertain macroeconomic environment" as a factor affecting performance, including shifting tariffs and unclear impacts from changes to fiscal policy [2] Group 2 - Tesla's board proposed a $1 trillion pay package for Elon Musk, while the company appears to be shifting focus towards AI and its humanoid robot, Optimus [3] - Musk indicated that Tesla could experience "a few rough quarters" due to the expiration of the EV federal tax credit and the broader regulatory environment [2] - Industry experts suggest that without new products, Tesla's market share will continue to decline, despite its positioning as a robotics and AI company [4]