Elon Musk is facing a complicated moment. It's not just about rumors or controversies, but real problems that are affecting Tesla. These challenges could mark a turning point in the company's trajectory in the United States.
Falling sales and a deteriorated image
Tesla reported a 13% drop in global sales during the first quarter of 2025. The most concerning news came from Europe, where sales fell by 45%, just as the electric vehicle market grew by 15%.
This drop is not only an economic blow, but also a clear sign that Tesla is losing ground to the competition. Chinese and European manufacturers are taking advantage of the opportunity to gain market share.
In addition, the review of robotaxis by the NHTSA adds uncertainty about the company's future plans.
The negative influence of politics on Musk's reputation
Musk's political phase has had an unexpected and negative impact. His closeness to controversial figures and his public statements have caused rejection in several sectors.
This has led former customers to walk away and new potential buyers to think twice before choosing Tesla. The CEO's reputation has become a factor weighing on the brand, distancing it from its original values of innovation and sustainability.
Omead Afshar's departure and internal instability
A major blow for Tesla was the quiet dismissal of Omead Afshar, Musk's right-hand man and a key figure in the company's operations. Afshar led important projects such as the Model 3, the Austin Gigafactory, and the Optimus project.
This move, interpreted as an attempt by Musk to show changes to investors, has caused uncertainty within the company. It wasn't the only one: other executives have also left Tesla, leaving a sense of instability.
Can Tesla regain its position?
Tesla still has the tools to move forward, but it must act quickly. Separating Musk's image from the brand will be essential to reconnect with customers and markets.
Technological innovation must once again become the main focus. However, the competition isn't waiting. The electric vehicle market is becoming more competitive every day, and Tesla needs concrete results to keep its leadership.
Tesla's future in the United States will depend on how they handle this internal and external crisis. If they can't adapt, the company's position could change drastically in the coming years.