Caveats aside - other manufacturers are a lot more segmented in terms of brands/models trying to cover more price points while Tesla has like 5 models - it is still pretty impressive. I wonder if it would perform as well without Chinese EVs being banned on the US (my guess is yes), but that's another story.

The fact that sales dropped off a cliff this year is also interesting. What meaningful happened in this period? More competition from other manufacturers in the EV space? Market saturation (the addressable market of people that would buy EVs was already covered)?

Yeah, but that's not a fair comparison. Toyota alone has 40 hybrid models. Tesla has like 4 ...

Here's some stats from 2022 and Tesla was 15. in total car sales. [0]

[0] https://www.carlogos.org/reviews/worlds-top-selling-automake...