Quarter-on-quarter or month-by-month would have been much more interesting, could have shown a change in trend. Especially after Musk's departure from the administration.
I'm out of the loop here. Recovered from what? A few months ago in similar threads the going theory was that people were waiting for the new Y, and that's why there was a slump. The new Y is out and available, no? Are they just not up to full rate production?
At this point it's much more interesting how well the Robotaxi is doing. It's still not driving like Waymo (I didn't like how it is desregarding the rules), but in a few years if it is able to scale up, it will scale much much faster and cheaper.