The whole story about Tesla until 2025 was that they had the #1 selling model across any category: BEVs, PHEVs, and ICEs included. So it’s absolutely correct to note when that model’s sales no longer exceed those of a PHEV or ICE model, and it’s always in the context of how competitors choose to segment their offerings.

The core truth is that the popularity of buying a new Tesla has slipped significantly relative to competitors.

No, it does not make the comparison unbiased, because other companies, like BYD, may sell in a month as much EV cars as Tesla sells in a quarter, but they are distributed over diverse models, so one Tesla model may indeed sell more than any other model, without this reflecting the EV market share.

E.g. for BYD the 2026 target is over 1.5 million exported EV cars, with more than that produced for the internal Chinese market. During 2025, BYD exported more than 1 million EV cars, besides the production for the Chinese market.