This year’s coverage of Tesla’s production cuts, pricing swings, and cooling demand across the EV market feels like a long-awaited reality check. Electric vehicles aren’t going away, but the era where “EV” automatically translated to “limitless upside” is winding down. Now it has to be a real product in a real market, not just a symbol of the future.
Consumers are running into boring, practical questions: How easy is charging, really? What happens to resale value? How does this car hold up in winter? These aren’t anti-innovation questions – they’re normal ones that eventually catch up to every new technology.
Tesla still has a lead, but the narrative has shifted from “visionary versus the world” to “company in a competitive, regulated industry.” That’s not as dramatic, but it is healthier.
If this is the comedown from the hype cycle, what does sustainable EV growth actually look like? And which companies will quietly out-execute the loudest voice in the room?
Related article: NY Times
