According to data from the US survey company Cox Automotive, Tesla's electric vehicle sales share in the US market had fallen to 38% in August 2025. This is Tesla's lowest market share in the US market since October 2017.
Tesla once had more than 80% of the market share at its peak in the US market, but due to the long-term failure to update the models and the erosion of competitors, its market share gradually declined.
Overseas media believe that Tesla's market rate has dropped sharply mainly because of "not doing its job properly". Although Tesla positioned itself as a robot and AI company, the company is currently mainly supported by its automotive business. Not only did Tesla not update its models for a long time, it also stopped its cheap model plans and focused on driverless taxis Robotaxi and humanoid robots.
In addition to its sharp decline in market share in the United States, Tesla has also lost consecutively in the European market and has been surpassed by BYD.
Perhaps Tesla's board of directors has already felt the crisis, so it proposed a new salary plan for CEO Musk, with a total salary value of up to $1 trillion, hoping to allow Musk to devote all his energy to Tesla again.
Of course, this 1 trillion US dollar is not that easy to get. This new plan requires Musk to focus on Tesla, promote the company's development in robotics, AI and other fields, and achieve the goal of delivering 1 million Optimus robots, 20 million Tesla cars, and 1 million Robotaxis to be put into commercial operations, and the company's market value must reach US$8.5 trillion and profits reach US$400 billion.
Of course, this $1 trillion salary agreement is still under negotiation, and if the requirements are too strict, Musk may not accept it. According to the latest news, during the negotiations, the Tesla committee hopes that Musk will no longer get involved in politics and promises to continue leading Tesla for at least seven and a half years.
