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There are noticeable shifts in the EV market. 
Over the last year, I’ve been seeing more and more non-Tesla EVs on the road. Rivian, given the Amazon connection, isn’t that surprising as I’m in Seattle. 
But the Hyundai Ioniq is popping up everywhere in my neighborhood. Polestars are also becoming more common. I’m also seeing so many Subaru Crosstrek Hybrids and Prius Primes. 
Two years ago, it was all Teslas. But true competition is finally here and it’s going to be a brutally tough next few years as the EV market becomes more saturated with choice. In many ways, Tesla is facing the same trajectory as Netflix. Huge success as a first mover with massive growth expectations but then crushing reality as the core differentiator of your business becomes commonplace.
The world's most valuable automaker delivered 405,278 vehicles in the last three months of the year, compared with Wall Street expectations of 431,117 vehicles, according to Refinitiv data. >

Turns out appealing to righties who probably can't afford your cars isn't a smart idea. >

40% company growth is a win no matter what someone predicted >

Found the bagholder >

I'm always amused by the muskrat Elon fanboys who are still holding their Tesla stock expecting it to go back up any day now, not realizing this is almost surely just the start of its collapse as the other big car makers keep flooding the market with quality EVs. >

Flooding the market?
No one else has broken a million EVs, let alone 500k in a year,  hell I dont think anyone outside China has hit 250k in a year.
“Flooding” is a stretch >

Tesla's percentage of EVs sold is just going to go down as things progress. As others have said, their situation is very comparable to Netflix, in that they had a tremendous advantage being the first to market and then dominating that market for a while, but as everyone else introduced quality competing products, their advantage disappeared. Tesla's are not as well made as the EVs that their competitors are producing, and with Elon himself tainting the brand I just see Tesla going down until they are possibly acquired by one of their competitors. Their best days are almost surely behind them. If you're unlucky enough to still be holding Tesla stock, I'd get out of it immediately before it drops another 70%. >

Tesla’s US market share is down to 61% from 79% two years ago, and is rapidly dropping.  Their market share is mostly because Ford, GM, Kia, Hyundai etc. simply can’t produce enough vehicles to meet demand.
In China, Tesla has a 7.7% market share of plug-ins.  Unlike the U.S., there are many competitors producing in volume. BYD alone sold 230,000 plug-ins in November, which is more than any company in the US aside from Tesla will sell in 2022.  In contrast, Tesla sold 100,000 cars in the same month. 
China sold 625,000 EVs in November, representing 35% of all new car sales (25% BEV, 10% PHEV). In the U.S., EV market share just broke 6%. Due to a lack of supply, EVs have an ASP in the US over $60,000.  In contrast, there are many affordable EVs in China.  They’re also cheaper in Europe as folks are OK driving smaller cars with a shorter range.  The U.S. market is still in its infancy.  The best-selling non-Tesla BEV, the Ford Mach-E only sold 28,000 vehicles in the first 9 months of 2022.  In the same period, Tesla sold 191K Y’a and 156K 3s.  Ford is completely supply-constrained on EVs, and was selling vehicles for $10-20k above MSRP at one point.  It’s clear that there’s a demand for non-Tesla options, but there just aren’t enough produced.
While 30% of all cars sold in China were plug-ins in 2022, a massive growth over 2021, Tesla continues to lose share, and are actually cutting production 20% in their Shanghai plant. I think China is really an indicator of Tesla’s future globally.