This Is How Far Tesla Is Behind Its 2020s Growth Target - CleanTechnica

The article from CleanTechnica analyzes Tesla's progress relative to its ambitious goal of growing vehicle sales by 50% annually throughout the 2020s, a target frequently cited by Elon Musk in previous years. However, Musk has recently shifted the company's narrative away from this specific growth metric toward positioning Tesla more as a robotics and AI company. The author notes that despite the hype, no one has closely examined Tesla’s actual sales figures against the 50% compound annual growth rate (CAGR) target. By comparing Tesla’s vehicle deliveries over the first nine months of various starting years—2019, 2020, and 2021—with the expected sales if the 50% CAGR had been met, the article finds Tesla significantly behind its growth target. For example, starting from 2019 deliveries, Tesla should have sold about 2.9 million vehicles by the first nine months of 2025 but has only sold approximately 1.2 million, falling short by about 1.