Tesla Faces Leadership Shake-Up as Cybertruck Sales Stumble Amid Intensifying Competition

November 10, 2025
Tesla Faces Leadership Shake-Up as Cybertruck Sales Stumble Amid Intensifying Competition
  • Tesla is undergoing a notable leadership shift as Siddhant Awasthi, who led the Cybertruck and Model 3 programs after rising from intern to a top role, departs the company after eight years.

  • Awasthi helped launch Giga Shanghai, expand Model 3 production, and assist with Cybertruck deliveries, but he did not disclose his next steps.

  • Tesla continues a pattern of executive turnover as it concentrates on autonomous driving, robotics, and other long-term bets amid cooling demand and the expiration of U.S. tax credits.

  • Since its 2019 reveal, the Cybertruck has polarized consumers, enjoying strong enthusiasm but limited broad-market traction and a history of recalls during production.

  • Even with a high stock valuation and ambitious targets, Tesla has sold only about 63,000 Cybertrucks since late 2023, far below earlier promises of hundreds of thousands per year.

  • Competition from Rivian and BYD is intensifying as they expand, adding pressure on the Cybertruck’s sales prospects.

  • The broader market context remains crucial, including how demand may be affected by the tax-credit expiration and ongoing production and recall updates.

  • The Cybertruck’s promises of indestructibility and high-margin production clash with realities like heavy weight, limited range, and production inefficiencies, turning it into a costly project rather than a cash-generating flagship.

  • Analysts note Tesla’s retention challenges among tech peers, with Cybertruck viability hinging on stabilizing quality, eliminating recalls, and rekindling demand without steep price cuts.

  • Tesla plans to start selling the electric semi in 2026, but analysts question its impact given the small Class-8 semi market and ongoing product introduction challenges.

  • Tesla’s India expansion shows weak momentum, with only 104 vehicles sold through October and Model Y price pressures due to premium import duties and limited local manufacturing.

  • Tesla intends to expand Cybertruck sales internationally, targeting markets like the UAE and South Korea to diversify revenue amid domestic challenges.

Summary based on 23 sources


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