<ul><li>Tesla's Q1 2025 vehicle deliveries may underwhelm, missing the consensus estimate of 418,000 vehicles.</li><li>The transition from the Model Y classic to the new Model Y could contribute to the decline in sales as Tesla implements the new version across its factories worldwide.</li><li>While Elon Musk's political actions may affect Tesla's appeal to some consumers, it may not have a significant impact on the company's vehicle sales.</li><li>The true performance of Tesla's deliveries and the effects of Musk's influence will become clearer in the coming quarters.</li></ul>

(Op-ed) A neutral look at Tesla’s upcoming Q1 2025 vehicle deliveries

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