BYD took the global EV crown. Now Chinese rivals and local startups are taking over emerging markets.


  • Tesla’s sales are dropping globally, with political headwinds and fierce EV rivals throwing up challenges.
  • New frontiers beckon, but Tesla faces a showdown with savvy local and Chinese competitors vying for dominance.
  • Pricing battles and rapid innovation are putting Tesla to the test, demanding a strategic jolt to regain its edge.
  • NeoNachtwaechter@lemmy.world
    link
    fedilink
    English
    arrow-up
    0
    ·
    1 month ago

    Tesla hasn’t lost it in 2025, but much earlier.

    For example, when they stopped maintaining and improving their successful Model 3 and Model Y, because the ugly tinbox “needed” all research and development resources.

    • CompactFlax@discuss.tchncs.de
      link
      fedilink
      English
      arrow-up
      0
      ·
      1 month ago

      This is exactly it. Instead of focusing on refining and renewing their products, Tesla burned billions on self-driving, while simultaneously hamstringing themselves by removing radar and lidar. That’s before the cybertruck and roadster 2 interfered.

      Lucid, from what I can tell, has done this work. Their new motors are the size of a carryon. The interior volume is enormous. That’s what the flagships should be like at Tesla, but they screwed up.