Musk is building SkyNet

[Nefertiti]

Tesla has 44% of US EV marketshare. And leads in China.

https://www.teslarati.com/tesla-model-3-model-y-top-us-ev-sales-2024-cox-automotive/

Tesla has a long way to go. Musk joined MAGA and killed tesla. MAGA only believes in BIG ICE trucks.

You need to separate politics from business. The latter is driven by technology and being MAGA or woke will not launch any rocket or fix self-driving challenges.

BYD is neither woke nor MAGA but is giving Tesla a run for its money everywhere ex-US.

[Nefertiti]

New Glenn finally launches... after 24 years

[Georgesoros]

Here Bina,
Impending Disaster
Musk promises Gold but deliverer fake Gold.
https://finance.yahoo.com/news/tesla-is-offering-new-cybertruck-discounts-is-there-a-demand-problem-164038579.html

[Nefertiti]

SpaceX lost the Starship on 7th flight test. Seems we are a long way from Mars colony.

https://www.teslarati.com/spacex-completes-second-catch-lower-stage-loses-starship/

[Nefertiti]

Here Bina,
Impending Disaster
Musk promises Gold but deliverer fake Gold.
https://finance.yahoo.com/news/tesla-is-offering-new-cybertruck-discounts-is-there-a-demand-problem-164038579.html

Top models are Model 3, X and Y. Not Cybertruck. Tesla 44% marketshare has actually shrunk from 50% in 2022. That's what they have to watch out for. With LA crazy fires, Florida hurricanes, snowstorms - you can bet EVs are here to stay despite whatever MAGA nonsense Trump spews. With Musk nee influence expect the Biden EV subsidy to continue or even possibly increase.

How can Tesla lose - at 44% US EV marketshare?

Consider so far US is trailing at 16% EV adoption. EU is 23%. China 50% of new car sales are EV or hybrids. This adoption will grow rapidly in the next few years - meaning your GM or Ford or VW shares will torpedo unless they up their EV game and beat Tesla and BYD. I won't hold my breath. Nissan and other Japanese dinosaurs are merging or shutting down.

Whoever will crack the self-driving game first will win big. The frontrunners are Tesla and the Chinese players BYD, Xiaomi, Xpeng, etc. The guys who can't nail EV batteries equally cannot hack self-driving complex robotics.

[Nefertiti]

Mostly I expect only Tesla and other auto STARTUPS like Lumina, Rivian, Zoox, etc will survive the EV dog-fight. It seems quite hard for the ICE (gasoline) manufacturers to pivot to software from the decades-old hardware assembly.

That is why GM, Ford, Audi, VW, BMW, Toyota, etc are worth 5 or 10% of Tesla despite selling 10 millions of cars compared to Tesla 2 million. Investors are not idiots and know these are dinosaurs unable to adapt to new software-driven smart car reality.

[Georgesoros]

MAGA killed the auto industry by constantly railing against EVs. China went ahead and produced $30k cars and now they are the world leaders. This is the same thing that happened in 2006, when Humvee was the truck of the day. After Gas prices skyrocketed, they died. This time MAGA is advocating for ICE while consumers are focused on EVs. MAGA can restrict Chinese EVs all they want but soon they will flood the mkt with $30k cars while GM is busy with their $80k Humvees.

[Nefertiti]

MAGA killed the auto industry by constantly railing against EVs. China went ahead and produced $30k cars and now they are the world leaders. This is the same thing that happened in 2006, when Humvee was the truck of the day. After Gas prices skyrocketed, they died. This time MAGA is advocating for ICE while consumers are focused on EVs. MAGA can restrict Chinese EVs all they want but soon they will flood the mkt with $30k cars while GM is busy with their $80k Humvees.

You are right Chinese EVs will flood the world except US because they have been heavily sanctioned with 100% tariffs and now entirely banned. Expect prices to remain high and the US to drag down the world in EV adoption.

Tesla Model 3 is still $45K effectively, if you include any meaningful add-ons like Autopilot. Chevy Equinox is 35K. Nissan Leaf is 28K but is about to go bankrupt at that price point. Basically it's not possible for US auto to sell below 40K profitably.

BYD Seagull of course is $10K but has been banned not to kill US auto. 👀

EU has imposed 40% tariff to keep off China but they need 100% like US to survive.

[Nefertiti]

I expect Trump to sell out MAGA and continue Biden EV subsidy just as he has done with H1B. That was campaign he is rational.

[Nefertiti]

Trump should read this and cry - after his $500B "AI infra" showoff

Global tech shares fall as China AI chatbot DeepSeek spooks investors
https://www.theguardian.com/business/2025/jan/27/tech-shares-asia-europe-fall-china-ai-deepseek

[Nefertiti]

Nvidia has lost $450B today - after Chinese startup DeepSeek beat OpenAI, Google and FB models. With meagre $6m and despite US chip ban

Nvidia plummets 13% to lead global tech sell-off as China's DeepSeek raises questions about AI chip spending
https://www.cnbc.com/2025/01/27/nvidia-falls-10percent-in-premarket-trading-as-chinas-deepseek-triggers-global-tech-sell-off.html

[gout]

The US will soon about turn the hype on AI fad just like EVs.