They continue to not buy a product from a fraudster. Not much changes, I propose. They buy a BYD or other quality non Tesla EV (Tesla sells ~2M EVs/year, China can build ~50M/year in aggregate, as of this comment). Those who still want Teslas buy them.
Tesla has become a vanity project operated by an emotionally unhealthy, power seeking narcissist who will chase attention and validation for the foreseeable future. It is not a critical component to global electrification. China will do all the heavy lifting (as of this comment, ~60% of Chinese auto sales are electric [largest auto market globally], and ~29% globally for 2026; exports are currently ~12M/year run rate, constrained by marine shipping capacity). Buy from Tesla, don’t buy from Tesla, doesn’t matter.
IEA Expects Electric Vehicles to Account for 29% of Global Car Sales in 2026 - https://news.ycombinator.com/item?id=49970471 - October 2026
China growth straining global auto shipping capacity - https://news.ycombinator.com/item?id=49553327 - September 2026
https://www.iea.org/reports/global-ev-outlook-2026/executive...
As my kids say, “You don’t buy from people who lie to you.”
https://en.wikipedia.org/wiki/List_of_predictions_for_autono...
(disclosure: I own several Teslas purchased 2018-2022, fool me once, shame on you, fool me twice, shame on me, sometimes we believe and trust the wrong people, we win or we learn)
Tesla has become a vanity project operated by an emotionally unhealthy, power seeking narcissist who will chase attention and validation for the foreseeable future. It is not a critical component to global electrification. China will do all the heavy lifting (as of this comment, ~60% of Chinese auto sales are electric [largest auto market globally], and ~29% globally for 2026; exports are currently ~12M/year run rate, constrained by marine shipping capacity). Buy from Tesla, don’t buy from Tesla, doesn’t matter.
IEA Expects Electric Vehicles to Account for 29% of Global Car Sales in 2026 - https://news.ycombinator.com/item?id=49970471 - October 2026
China growth straining global auto shipping capacity - https://news.ycombinator.com/item?id=49553327 - September 2026
https://www.iea.org/reports/global-ev-outlook-2026/executive...
As my kids say, “You don’t buy from people who lie to you.”
https://en.wikipedia.org/wiki/List_of_predictions_for_autono...
(disclosure: I own several Teslas purchased 2018-2022, fool me once, shame on you, fool me twice, shame on me, sometimes we believe and trust the wrong people, we win or we learn)