- The emissions credit market (where Tesla made most of its money) is dead due to lowered standards.
- Manufacturing costs haven't come down.
- EV sales share in the US is down to 6% (and falling every quarter).
- Chinese EVs are dominating every market outside the US.
- All the overhyped moonshots (sub-$30K car, unsupervised autopilot, autonomous robots) are nowhere to be seen.
It's hard to see where Tesla goes from here as a company. The stock is still surviving on Elon hype but has been stagnant for 5 years. The day he gets bored and decides to resign to focus on SpaceX full time the company is basically done.
- The emissions credit market (where Tesla made most of its money) is dead due to lowered standards.
- Manufacturing costs haven't come down.
- EV sales share in the US is down to 6% (and falling every quarter).
- Chinese EVs are dominating every market outside the US.
- All the overhyped moonshots (sub-$30K car, unsupervised autopilot, autonomous robots) are nowhere to be seen.
It's hard to see where Tesla goes from here as a company. The stock is still surviving on Elon hype but has been stagnant for 5 years. The day he gets bored and decides to resign to focus on SpaceX full time the company is basically done.