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Irrespective of how it will play out, I appreciate the analysis from Ark. But I wish they also accounted for "China factor". Given that China is one of the larg
by vgchh 6y ago
Irrespective of how it will play out, I appreciate the analysis from Ark. But I wish they also accounted for "China factor". Given that China is one of the largest growth markets for Tesla and the US-China geo-political landscape is changing to be adversarial, what if China kicks out Tesla entirely? How would that impact this model?
- throwaway4good 6y agoIt will f it up completely. China will the largest market for EVs for years to come. Right now China loves Tesla but one day things may change. This is an article from today hinting how it may happen. https://www.scmp.com/news/china/diplomacy/article/3126273/elon-musk-denies-tesla-cars-are-being-used-spying-china https://www.scmp.com/news/china/diplomacy/article/3126273/el... Elon Musk denies Tesla cars are being used for spying in China