> If their EV business is losing market share, that really is a problem for the narrative. They could be fine as an EV company, but they’ve sold themselves as s

> If their EV business is losing market share, that really is a problem for the narrative. They could be fine as an EV company, but they’ve sold themselves as something far more. Long-term growth is pinned on success in AI, robotics, robotaxis, and autonomous services.