3 ms·

All the legacy automakers that haven't fully moved to EV's PROFITABLY will go defacto bankrupt within a few years, there will be some mergers to stay alive but

All the legacy automakers that haven't fully moved to EV's PROFITABLY will go defacto bankrupt within a few years, there will be some mergers to stay alive but it's game over. Tesla and China companies will own auto, with Tesla capturing most the profit, similar to Apple vs Android phones. Autonomy will further accelerate this.

thelastgallon 7mo ago
Spot on, except for the part about Tesla. Tesla shut down production of Model S & X. Coming up next: 3 and Y. Also, Tesla has YOY decreasing revenue and sales. Pretty soon, they will go pre-revenue and embrace what they are: A NFT traded on the stock market for bragging rights.
- cryptoegorophy 7mo ago
  Where did you get “ Coming up next: 3 and Y” from?
  - small_model 7mo ago
    [flagged]
    - defrost 7mo ago
      >they got it from their EDS infected mind. Edit out the cheap swipes please. See: https://news.ycombinator.com/newsguidelines.html https://news.ycombinator.com/newsguidelines.html
- small_model 7mo ago
  I'll just leave his here, "Tesla achieved a record-breaking third quarter in 2025 (Q3 2025), delivering 497,099 vehicles". It's expected that to be exceeded most quarters going forward
  - noncoml 7mo ago
    What do you achieve by trying to distort reality? 2024 total deliveries: 1,789,226 2025 total deliveries: 1,636,129 That 8% decline YOY Sources: https://ir.tesla.com/press-release/tesla-fourth-quarter-2024-production-deliveries-and-deployments https://ir.tesla.com/press-release/tesla-fourth-quarter-2024... https://ir.tesla.com/press-release/tesla-fourth-quarter-2025-production-deliveries-deployments https://ir.tesla.com/press-release/tesla-fourth-quarter-2025...
  - pharrington 7mo ago
    Fat chance Elon!
- deleted 7mo ago
  [deleted]
ikrenji 7mo ago
tesla is not competitive vs chinese. they can remain afloat wherever the chinese are not allowed to sell, that's about it
- gorfian_robot 7mo ago
  [flagged]
  - small_model 7mo ago
    [flagged]
    - defrost 7mo ago
      Sounds unlikely given: * https://www.iea.org/reports/global-ev-outlook-2025/trends-in-electric-car-markets-2 https://www.iea.org/reports/global-ev-outlook-2025/trends-in... * https://source.benchmarkminerals.com/article/global-ev-sales-reach-20-7-million-units-in-2025-growing-by-20 https://source.benchmarkminerals.com/article/global-ev-sales... China no longer subsidizes their EV production to the level they did at its industry's inception. Can you expand on your comment and reference data that supports your reasoning? > when you suffer from EDS Edit out the cheap swipes please. See: https://news.ycombinator.com/newsguidelines.html https://news.ycombinator.com/newsguidelines.html
    - tomhow 7mo ago
      > facts don't matter that much when you suffer from EDS Please don't post flamebait or call names on HN. https://news.ycombinator.com/newsguidelines.html https://news.ycombinator.com/newsguidelines.html
  - tomhow 7mo ago
    Please omit internet tropes on HN. https://news.ycombinator.com/newsguidelines.html https://news.ycombinator.com/newsguidelines.html

thelastgallon 7mo ago

Spot on, except for the part about Tesla. Tesla shut down production of Model S & X. Coming up next: 3 and Y. Also, Tesla has YOY decreasing revenue and sales. Pretty soon, they will go pre-revenue and embrace what they are: A NFT traded on the stock market for bragging rights.

cryptoegorophy 7mo ago
Where did you get “ Coming up next: 3 and Y” from?
- small_model 7mo ago
  [flagged]
  - defrost 7mo ago
    >they got it from their EDS infected mind. Edit out the cheap swipes please. See: https://news.ycombinator.com/newsguidelines.html https://news.ycombinator.com/newsguidelines.html
small_model 7mo ago
I'll just leave his here, "Tesla achieved a record-breaking third quarter in 2025 (Q3 2025), delivering 497,099 vehicles". It's expected that to be exceeded most quarters going forward
- noncoml 7mo ago
  What do you achieve by trying to distort reality? 2024 total deliveries: 1,789,226 2025 total deliveries: 1,636,129 That 8% decline YOY Sources: https://ir.tesla.com/press-release/tesla-fourth-quarter-2024-production-deliveries-and-deployments https://ir.tesla.com/press-release/tesla-fourth-quarter-2024... https://ir.tesla.com/press-release/tesla-fourth-quarter-2025-production-deliveries-deployments https://ir.tesla.com/press-release/tesla-fourth-quarter-2025...
- pharrington 7mo ago
  Fat chance Elon!
deleted 7mo ago
[deleted]

ikrenji 7mo ago

tesla is not competitive vs chinese. they can remain afloat wherever the chinese are not allowed to sell, that's about it

gorfian_robot 7mo ago
[flagged]
- small_model 7mo ago
  [flagged]
  - defrost 7mo ago
    Sounds unlikely given: * https://www.iea.org/reports/global-ev-outlook-2025/trends-in-electric-car-markets-2 https://www.iea.org/reports/global-ev-outlook-2025/trends-in... * https://source.benchmarkminerals.com/article/global-ev-sales-reach-20-7-million-units-in-2025-growing-by-20 https://source.benchmarkminerals.com/article/global-ev-sales... China no longer subsidizes their EV production to the level they did at its industry's inception. Can you expand on your comment and reference data that supports your reasoning? > when you suffer from EDS Edit out the cheap swipes please. See: https://news.ycombinator.com/newsguidelines.html https://news.ycombinator.com/newsguidelines.html
  - tomhow 7mo ago
    > facts don't matter that much when you suffer from EDS Please don't post flamebait or call names on HN. https://news.ycombinator.com/newsguidelines.html https://news.ycombinator.com/newsguidelines.html
- tomhow 7mo ago
  Please omit internet tropes on HN. https://news.ycombinator.com/newsguidelines.html https://news.ycombinator.com/newsguidelines.html