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Elon Musk and Tesla Forged a New EV Path

16 points by vinhnx 15d ago

cisc 15d ago
> Tesla Motors was becoming an auto manufacturer. Tesla now says it's an AI and robotics company. BYD sells more EVs than Tesla so it probably makes sense not to try to compete with them. BYDs charge faster and cost less. Tesla is losing market share while EV adoption is growing a worldwide: https://www.iea.org/reports/global-ev-outlook-2026/trends-in-electric-cars https://www.iea.org/reports/global-ev-outlook-2026/trends-in... https://www.fool.com/investing/2026/07/20/byd-delivered-557090-battery-electric-vehicles-in/ https://www.fool.com/investing/2026/07/20/byd-delivered-5570... https://eu-evs.com/marketShare/ALL_MONTHLY/Groups/Line/All-time-by-Years https://eu-evs.com/marketShare/ALL_MONTHLY/Groups/Line/All-t...
- MiroslavPokorny 15d ago
  What exactly are these robots supposed to build ?
  - cisc 15d ago
    Hype.
  - fragmede 15d ago
    Moar robots
  - verdverm 15d ago
    https://rickandmorty.fandom.com/wiki/Gwendolyn https://rickandmorty.fandom.com/wiki/Gwendolyn he's on a mission to save humanity from itself /s
  - Bolwin 15d ago
    Build? Nah these robots are for repacing the customer service jobs
  - vrighter 15d ago
    they will eventually open preorders, then increase the prices for the prepaid orders, and then actually deliver the dancer in a robot suit
  - sidibe 14d ago
    They're good at serving popcorn with a teleoperator.
Zigurd 14d ago
It's astounding that Elon could take an accomplishment as huge as starting and building a viable car manufacturer and screw it up. Ever since cyber truck became the worst flop in automotive history, Elon has been flooding the zone with random ideas like humanoid robots. Tesla could've built an insurmountable lead in EV design by quickly shifting from cyber truck to a low cost model. Something went wrong with that, resulting in the outlandish claims that the former low cost project is now a Robo taxi project. That project failure will probably get swept under the rug of SpaceX merger. That's what you get when your strategerist thinks Polytopia is a deeper game than chess.

16 points by vinhnx 15d ago

cisc 15d ago

> Tesla Motors was becoming an auto manufacturer. Tesla now says it's an AI and robotics company. BYD sells more EVs than Tesla so it probably makes sense not to try to compete with them. BYDs charge faster and cost less. Tesla is losing market share while EV adoption is growing a worldwide: https://www.iea.org/reports/global-ev-outlook-2026/trends-in-electric-cars https://www.iea.org/reports/global-ev-outlook-2026/trends-in... https://www.fool.com/investing/2026/07/20/byd-delivered-557090-battery-electric-vehicles-in/ https://www.fool.com/investing/2026/07/20/byd-delivered-5570... https://eu-evs.com/marketShare/ALL_MONTHLY/Groups/Line/All-time-by-Years https://eu-evs.com/marketShare/ALL_MONTHLY/Groups/Line/All-t...

MiroslavPokorny 15d ago
What exactly are these robots supposed to build ?
- cisc 15d ago
  Hype.
- fragmede 15d ago
  Moar robots
- verdverm 15d ago
  https://rickandmorty.fandom.com/wiki/Gwendolyn https://rickandmorty.fandom.com/wiki/Gwendolyn he's on a mission to save humanity from itself /s
- Bolwin 15d ago
  Build? Nah these robots are for repacing the customer service jobs
- vrighter 15d ago
  they will eventually open preorders, then increase the prices for the prepaid orders, and then actually deliver the dancer in a robot suit
- sidibe 14d ago
  They're good at serving popcorn with a teleoperator.

Zigurd 14d ago

It's astounding that Elon could take an accomplishment as huge as starting and building a viable car manufacturer and screw it up. Ever since cyber truck became the worst flop in automotive history, Elon has been flooding the zone with random ideas like humanoid robots. Tesla could've built an insurmountable lead in EV design by quickly shifting from cyber truck to a low cost model. Something went wrong with that, resulting in the outlandish claims that the former low cost project is now a Robo taxi project. That project failure will probably get swept under the rug of SpaceX merger. That's what you get when your strategerist thinks Polytopia is a deeper game than chess.