Opinion: X algorithms compound Tesla’s Musk problem
The CEO’s pivot to the far right risks polluting EV enthusiasts’ feeds
Tesla is the original and most successful e-mobility company. Beginning with the Roadster, moving onto the Model S, X, 3, and Y; Tesla continues to produce market-leading EV's Tesla's market cap has grown to dwarf incumbent OEMs through advantaged gigafactory production and software excellence. https://www.tesla.com
Musk acknowledges the threat from 'extremely good' Chinese competitors and predicts doom for fellow Western OEMs
Firm's projections light on detail as Musk hedges his bets on next-gen EV timeline
No inevitability that Tesla will lose its global BEV leader status, consultancy projects
Improved energy density for cell that Japanese firm sells to Tesla
Losing Q4 sales crown to BYD will not dampen Tesla's industry leader status
Electrify America owner waves white flag on CCS
But OEMs remains wary of Tesla control of a charging technology monopoly
Tesla will bring affordable new model to the facility once operational post-2026
Analysts diverge on whether the US EV pure play has hit a foreseeable hurdle
US regulator deems autopilot feature unsafe in a potential blow to long-term Tesla software thesis
OEMs targeting the e-pickup segment may need to rely on customers who have not previously bought trucks
The EV inFocus team makes some serious, and some not-so-serious, calls for the year ahead
Insider Focus LTD (Company #14789403)