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I've been hearing about the inevitable decline of Tesla for about 10 years now.



For how many of those did BYD exist in western markets and for how many was the Tesla brand toxic to the demographics that care about climate?

New things happen all the time, even things that had been predicted to happen sooner than they did.


Most of that was from Republican climate change deniers trying to make a culture war out of EVs.

Musk switching sides on that seems a good time to re-evaluate who is making the predictions now and why.


There's an entertaining conspiracy theory that Musk isn't actually pro Dem or Repub; instead he simply realized that everyone who would buy an EV on the left already did, and so now by pandering to the right he can tap into a new market.

But to your point, as the child of someone who parrot's right wing talking points, I am looking forward to see whether their remarks on EV's change over the next few years or not.


"Markets can remain irrational longer than you can remain solvent"


It has started long ago with the Cybertruck release delayed by two years and then not many wanted to buy it. The new roadster was originally announced for 2020, might come this year. The groundbreaking of Gigafactory Mexico has been delayed and I doubt the recent tariff madness helps. Level 5 FSD has been promised to be achieved in three years, that was 2013. With sales tanking, I do wonder if the $1 billion expected revenue in CO2-pooling[1] (from EU competition alone) will be at risk or if the EU can come up with some tariff in response to Trump's new attempt of tariffs on EU products. Also, after two failed attempts to get this massive compensation package as CEO approved by a court, will he try and fail again? Now that he's a squatter in some D.C. government building?

[1] https://www.reuters.com/business/autos-transportation/stella...




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