this post was submitted on 19 Mar 2025
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BYD took the global EV crown. Now Chinese rivals and local startups are taking over emerging markets.


  • Tesla’s sales are dropping globally, with political headwinds and fierce EV rivals throwing up challenges.
  • New frontiers beckon, but Tesla faces a showdown with savvy local and Chinese competitors vying for dominance.
  • Pricing battles and rapid innovation are putting Tesla to the test, demanding a strategic jolt to regain its edge.
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[–] caffinatedone@lemmy.world 10 points 1 day ago

That’s because Tesla’s stock valuation was always based on “revolutionary new shiny thing!” rather than “making and selling cars”.

musk has to constantly come out with a new reason why the stock justifies a valuation so insanely high (was worth more than all other car companies combined). “Full self driving!” “Robotaxies!” “Fully automated manufacturing!”, etc….

That’s also why musk can extort $50B payoffs from Tesla. So much of their value is based on his BS powered reality distortion field that they’re terrified of what might happen if he leaves.

Now, there’s huge risk inherent in banking everything on the very stable genius musk as they’re learning.