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.
tesla is not competitive vs chinese. they can remain afloat wherever the chinese are not allowed to sell, that's about it
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Please omit internet tropes on HN. https://news.ycombinator.com/newsguidelines.html
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Sounds unlikely given:
* https://www.iea.org/reports/global-ev-outlook-2025/trends-in...
* 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
> 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
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.
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
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...
https://ir.tesla.com/press-release/tesla-fourth-quarter-2025...
Fat chance Elon!
Where did you get “ Coming up next: 3 and Y” from?
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>they got it from their EDS infected mind.
Edit out the cheap swipes please.
See: https://news.ycombinator.com/newsguidelines.html