GM and Ford, Driving to Beat Tesla, Turn on Each Other
wsj.com
wsj.com
IMO musk squandered his first-mover advantage. He should have moved down-market years ago, maybe with a different brand and made Tesla the "halo".
China is eating everyone's lunch with newer, far cheaper LFP prismatic batteries that telsa should have adopted half decade ago. Tesla is still using Lithium Ion NMC even for cheapest models when the world moved on long time ago.
Actually, that is false. They deny the reason for climate change being solely caused by humans. Hopefully one day an honest discussion can be had on this subject.
Tesla also uses LFP batteries:
https://electrek.co/2022/04/22/tesla-using-cobalt-free-lfp-b...
https://transportation.report/ev/2022-ford-f150-pickup-light...