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Comment by chefkd | Hacker News Reader

valid the big 10 traditional automakers still rule supreme in terms of total car sales but from a climate change and geopolitical POV (less reliance oil would mean less reliance on energy rich nations and adversaries like Russia and the Gulf States) wouldn't it be a safe bet to say Tesla is positioned to profit off that? even with tumultuous leadership

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Definitely agreed they are in a great position to take advantage of the electric push. But if they are in tumult while the traditional auto makers are ramping up their production and refining their offerings, Tesla could lose that position.

That said, this does seem like a good move from a business perspective. They already simplified carriage construction. Single-body casting may have diminishing returns.

Lately the traditional auto makers have been ramping down their BEV production. Besides less competition, extra benefits to Tesla include battery prices going down and more income from selling regulatory credits.

I would love to see your source for auto makers ramping down BEV production.

Because according to this only a few manufacturers have had reductions in sales Q1 2024 (Tesla being one of them) and other than the most recent quarter almost all had increases:

https://caredge.com/guides/electric-vehicle-market-share-and...

Not sure why they would be reducing production. Growth is strong across the board.

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