Hacker News Reader

Outside of the US, EVs are doing well. They actually sell (and produce) more cars in China than the US.

USA has 340 million people. "Outside the US" has ~8 billion. So Tesla selling more cars outside the US isn't by itself a crazy achievement. China was supposed to be Tesla's next big market after US and Europe but sales there have already cooled off due to competition from domestic manufacturers. Tesla used to be #1 in the Chinese EV market when it launched and has now fallen outside the top 5.

What do you suggest they do instead?

Invest in batteries

Edit: I mean focus solely on. It's a boring technology prone to disruption, used everywhere

Preferably, solid state

They're seem to be, with their factories and utility-scale systems: https://www.tesla.com/megapack

Tesla has nothing obvious here to add to the marketplace --- most of their battery tech has typically been out sourced.

Lots of other companies with far more experience and expertice is battery research, development and manufacturing.

Yep, the game has changed.

I won't buy a Tesla.

And - these days - I don't need to.